In this HNW marketing webinar you will learn:
Why your conversations with the HNW need to change.
What new opportunities will drive your HNW business.
How you can prepare for the changes ahead.
Learn more at www.inknowvision.com
InKnowVision February 2012 HNW Marketing WebinarInKnowVision
In this session you will learn how-to:
Grow a sizable loyal network of quality relationships that brings HNW opportunity to you.
Identify and connect with key influencers that will attract HNW clients.
Develop content to fill your HNW funnel.
Create a communication plan filled with strategies to attract your ideal HNW prospect
Learn more at www.inknowvision.com
By opening up the creative process to stakeholders and product managers, teams can improve the speed and quality of brainstorming through collaborative idea generation and low-fidelity iteration.
In this creative workshop, JD introduces participants to the creative process used at Simple Focus. In this highly interactive workshop, participants will be asked to sketch, brainstorm and iterate on their ideas, then share their thinking in groups. Participants will leave with simple methods to use the next time they're faced with a business problem that requires strategic thinking and an open mind.
Anderson Family Wealth Goal Achiever - InKnowVision Advanced Estate PlanningInKnowVision
Jeff is 75 and Theresa is 72. Jeff recently retired from an executive position in a public company. As a result of his retirement he exercised over $45M in stock options and has 5 more years of deferred compensation payments. Jeff has also sold his 50% interest in his Corporation and the note payments are providing significant income for the next 9 years.
Jeff and Theresa have annual living expense desires of $725,000, with the available income to more than meet this need. Jeff’s deferred compensation payments average more than $2M/yr. for the next 5 years; his annual pension payments are $660k/yr. (inflating); and he also has note payments totaling $360k/yr. for the next 9 years from the buyout of his Corporation interests. These sources of income are in addition to an investment portfolio that generates more than $1.7M/yr. in income and various oil/gas ventures that generate over $100k/yr. in income. With annual income totaling over $5M/yr. for the family, they have the luxury of accumulating a very significant cash flow surplus each year.
Learn more at www.inknowvision.com
InKnowVision February 2012 HNW Marketing WebinarInKnowVision
In this session you will learn how-to:
Grow a sizable loyal network of quality relationships that brings HNW opportunity to you.
Identify and connect with key influencers that will attract HNW clients.
Develop content to fill your HNW funnel.
Create a communication plan filled with strategies to attract your ideal HNW prospect
Learn more at www.inknowvision.com
By opening up the creative process to stakeholders and product managers, teams can improve the speed and quality of brainstorming through collaborative idea generation and low-fidelity iteration.
In this creative workshop, JD introduces participants to the creative process used at Simple Focus. In this highly interactive workshop, participants will be asked to sketch, brainstorm and iterate on their ideas, then share their thinking in groups. Participants will leave with simple methods to use the next time they're faced with a business problem that requires strategic thinking and an open mind.
Anderson Family Wealth Goal Achiever - InKnowVision Advanced Estate PlanningInKnowVision
Jeff is 75 and Theresa is 72. Jeff recently retired from an executive position in a public company. As a result of his retirement he exercised over $45M in stock options and has 5 more years of deferred compensation payments. Jeff has also sold his 50% interest in his Corporation and the note payments are providing significant income for the next 9 years.
Jeff and Theresa have annual living expense desires of $725,000, with the available income to more than meet this need. Jeff’s deferred compensation payments average more than $2M/yr. for the next 5 years; his annual pension payments are $660k/yr. (inflating); and he also has note payments totaling $360k/yr. for the next 9 years from the buyout of his Corporation interests. These sources of income are in addition to an investment portfolio that generates more than $1.7M/yr. in income and various oil/gas ventures that generate over $100k/yr. in income. With annual income totaling over $5M/yr. for the family, they have the luxury of accumulating a very significant cash flow surplus each year.
Learn more at www.inknowvision.com
materi Ini adalah milik ust fauzul adhim (penulis buku buku best dan pakar parenting islam indonesia), Saya sudah ijin untuk publish dan penulis mempersilahkan materi ini di copy paste dan share untuk kebaikan.
denganharapan ini sebagai salah satu jariyah beliau juga
InKnowVision November 2012 HNW Marketing PPTInKnowVision
2013 is Poised to be a Banner Year for HNW Planners:
Will you be one of them?
In this 25 minute HNW marketing webinar you will learn:
Why $30M-$49M in net worth is the fastest growing segment
How you can attract these HNW clients
What three new marketing messages you must use in 2013
Why you need to prepare your marketing plan now
InKnowVision March 2012 HNW Marketing Webinar - The Power of SixInKnowVision
"Power of Six"
-How Six degrees of separation attracts HNW opportunity to you.
-Six Content Ideas that will attract HNW clients.
-Six "must do" face to face meetings that will fill your HNW funnel.
-Why you only have Six months to attract your ideal HNW prospect before it is too late.
