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

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2. HIGH NET WORTH PLANNING
ATTRACTING, SERVING & MAINTAINING
RELATIONSHIPS WITH NET WORTH’S OF
$20M AND UP
PART ONE
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3. TODAY’S GOAL
1. IDENTIFY OPPORTUNITY
2. PROFILES OF THE WEALTHY
3. IDEA BANK
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4. SURVEY RESULTS
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5. KEY TOPICS
 Attitudes about wealth, worth and the use
of wealth
 Estate planning, financial planning and
intergenerational wealth transfer
 Relationships with financial advisors
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7. An estimated 9 million of America’s 15
million business owners were born in or
before 1964.
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9. $500,000,000,000
5 TRILLION
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10. WORK ETHIC
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15. ASSET LEVELS
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16. FAMILY RATES HIGH
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17. VALUES
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18. PERSONAL GOALS FOR USING WEALTH
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19. ESTATE PLAN
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20. SHOCKER
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21. THE UNEXPECTED
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22. UN-PREPARED HEIRS
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23. SEX – A DIRTY WORD
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24. MATURITY
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25. ARE YOU MIA?
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27. TAXES
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28. SOCIETY
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29. DOWNTURN
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30. GIFTING TO HEIRS
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31. SECOND PHASE
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32. ADVISOR MIX
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33. PRIMARY
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34. PICTURE OF WEALTH TODAY
5.6 Million - $1M(+) in investable assets
4.8 Million of those - $1m-$4.99M investable assets
782,000 with more than $5M in investable assets
182,000 have greater than $10M in investable assets
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35. ATTRACTING
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36. FINANCIAL ADVISOR
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37. CPA
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38. THREE THINGS
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39. KNOWLEDGE
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40. EXPERTISE
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41. ISSUES
TACTIBRAND
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42. PROCESS
TACTIBRAND
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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 you
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44. ADVANCED TRAINING
InKnowVision
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45. MARKETING
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46. NEXT STEPS
1. Investigate new retooling options
2. Identify 6 people who can refer you
3. Describe your expertise
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