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. 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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InKnowVision HNW Marketing Webinar: Attracting, Serving and Maintaining

  1. 1. InKnowVision’s Monthly HNW Webinar Series MarketingWebinar ©2012. InKnowVision LLC. All rights reserved. www.inknowvision.com
  2. 2. HIGH NET WORTH PLANNING ATTRACTING, SERVING & MAINTAINING RELATIONSHIPS WITH NET WORTH’S OF $20M AND UP PART ONEInKnowVision, LLC © www.inknowvision.com
  3. 3. TODAY’S GOAL 1. IDENTIFY OPPORTUNITY 2. PROFILES OF THE WEALTHY 3. IDEA BANKInKnowVision, LLC © www.inknowvision.com
  4. 4. SURVEY RESULTSInKnowVision, LLC © www.inknowvision.com
  5. 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. 6. InKnowVision, LLC © www.inknowvision.com
  7. 7. An estimated 9 million of America’s 15 million business owners were born in or before 1964.www.educate2motivate.com Copyright 2011
  8. 8. InKnowVision, LLC © www.inknowvision.com
  9. 9. $500,000,000,000 5 TRILLIONInKnowVision, LLC © www.inknowvision.com
  10. 10. WORK ETHICInKnowVision, LLC © www.inknowvision.com
  11. 11. InKnowVision, LLC © www.inknowvision.com
  12. 12. InKnowVision, LLC © www.inknowvision.com
  13. 13. InKnowVision, LLC © www.inknowvision.com
  14. 14. InKnowVision, LLC © www.inknowvision.com
  15. 15. ASSET LEVELSInKnowVision, LLC © www.inknowvision.com
  16. 16. FAMILY RATES HIGHInKnowVision, LLC © www.inknowvision.com
  17. 17. VALUESInKnowVision, LLC © www.inknowvision.com
  18. 18. PERSONAL GOALS FOR USING WEALTHInKnowVision, LLC © www.inknowvision.com
  19. 19. ESTATE PLANInKnowVision, LLC © www.inknowvision.com
  20. 20. SHOCKERInKnowVision, LLC © www.inknowvision.com
  21. 21. THE UNEXPECTEDInKnowVision, LLC © www.inknowvision.com
  22. 22. UN-PREPARED HEIRSInKnowVision, LLC © www.inknowvision.com
  23. 23. SEX – A DIRTY WORDInKnowVision, LLC © www.inknowvision.com
  24. 24. MATURITYInKnowVision, LLC © www.inknowvision.com
  25. 25. ARE YOU MIA?InKnowVision, LLC © www.inknowvision.com
  26. 26. InKnowVision, LLC © www.inknowvision.com
  27. 27. TAXESInKnowVision, LLC © www.inknowvision.com
  28. 28. SOCIETYInKnowVision, LLC © www.inknowvision.com
  29. 29. DOWNTURNInKnowVision, LLC © www.inknowvision.com
  30. 30. GIFTING TO HEIRSInKnowVision, LLC © www.inknowvision.com
  31. 31. SECOND PHASEInKnowVision, LLC © www.inknowvision.com
  32. 32. ADVISOR MIXInKnowVision, LLC © www.inknowvision.com
  33. 33. PRIMARYInKnowVision, LLC © www.inknowvision.com
  34. 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. 35. ATTRACTINGInKnowVision, LLC © www.inknowvision.com
  36. 36. FINANCIAL ADVISORInKnowVision, LLC © www.inknowvision.com
  37. 37. CPAInKnowVision, LLC © www.inknowvision.com
  38. 38. THREE THINGSInKnowVision, LLC © www.inknowvision.com
  39. 39. KNOWLEDGEInKnowVision, LLC © www.inknowvision.com
  40. 40. EXPERTISEInKnowVision, LLC © www.inknowvision.com
  41. 41. ISSUES TACTIBRANDInKnowVision, LLC © www.inknowvision.com
  42. 42. PROCESS TACTIBRANDInKnowVision, LLC © www.inknowvision.com
  43. 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. 44. ADVANCED TRAINING InKnowVisionInKnowVision, LLC © www.inknowvision.com
  45. 45. MARKETINGInKnowVision, LLC © www.inknowvision.com
  46. 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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