Learn more at www.inknowvision.com
Godt innhold eller god synlighet? Ja takk – begge deler!Kim Nygaard
Foredrag om bruk av content marketing i sammenheng med søkemotoroptimalisering (SEO) på Yggdrasil-konferansen (#ygg14) 31. mars - 1. april 2014 i Tønsberg.
MasterCard's Jennifer Stalzer presents The Evolution of the Corporate Newsroo...Percolate
Corporate Communications is currently at the intersection of content and code. In its strategy for building its own corporate newsroom, MasterCard focused on integrating its various social channels, curating content to fuel conversations around context, and creating content with third-party validation. For Mastercard, content creation is never a “one n’ done” process, and MasterCard uses the Percolate Brew to syndicate its content around owned media, bringing new relevancy to dated stock media content.
Five massive foundational shifts are impacting financial service providers of all types, and they are impacting those that serve affluent clients in especially unique ways. Many of the strategies, skills and behaviors that enabled success in the past are now at best ineffective, and completely irrelevant in some cases. Advisors and firms serving affluent clients must adapt to these new realities to be successful in the future.
Acronyms: The Role of Social & Search Engine Marketing.
Slides from Josh Dahmes, of Risdall Marketing Group,'s presentation at the 2012 Student Advertising Summit.
materi Ini adalah milik ust fauzul adhim (penulis buku buku best dan pakar parenting islam indonesia), Saya sudah ijin untuk publish dan penulis mempersilahkan materi ini di copy paste dan share untuk kebaikan.
denganharapan ini sebagai salah satu jariyah beliau juga
InKnowVision November 2012 HNW Marketing PPTInKnowVision
2013 is Poised to be a Banner Year for HNW Planners:
Will you be one of them?
In this 25 minute HNW marketing webinar you will learn:
Why $30M-$49M in net worth is the fastest growing segment
How you can attract these HNW clients
What three new marketing messages you must use in 2013
Why you need to prepare your marketing plan now
InKnowVision March 2012 HNW Marketing Webinar - The Power of SixInKnowVision
"Power of Six"
-How Six degrees of separation attracts HNW opportunity to you.
-Six Content Ideas that will attract HNW clients.
-Six "must do" face to face meetings that will fill your HNW funnel.
-Why you only have Six months to attract your ideal HNW prospect before it is too late.
Learn more at www.inknowvision.com
Godt innhold eller god synlighet? Ja takk – begge deler!Kim Nygaard
Foredrag om bruk av content marketing i sammenheng med søkemotoroptimalisering (SEO) på Yggdrasil-konferansen (#ygg14) 31. mars - 1. april 2014 i Tønsberg.
MasterCard's Jennifer Stalzer presents The Evolution of the Corporate Newsroo...Percolate
Corporate Communications is currently at the intersection of content and code. In its strategy for building its own corporate newsroom, MasterCard focused on integrating its various social channels, curating content to fuel conversations around context, and creating content with third-party validation. For Mastercard, content creation is never a “one n’ done” process, and MasterCard uses the Percolate Brew to syndicate its content around owned media, bringing new relevancy to dated stock media content.
Five massive foundational shifts are impacting financial service providers of all types, and they are impacting those that serve affluent clients in especially unique ways. Many of the strategies, skills and behaviors that enabled success in the past are now at best ineffective, and completely irrelevant in some cases. Advisors and firms serving affluent clients must adapt to these new realities to be successful in the future.
Acronyms: The Role of Social & Search Engine Marketing.
Slides from Josh Dahmes, of Risdall Marketing Group,'s presentation at the 2012 Student Advertising Summit.
UX Speakeasy Conference Presentation, San Diego, March 31, 2012. Creating a winning User Experience Strategy. Strategic User Experience design process.
InKnowVision January 2013 HNW Marketing PPTInKnowVision
In this 30 minute webinar, you will learn:
Why $30M-$49M in net worth is the fastest growing segment
How you can attract these HNW clients
What three new marketing messages you must use in 2013
Why you need to prepare your marketing plan now
Learn more at www.inknowvision.com
Creating Content that Converts: Lean Content Marketing for Lead GenerationMarketo
Everyone is talking about content marketing. However, many businesses struggle to get started, build their team, and create enough engaging content to fuel their lead generation strategy. Attend this webinar and learn how to construct a solid content marketing plan that converts.
Listen in as Dayna Rothman, Content Marketing Manager at Marketo, discusses:
• How to create a rockstar content marketing team
• How to do more with less by using lean content marketing techniques
• How to build your content marketing planned based around themes and personas
• Examples from Marketo’s own content marketing successes
• How to leverage content throughout the customer lifecycle
Will Scott, SMX East: Why Online Marketers are Rethinking YelpSearch Influence
In this presentation I highlight some of the apparent ranking factors for Google Maps and their dependence on Yelp and other data sources.
This was my presentation for SMX East "Is Siri a Google Killer. I presented with Andrew Shotland, Bill Slawski and Bryson Meunier.
