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MarketingWebinar©2012. InKnowVision LLC. All rights reserved. www.inknowvision.com
InKnowVision Marketing Webinar               www.inknowvision.comUpcoming Webcasts:• Case Study   – March 7th• Technical W...
HNW MARKETING SERIES SERVING HIGH NET WORTH CLIENTSIN UNCERTAIN TIMES AND ATTRACTING        EVERYONE ELSE TOO          InK...
http://inmaps.linkedinlabs.com/network      InKnowVision, LLC 2012 Copyright
InKnowVision, LLC 2012 Copyright
InKnowVision, LLC 2012 Copyright
InKnowVision, LLC 2012 Copyright
Goal #5InKnowVision, LLC 2012 Copyright
InKnowVision, LLC 2012 Copyright
WHO ARETHEY?                                      Average Age 61                                      24% Full Time       ...
PROFESSIONAL ADVISOR HELPUHNW INVESTORS    40%                        33%                                               RE...
SATISFACTION80% vs 70 % InKnowVision, LLC 2012 Copyright   Spectrem Group
HONESTY RATES HIGH•   99% Honesty & Trustworthy•   93% Track Record•   93% Transparency & Communication•   83% Fees Key Co...
DEFECTIONInKnowVision, LLC 2012 Copyright   Spectrem Group
49% monthly            Get Going!33% semi annual            InKnowVision, LLC 2012 Copyright   Spectrem Group
QUALITY OF MARKETING AND    COMMUNICATIONS       InKnowVision, LLC 2012 Copyright   Spectrem Group
LOYALTYInKnowVision, LLC 2012 Copyright   Spectrem Group
FEES VS COMMISSIONS                    Fees33.66                                           Happy with Fees                ...
InKnowVision, LLC 2012 Copyright
MOTIVATING FACTORS                                       WealthCounsel & Trust and Estates 2011    InKnowVision, LLC 2012 ...
BUNKER MENTALITY                                      WealthCounsel & Trust and Estates 2011   InKnowVision, LLC 2012 Copy...
InKnowVision, LLC 2012 Copyright
InKnowVision, LLC 2012 Copyright
REAL ESTATE – GIFTING OPPORTUNITY                                              WealthCounsel & Trust and Estates 2011     ...
TAXES INCREASE                                     WealthCounsel & Trust and Estates 2011  InKnowVision, LLC 2012 Copyright
FOCUS AREAS                                   WealthCounsel & Trust and Estates 2011InKnowVision, LLC 2012 Copyright
MOTIVATING FACTORS                                       WealthCounsel & Trust and Estates 2011    InKnowVision, LLC 2012 ...
OPTIMISTIC                                   WealthCounsel & Trust and Estates 2011InKnowVision, LLC 2012 Copyright
GENERATING BUSINESS                                       WealthCounsel & Trust and Estates 2011    InKnowVision, LLC 2012...
PRIMARY METHODS   InKnowVision, LLC 2012 Copyright
LOW ON SOCIAL MEDIA                                       WealthCounsel & Trust and Estates 2011    InKnowVision, LLC 2012...
NURTURING RELATIONSHIPS                                         WealthCounsel & Trust and Estates 2011      InKnowVision, ...
LEARN MOREInKnowVision, LLC 2012 Copyright
InKnowVision, LLC 2012 Copyright
