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InKnowVision’s Monthly
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                      Decade of Opportunity
                  Get on the train or you’ll miss it




                                                                          @InKnowVision
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                                                                          InKnowVision
                                                                          TheComplexEstate
• What current trends are driving HNW
  planning
• How successful HNW Marketing
  retooling can bring new opportunities
• Why Content Marketing is the #1
  strategy in the search for top HNW
  advisors
• When your existing book of business is
  your best HNW lead source
THE MULTI-GENERATIONAL GRANGER COMPANY
PHOTOS © DAVE TRUMPIE
• Few takers for the $5.12 Million Gift Tax Exemption

• Many clients closed the door on the so-called “window of
  opportunity”
1. Write articles that   2. Craft a compelling pitch
humans would want        and target it to the right
to read.                 publication.

                         3. Distribute your
                         published article and
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                         share it via social media.
1.LinkedIn Profile
2.LinkedIn Company Page
3.Website
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7.Blog
8.Newsletter
http://joepulizzi.com




Joe Pulizzi, a leading author, speaker, and
strategist of content marketing, and founder of
the Content Marketing Institute and
SocialTract.
1. 90% of prospects find custom content
useful

2. 78% of people believe that
organizations providing custom content are
interested in building good relationships
with them
3. 73% of people prefer to get information
about an organization in a collection of articles
rather than in a traditional advertisement

4. 61% of people feel better about a
company that delivers custom content and
are more likely to buy from that company
•   Hobbies                  • Books
•   Cars they drive          • Religious
•   Vacations they take        beliefs
•   Colleges they attended   • Golf clubs
•   Where they live          • Tennis Clubs
•   Macs or PCs              • Art Interests
•   Favorite restaurants     • Where they
•   Movies                     shop
                             • Much More
• What current trends are driving HNW
  planning
• Retool to bring new HNW opportunities
• Develop a Content Marketing strategy
• Use your existing book of business as a HNW
  lead source
715 Enterprise Drive
Oak Brook, IL 60523

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InKnowVision February 2013 HNW Marketing PPT

  • 1. InKnowVision’s Monthly HNW Webinar Series Marketing Webinar ©2013. InKnowVision LLC. All rights reserved. www.inknowvision.com
  • 2. Helping you successfully engage the HNW Decade of Opportunity Get on the train or you’ll miss it @InKnowVision (630) 596-5090 www.InKnowVision.com All Content Copyright © 2013 InKnowVision, LLC InKnowVision TheComplexEstate
  • 3. • What current trends are driving HNW planning • How successful HNW Marketing retooling can bring new opportunities • Why Content Marketing is the #1 strategy in the search for top HNW advisors • When your existing book of business is your best HNW lead source
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  • 7. THE MULTI-GENERATIONAL GRANGER COMPANY PHOTOS © DAVE TRUMPIE
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  • 35. • Few takers for the $5.12 Million Gift Tax Exemption • Many clients closed the door on the so-called “window of opportunity”
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  • 39. 1. Write articles that 2. Craft a compelling pitch humans would want and target it to the right to read. publication. 3. Distribute your published article and encourage readers to share it via social media.
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  • 42. 1.LinkedIn Profile 2.LinkedIn Company Page 3.Website 4.Slideshare Account 5.YouTube Channel 6.Mobile Profile 7.Blog 8.Newsletter
  • 43. http://joepulizzi.com Joe Pulizzi, a leading author, speaker, and strategist of content marketing, and founder of the Content Marketing Institute and SocialTract.
  • 44. 1. 90% of prospects find custom content useful 2. 78% of people believe that organizations providing custom content are interested in building good relationships with them
  • 45. 3. 73% of people prefer to get information about an organization in a collection of articles rather than in a traditional advertisement 4. 61% of people feel better about a company that delivers custom content and are more likely to buy from that company
  • 46. Hobbies • Books • Cars they drive • Religious • Vacations they take beliefs • Colleges they attended • Golf clubs • Where they live • Tennis Clubs • Macs or PCs • Art Interests • Favorite restaurants • Where they • Movies shop • Much More
  • 47. • What current trends are driving HNW planning • Retool to bring new HNW opportunities • Develop a Content Marketing strategy • Use your existing book of business as a HNW lead source
  • 48. 715 Enterprise Drive Oak Brook, IL 60523 Our call to action… Do something (630) 596-5090 Do it now Do it with our help Thank you! www.InKnowVision.com @InKnowVision InKnowVision, LLC InKnowVision TheComplexEstate Kim@ikvllc.com Jessy@ikvllc.com chelsea@ikvllc.com Google+ All Content Copyright © 2013