I learned as much from the session as I gave.
Similar to InKnowVision June 2012 HNW Marketing Webinar (20)
InKnowVision July 2014 HNW Technical PPT - Split DollarInKnowVision
This concept, which most people thought went away ten years ago with changes in the law, is still a very vibrant technique. Pair it with several other techniques for high net worth clients and you have a powerful solution for wealth transfer.
Review the recording as we look at some of the simple strategies for bringing this particular technique to life and learn how to present it to your clients and planning partners as a significant solution in the wealth transfer arena.
InKnowVision June 2014 HNW Case Study - Martin FWGAInKnowVision
Jim and Jan are 60 and 52 respectively. Several years ago they started up a national sales and education business. After a few years getting the business off the ground and building their intellectual property, the capture of new markets and increased margins are generating rapidly increasing revenues and profits. As a result, they have recently been approached by a 3rd party buyer and it has motivated them to begin thinking about their business succession plan. Their eldest son has become very involved in the business, playing an ever increasing role in day to day operations, and would like to take the business over at some point.
Their current net worth is approx. $22M with $20M tied up in the business. Until now, all of the profits were reinvested into the business to help generate their rapid growth. Jim and Jan feel they can finally afford to distribute some of the excess profits and begin to plan for their future retirement.
The primary planning goals are to:
- Build personal wealth outside of the business.
- Create a business succession/transition plan.
- Equalize the inheritances for their children.
- Provide pathways into the business should their other 3 sons decide to participate.
- Support their church and other community causes through charitable planning.
- Protect the business and family wealth from estate taxes
InKnowVision March 2014 Buy-Sell Problem Solver Case StudyInKnowVision
Last month we unveiled our Buy-Sell Problem Solver™ client engagement tool which includes:
- Legal Audit
- Tax Minimizer
- Value Identifier
- Funding Review
This new tool is specifically designed to help advisors quickly engage new business clients and uncover advanced planning opportunities.
View the recording for a case study showing how InKnowVision’s Buy-Sell Problem Solver™ led to a comprehensive planning engagement with a family business worth over $100M.
The owners of this successful family business thought they were doing everything right:
- They had a buy-sell agreement in place
- Their agreement was fully funded with insurance
- They continually updated their insurance to keep pace with the growing company value
Unfortunately, the agreement they had in place was going to cost the family millions of dollars in unnecessary taxes when it was triggered. Join us to learn how we helped this family solve a significant problem they didn’t know they had.
Who should attend:
- Investment Advisors
- CPAs
- Attorneys
- Insurance Professionals
InKnowVision February 2014 Case Study - Anderson FWGAInKnowVision
Jeff is 75 and Theresa is 72. Jeff recently retired from an executive position in a public company. As a result of his retirement he exercised over $45M in stock options and has 5 more years of deferred compensation payments. Jeff has also sold his 50% interest in his Corporation and the note payments are providing significant income for the next 9 years.
Jeff and Theresa have annual living expense desires of $725,000, with the available income to more than meet this need. Jeff’s deferred compensation payments average more than $2M/yr. for the next 5 years; his annual pension payments are $660k/yr. (inflating); and he also has note payments totaling $360k/yr. for the next 9 years from the buyout of his Corporation interests. These sources of income are in addition to an investment portfolio in excess of $60M that comprises a large portion of their $90M net worth.
The primary planning goals are to:
- Provide an inheritance to their children in a manner which will enable them to create opportunities for themselves but not encourage them to be unproductive.
- Provide for a charitable gift at death to their family foundation as long as it doesn’t greatly diminish the amount they pass to their heirs.
- Eliminate or reduce estate taxes.
InKnowVision December 2013 Case Study - Watson FWGAInKnowVision
Ben and Sara Watson are 55 and 54 respectively. They own and operate a very profitable well drilling and maintenance business that has allowed them to acquire and accumulate oil and gas rights totaling $30M over the last 5 years. These oil and gas rights are generating in excess of $1.5M a year on top of the $925k of income from their separate drilling and maintenance business. Ben and Sara have 3 daughters. Their youngest daughter, Katie, and her husband have played key roles in growing Watson Drilling. Ben would like to begin transitioning the business to them and ultimately leave them with the benefit of the business. With the business going to just one of the daughters, Ben and Sara want to equalize the inheritance to their other two daughters. For this, they have already purchased four whole life insurance policies. Two of these policies have significant loans against them and very little cash surrender value. With premiums totaling $400k for the four policies, all owned inside their estate, and insufficient death benefit to cover potential estate taxes and equalize the daughters’ inheritances, these policies may not meet the family’s needs.
The primary planning goals are to:
-Maintain their customary base lifestyle need of $250,000, with approximately another $750,000 for discretionary and other expenses.
-Provide for the financial security of the surviving spouse.
Provide a succession plan that will allow for a smooth transition of Watson Drilling to their daughter, Katie.
