In this 30 minute HNW marketing webinar you will learn: How a money manager has earned $2M YTD on 2 cases and has 6 more in process An estate & business planning attorney has earned $250,000 YTD on one case and is now working on his 3rd A CPA has earned over $300,000 on one case alone How a unique marketing strategy by a veteran publisher builds credibility within your peer groups visit our website at www.inknowvision.com to learn more

1. InKnowVision’s Monthly
HNW Webinar Series
MarketingWebinar
©2012. InKnowVision LLC. All rights reserved. www.inknowvision.com

2. ’
Upcoming Webcasts:
• HNW Case Study
• November 7th
• HNW Marketing
• November 28th
@InKnowVision
(630) 596-5090 www.InKnowVision.com All Content Copyright © 2012 InKnowVision, LLC
InKnowVision
TheComplexEstate

3. Planning for the High Net Worth
5 Ways Advanced Planning
Can Boost Your Business & Increase
Your Revenues
Kim Hamilton
InKnowVision, LLC
@InKnowVision
(630) 596-5090 www.InKnowVision.com All Content Copyright © 2012 InKnowVision, LLC
InKnowVision
TheComplexEstate

4. How many of your clients have net worth’s in
excess of $20M?
1-5
5-10
More than 10
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5. BACKGROUND
$20M or Greater Net Worth
95% Private Business Owners
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6. Our Clients
Advisors just like you!
Frank O’Shea, CPA, Berry Dunn
John Burns – Burns Advisory Group
Steve Brown, Atty- Brown & Vogel
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7. Our Process
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10. Results Matter To Them
Frank O’Shea, CPA, Berry Dunn
$300,000 In New Revenue - 2012
John Burns – Burns Advisory Group
$2M in new revenue – 2012
Steve Brown, Attorney - Brown & Vogel
$250,000 In New Revenue- 2012
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11. Reason #1
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12. No Advisor???
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13. Where does this leave you?
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15. Reason #2
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16. Reason #3
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22. Have you
published a book?
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23. Have you
written a
magazine
article or
been
highlighted
in one?
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27. SPECIAL EDITION
2013 Wealth Advisors of the Year
Providing Peace of Mind to America’s Affluent Families
Presented by
Dan Stuenzi, JD
Publisher

28. Magazine Overview
• 4-color glossy monthly B2B trade magazine
• Currently published in 17 states, and expanding
to 13 more
• Primary purpose is providing a platform for
lawyers and law firms to raise their profile
through Feature Stories and Education Based
Marketing
• Our task is to create a Special Edition to offer the
same opportunities to Financial Advisors, CPAs,
and Insurance Professionals

29. Special Edition
• “2013 Wealth Advisors of the Year” – Providing Peace of Mind to
America’s Affluent Families
• Gives you a chance to “tell your story”
– The history of your firm
– Your services
– Your philosophy of practice
• Enables clients to get to know you on a more personal level
• Great third-party credibility being featured in a national
professional trade magazine

30. Ways to Participate
• FEATURE STORY
– 4- or 6-page feature
– Interviewed by a staff writer
– Professional writing and editing, but subject to your
final approval
– Professional photo shoot
– Includes full print and digital copyrights
• Turn your feature story into a glossy brochure
• Post on website or social media
• Use it any way you’d like

31. Ways to Participate
• FEATURE STORY Pricing
– 4-page $4595 $3595
– 6-page $5995 $4995
• Reduced by $1000 so you can use local photographer –
but most will do the session for a low price or free
• Includes your share of 5000 copies of the magazine
plus full print and digital copyrights (divided among
feature story participants)
• Copies can be mailed directly to your client or prospect
list at no additional cost

32. Ways to Participate
• EDUCATION BASED MARKETING
– Submit a 1-page practical article on a wealth or estate
planning topic written for clients
– Includes a head shot and short blurb about you and
your practice
– Low cost alternative – only $995
– Not as much information about you as a feature story,
but still positions you as an expert and provides
credibility in that your article appears in a prestigious
magazine

33. Publishing Deadlines
• Special Edition will be mailed in early January
• Must reserve your space and pay your fee by
November 9th (approx. 2 weeks from today)
• That gives us one month to get all the feature
story interviews and photo shoots completed,
edited, graphically designed, and approved by
you
• Must be available for interviews and photo
shoots between Nov. 12th and 26th

34. Next Steps
• Questions? Contact Dan Stuenzi
– 402-505-6634
– dan@attorneypublications.com
• Ready to enroll? Contact Dan Stuenzi for
project flyer and Publishing Agreement

35. 715 Enterprise Drive
Oak Brook, IL 60523
Thank You… Any Questions?
(630) 596-5090
www.InKnowVision.com
Kim Hamilton Jessy Crawford
Kim@ikvllc.com jessy@ikvllc.com
630-470- 6483
@InKnowVision
InKnowVision, LLC
InKnowVision
TheComplexEstate
All Content Copyright © 2012