SOCIAL MEDIA CONTROVERSY       InKnowVision, LLC 2012 Copyright
InKnowVision, LLC 2012 Copyright
WHY SERVE THE UHNW - 20M(+)         InKnowVision, LLC 2012 Copyright
ASSET MIX• Investments   –Including     • Real Estate     • Art     • Alternative     • Fine Collectibles     • Foreign   ...
EMPLOYEES                                              FRIENDSFAMILY                         EXECUTIVE TEAM               ...
InKnowVision, LLC 2012 Copyright
OUR MESSAGE• WE ONLY SERVE CLIENTS WITH $20M TO  $100M (+) NET WORTH• WE HAVE A PROCESS• WE CAN DEMONSTRATE RESULTS• WE CA...
WHAT IS YOUR MESSAGE?1. What is your process?2. How do you measure results?3. Why should I use you?4. When should I call y...
TIDAL WAVEOVER $1M IN COMMISSIONS IN PIPELINE$200,000 IN FEE REVENUE 18 NEW CASES OF $20M AND GREATERFAMILIES WE PLANN...
How Do We                                     Do It?InKnowVision, LLC 2012 Copyright
You are the average of the fivepeople you spend the most timewith.           - Jim Rohn                   InKnowVision, LL...
My TravelInKnowVision, LLC 2012 Copyright
www.theconverstionprism.comInKnowVision, LLC 2012 Copyright
“I knew whatmy job was; itwas to go outand meet thepeople andlove them”            InKnowVision, LLC 2012 Copyright
TRACK EVERYTHING   InKnowVision, LLC 2012 Copyright
FINDABILITYInKnowVision, LLC 2012 Copyright
DECISION FACTOR  InKnowVision, LLC 2012 Copyright
Your Fears- I Hear You!To conquer fear is the beginningof wisdom.           - Bertrand Russell           InKnowVision, LLC...
“In the end, the reality is that you get out              of social media what you invest in it”.                         ...
TIMEInKnowVision, LLC 2012 Copyright
InKnowVision, LLC 2012 Copyright
InKnowVision, LLC 2012 Copyright
Learning Curve        InKnowVision, LLC 2012 Copyright
InKnowVision, LLC 2012 Copyright
PLAGIARIZING: to steal and pass off (the ideas or words ofanother) as ones own : use (anothersproduction) without creditin...
InKnowVision, LLC 2012 Copyright
RESULTSInKnowVision, LLC 2012 Copyright
InKnowVision, LLC 2012 Copyright
MAKING MONEY  InKnowVision, LLC 2012 Copyright
LINKEDIN4.2 BILLION PROFESSIONALLYORIENTED SEARCHES           InKnowVision, LLC 2012 Copyright   LINKEDIN FACT PAGE
InKnowVision, LLC 2012 Copyright   LINKEDIN FACT PAGE
InKnowVision, LLC 2012 Copyright
AFFLUENT & INFLUENTIAL                        411,000 Supervisors                        445,000 CEOs                     ...
InKnowVision, LLC 2012 Copyright
InKnowVision, LLC 2012 Copyright
InKnowVision, LLC 2012 Copyright
CONTENT CONNECTS   InKnowVision, LLC 2012 Copyright
InKnowVision, LLC 2012 Copyright
InKnowVision, LLC 2012 Copyright
InKnowVision, LLC 2012 Copyright
TAKE AWAYS & ACTION STEPS•   Go Mobile•   Get LinkedIn•   Learn From Experts•   Delegate•   Hire Interns•   Leverage What ...
THANKS!     Kim Hamilton kim@ikvllc.com     (630) 596-5090 x 83     Jessy Crawford jessy@ikvllc.com     (630) 596-5090 x 9...
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InKnowVision February 2012 HNW Marketing Webinar