-Assure they have sufficient liquid assets available at their deaths to eliminate the forced liquidation of business or real estate assets.
-Maximize the inheritance that they leave for their children and grandchildren.
InKnowVision November 2013 HNW Technical PPT - Liquidity PlanningInKnowVision
In this presentation we looked at the problem seen in many large estates - the lack of liquidity to deal with estate equalization, estate taxes and charitable funding.
Many of our clients have significant private businesses or extensive real estate holdings that represent a large percentage of the family wealth. There is often a large shortage of liquidity to deal with the division of these illiquid assets among family members as well as pay any estate taxes that may be levied on the estate. Of course if estate taxes do need to be paid there is a limited window when money can be raised and often times this means selling property at a less than opportune time.
View this recording to see various designs for creating liquidity.
InKnowVision October 2013 Case Study - Lewis FWGAInKnowVision
Duncan and Tina are both 65. They live a comfortable lifestyle, spending about $1,600,000 a year after taxes and gifting about $2,000,000 a year to their family foundation. With assets worth approximately $62M and annual income of over $7M, they currently pay just over $2M a year in income taxes and have an increasing estate tax and ongoing income tax exposure.
The primary planning goals are to:
-Make sure that they have sufficient funds to live on for the rest of their lives (approx. $1,600,000/yr. after taxes and gifts).
-Assure that Duncan's, Inc. does not have to be liquidated as a result of their death.
-Provide a successful transition of the business to their son, Jason, while ensuring an equal inheritance for their son, Jeremy. They would like to leave 50% of their estate to Jason & Jeremy and another 25% to their grandchildren and other family members.
-They wish to continue annual giving to their family foundation and ultimately leave 25% of their estate to the foundation at death.
-Make sure the company buy/sell agreement accurately reflects the wishes of the family owners in the most tax efficient manner possible.
-Eliminate or reduce estate taxes.
InKnowVision September 2013 Captive Insurance PowerpointInKnowVision
After completing this course, you will be able to:
- Identify the benefits of Captive Insurance companies
- Differentiate which clients would be ideal for a Captive
- List the necessary steps to form a Captive
- Define and address Captive tax issues
- Apply all of the processes to form a successful Captive Insurance company
InKnowVision August 2013 HNW Technical PPT - Family BanksInKnowVision
One of the common themes that we continue to see among our clients is the idea that leaving too much money to children will spoil them. InKnowVision often employs the family bank concept to help people understand how they can re-gain control in this complex area.
Join us as we look at this interesting concept and understand how to present it to clients, how to determine the client profile for this strategy and how to implement this type of planning.
InKnowVision July 2013 HNW Marketing PPTInKnowVision
Using HNW Content on LinkedIn to Market Your Firm
In this high net worth marketing webinar, we will focus on using HNW content on LinkedIn.
You will learn:
- How using HNW content on LinkedIn attracts your ideal client, referral sources and more
- Why regular updates to your LinkedIn profile using HNW content matters
- Which types of content posted on LinkedIn actually make a difference
Join us for the fourth part of our HNW Content Marketing Series. We will also be featuring a short Q&A with a current Educate2Motivate customer who will describe how content marketing has helped him reach his target market.
InKnowVision July 2013 HNW Technical PPT - Split DollarInKnowVision
This concept, which most people thought went away ten years ago with changes in the law, is still a very vibrant technique. Pair it with several other techniques for high net worth clients and you have a powerful solution for wealth transfer.
Join us as we look at some of the simple strategies for bringing this particular technique to life and learn how to present it to your clients and planning partners as a significant solution in the wealth transfer arena.
InKnowVision June 2013 HNW Marketing PPTInKnowVision
5 HNW Content Strategies You Won't Want To Miss
Recently we’ve shared with you why you need to use high net worth content and how to find it. Now it’s time to learn how to deploy high net worth content and start measuring your results.
In this high net worth marketing webinar, we will show you:
-What top 5 strategies are most important in reaching the high net worth
-How these top 5 strategies are used to deploy high net worth content
-Why they have the most impact on your high net worth audience
-Who will benefit most using these 5 top strategies
InKnowVision June 2013 HNW Technical PPT - Buy Sell PlanningInKnowVision
"Buy Sell Planning"
Redemption, cross purchase, hybrid or entity. Which is the best way to approach a buy sell for your clients? How best to fund the buy sells? And should you be using these agreements at all? Each of these will be on the table for discussion during this engaging session.
InKnowVision May 2013 HNW Marketing PPT - Content Marketing Part IIInKnowVision
In this session, we’ll discuss how HNW content marketing is measured and what return on investment you can expect when implementing even the simplest content marketing strategies.
Content marketing is a multiplier strategy, meaning that you can leverage one piece of content up to 10 different ways. Talk about a return on your investment!
