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InKnowVision’s Monthly
  HNW Webinar Series
                MarketingWebinar




    ©2012. InKnowVision LLC. All rights reserved. www.inknowvision.com
HIGH NET WORTH PLANNING

                 ATTRACTING, SERVING & MAINTAINING
                 RELATIONSHIPS WITH NET WORTH’S OF
                            $20M AND UP




                                  PART ONE

InKnowVision, LLC © www.inknowvision.com
TODAY’S GOAL



                       1. IDENTIFY OPPORTUNITY

                       2. PROFILES OF THE WEALTHY

                       3. IDEA BANK



InKnowVision, LLC © www.inknowvision.com
SURVEY RESULTS




InKnowVision, LLC © www.inknowvision.com
KEY TOPICS


   Attitudes about wealth, worth and the use
    of wealth
   Estate planning, financial planning and
    intergenerational wealth transfer
   Relationships with financial advisors




InKnowVision, LLC © www.inknowvision.com
InKnowVision, LLC © www.inknowvision.com
An estimated 9 million of America’s 15
      million business owners were born in or
      before 1964.


www.educate2motivate.com Copyright 2011
InKnowVision, LLC © www.inknowvision.com
$500,000,000,000



                                             5 TRILLION




InKnowVision, LLC © www.inknowvision.com
WORK ETHIC




InKnowVision, LLC © www.inknowvision.com
InKnowVision, LLC © www.inknowvision.com
InKnowVision, LLC © www.inknowvision.com
InKnowVision, LLC © www.inknowvision.com
InKnowVision, LLC © www.inknowvision.com
ASSET LEVELS




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FAMILY RATES HIGH




InKnowVision, LLC © www.inknowvision.com
VALUES




InKnowVision, LLC © www.inknowvision.com
PERSONAL GOALS FOR USING WEALTH




InKnowVision, LLC © www.inknowvision.com
ESTATE PLAN




InKnowVision, LLC © www.inknowvision.com
SHOCKER




InKnowVision, LLC © www.inknowvision.com
THE UNEXPECTED




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UN-PREPARED HEIRS




InKnowVision, LLC © www.inknowvision.com
SEX – A DIRTY WORD




InKnowVision, LLC © www.inknowvision.com
MATURITY




InKnowVision, LLC © www.inknowvision.com
ARE YOU MIA?




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InKnowVision, LLC © www.inknowvision.com
TAXES




InKnowVision, LLC © www.inknowvision.com
SOCIETY




InKnowVision, LLC © www.inknowvision.com
DOWNTURN




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GIFTING TO HEIRS




InKnowVision, LLC © www.inknowvision.com
SECOND PHASE




InKnowVision, LLC © www.inknowvision.com
ADVISOR MIX




InKnowVision, LLC © www.inknowvision.com
PRIMARY




InKnowVision, LLC © www.inknowvision.com
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



InKnowVision, LLC © www.inknowvision.com
ATTRACTING




InKnowVision, LLC © www.inknowvision.com
FINANCIAL ADVISOR




InKnowVision, LLC © www.inknowvision.com
CPA




InKnowVision, LLC © www.inknowvision.com
THREE THINGS




InKnowVision, LLC © www.inknowvision.com
KNOWLEDGE




InKnowVision, LLC © www.inknowvision.com
EXPERTISE




InKnowVision, LLC © www.inknowvision.com
ISSUES




                                                    TACTIBRAND
InKnowVision, LLC © www.inknowvision.com
PROCESS




                                                     TACTIBRAND
InKnowVision, LLC © www.inknowvision.com
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



InKnowVision, LLC © www.inknowvision.com
ADVANCED TRAINING



                                           InKnowVision




InKnowVision, LLC © www.inknowvision.com
MARKETING




InKnowVision, LLC © www.inknowvision.com
NEXT STEPS



         1. Investigate new retooling options

         2. Identify 6 people who can refer you

         3. Describe your expertise



InKnowVision, LLC © www.inknowvision.com

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