Testimonials
"I had a chance to review the entire site and I must say you did a fantastic job. Lots of great stuff that I will implement immediately. I have spent a small fortune over the years on marketing systems and dollar for dollar, this is the best. Thanks."
-John Cito
"I only wish I would have had access to Teaming With Clients 10 years ago. If so I would be writing this from my yacht in the Virgin Islands counting my money in my Swiss bank account. This stuff is incredible, you have all the things I need and I don't even have to develop them. I can't say enough how Teaming With Clients is changing my practice. Good Job and keep the good stuff coming!!"
-Tim Hobbs
"I wanted to take this time to let other people know the impact Mike Kaselnak and his marketing genius has had on my business. As with most financial pros, I was competing in the senior seminar marketplace with limited success. With Mike’s coaching, I moved away from seminars and started doing focus groups with outstanding results. I have done 4 of these focus groups since February 1, 2008 and have had tremendous results; 4 new clients and assets under management of $1.74 million. One of these groups didn’t work according to our plans and Mike was able to point out why that one didn’t measure up. Having made the proper corrections, I have a fifth group meeting tomorrow, May 6th and attendance came from a 5% response rate. I share my experiences with Mike and he in turn will give me coaching on what is working for others. No longer am I recreating the wheel - all I have to do is work the system!!"
-Mark Hupe (Centennial, CO)
"Having been in the business for 35 years, I have checked out damned near every marketing scheme, free and paid. I can honestly say without hesitation that MIke Kaselnak is the Warren Buffet of marketing. He is a genius with ideas that really work and is very sincere at helping people like me do better with minimum expense and effort. I have been dealing with him for about 5 years and my only regret is that I didn't find him much earlier in my career. My income has been geometrically positive and my free time has increased with his ideas and assistance. Anyone would be nuts to not work with someone of his caliber. One other point. Many systems do not worry about what is best for the client. Due to Mike's assistance, I am very proud of the ethical job I am doing for clients and how efficient it is. Thanks Mike."
-Michael Lincoln
"Mike, I’ve been using your marketing for years...I remember when I first started using your newsletter—I thought it was silly and hokey and would never work. Boy, was I wrong! I’ve seen hundreds more times business from using your client newsletter than those fancy (boring) newsletters that I used to use. And even though my compliance department is a bear (you know what they say…those that can’t do…critique!)—I’ve been able to use enough of your marketing ideas and systems to bring in millions in new money over the last three years—And I have you to thanks for it. You are one of the few people who actually know what he is talking about when it comes to marketing. Keep up the good work and Thank you from the bottom of my heart, dude!"
-Greg D. (Hackensack, NJ)
"I will always remember what my partner said when we first started using Mike Kaselnak's marketing systems, "Our business and our lives are getting ready to change!" That statement came true as the profits rolled in."
-Pam Rosenberry
"Thanks Mike, for helping me to keep my marketing program on track. I’ve tried other systems before but they didn’t work.
You know what you’re talking about. You know how prospects think and you are right on the mark with what works. Thank you for your insight."
-Bill B. (Boston, MA)
"Didn’t teach that at Business School!
When I was introduced to Mike Kaselnak 4 years ago, it was a C-change in my career in financial services. I am continually amazed at the things Mike teaches, that NO one else in our industry is teaching in a systematic way. I learned more from Mike in 4 years about Marketing and Sales then I had in my previous 18 years in the business and not only that, the revenue in my practice has doubled in that time.
Mike I can’t thank you enough for teaching me how to differentiate myself from the pack."
-R. Martin
"Mike, I have been a financial advisor for 20+ years. In that time, I have always been tuned in to the latest marketing ideas. I have tried many and have been somewhat successful. However, there was always something missing. I always felt they left a little too much to MY imagination. Mike Kaselnak's programs are the only ones I have ever used that guide you through them EVERY STEP OF THE WAY. They are also the most innovative programs I have ever found.. Nobody else is doing this stuff! And they work. You wont be disappointed!"
