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Marketing for HNW Clients--Creating a Plan

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April Rudin
April Rudin
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WealthEngine April Rudin, CEO, The Rudin Group James Dean, VP, WealthEngine
Today’s Presenter: April Rudin ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Converting Chaos to Calm ,[object Object]
What is Marketing? ,[object Object]
“ The Well-Placed Whisper” ,[object Object]
A Viral Marketing Story James Dean’s Photo ,[object Object]
Connecting the Dots ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Manually Creating a Prospect Pipeline ,[object Object],[object Object],[object Object],Valuation Firm Real Estate Attorneys Matrimonial Attorneys T&E Attorneys Non-profits CPA Firms
The Marketing Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Your HNW Toolbox ,[object Object],Prospect Pipeline Relationships with Centers of Influence Well Placed Whisper Word of Mouth Marketing Marketing Plan Existing Client Relationships Asking for Referrals
HNW Marketing Miscues ,[object Object],[object Object],[object Object],[object Object],[object Object]
Targeted Client Cultivation ,[object Object],[object Object]

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