The key however is to deliver exceptional content on a consistent basis. When it comes to the high net worth, content marketing will make the largest impact in creating “online” trust and lead nurturing hands down.
This will be 25 minutes of jam packed content marketing information you won’t want to miss.
InKnowVision March 2013 HNW Technical PPT - Liquidity Needs in Estate PlanningInKnowVision
In this presentation we’ll be looking at the problem seen in many large estates - The lack of liquidity to deal with estate equalization and liquidity for areas such as estate taxes and charitable funding.
Many of our clients have significant private businesses or extensive real estate holdings that represent a large percentage of the family wealth. There is often a large shortage of liquidity to deal with the division of these illiquid assets among family members as well as pay any estate taxes that may be levied on the estate. Of course if estate taxes do need to be paid there is a limited window when money can be raised and often times this means selling property at a less than opportune time.
In this session we will look at various designs for creating liquidity.
InKnowVision February 2013 HNW Marketing PPTInKnowVision
In this 25 minute HNW marketing webinar you will learn:
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
InKnowVision strives to bring you the most current marketing strategies to stay on top of your HNW prospect and client opportunities. We hope you will join us for this informative live HNW marketing webinar.
InKnowVision February 2013 HNW Technical PPT - Captive InsuranceInKnowVision
Scott Hamilton, CEO of InKnowVision, will discuss the use of captive insurance companies for estate planning, business tax planning, risk management and income tax benefits. All of these benefits can be substantial for the right company. As a CPA, attorney or financial advisor you will want to learn about captive insurance planning to help your clients reduce their tax liability, transfer more wealth out of their estate, manage risk, and much more.
This program is ideal for those who wish to reach the HNW market and those who have business clients with gross revenues of $10M and higher.
Carter Family Wealth Goal Achiever - InKnowVision Advanced Estate PlanningInKnowVision
Jerry and Susan Carter are both 63. They own and operate a very profitable manufacturing business in a small town. Jerry and Susan spend about $650,000 a year, giving generously to family ($200,000/yr.) and their favorite charitable causes ($150,000/yr.). Although the business provides significant taxable income of over $5M a year, Jerry and Susan have been re-investing excess cash back into the business to keep it thriving through the latest recession. With assets totaling over $60M, a growing business and an income tax bill surpassing $2M/yr., their estate tax and income tax exposure is quickly increasing.
The primary planning goals are to:
Provide for the financial security of the surviving spouse.
Maintain Carter Manufacturing as a viable company in their hometown after they exit the business.Maintain their customary lifestyle and gifting. This should take approx. $650,000 annually after taxes.
Eliminate or reduce estate taxes.
Maintain adequate gifting to their children and grandchildren. Their main priority is providing funds for their grandchildren’s educations.
Maximize the inheritance they leave to their children and grandchildren.
Establish a family foundation for lifetime and future family charitable giving.
Learn more at www.inknowvision.com
Jackson Family Wealth Goal Achiever - InKnowVision Advanced Estate PlanningInKnowVision
Chris is 68 and Beth is 59. Chris has recently just retired from an executive position in a public company. They have always led a relatively simple and conservative lifestyle and as a result have built up a very significant, and liquid, net worth.
As part of Chris’ retirement package, he has an annual pension payment of approximately $360,000 (inflating). The pension alone is enough to cover their annual living expenses of $230,000.
As a result, they have a large annual cash flow surplus created by the $400k in annual dividends from their equity portfolios and their tax-exempt income from municipal bond portfolios totaling $1.1M.
The primary planning goals were to:
Make sure that they have sufficient funds to live on for the rest of their lives (approximately $230,000 after taxes and gifts).
Provide for the financial security of the surviving spouse.
Create an inheritance for their children which protects them from any potential future creditors and/or predators.
Provide a charitable gift at death as long as it doesn’t greatly diminish the amount they pass to their heirs.
Eliminate or reduce estate taxes.
Myer Family Wealth Goal Achiever - InKnowVision Advanced Estate PlanningInKnowVision
James is 64, and a few years ago started up a Consulting Company (Consulting Corp) with his business partner Dave. They have acquired some lucrative contracts over the last couple of years, and after spending frugally his entire life, James is starting to enjoy his newly created wealth. James is divorced and makes alimony payments in the amount of $100,000/yr. on top of his $500,000/yr. in living expenses. Because the wealth and income generated by the company is recent, James has not accumulated much in the way of liquid assets yet, but the company value is significant and future profits look very promising.
The primary planning goals are to:
Make sure that he has sufficient funds to live on for the rest of his life (approx. $600,000/yr., including alimony, after taxes and gifts).
Reduce income taxes.
Maximize the inheritance that he leaves to his children and grandchildren. Consider passing his business interests to his children involved in the industry while providing an equal inheritance of non-business interests to those that are uninterested.
Assure that he has sufficient liquid assets available at his death to eliminate the forced liquidation of his business assets.
Eliminate or reduce estate taxes.
