Mais conteúdo relacionado Semelhante a InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining (20) Mais de InKnowVision (20) InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining1. InKnowVision’s Monthly
HNW Webinar Series
MarketingWebinar
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2. HIGH NET WORTH PLANNING
ATTRACTING, SERVING & MAINTAINING
RELATIONSHIPS WITH NET WORTH’S OF
$20M AND UP
PART ONE
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3. TODAY’S GOAL
1. IDENTIFY OPPORTUNITY
2. PROFILES OF THE WEALTHY
3. IDEA BANK
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5. KEY TOPICS
Attitudes about wealth, worth and the use
of wealth
Estate planning, financial planning and
intergenerational wealth transfer
Relationships with financial advisors
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7. An estimated 9 million of America’s 15
million business owners were born in or
before 1964.
www.educate2motivate.com Copyright 2011
23. SEX – A DIRTY WORD
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34. PICTURE OF WEALTH TODAY
5.6 Million - $1M(+) in investable assets
4.8 Million of those - $1m-$4.99M investable assets
782,000 with more than $5M in investable assets
182,000 have greater than $10M in investable assets
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41. ISSUES
TACTIBRAND
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42. PROCESS
TACTIBRAND
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43. WHO ARE YOU?
Describe your expertise
Identify 3 clients who can refer their peers to
you
Indentify 3 professionals who can refer their
clients to you
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46. NEXT STEPS
1. Investigate new retooling options
2. Identify 6 people who can refer you
3. Describe your expertise
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