InKnowVision October 2012 HNW Marketing PPT with guest presenter Dan Stuenzi


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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 to learn more

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InKnowVision October 2012 HNW Marketing PPT with guest presenter Dan Stuenzi

  1. 1. InKnowVision’s Monthly HNW Webinar Series MarketingWebinar ©2012. InKnowVision LLC. All rights reserved.
  2. 2. ’ Upcoming Webcasts: • HNW Case Study • November 7th • HNW Marketing • November 28th @InKnowVision(630) 596-5090 All Content Copyright © 2012 InKnowVision, LLC InKnowVision TheComplexEstate
  3. 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 All Content Copyright © 2012 InKnowVision, LLC InKnowVision TheComplexEstate
  4. 4. How many of your clients have net worth’s inexcess of $20M?1-55-10More than 10 All Content Copyright © 2012
  5. 5. BACKGROUND$20M or Greater Net Worth95% Private Business Owners All Content Copyright © 2012
  6. 6. Our ClientsAdvisors just like you! Frank O’Shea, CPA, Berry DunnJohn Burns – Burns Advisory Group Steve Brown, Atty- Brown & Vogel All Content Copyright © 2012
  7. 7. Our Process All Content Copyright © 2012
  8. 8. Results Matter To Them Frank O’Shea, CPA, Berry Dunn $300,000 In New Revenue - 2012John Burns – Burns Advisory Group$2M in new revenue – 2012 Steve Brown, Attorney - Brown & Vogel $250,000 In New Revenue- 2012 All Content Copyright © 2012
  9. 9. Reason #1 All Content Copyright © 2012
  10. 10. No Advisor??? All Content Copyright © 2012
  11. 11. Where does this leave you? All Content Copyright © 2012
  12. 12. Reason #2 All Content Copyright © 2012
  13. 13. Reason #3 All Content Copyright © 2012
  14. 14. Have youpublished a book? All Content Copyright © 2012
  15. 15. Have youwritten amagazinearticle orbeenhighlightedin one? All Content Copyright © 2012
  16. 16. SPECIAL EDITION2013 Wealth Advisors of the Year Providing Peace of Mind to America’s Affluent Families Presented by Dan Stuenzi, JD Publisher
  17. 17. 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
  18. 18. 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
  19. 19. 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
  20. 20. 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
  21. 21. 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
  22. 22. 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
  23. 23. Next Steps• Questions? Contact Dan Stuenzi – 402-505-6634 –• Ready to enroll? Contact Dan Stuenzi for project flyer and Publishing Agreement
  24. 24. 715 Enterprise DriveOak Brook, IL 60523 Thank You… Any Questions? (630) Kim Hamilton Jessy Crawford 630-470- 6483 @InKnowVision InKnowVision, LLC InKnowVision TheComplexEstate All Content Copyright © 2012