Tag Archives: Lead Generation

How to be at the Right Place at the Right Time (in other words put yourself in front of money when it is moving)

Posted on August 15, 2014 by Mike Kaselnak

The easiest way to make more money with NO marketing cost is to put you in front of people when they are making financial decisions.  This simple form does just that.  You should have it in all of your client’s … Continue reading →

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Have People Pay You to Market to Them

Posted on July 7, 2014 by Mike Kaselnak

This concept has been around for ages but few advisors take advantage of it. I know an advisor in the town I live in that has a huge practice and he’s never spent a dime on marketing… in fact, people … Continue reading →

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Client says, “This article says your product is horrible”

Posted on June 26, 2014 by Mike Kaselnak

What do you say? AGREE WITH THEM!  Don’t get defensive… agree with them.  When you do this it always puts the client back on their heels.  They did not expect this.  Argument over… almost. You are never going to win … Continue reading →

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The “It’s Over” Checklist

Posted on June 21, 2014 by Mike Kaselnak

Though we hope it never happens to our clients… sometimes they get divorced.  I’ve created a helpful checklist for those clients that are considering or pulling the trigger on getting divorced. If you’d like that checklist to add to your … Continue reading →

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Please Leave a Message… But Make it a Good One!

Posted on June 12, 2014 by Mike Kaselnak

Please leave a message.  How many times a day do we hear it from our client’s phones… or do we deliver the same message to our client’s ears?  Too many. So here’s the question.  Are you treating it like a … Continue reading →

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Have FAITH in Growing Your Business

Posted on May 9, 2014 by Mike Kaselnak

You have lots of friends and acquaintances at your place of worship.  These are people you like and they like you. They would be the perfect client but… you don’t want to be seen as trolling for business. There is … Continue reading →

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If You Haven’t Done This First… every sale is going to be difficult

Posted on March 27, 2014 by Mike Kaselnak

The definition of conviction is: a fixed or firm belief So how much conviction do you have for the process or product you sell?  In other words, how many of the products that you sell do you actually own? I … Continue reading →

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If You Sell REIT’s or Sell Against Them… you need to watch this video

Posted on March 20, 2014 by Mike Kaselnak

Whether or not you sell REITs this video is a must see.  If you sell REITs you need to watch this so you know what you need to be disclosing to your clients, to keep you out of trouble. If … Continue reading →

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This is How You Get a Property Casualty Agent to Put You in Front of His Best 10 Clients

Posted on January 30, 2014 by Mike Kaselnak

What was the #1 Halloween costume of 2013?  Flo.  Here’s how you use this to your advantage. I created a 20 minute video that you show PC agents (see below).  It walks them through the both the danger they are … Continue reading →

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Goals Are For Losers!!!

Posted on January 17, 2014 by Mike Kaselnak

What!?  I bet you thought goals were a good thing, right?  Being January you might just be sitting down to make your annual goals… DON’T. Here’s why as explained by Scott Adams, the Dilbert cartoonist in an interview in Bottom … Continue reading →

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