If you are looking for a pi coin investor. Then look no further because I have the right one he is a pi vendor (he buy and resell to whales in China). I met him on a crypto conference and ever since I and my friends have sold more than 10k pi coins to him And he bought all and still want more. I will drop his telegram handle below just send him a message.
@Pi_vendor_247
Turin Startup Ecosystem 2024 - Ricerca sulle Startup e il Sistema dell'Innov...Quotidiano Piemontese
Turin Startup Ecosystem 2024
Una ricerca de il Club degli Investitori, in collaborazione con ToTeM Torino Tech Map e con il supporto della ESCP Business School e di Growth Capital
What website can I sell pi coins securely.DOT TECH
Currently there are no website or exchange that allow buying or selling of pi coins..
But you can still easily sell pi coins, by reselling it to exchanges/crypto whales interested in holding thousands of pi coins before the mainnet launch.
Who is a pi merchant?
A pi merchant is someone who buys pi coins from miners and resell to these crypto whales and holders of pi..
This is because pi network is not doing any pre-sale. The only way exchanges can get pi is by buying from miners and pi merchants stands in between the miners and the exchanges.
How can I sell my pi coins?
Selling pi coins is really easy, but first you need to migrate to mainnet wallet before you can do that. I will leave the telegram contact of my personal pi merchant to trade with.
Tele-gram.
@Pi_vendor_247
what is the future of Pi Network currency.DOT TECH
The future of the Pi cryptocurrency is uncertain, and its success will depend on several factors. Pi is a relatively new cryptocurrency that aims to be user-friendly and accessible to a wide audience. Here are a few key considerations for its future:
Message: @Pi_vendor_247 on telegram if u want to sell PI COINS.
1. Mainnet Launch: As of my last knowledge update in January 2022, Pi was still in the testnet phase. Its success will depend on a successful transition to a mainnet, where actual transactions can take place.
2. User Adoption: Pi's success will be closely tied to user adoption. The more users who join the network and actively participate, the stronger the ecosystem can become.
3. Utility and Use Cases: For a cryptocurrency to thrive, it must offer utility and practical use cases. The Pi team has talked about various applications, including peer-to-peer transactions, smart contracts, and more. The development and implementation of these features will be essential.
4. Regulatory Environment: The regulatory environment for cryptocurrencies is evolving globally. How Pi navigates and complies with regulations in various jurisdictions will significantly impact its future.
5. Technology Development: The Pi network must continue to develop and improve its technology, security, and scalability to compete with established cryptocurrencies.
6. Community Engagement: The Pi community plays a critical role in its future. Engaged users can help build trust and grow the network.
7. Monetization and Sustainability: The Pi team's monetization strategy, such as fees, partnerships, or other revenue sources, will affect its long-term sustainability.
It's essential to approach Pi or any new cryptocurrency with caution and conduct due diligence. Cryptocurrency investments involve risks, and potential rewards can be uncertain. The success and future of Pi will depend on the collective efforts of its team, community, and the broader cryptocurrency market dynamics. It's advisable to stay updated on Pi's development and follow any updates from the official Pi Network website or announcements from the team.
how to sell pi coins effectively (from 50 - 100k pi)DOT TECH
Anywhere in the world, including Africa, America, and Europe, you can sell Pi Network Coins online and receive cash through online payment options.
Pi has not yet been launched on any exchange because we are currently using the confined Mainnet. The planned launch date for Pi is June 28, 2026.
Reselling to investors who want to hold until the mainnet launch in 2026 is currently the sole way to sell.
Consequently, right now. All you need to do is select the right pi network provider.
Who is a pi merchant?
An individual who buys coins from miners on the pi network and resells them to investors hoping to hang onto them until the mainnet is launched is known as a pi merchant.
debuts.
I'll provide you the Telegram username
@Pi_vendor_247
how can I sell my pi coins for cash in a pi APPDOT TECH
You can't sell your pi coins in the pi network app. because it is not listed yet on any exchange.
The only way you can sell is by trading your pi coins with an investor (a person looking forward to hold massive amounts of pi coins before mainnet launch) .
You don't need to meet the investor directly all the trades are done with a pi vendor/merchant (a person that buys the pi coins from miners and resell it to investors)
I Will leave The telegram contact of my personal pi vendor, if you are finding a legitimate one.
@Pi_vendor_247
#pi network
#pi coins
#money
how to swap pi coins to foreign currency withdrawable.DOT TECH
As of my last update, Pi is still in the testing phase and is not tradable on any exchanges.
However, Pi Network has announced plans to launch its Testnet and Mainnet in the future, which may include listing Pi on exchanges.
The current method for selling pi coins involves exchanging them with a pi vendor who purchases pi coins for investment reasons.
If you want to sell your pi coins, reach out to a pi vendor and sell them to anyone looking to sell pi coins from any country around the globe.
Below is the contact information for my personal pi vendor.
