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InKnowVision HNW Marketing Webinar - Get "A" List Clients

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Leverage existing A clients and your Centers of Influence

• Make your A-Client Profile.

• Who to ask.

• How to ask.

• Review contact lists and compare your A-Client Profile.

• Use an Agenda and Quantify your Value.

• Coach Clients and Centers of Influence how to favorably introduce you.

Learn more at www.inknowvision.com

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InKnowVision HNW Marketing Webinar - Get "A" List Clients

  1. 1. MarketingWebinar©2012. InKnowVision LLC. All rights reserved. www.inknowvision.com
  2. 2. HIGH NET WORTH SERIES Future Webinars June 17th- Case Study June 20th – Valuations- Technical June 27th- Marketing @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
  3. 3. HIGH NET WORTH SERIES InKnowVision Institute Program “ What I like most about this program is not the typical stuff I get elsewhere.” Attendee 2 Days – Case Study/Technical/ Marketing/More October 25th and 26th - Chicago @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
  4. 4. High Net Worth Marketing WebinarGet More “A” Clients @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
  5. 5. GOALS FOR TODAY  Make Your A-Client Profile  Who To Ask  How To Ask @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
  6. 6. GOALS FOR TODAY Review contact lists and compare your “A” Client Profile Use an Agenda & Quantify your Value Coach Clients & Centers of Influence how to favorably introduce you @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
  7. 7. OPEN POLL $5M Question When you think about getting introductions from A clients and Centers of Influence, what would they like to further develop? Or make sure we cover on a coaching call? @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
  8. 8. WORK IN PROGRESS PLEASE TAKE OUT YOUR HANDOUT @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
  9. 9. Part 1 Favorable-Introduction 12 Step Process @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
  10. 10. IDEAL CLIENT PROFILE Our Preferred Client, like you… @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
  11. 11. Ideal Client Profile Who can you introduce us to, who… Has an income of at least $ __________ or a net worth of at least $________________ ? Is the most financially successful person or couple you know? @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
  12. 12. Ideal Client Profile Owns a business with____ to __employees, with succession planning issues? Has at least $_________ in their retirement plan or investable assets of at least $____________? @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
  13. 13. Ideal Client Profile @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
  14. 14. Partnerships We also form partnerships with other professionals and help them expand their business. Who comes to mind that you would like us to help and is a successful… @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
  15. 15. Part 2 Who To Ask TRUST—HELPER—INFLUENCE @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
  16. 16. Part 3 Referral Leverage Points And List Prospecting Identify 6 unique referral leverage points and/or list- prospecting opportunities @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
  17. 17. Part 3 4 Methods of IntroductionIn PersonThree Way telephoneEmail, Voice-mailLetter of Endorsement @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
  18. 18. Part 3 Four Step Strategic Alliance Process 1. Build 2. Develop 3. Help 4. Coach @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
  19. 19. Part 3 Appointment Agenda Define Success Services and Value Tell Them @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
  20. 20. Part 3 Weekly Introduction Activity Tracking @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
  21. 21. Call to Action InKnowVision & Mark Sheer invite you to MASTER THE PROCESS Register today for the advanced coaching program that will enhance your results and help you reach your vision and goals! Presented by @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
  22. 22. Call to Action Page 11 of Handout @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
  23. 23. 715 Enterprise DriveOak Brook, IL 60523(630) 596-5090 Our call to action… Do somethingwww.InKnowVision.com Do it now Do it with our helpInfo@ikvllc.com Thank you! @InKnowVision InKnowVision, LLC InKnowVision TheComplexEstate Kim@ikvllc.com Jessy@ikvllc.com All Content Copyright © 2012

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