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InKnowVision May 2012 HNW Marketing Webinar

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In this 25 minute session we focused on 5 strategies that will begin the process of filling your high net worth prospect pipeline and why you must use LinkedIn as one of your top marketing and rainmaking tools.

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InKnowVision May 2012 HNW Marketing Webinar

  1. 1. InKnowVision’s Monthly HNW Webinar Series MarketingWebinar ©2012. InKnowVision LLC. All rights reserved. www.inknowvision.com
  2. 2. HIGH NET WORTH SERIES Future Webinars June 6th- 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 End of October In 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 Webinar 5 Must Use High Net Worth Marketing Strategies Using LinkedIn @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
  5. 5. Poll LinkedIn has generated… 1 HNW Prospect More than 1 HNW More than 5 HNW Prospects www.InKnowVision.com All Content Copyright © 2012
  6. 6. Goals 1. 3 Reasons why you can not ignore LinkedIn 2. Provide 5 Marketing Strategies 3. Ways to get jump started 2. ROI vs IOR www.InKnowVision.com All Content Copyright © 2012
  7. 7. Reason #1 $100,000 (+) 5,000,000 HNW 75% - Investment Research www.InKnowVision.com All Content Copyright © 2012
  8. 8. Reason #1 $5,000,000,000(+) www.InKnowVision.com All Content Copyright © 2012
  9. 9. Reason #1 Average Investor vs. Ultra Affluent 37% Trust information 157% Trust shared articles www.InKnowVision.com All Content Copyright © 2012
  10. 10. Reason #2 www.InKnowVision.com All Content Copyright © 2012
  11. 11. Reason #3611 Advisors61% New Client www.InKnowVision.com All Content Copyright © 2012
  12. 12. Strategy #1 Move away from focusing on you and focus on your prospect. 1. Your LinkedIn Needs a MARKETING PLAN. 2. LinkedIn marketing must be STRATEGIC. 3. LinkedIn REQUIRES building relationships. www.InKnowVision.com All Content Copyright © 2012
  13. 13. 100/100/10/1Marketing Plans Require Focus 100 Minutes a week 100 New Contacts 10 Appointments 1 New Engagement www.InKnowVision.com All Content Copyright © 2012
  14. 14. Strategy #2 CRM – Client Relationship Management System Seminar- Estate Planning Workshops Books- Excerpts creates whitepaper E-Newsletter- Repurpose Blog – Reposting www.InKnowVision.com All Content Copyright © 2012
  15. 15. Strategy #3 CLEAN UP YOUR ACT•Professional Headshot•Header - What You Do•Public Profile Link•Website Link•Personalized Summary•Recommendations** If allowed www.InKnowVision.com All Content Copyright © 2012
  16. 16. Samples MINE THEIRS www.InKnowVision.com All Content Copyright © 2012
  17. 17. The Need To Pay Attention www.InKnowVision.com All Content Copyright © 2012
  18. 18. Strategy #4Become a Publisher orContent CuratorUse LinkedInAs A DistributionChannel www.InKnowVision.com All Content Copyright © 2012
  19. 19. Revenue Opportunities www.InKnowVision.com All Content Copyright © 2012
  20. 20. Strategy #5 www.InKnowVision.com All Content Copyright © 2012
  21. 21. ParticipateEducate – Don’t Sell Share a story and make it real Give them just enough, make them want more Multiple calls action www.InKnowVision.com All Content Copyright © 2012
  22. 22. Transfer of $27 T by2050 (trillion!) Educate – The Next Generation 1. Fill the Need 2. Do it with precision 3. Be collaborative www.InKnowVision.com All Content Copyright © 2012
  23. 23. Jump StartLinkedIn Analysis Review of your Profile Review of your Company Page Up to 10 Recommendations 10 Implementation Steps $250 – Satisfaction Guaranteed www.InKnowVision.com All Content Copyright © 2012
  24. 24. Jump StartLinkedIn Implementation Update Your LinkedIn Profile Employ HNW E-newsletter program Post to Activity Feeds Lunch & Learns Technical Webinars $549 month – Don’t Worry About AThing www.InKnowVision.com All Content Copyright © 2012
  25. 25. ROI vs. IORReturn on Investment vs.Investment on Relationship Measure Both Money is in Relationships Do as I say not as I do Difference – about $500,000 www.InKnowVision.com All Content Copyright © 2012
  26. 26. 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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