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Marketing for HNW Clients--Creating a Plan
Marketing for HNW Clients--Creating a Plan
Marketing for HNW Clients--Creating a Plan
Marketing for HNW Clients--Creating a Plan
Marketing for HNW Clients--Creating a Plan
Marketing for HNW Clients--Creating a Plan
Marketing for HNW Clients--Creating a Plan
Marketing for HNW Clients--Creating a Plan
Marketing for HNW Clients--Creating a Plan
Marketing for HNW Clients--Creating a Plan
Marketing for HNW Clients--Creating a Plan
Marketing for HNW Clients--Creating a Plan
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Marketing for HNW Clients--Creating a Plan

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Transcript

  • 1. WealthEngine April Rudin, CEO, The Rudin Group James Dean, VP, WealthEngine
  • 2. Today’s Presenter: April Rudin
    • CEO, The Rudin Group ( www.therudingroup.com )
    • Providing marketing expertise to firms looking to grow and expand in the high net-worth space. Advise clients on how to differentiate and get noticed by wealthy individuals. Create strategic alliances and successful campaigns.
    • More than 20 years of strategic marketing experience
      • Entrepreneur
      • Mid-Size Service Firms
      • Corporate
      • . . . . . . . . . . . . . . . . . .
  • 3. Converting Chaos to Calm
      • . . . . . . . . . . . . . .
  • 4. What is Marketing?
      • . . . . . . . . . . . . . .
  • 5. “ The Well-Placed Whisper”
      • . . . . . . . . . . . . . .
  • 6. A Viral Marketing Story James Dean’s Photo
      • . . . . . . . . . . . . . .
  • 7. Connecting the Dots
    • HNW Event
    • .
    • Arianna Huffington
    • .
    • Blog Post
    • .
    • Website
    • .
    • Meeting
    • .
    • Webinar
      • . . . . . . . . . . . .
  • 8. Manually Creating a Prospect Pipeline
      • .
    • Value Proposition-Referrals within Network
      • . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
    Valuation Firm Real Estate Attorneys Matrimonial Attorneys T&E Attorneys Non-profits CPA Firms
  • 9. The Marketing Plan
    • 1. Narrowly Focused
    • 2. Assess & Position to Differentiate
    • 3. Rewrite Marketing Strategy–Educate vs. Sell
    • 4. Advertise to Educate and Attract
    • 5. Establish yourself as an Expert
    • 6. Create Referral/Prospect Pipeline
    • 7. Utilize a Calendar and Stick to a Plan
      • . . . . . . . . . . . . . . . . . . . .
  • 10. Your HNW Toolbox
      • . . . . . . . . . . . . . . . . . . . .
    Prospect Pipeline Relationships with Centers of Influence Well Placed Whisper Word of Mouth Marketing Marketing Plan Existing Client Relationships Asking for Referrals
  • 11. HNW Marketing Miscues
    • Cold-Calling
    • Mass Marketing
    • Impersonal/No Relationship
    • No Plan/No Focus
      • . . . . . . . . . . . . . . . . . . . .
  • 12. Targeted Client Cultivation
    • Manual Prospect Pipeline = over 35 Wealth Identification tools
      • . . . . . . . . . . . . . . . . . . . .

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