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Publié le

In this session you will learn how-to:

Grow a sizable loyal network of quality relationships that brings HNW opportunity to you.

Identify and connect with key influencers that will attract HNW clients.

Develop content to fill your HNW funnel.

Create a communication plan filled with strategies to attract your ideal HNW prospect

Learn more at www.inknowvision.com

Publié dans : Économie & finance
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InKnowVision February 2012 HNW Marketing Webinar

  1. 1. MarketingWebinar©2012. InKnowVision LLC. All rights reserved. www.inknowvision.com
  2. 2. InKnowVision Marketing Webinar www.inknowvision.comUpcoming Webcasts:• Case Study – March 7th• Technical Webinar : Charitable Life Estates – March 21st
  3. 3. HNW MARKETING SERIES SERVING HIGH NET WORTH CLIENTSIN UNCERTAIN TIMES AND ATTRACTING EVERYONE ELSE TOO InKnowVision, LLC 2012 Copyright
  4. 4. http://inmaps.linkedinlabs.com/network InKnowVision, LLC 2012 Copyright
  5. 5. InKnowVision, LLC 2012 Copyright
  6. 6. InKnowVision, LLC 2012 Copyright
  7. 7. InKnowVision, LLC 2012 Copyright
  8. 8. Goal #5InKnowVision, LLC 2012 Copyright
  9. 9. InKnowVision, LLC 2012 Copyright
  10. 10. WHO ARETHEY? Average Age 61 24% Full Time InKnowVision, LLC 2012 Copyright Spectrem Group
  11. 11. PROFESSIONAL ADVISOR HELPUHNW INVESTORS 40% 33% REGULAR IRREGULAR UNATTENDED 27% InKnowVision, LLC 2012 Copyright Spectrem Group
  12. 12. SATISFACTION80% vs 70 % InKnowVision, LLC 2012 Copyright Spectrem Group
  13. 13. HONESTY RATES HIGH• 99% Honesty & Trustworthy• 93% Track Record• 93% Transparency & Communication• 83% Fees Key Concern• 86% Depth Products and Services InKnowVision, LLC 2012 Copyright Spectrem Group
  14. 14. DEFECTIONInKnowVision, LLC 2012 Copyright Spectrem Group
  15. 15. 49% monthly Get Going!33% semi annual InKnowVision, LLC 2012 Copyright Spectrem Group
  16. 16. QUALITY OF MARKETING AND COMMUNICATIONS InKnowVision, LLC 2012 Copyright Spectrem Group
  17. 17. LOYALTYInKnowVision, LLC 2012 Copyright Spectrem Group
  18. 18. FEES VS COMMISSIONS Fees33.66 Happy with Fees Unappy 66.33 InKnowVision, LLC 2012 Copyright
  19. 19. InKnowVision, LLC 2012 Copyright
  20. 20. MOTIVATING FACTORS WealthCounsel & Trust and Estates 2011 InKnowVision, LLC 2012 Copyright
  21. 21. BUNKER MENTALITY WealthCounsel & Trust and Estates 2011 InKnowVision, LLC 2012 Copyright
  22. 22. InKnowVision, LLC 2012 Copyright
  23. 23. InKnowVision, LLC 2012 Copyright
  24. 24. REAL ESTATE – GIFTING OPPORTUNITY WealthCounsel & Trust and Estates 2011 InKnowVision, LLC 2012 Copyright
  25. 25. TAXES INCREASE WealthCounsel & Trust and Estates 2011 InKnowVision, LLC 2012 Copyright
  26. 26. FOCUS AREAS WealthCounsel & Trust and Estates 2011InKnowVision, LLC 2012 Copyright
  27. 27. MOTIVATING FACTORS WealthCounsel & Trust and Estates 2011 InKnowVision, LLC 2012 Copyright
  28. 28. OPTIMISTIC WealthCounsel & Trust and Estates 2011InKnowVision, LLC 2012 Copyright
  29. 29. GENERATING BUSINESS WealthCounsel & Trust and Estates 2011 InKnowVision, LLC 2012 Copyright
  30. 30. PRIMARY METHODS InKnowVision, LLC 2012 Copyright
  31. 31. LOW ON SOCIAL MEDIA WealthCounsel & Trust and Estates 2011 InKnowVision, LLC 2012 Copyright
  32. 32. NURTURING RELATIONSHIPS WealthCounsel & Trust and Estates 2011 InKnowVision, LLC 2012 Copyright
  33. 33. LEARN MOREInKnowVision, LLC 2012 Copyright
  34. 34. InKnowVision, LLC 2012 Copyright
  35. 35. SOCIAL MEDIA CONTROVERSY InKnowVision, LLC 2012 Copyright
  36. 36. InKnowVision, LLC 2012 Copyright
