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InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining
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InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining

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How to help the high net worth use advanced estate planning, income tax planning, cash flow planning, asset protection planning, business transition planning in achieving goals and mitigating risk. …

How to help the high net worth use advanced estate planning, income tax planning, cash flow planning, asset protection planning, business transition planning in achieving goals and mitigating risk. This presentation will give you insight into who they are and what they are thinking.

Learn more at www.inknowvision.com

Published in: Economy & Finance, Business
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  • 1. InKnowVision’s Monthly HNW Webinar Series MarketingWebinar ©2012. InKnowVision LLC. All rights reserved. www.inknowvision.com
  • 2. HIGH NET WORTH PLANNING ATTRACTING, SERVING & MAINTAINING RELATIONSHIPS WITH NET WORTH’S OF $20M AND UP PART ONEInKnowVision, LLC © www.inknowvision.com
  • 3. TODAY’S GOAL 1. IDENTIFY OPPORTUNITY 2. PROFILES OF THE WEALTHY 3. IDEA BANKInKnowVision, LLC © www.inknowvision.com
  • 4. SURVEY RESULTSInKnowVision, LLC © www.inknowvision.com
  • 5. KEY TOPICS  Attitudes about wealth, worth and the use of wealth  Estate planning, financial planning and intergenerational wealth transfer  Relationships with financial advisorsInKnowVision, LLC © www.inknowvision.com
  • 6. InKnowVision, LLC © www.inknowvision.com
  • 7. An estimated 9 million of America’s 15 million business owners were born in or before 1964.www.educate2motivate.com Copyright 2011
  • 8. InKnowVision, LLC © www.inknowvision.com
  • 9. $500,000,000,000 5 TRILLIONInKnowVision, LLC © www.inknowvision.com
  • 10. WORK ETHICInKnowVision, LLC © www.inknowvision.com
  • 11. InKnowVision, LLC © www.inknowvision.com
  • 12. InKnowVision, LLC © www.inknowvision.com
  • 13. InKnowVision, LLC © www.inknowvision.com
  • 14. InKnowVision, LLC © www.inknowvision.com
  • 15. ASSET LEVELSInKnowVision, LLC © www.inknowvision.com
  • 16. FAMILY RATES HIGHInKnowVision, LLC © www.inknowvision.com
  • 17. VALUESInKnowVision, LLC © www.inknowvision.com
  • 18. PERSONAL GOALS FOR USING WEALTHInKnowVision, LLC © www.inknowvision.com
  • 19. ESTATE PLANInKnowVision, LLC © www.inknowvision.com
  • 20. SHOCKERInKnowVision, LLC © www.inknowvision.com
  • 21. THE UNEXPECTEDInKnowVision, LLC © www.inknowvision.com
  • 22. UN-PREPARED HEIRSInKnowVision, LLC © www.inknowvision.com
  • 23. SEX – A DIRTY WORDInKnowVision, LLC © www.inknowvision.com
  • 24. MATURITYInKnowVision, LLC © www.inknowvision.com
  • 25. ARE YOU MIA?InKnowVision, LLC © www.inknowvision.com
  • 26. InKnowVision, LLC © www.inknowvision.com
  • 27. TAXESInKnowVision, LLC © www.inknowvision.com
  • 28. SOCIETYInKnowVision, LLC © www.inknowvision.com
  • 29. DOWNTURNInKnowVision, LLC © www.inknowvision.com
  • 30. GIFTING TO HEIRSInKnowVision, LLC © www.inknowvision.com
  • 31. SECOND PHASEInKnowVision, LLC © www.inknowvision.com
  • 32. ADVISOR MIXInKnowVision, LLC © www.inknowvision.com
  • 33. PRIMARYInKnowVision, LLC © www.inknowvision.com
  • 34. PICTURE OF WEALTH TODAY 5.6 Million - $1M(+) in investable assets4.8 Million of those - $1m-$4.99M investable assets782,000 with more than $5M in investable assets 182,000 have greater than $10M in investable assetsInKnowVision, LLC © www.inknowvision.com
  • 35. ATTRACTINGInKnowVision, LLC © www.inknowvision.com
  • 36. FINANCIAL ADVISORInKnowVision, LLC © www.inknowvision.com
  • 37. CPAInKnowVision, LLC © www.inknowvision.com
  • 38. THREE THINGSInKnowVision, LLC © www.inknowvision.com
  • 39. KNOWLEDGEInKnowVision, LLC © www.inknowvision.com
  • 40. EXPERTISEInKnowVision, LLC © www.inknowvision.com
  • 41. ISSUES TACTIBRANDInKnowVision, LLC © www.inknowvision.com
  • 42. PROCESS TACTIBRANDInKnowVision, LLC © www.inknowvision.com
  • 43. WHO ARE YOU? Describe your expertise Identify 3 clients who can refer their peers to you Indentify 3 professionals who can refer their clients to youInKnowVision, LLC © www.inknowvision.com
  • 44. ADVANCED TRAINING InKnowVisionInKnowVision, LLC © www.inknowvision.com
  • 45. MARKETINGInKnowVision, LLC © www.inknowvision.com
  • 46. NEXT STEPS 1. Investigate new retooling options 2. Identify 6 people who can refer you 3. Describe your expertiseInKnowVision, LLC © www.inknowvision.com

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