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InKnowVision HNW Marketing Webinar: Success with the InKnowVIsion Process

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Over the last 10 years, InKnowVision has had the pleasure of working with numerous advisors, assisting them with their high net worth clients.

Join us as we spend 45 minutes walking through process and protocols that have been used time and again to help you to:

• Position yourself to attract high net worth clients and
• Succeed by helping your high net worth clients to identify and reach their goals

Published in: Education, Technology
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InKnowVision HNW Marketing Webinar: Success with the InKnowVIsion Process

  1. 1. InKnowVision’s Monthly HNW Webinar Series MarketingWebinar ©2012. InKnowVision LLC. All rights reserved. www.inknowvision.com
  2. 2. SUCCESS WITH THE INKNOWVISION PROCESSInKnowVision LLC Copyright 2011
  3. 3. GOALS FOR TODAY   INDENTIFY A PROCESS   LEARN FROM OTHERS   OVERCOME FEAR   START ENGAGINGInKnowVision LLC Copyright 2011
  4. 4. AFFLUENT MARKET SIZE - TOTAL HOUSEHOLDS 1997-2011 in millionsInKnowVision LLC Copyright 2011
  5. 5. InKnowVision LLC Copyright 2011
  6. 6. Astounding Facts About Baby Boomer Business Owners $500,000,000,000InKnowVision LLC Copyright 2011
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  11. 11. Where Have All the Estate Planning Lawyers Gone? Recent Forbes Article by Stephen J. Dunn “What matters is not whether the client is getting value, but whether he thinks he is getting value.”InKnowVision LLC Copyright 2011
  12. 12. SECRETS TO SUCCESSInKnowVision LLC Copyright 2011
  13. 13. IT’S NOT ABOUT THE FEESInKnowVision LLC Copyright 2011
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  32. 32. IT’S ABOUT RISK & REWARDInKnowVision LLC Copyright 2011
  33. 33. IS THERE VALUE IN DOING THIS TYPE OF PLANNING?InKnowVision LLC Copyright 2011
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  35. 35. USE RED SHIRT STRATEGYInKnowVision LLC Copyright 2011
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  40. 40. YOU’LL NEVER GET THERE FROM HEREInKnowVision LLC Copyright 2011
  41. 41. INTERNET ACTIVITIES OF OLDER ADULTSInKnowVision LLC Copyright 2011
  42. 42. 77% OF ALL AMERICAN ADULTS GO ONLINE 76% OF THOSE WHO ARE 50-64 YEARS OLD (BOOMERS, INCLUDING THE CAREGIVING DAUGHTERS AND SONS) USE THE INTERNET 46% OF SENIORS (PERSONS 65 YEARS AND OLDER) GO ONLINEInKnowVision LLC Copyright 2011
  43. 43. THE DIGITAL DIVIDE  HISPANICS (66%)  AFRICAN AMERICANS (68%)  RURAL HOUSEHOLDS (68%)  HOUSEHOLDS WITH AN ANNUAL   INCOME OF LESS THAN $30,000 (63%)  THOSE WITH ONLY A HIGH SCHOOL EDUCATION (69%)InKnowVision LLC Copyright 2011
  44. 44. 80%-90% ACCESS THE WEB  CAUCASIANS (80%)  SUBURBAN (80%)  URBAN (78%)  HOUSEHOLDS ANNUAL INCOME OF $50,000 OR MORE (92%-96%)  THOSE WITH ANY COLLEGE (89%-93%)InKnowVision LLC Copyright 2011
  45. 45. HEALTH INFORMATION ONLINE  63%-65% OF ALL BOOMERS  42% OF ALL SENIORS AGE 66-74  20% OF ALL SENIORS AGE 75 AND OLDERInKnowVision LLC Copyright 2011
  46. 46. 48% SAID THEIR LAST SEARCH WAS ON BEHALF OF SOMEONE ELSE 36% SAID IT WAS FOR THEMSELVES 11% SAID IT WAS FOR BOTH THEMSELVES AND SOMEONE ELSEInKnowVision LLC Copyright 2011
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  49. 49. YOUR WEB PRESENCE MATTERSWEBSITE CONTENTInKnowVision LLC Copyright 2011
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  51. 51. 72% OF BOOMERS USE EMAIL 52% OF SENIORS AGE 66-74 USE EMAIL 26% OF SENIORS AGE 75 AND OLDER USE EMAILInKnowVision LLC Copyright 2011
  52. 52. 31%-33% OF BOOMERS USE SOCIAL NETWORKING 20% OF SENIORS AGE 66-74 USE SOCIAL NETWORKINGInKnowVision LLC Copyright 2011
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  56. 56. ONLY 9 % APPROACH CLIENTS FOR NON- INVESTMENT BUSINESS •  LENDING • ESTATE PLANNING • INSURANCEInKnowVision LLC Copyright 2011
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  62. 62. IT’S NOT ABOUT YOUInKnowVision LLC Copyright 2011
  63. 63. BUY LIFE INSURANCE FROM A ROCK STAR?InKnowVision LLC Copyright 2011
  64. 64. NOT YOUR AVERAGE ROCK BAND Gene Simmons, third from left, Cool Springs Life Equity Strategy. Max Gerber PhotographyInKnowVision LLC Copyright 2011
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  82. 82. 1.  Would my family approve of this? 2.  Would my boss approve of this? 3.  Would all of my clients approve of this? 4.  Would a court of law approve of this?InKnowVision LLC Copyright 2011
  83. 83. HOW IMPORTANT ARE WARM INTRODUCTIONS AND REFERRALS ? VERY & ESSENTIALInKnowVision LLC Copyright 2011
  84. 84. DON’T TAKE THEM FOR GRANTEDInKnowVision LLC Copyright 2011
  85. 85. InKnowVision LLC Copyright 2011
  86. 86. ADDING BUSINESS & ESTATE PLANNING 1.  Show them how 2.  Teach them why 3.  Build trust 4.  Be likableInKnowVision LLC Copyright 2011
  87. 87. DO SOMETHING UNEXPECTEDInKnowVision LLC Copyright 2011
  88. 88. NEXT STEPSWWW.EDUCATE2MOTIVATE.COMInKnowVision LLC Copyright 2011
  89. 89. WWW.EDUCATE2MOTIVATE.COMInKnowVision LLC Copyright 2011
  90. 90. IMPROVE YOUR APPEARANCE WEBSITE SOCIAL MEDIA PLATFORMS NEWSLETTER OFFICEInKnowVision LLC Copyright 2011
  91. 91. GET OUT OF YOUR OFFICEInKnowVision LLC Copyright 2011
  92. 92. PROCESS STEPSInKnowVision LLC Copyright 2011
  93. 93. CALL ME FOR A ONE HOUR FREE CONSULTATION TO GET STARTED KIM HAMILTON KIM@IKVLLC.COM 312-912-7339 DIRECTInKnowVision LLC Copyright 2011

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