Category Archives: Client Referrals

The Best Testimonials EVER… and you don’t say a thing… and EVERY advisor can use them!

Posted on July 8, 2021 by Michael Kaselnak

We’d all love to use testimonials… they are powerful. However, the rules about using testimonials depends on how you are licensed. So, let’s just talk about the potential ways to use testimonials regardless of whether you are an RIA, registered … Continue reading →

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged 5Q, 5Q Group, Group, Lead Generation, Leads, marketing, Marketing Organizations, Michael Kaselnak, Mike Kaselnak | Leave a comment

“So, What do you do?”

Posted on July 1, 2021 by Michael Kaselnak

When someone asks you that question, what do you say? This is a watershed moment for you. You may be talking to your next client… which it costs nothing to find, since you are already talking to them… or you … Continue reading →

5 Myth’s of Financial Advice Marketing

Posted on January 17, 2019 by Mike Kaselnak

Flawless work is enough—NO! Flawless work is expected! It’s the bare minimum. If you think that delivering outstanding results will attract new customers, you are sorely mistaken. It will keep your current clients happy, but will not attract new ones. … Continue reading →

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged 5Q, 5Q Group, Lead Generation, Leads, marketing, Marketing Organizations, Michael Kaselnak, Mike Kaselnak | Leave a comment

Solve the Puzzle of Getting that Big Hitter to Respond

Posted on January 10, 2019 by Mike Kaselnak

Do you have one person or a group of people that if you landed them… it would be a huge boost to your business? If you are willing to invest a little effort and 6-weeks of your time… here’s a … Continue reading →

Posted in Client Referrals, Lead Generation, Marketing Tips | Tagged 5Q, 5Q Group, Lead Generation, Leads, marketing, Marketing Organizations, Michael Kaselnak, Mike Kaselnak | Leave a comment

Make it really “Sticky”

Posted on December 4, 2018 by Mike Kaselnak

Business cards are a waste of money… UNLESS you make them sticky (more about that in a second). Think about it… what percentage of business cards do you hold onto. Okay, now divide that number by 10… and that’s the … Continue reading →

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged 5Q, 5Q Group, financial advisor, financial marketing, Lead Generation, Leads, marketing, Michael Kaselnak, Mike Kaselnak | Leave a comment

Grab Your Prospects by the Nose

Posted on November 26, 2018 by Mike Kaselnak

Do you want people to actually keep your mailers, letters and postcards… instead of throwing them away? And maybe even share it with their friend, neighbor or relative? Because… the longer they keep it around… the more likely they are … Continue reading →

Unique Invitation Gets Investors Attention

Posted on November 14, 2018 by Mike Kaselnak

If everyone’s marketing looks the same… you are going to get diminishing returns on your marketing. You’ve GOT to do something different to catch people’s eye. That’s why I love this mailer! It taps into what’s happening in the news… … Continue reading →

Quick Way to Boost Inquiries from Your Website

Posted on November 7, 2018 by Mike Kaselnak

There is a simple, easy and free way to move yourself up the search page for when somebody searches for financial help online. What do you do? You simply put your address on every single page of your website… not … Continue reading →

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged 5Q, 5Q Group, financial marketing, Lead Generation, Leads, marketing, Mike Kaselnak | Leave a comment

Sing for Your Sale

Posted on October 18, 2018 by Mike Kaselnak

Have you ever had a prospect ghost you after saying they wanted to move forward? After a few polite, professional voicemails are you starting to get the feeling they are avoiding you? You’ve got to do something to get their … Continue reading →

Get Your Message Out There Big Time!

Posted on September 20, 2018 by Mike Kaselnak

In order to get people to see your message… you have to be doing things… AND putting your message places your competition doesn’t. How many of your competitors are advertising on bill boards? Think about it… thousands of drivers are … Continue reading →