  37. 37. WHY SERVE THE UHNW - 20M(+) InKnowVision, LLC 2012 Copyright
  38. 38. ASSET MIX• Investments –Including • Real Estate • Art • Alternative • Fine Collectibles • Foreign • Businesses InKnowVision, LLC 2012 Copyright
  39. 39. EMPLOYEES FRIENDSFAMILY EXECUTIVE TEAM ADVISORS OWNERS InKnowVision, LLC 2012 Copyright
  40. 40. InKnowVision, LLC 2012 Copyright
  41. 41. OUR MESSAGE• WE ONLY SERVE CLIENTS WITH $20M TO $100M (+) NET WORTH• WE HAVE A PROCESS• WE CAN DEMONSTRATE RESULTS• WE CAN HELP ADVISORS MAKE MORE MONEY• WE CAN DELIVER ON OUR PROMISE InKnowVision, LLC 2012 Copyright
  42. 42. WHAT IS YOUR MESSAGE?1. What is your process?2. How do you measure results?3. Why should I use you?4. When should I call you?5. Who is your ideal client? InKnowVision, LLC 2012 Copyright
  43. 43. TIDAL WAVEOVER $1M IN COMMISSIONS IN PIPELINE$200,000 IN FEE REVENUE 18 NEW CASES OF $20M AND GREATERFAMILIES WE PLANNED FOR 5 YEARS AGO – TRANSITIONING NEXT GENERATION BUSINESS122 NEW RELATIONSHIPS InKnowVision, LLC 2012 Copyright
  44. 44. How Do We Do It?InKnowVision, LLC 2012 Copyright
  45. 45. You are the average of the fivepeople you spend the most timewith. - Jim Rohn InKnowVision, LLC 2012 Copyright
  46. 46. My TravelInKnowVision, LLC 2012 Copyright
  47. 47. www.theconverstionprism.comInKnowVision, LLC 2012 Copyright
  48. 48. “I knew whatmy job was; itwas to go outand meet thepeople andlove them” InKnowVision, LLC 2012 Copyright
  49. 49. TRACK EVERYTHING InKnowVision, LLC 2012 Copyright
  50. 50. FINDABILITYInKnowVision, LLC 2012 Copyright
  51. 51. DECISION FACTOR InKnowVision, LLC 2012 Copyright
  52. 52. Your Fears- I Hear You!To conquer fear is the beginningof wisdom. - Bertrand Russell InKnowVision, LLC 2012 Copyright
  53. 53. “In the end, the reality is that you get out of social media what you invest in it”. Brian SolisInKnowVision, LLC 2012 Copyright
  54. 54. TIMEInKnowVision, LLC 2012 Copyright
  55. 55. InKnowVision, LLC 2012 Copyright
  56. 56. InKnowVision, LLC 2012 Copyright
  57. 57. Learning Curve InKnowVision, LLC 2012 Copyright
  58. 58. InKnowVision, LLC 2012 Copyright
  59. 59. PLAGIARIZING: to steal and pass off (the ideas or words ofanother) as ones own : use (anothersproduction) without crediting the source Always credit the source! It creates stickiness. InKnowVision, LLC 2012 Copyright
  60. 60. InKnowVision, LLC 2012 Copyright
  61. 61. RESULTSInKnowVision, LLC 2012 Copyright
  62. 62. InKnowVision, LLC 2012 Copyright
  63. 63. MAKING MONEY InKnowVision, LLC 2012 Copyright
  64. 64. LINKEDIN4.2 BILLION PROFESSIONALLYORIENTED SEARCHES InKnowVision, LLC 2012 Copyright LINKEDIN FACT PAGE
  65. 65. InKnowVision, LLC 2012 Copyright LINKEDIN FACT PAGE
  66. 66. InKnowVision, LLC 2012 Copyright
  67. 67. AFFLUENT & INFLUENTIAL 411,000 Supervisors 445,000 CEOs 962,000 Presidents 1.2M V.Ps 4.8M Managers Courtesy of Job Bait InKnowVision, LLC 2012 Copyright
  68. 68. InKnowVision, LLC 2012 Copyright
  69. 69. InKnowVision, LLC 2012 Copyright
  70. 70. InKnowVision, LLC 2012 Copyright
  71. 71. CONTENT CONNECTS InKnowVision, LLC 2012 Copyright
  72. 72. InKnowVision, LLC 2012 Copyright
  73. 73. InKnowVision, LLC 2012 Copyright
  74. 74. InKnowVision, LLC 2012 Copyright
  75. 75. TAKE AWAYS & ACTION STEPS• Go Mobile• Get LinkedIn• Learn From Experts• Delegate• Hire Interns• Leverage What You Own• Partner with InKnowVision InKnowVision, LLC 2012 Copyright
  76. 76. THANKS! Kim Hamilton kim@ikvllc.com (630) 596-5090 x 83 Jessy Crawford jessy@ikvllc.com (630) 596-5090 x 91CONNECT WITH US ON InKnowVision, LLC 2012 Copyright

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