InKnowVision HNW Marketing Webinar - Get "A" List Clients

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Leverage existing A clients and your Centers of Influence

• Make your A-Client Profile.

• Who to ask.

• How to ask.

• Review contact lists and compare your A-Client Profile.

• Use an Agenda and Quantify your Value.

• Coach Clients and Centers of Influence how to favorably introduce you.

Learn more at www.inknowvision.com

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  • Welcome to today’s program. I am pleased so see so many in attendance today. In the next 45 minutes we will cover several strategies Using favorable introductions to open profitable doors and minds of qualified affluent clients with a net worth of $20M+. Le me introduce our special guest today Mr. Mark Sheer. Mark Sheer is a successful speaker, author and nationally recognized tactical business-development coach. Mark guides and inspires successful advisors to extend their potential and expand their business by obtaining favorable introductions to affluent clients with a net worth of $20M+. Mark’s unique coaching ability and custom coaching programs have propelled advisors from success to extraordinary significance. He specializes in assisting advisors to obtain favorable introductions from existing A clients and Centers of Influence.  Once you master the favorable introduction process and tactics you can open more profitable doors and minds of successful business owners and affluent clients
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  • Is doing well with their financial goals, but is always open to new ideas to enhance their plan’s performance?( after I cover the Ideal Client Profile I will ask for questions. And then after each page.)
  • Professional, such as a CPA, attorney, banker, realtor, loan office or business-focused property and casualty agent? Business professional, such as a CEO, president, CFO, comptroller, vice-president or human resources director? Please list the names and telephone numbers of friends, relatives or business associates who fit the above descriptions and to whom you would like to introduce me. I will handle your referrals and introductions in the same discreet and professional manner that you enjoy. Thank you for taking the time to help others reach their financial goals.
  • Identify six unique referral leverage points and/or list-prospecting opportunities for this referral source, based on their occupation, position in life, hobbies, associations, etc.1. Please list the names and telephone numbers of friends, relatives or business associates who fit the above descriptions and to whom you would like to introduce me. I will handle your referrals and introductions in the same discreet and professional manner that you enjoy. Thank you for taking the time to help others reach their financial goals.
  • Back of your handout.
  • Back of your handout.
  • InKnowVision HNW Marketing Webinar - Get "A" List Clients

    1. 1. MarketingWebinar©2012. InKnowVision LLC. All rights reserved. www.inknowvision.com
    2. 2. HIGH NET WORTH SERIES Future Webinars June 17th- Case Study June 20th – Valuations- Technical June 27th- Marketing @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
    3. 3. HIGH NET WORTH SERIES InKnowVision Institute Program “ What I like most about this program is not the typical stuff I get elsewhere.” Attendee 2 Days – Case Study/Technical/ Marketing/More October 25th and 26th - Chicago @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
    4. 4. High Net Worth Marketing WebinarGet More “A” Clients @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
    5. 5. GOALS FOR TODAY  Make Your A-Client Profile  Who To Ask  How To Ask @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
    6. 6. GOALS FOR TODAY Review contact lists and compare your “A” Client Profile Use an Agenda & Quantify your Value Coach Clients & Centers of Influence how to favorably introduce you @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
    7. 7. OPEN POLL $5M Question When you think about getting introductions from A clients and Centers of Influence, what would they like to further develop? Or make sure we cover on a coaching call? @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
    8. 8. WORK IN PROGRESS PLEASE TAKE OUT YOUR HANDOUT @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
    9. 9. Part 1 Favorable-Introduction 12 Step Process @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
    10. 10. IDEAL CLIENT PROFILE Our Preferred Client, like you… @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
    11. 11. Ideal Client Profile Who can you introduce us to, who… Has an income of at least $ __________ or a net worth of at least $________________ ? Is the most financially successful person or couple you know? @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
    12. 12. Ideal Client Profile Owns a business with____ to __employees, with succession planning issues? Has at least $_________ in their retirement plan or investable assets of at least $____________? @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
    13. 13. Ideal Client Profile @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
    14. 14. Partnerships We also form partnerships with other professionals and help them expand their business. Who comes to mind that you would like us to help and is a successful… @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
    15. 15. Part 2 Who To Ask TRUST—HELPER—INFLUENCE @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
    16. 16. Part 3 Referral Leverage Points And List Prospecting Identify 6 unique referral leverage points and/or list- prospecting opportunities @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
    17. 17. Part 3 4 Methods of IntroductionIn PersonThree Way telephoneEmail, Voice-mailLetter of Endorsement @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
    18. 18. Part 3 Four Step Strategic Alliance Process 1. Build 2. Develop 3. Help 4. Coach @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
    19. 19. Part 3 Appointment Agenda Define Success Services and Value Tell Them @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
    20. 20. Part 3 Weekly Introduction Activity Tracking @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
    21. 21. Call to Action InKnowVision & Mark Sheer invite you to MASTER THE PROCESS Register today for the advanced coaching program that will enhance your results and help you reach your vision and goals! Presented by @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
    22. 22. Call to Action Page 11 of Handout @InKnowVision715 Enterprise Drive (630) 596-5090 www.InKnowVision.com InKnowVision, LLCOak Brook, IL 60523 InKnowVision All Content Copyright © 2012 TheComplexEstate
    23. 23. 715 Enterprise DriveOak Brook, IL 60523(630) 596-5090 Our call to action… Do somethingwww.InKnowVision.com Do it now Do it with our helpInfo@ikvllc.com Thank you! @InKnowVision InKnowVision, LLC InKnowVision TheComplexEstate Kim@ikvllc.com Jessy@ikvllc.com All Content Copyright © 2012

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