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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 Marketing for HNW Clients--Creating a Plan Presentation Transcript

    • WealthEngine April Rudin, CEO, The Rudin Group James Dean, VP, WealthEngine
    • 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
        • . . . . . . . . . . . . . . . . . .
    • Converting Chaos to Calm
        • . . . . . . . . . . . . . .
    • What is Marketing?
        • . . . . . . . . . . . . . .
    • “ The Well-Placed Whisper”
        • . . . . . . . . . . . . . .
    • A Viral Marketing Story James Dean’s Photo
        • . . . . . . . . . . . . . .
    • Connecting the Dots
      • HNW Event
      • .
      • Arianna Huffington
      • .
      • Blog Post
      • .
      • Website
      • .
      • Meeting
      • .
      • Webinar
        • . . . . . . . . . . . .
    • Manually Creating a Prospect Pipeline
        • .
      • Value Proposition-Referrals within Network
        • . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
      Valuation Firm Real Estate Attorneys Matrimonial Attorneys T&E Attorneys Non-profits CPA Firms
    • 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
        • . . . . . . . . . . . . . . . . . . . .
    • 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
    • HNW Marketing Miscues
      • Cold-Calling
      • Mass Marketing
      • Impersonal/No Relationship
      • No Plan/No Focus
        • . . . . . . . . . . . . . . . . . . . .
    • Targeted Client Cultivation
      • Manual Prospect Pipeline = over 35 Wealth Identification tools
        • . . . . . . . . . . . . . . . . . . . .