Telegram: @Pi_vendor_247
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
USDA Loans in California: A Comprehensive Overview.pptxmarketing367770
USDA Loans in California: A Comprehensive Overview
If you're dreaming of owning a home in California's rural or suburban areas, a USDA loan might be the perfect solution. The U.S. Department of Agriculture (USDA) offers these loans to help low-to-moderate-income individuals and families achieve homeownership.
Key Features of USDA Loans:
Zero Down Payment: USDA loans require no down payment, making homeownership more accessible.
Competitive Interest Rates: These loans often come with lower interest rates compared to conventional loans.
Flexible Credit Requirements: USDA loans have more lenient credit score requirements, helping those with less-than-perfect credit.
Guaranteed Loan Program: The USDA guarantees a portion of the loan, reducing risk for lenders and expanding borrowing options.
Eligibility Criteria:
Location: The property must be located in a USDA-designated rural or suburban area. Many areas in California qualify.
Income Limits: Applicants must meet income guidelines, which vary by region and household size.
Primary Residence: The home must be used as the borrower's primary residence.
Application Process:
Find a USDA-Approved Lender: Not all lenders offer USDA loans, so it's essential to choose one approved by the USDA.
Pre-Qualification: Determine your eligibility and the amount you can borrow.
Property Search: Look for properties in eligible rural or suburban areas.
Loan Application: Submit your application, including financial and personal information.
Processing and Approval: The lender and USDA will review your application. If approved, you can proceed to closing.
USDA loans are an excellent option for those looking to buy a home in California's rural and suburban areas. With no down payment and flexible requirements, these loans make homeownership more attainable for many families. Explore your eligibility today and take the first step toward owning your dream home.
Empowering the Unbanked: The Vital Role of NBFCs in Promoting Financial Inclu...Vighnesh Shashtri
In India, financial inclusion remains a critical challenge, with a significant portion of the population still unbanked. Non-Banking Financial Companies (NBFCs) have emerged as key players in bridging this gap by providing financial services to those often overlooked by traditional banking institutions. This article delves into how NBFCs are fostering financial inclusion and empowering the unbanked.
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US Economic Outlook - Being Decided - M Capital Group August 2021.pdfpchutichetpong
The U.S. economy is continuing its impressive recovery from the COVID-19 pandemic and not slowing down despite re-occurring bumps. The U.S. savings rate reached its highest ever recorded level at 34% in April 2020 and Americans seem ready to spend. The sectors that had been hurt the most by the pandemic specifically reduced consumer spending, like retail, leisure, hospitality, and travel, are now experiencing massive growth in revenue and job openings.
Could this growth lead to a “Roaring Twenties”? As quickly as the U.S. economy contracted, experiencing a 9.1% drop in economic output relative to the business cycle in Q2 2020, the largest in recorded history, it has rebounded beyond expectations. This surprising growth seems to be fueled by the U.S. government’s aggressive fiscal and monetary policies, and an increase in consumer spending as mobility restrictions are lifted. Unemployment rates between June 2020 and June 2021 decreased by 5.2%, while the demand for labor is increasing, coupled with increasing wages to incentivize Americans to rejoin the labor force. Schools and businesses are expected to fully reopen soon. In parallel, vaccination rates across the country and the world continue to rise, with full vaccination rates of 50% and 14.8% respectively.
However, it is not completely smooth sailing from here. According to M Capital Group, the main risks that threaten the continued growth of the U.S. economy are inflation, unsettled trade relations, and another wave of Covid-19 mutations that could shut down the world again. Have we learned from the past year of COVID-19 and adapted our economy accordingly?
“In order for the U.S. economy to continue growing, whether there is another wave or not, the U.S. needs to focus on diversifying supply chains, supporting business investment, and maintaining consumer spending,” says Grace Feeley, a research analyst at M Capital Group.
While the economic indicators are positive, the risks are coming closer to manifesting and threatening such growth. The new variants spreading throughout the world, Delta, Lambda, and Gamma, are vaccine-resistant and muddy the predictions made about the economy and health of the country. These variants bring back the feeling of uncertainty that has wreaked havoc not only on the stock market but the mindset of people around the world. MCG provides unique insight on how to mitigate these risks to possibly ensure a bright economic future.
What price will pi network be listed on exchangesDOT TECH
The rate at which pi will be listed is practically unknown. But due to speculations surrounding it the predicted rate is tends to be from 30$ — 50$.
So if you are interested in selling your pi network coins at a high rate tho. Or you can't wait till the mainnet launch in 2026. You can easily trade your pi coins with a merchant.
A merchant is someone who buys pi coins from miners and resell them to Investors looking forward to hold massive quantities till mainnet launch.
I will leave the telegram contact of my personal pi vendor to trade with.
@Pi_vendor_247
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
how can i use my minded pi coins I need some funds.DOT TECH
If you are interested in selling your pi coins, i have a verified pi merchant, who buys pi coins and resell them to exchanges looking forward to hold till mainnet launch.