-Mike Falco
"Over the last 14 years I've looked at just about every so-called "marketing program" for financial professionals out there and was disappointed every time... except once. Mike Kaselnak hit the nail on the head - it's not about how much money you're making or counting up earned commissions and fees, it's about taking the BEST CARE POSSIBLE of your clients. His approach focuses on taking the best care possible of your clients, taking care of their biggest issues, and making sure every base is covered. The investments are just a part of the package - an important part to be sure - but using Mike's approach I finally have a professional wealth management practice I can be proud of. I know my clients have all the bases covered, and as an added benefit my income more than doubled within 12 months of implementing Mike's approach."
-P. Sampeck
"Michael Kaselnak is the most brilliant marketing maven that I have ever come across in my thirteen years of being in the financial services business. He believes in taking the advisor to the next level of marketing. Make the commitment for a year and see for yourself. This is not a silver bullet approach but a long term investment in your business. Just using some of his ideas of keeping my name in front of clients and prospects has helped me immensely. His marketing draws prospects back to you and your clients will never want to leave you. Just recently, I received a phone call from someone that I did not get as a client but I kept their name on my list of prospects. Because of Mike’s marketing he is now a client and he is forever grateful that I continue to use Mike’s marketing strategies."
-Daryl (Philadelphia, PA)
"Just wanted to let you know how much you have helped my business. I had been looking, unsuccessfully, for a program or someone that does things that is different from everyone else. You are the only one I found that actually does this. Others claim their programs are the best and different from everything out there but it is just lip service. You and your ideas are truly a breed apart. You do what you say and that is more than anyone else and that is why I am fully on board with you and your programs."
-Gerald DeBorde
"I have been working with you for over 4 years now. I have not seen anyone with your marketing skills and understanding. Your newsletters are great and my clients love them. I just want to leave you with my latest success from your marketing. I have a client that has a small annuity with me. I send her newsletters, but really hadn't heard much from her until I sent out the "postage increase letter with the stamps" she called to thank me for my thoughtfulness and she had about 30K in the bank earning about 1.2%. She asked if I had anything better!! Well this one small case will pay for 3 to 4 months of DRIP marketing. Thanks!"
-Phillip W. Statler
"I got into the financial services business in 1970 so I have seen about every system and promise that marketers put in front of agents and brokers.
Believe me when I say there is nothing else like Mike's approach out there!!
Mike was a field agent himself and suffered thru the school of hard knocks just like all of us have who have been in the business for years. using Mike's total sytem both interview approaches and regular contact materials, I was able to quickly double my income and develop a sense of confidence that I had a winning system each time I sat down with a prospect. Mike's newsletters are unlike any other's out there--not just dry financial letters that bore people, my clients keep them and tell me how much they enjoy them, by having my picture on them, it keeps me in front of them twelve times a year.
Mike also has developed very unusual contact cards, birthday cards, quirky special day cards etc. I am in front of all my clients and prospects twenty plus times a year and it is all automated yet looks totally personalized. Try his service out--you will not be disappointed."
-Donald O'Connor
"The way our industry has marketed just doesn't work anymore. The information available to prospects today is overwhelming and confusing and prospects just don't trust brokerage houses or reps to disclose to them everything they need to know. TWC marketing ideas have turned my business completely around and have pointed me in the right direction for the future. Using TWC is absolutely the best way to get in front of prospects today and anybody that continues to market the old ways will certainly fail in the long run."
-Michael T. Oviedo (Florida)
"As the financial planner in our branch office responsible for screening out unsolicited marketing companies and concepts, I was immediately drawn to the common sense approach to the critical task of attracting and retaining clients contained in Mike Kaselnack’s materials. Two and a half years later I have concluded that Mike is a marketing genius! In particular, he has mastered the concepts presented by Robert Cialdini in his classic book Influence: The Psychology of Persuasion. He is a constant source of creative ideas and substantive materials; most importantly, most of them work! I am very excited that his brainpower is now available from Teaming With Clients."
-Victor Gadoury
start your own account
Get Around
Improve your marketing
Get free "marketing tip"
newsletter – Lodestar.
- 3 Marketing ideas each issue
- What’s working in Financial Marketing
- Expert Advice & Peer Experience
- Articles, Interviews & Research
- Quality Content for FREE


