Your SlideShare is downloading. ×
0
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
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×
Saving this for later? Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime – even offline.
Text the download link to your phone
Standard text messaging rates apply

Marketing for HNW Clients--Creating a Plan

874

Published on

Published in: Business, Career
1 Comment
2 Likes
Statistics
Notes
No Downloads
Views
Total Views
874
On Slideshare
0
From Embeds
0
Number of Embeds
3
Actions
Shares
0
Downloads
13
Comments
1
Likes
2
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1. WealthEngine April Rudin, CEO, The Rudin Group James Dean, VP, WealthEngine
  • 2. Today’s Presenter: April Rudin <ul><li>CEO, The Rudin Group ( www.therudingroup.com ) </li></ul><ul><li>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. </li></ul><ul><li>More than 20 years of strategic marketing experience </li></ul><ul><ul><li>Entrepreneur </li></ul></ul><ul><ul><li>Mid-Size Service Firms </li></ul></ul><ul><ul><li>Corporate </li></ul></ul><ul><ul><li>. . . . . . . . . . . . . . . . . . </li></ul></ul>
  • 3. Converting Chaos to Calm <ul><ul><li>. . . . . . . . . . . . . . </li></ul></ul>
  • 4. What is Marketing? <ul><ul><li>. . . . . . . . . . . . . . </li></ul></ul>
  • 5. “ The Well-Placed Whisper” <ul><ul><li>. . . . . . . . . . . . . . </li></ul></ul>
  • 6. A Viral Marketing Story James Dean’s Photo <ul><ul><li>. . . . . . . . . . . . . . </li></ul></ul>
  • 7. Connecting the Dots <ul><li>HNW Event </li></ul><ul><li>. </li></ul><ul><li>Arianna Huffington </li></ul><ul><li>. </li></ul><ul><li>Blog Post </li></ul><ul><li>. </li></ul><ul><li>Website </li></ul><ul><li>. </li></ul><ul><li>Meeting </li></ul><ul><li>. </li></ul><ul><li>Webinar </li></ul><ul><ul><li>. . . . . . . . . . . . </li></ul></ul>
  • 8. Manually Creating a Prospect Pipeline <ul><ul><li>. </li></ul></ul><ul><li>Value Proposition-Referrals within Network </li></ul><ul><ul><li>. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . </li></ul></ul>Valuation Firm Real Estate Attorneys Matrimonial Attorneys T&E Attorneys Non-profits CPA Firms
  • 9. The Marketing Plan <ul><li>1. Narrowly Focused </li></ul><ul><li>2. Assess & Position to Differentiate </li></ul><ul><li>3. Rewrite Marketing Strategy–Educate vs. Sell </li></ul><ul><li>4. Advertise to Educate and Attract </li></ul><ul><li>5. Establish yourself as an Expert </li></ul><ul><li>6. Create Referral/Prospect Pipeline </li></ul><ul><li>7. Utilize a Calendar and Stick to a Plan </li></ul><ul><ul><li>. . . . . . . . . . . . . . . . . . . . </li></ul></ul>
  • 10. Your HNW Toolbox <ul><ul><li>. . . . . . . . . . . . . . . . . . . . </li></ul></ul>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 <ul><li>Cold-Calling </li></ul><ul><li>Mass Marketing </li></ul><ul><li>Impersonal/No Relationship </li></ul><ul><li>No Plan/No Focus </li></ul><ul><ul><li>. . . . . . . . . . . . . . . . . . . . </li></ul></ul>
  • 12. Targeted Client Cultivation <ul><li>Manual Prospect Pipeline = over 35 Wealth Identification tools </li></ul><ul><ul><li>. . . . . . . . . . . . . . . . . . . . </li></ul></ul>

×