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InKnowVision’s Monthly
  HNW Webinar Series
                Marketing Webinar




    ©2013. InKnowVision LLC. All rights reserved. www.inknowvision.com
Helping you successfully engage the HNW



                      Decade of Opportunity
                  Get on the train or you’ll miss it




                                                                          @InKnowVision
(630) 596-5090      www.InKnowVision.com   All Content Copyright © 2013   InKnowVision, LLC
                                                                          




                                                                          InKnowVision
                                                                          TheComplexEstate
• What current trends are driving HNW
  planning
• How successful HNW Marketing
  retooling can bring new opportunities
• Why Content Marketing is the #1
  strategy in the search for top HNW
  advisors
• When your existing book of business is
  your best HNW lead source
THE MULTI-GENERATIONAL GRANGER COMPANY
PHOTOS © DAVE TRUMPIE
• Few takers for the $5.12 Million Gift Tax Exemption

• Many clients closed the door on the so-called “window of
  opportunity”
1. Write articles that   2. Craft a compelling pitch
humans would want        and target it to the right
to read.                 publication.

                         3. Distribute your
                         published article and
                         encourage readers to
                         share it via social media.
1.LinkedIn Profile
2.LinkedIn Company Page
3.Website
4.Slideshare Account
5.YouTube Channel
6.Mobile Profile
7.Blog
8.Newsletter
http://joepulizzi.com




Joe Pulizzi, a leading author, speaker, and
strategist of content marketing, and founder of
the Content Marketing Institute and
SocialTract.
1. 90% of prospects find custom content
useful

2. 78% of people believe that
organizations providing custom content are
interested in building good relationships
with them
3. 73% of people prefer to get information
about an organization in a collection of articles
rather than in a traditional advertisement

4. 61% of people feel better about a
company that delivers custom content and
are more likely to buy from that company
•   Hobbies                  • Books
•   Cars they drive          • Religious
•   Vacations they take        beliefs
•   Colleges they attended   • Golf clubs
•   Where they live          • Tennis Clubs
•   Macs or PCs              • Art Interests
•   Favorite restaurants     • Where they
•   Movies                     shop
                             • Much More
• What current trends are driving HNW
  planning
• Retool to bring new HNW opportunities
• Develop a Content Marketing strategy
• Use your existing book of business as a HNW
  lead source
715 Enterprise Drive
Oak Brook, IL 60523

                       Our call to action…

                               Do something
 (630) 596-5090
                               Do it now
                               Do it with our help

                                        Thank you!
www.InKnowVision.com




   @InKnowVision
   InKnowVision, LLC
   InKnowVision
   TheComplexEstate    Kim@ikvllc.com    Jessy@ikvllc.com                  chelsea@ikvllc.com
   Google+
                                            All Content Copyright © 2013

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InKnowVision February 2013 HNW Marketing PPT

  • 1. InKnowVision’s Monthly HNW Webinar Series Marketing Webinar ©2013. InKnowVision LLC. All rights reserved. www.inknowvision.com
  • 2. Helping you successfully engage the HNW Decade of Opportunity Get on the train or you’ll miss it @InKnowVision (630) 596-5090 www.InKnowVision.com All Content Copyright © 2013 InKnowVision, LLC InKnowVision TheComplexEstate
  • 3. • What current trends are driving HNW planning • How successful HNW Marketing retooling can bring new opportunities • Why Content Marketing is the #1 strategy in the search for top HNW advisors • When your existing book of business is your best HNW lead source
  • 4.
  • 5.
  • 6.
  • 7. THE MULTI-GENERATIONAL GRANGER COMPANY PHOTOS © DAVE TRUMPIE
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23.
  • 24.
  • 25.
  • 26.
  • 27.
  • 28.
  • 29.
  • 30.
  • 31.
  • 32.
  • 33.
  • 34.
  • 35. • Few takers for the $5.12 Million Gift Tax Exemption • Many clients closed the door on the so-called “window of opportunity”
  • 36.
  • 37.
  • 38.
  • 39. 1. Write articles that 2. Craft a compelling pitch humans would want and target it to the right to read. publication. 3. Distribute your published article and encourage readers to share it via social media.
  • 40.
  • 41.
  • 42. 1.LinkedIn Profile 2.LinkedIn Company Page 3.Website 4.Slideshare Account 5.YouTube Channel 6.Mobile Profile 7.Blog 8.Newsletter
  • 43. http://joepulizzi.com Joe Pulizzi, a leading author, speaker, and strategist of content marketing, and founder of the Content Marketing Institute and SocialTract.
  • 44. 1. 90% of prospects find custom content useful 2. 78% of people believe that organizations providing custom content are interested in building good relationships with them
  • 45. 3. 73% of people prefer to get information about an organization in a collection of articles rather than in a traditional advertisement 4. 61% of people feel better about a company that delivers custom content and are more likely to buy from that company
  • 46. Hobbies • Books • Cars they drive • Religious • Vacations they take beliefs • Colleges they attended • Golf clubs • Where they live • Tennis Clubs • Macs or PCs • Art Interests • Favorite restaurants • Where they • Movies shop • Much More
  • 47. • What current trends are driving HNW planning • Retool to bring new HNW opportunities • Develop a Content Marketing strategy • Use your existing book of business as a HNW lead source
  • 48. 715 Enterprise Drive Oak Brook, IL 60523 Our call to action… Do something (630) 596-5090 Do it now Do it with our help Thank you! www.InKnowVision.com @InKnowVision InKnowVision, LLC InKnowVision TheComplexEstate Kim@ikvllc.com Jessy@ikvllc.com chelsea@ikvllc.com Google+ All Content Copyright © 2013