Tag Archives: financial advisor

Package Your Offer the Right Way…literally

Posted on October 23, 2018 by Mike Kaselnak

It is more and more difficult to get people’s attention… and if you don’t get their attention, you aren’t going to be able to show them how much what you offer, can help them. So, why not package your offer … Continue reading →

Posted in General, Lead Generation, Marketing Tips | Tagged 5Q, 5Q Group, financial advisor, financial marketing, Lead Generation, Leads, marketing, Michael Kaselnak, 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 →

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

8 Ways to Get More People to Respond to Marketing

Posted on September 25, 2018 by Mike Kaselnak

You should keep these 8 things in mind with all your marketing: Make it easy for people to respond. Allow your prospects to respond by phone, text, email, mail… or even walk in for your offer (whitepaper, free report, etc.) … Continue reading →

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

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 →

FIA’s Are More Liquid than Money Management?

Posted on September 15, 2018 by Mike Kaselnak

This script gets a client to tell you that a 7-year surrender annuity is more liquid than a money management account. This short video gives you the exact script that gets a client to TELL YOU… that an FIA (with … Continue reading →

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

$2 and Some Sleight of Hand Lands a Client

Posted on August 14, 2018 by Mike Kaselnak

Has somebody ghosted you? Want to get them to call back… or even reach out to you on their own? I just used this idea with one of my advisors and it worked perfectly! We went online and found directions … Continue reading →

What’s Your Number?

Posted on August 14, 2018 by Mike Kaselnak

The key to growing your business is buying new clients… what? How do you do that? Isn’t Marketing just buying clients? If your marketing is poor… you’ll pay more per client. If you have good marketing… you’ll pay less per … Continue reading →

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

The Best 30-Minutes You Ever Spent

Posted on August 14, 2018 by Mike Kaselnak

If you want to work with small businesses, you have 20 seconds to get their attention. Here’s what you do. Get a list of 3 businesses you want to approach with your Unique Selling Proposition Make sure all 3 businesses … Continue reading →

Want More Appointments? Then Follow Through!

Posted on July 18, 2018 by Mike Kaselnak

I was scratching my head. So an advisor used a marketing system that did all the hard work for him. It found people with more than $1 million who wanted to meet with advisors for second opinions. Now these were … Continue reading →

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

This is a Terrific Handout or Even Frame it for Your Office

Posted on July 15, 2018 by Mike Kaselnak

Are you looking for a document that demonstrates that you put your client and their concerns first? Please accept this done-for-you Financial Hippocratic Oath, courtesy of 5Q Group. You can use it a number of ways… as a handout at … Continue reading →

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