Because the core team has announced that pi network will not be doing any pre-sale. The only way exchanges like huobi, bitmart and hotbit can get pi is by buying from miners.
Now a merchant stands in between these exchanges and the miners. As a link to make transactions smooth. Because right now in the enclosed mainnet you can't sell pi coins your self. You need the help of a merchant,
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how to sell pi coins in all Africa Countries.DOT TECH
Yes. You can sell your pi network for other cryptocurrencies like Bitcoin, usdt , Ethereum and other currencies And this is done easily with the help from a pi merchant.
What is a pi merchant ?
Since pi is not launched yet in any exchange. The only way you can sell right now is through merchants.
A verified Pi merchant is someone who buys pi network coins from miners and resell them to investors looking forward to hold massive quantities of pi coins before mainnet launch in 2026.
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Why your conversations need to change. What new opportunities will drive your HNW business. How you can prepare for the changes ahead.
642 high net worth and ultra high net worth individuals across the United States. Survey respondents all had a minimum of $3 million in investable assets, including: 37 percent ($3M - $5M); 31 percent ($5M - $10M) and 32 percent (more than $10 million). • For the first time since it began surveying wealthy individuals and families, U.S. Trust looked at the differences and similarities among three generations of wealth in America: – The Baby Boom generation (ages 47 - 66) – The older generation that preceded Baby Boomers (age 67+) – The next generation of wealth creators (ages 18 - 46) • The survey explored a variety of topics, including: – Roles, influence and social obligations of the wealth – Putting wealth to work for the family (elder care, estate planning, wealth transfer and next-generation financial empowerment) – Protecting family privacy and security – Approaches to growing and preserving wealth – Use of financial advisors • As of the end of 2011, there are nearly 2 million households in the U.S. with more than $3 million in investable assets, There are distinct generational differences in the way the wealthy are preparing to meet a host of financial challenges in response to new economic realities, uncertain financial security, a looming elder care crisis and dual financial responsibilities for both children and parents.
642 high net worth and ultra high net worth individuals across the United States. Survey respondents all had a minimum of $3 million in investable assets, including: 37 percent ($3M - $5M); 31 percent ($5M - $10M) and 32 percent (more than $10 million). • For the first time since it began surveying wealthy individuals and families, U.S. Trust looked at the differences and similarities among three generations of wealth in America: – The Baby Boom generation (ages 47 - 66) – The older generation that preceded Baby Boomers (age 67+) – The next generation of wealth creators (ages 18 - 46) • The survey explored a variety of topics, including: – Roles, influence and social obligations of the wealth – Putting wealth to work for the family (elder care, estate planning, wealth transfer and next-generation financial empowerment) – Protecting family privacy and security – Approaches to growing and preserving wealth – Use of financial advisors • As of the end of 2011, there are nearly 2 million households in the U.S. with more than $3 million in investable assets, There are distinct generational differences in the way the wealthy are preparing to meet a host of financial challenges in response to new economic realities, uncertain financial security, a looming elder care crisis and dual financial responsibilities for both children and parents.
Let ‘s wade into some of the findings of the survey and also some of what we can confirm through our own InKnowVision cases. The importance of family, the continuity of family wealth and social responsibilities are common denominators across all generations of wealth. Yet each generation is focused on different aspects of these goals and family responsibilities, and most wealthy Americans are not planning as well as they could be.
The younger generation appears to have heightened awareness of potential threats to family wealth, such as long-term care costs and their children’s ability to handle wealth responsibly, and they are ahead of Baby Boomers in taking action to address these concerns
– Fifty-four percent of young people ages 18 - 46 are paying medical costs for relatives, and 42 percent of Baby Boomers are paying medical costs for their parents or other relatives. Yet 40 percent of young people vs. 20 percent of Baby Boomers have established a financial plan for parents’ elder care needs. Marketing Idea #1 If you are not talking to the younger generation wealthy or not, not only about their own circumstances but the ones that they could ultimately inherit before their parents demise then you need to filter this into the conversation. Such a conversation could lead you to the next prospect and it may just be another family member. I remember when Scott and I sat down with this mother who was divorced at the time and in her mid 50’s to discuss buying long term care insurance. She ultimately purchased it as a matter of fact she bought one of the best policies that protected what she wanted to give her children in the way of an inheritance, moneys that were left to her from her parents. Shortly after retirement this vibrant, former life long librarian, genealogist, senior gold medal Olympian died of an aggressive form of Alzheimer’s. Not one penny left her estate to provide for her care. Her policy covered 100%.
These are alarming numbers so how can we provide value here? Marketing idea #2- Bring in a Geriatric Care or Health Care Management Services into your practice or your relationships. Be prepared for this conversation and help your clients be prepared for this difficult journey. Partnering with a this type of service firm so that you can educate your clients who could be the children of a HNW client on how to prepare and for changes in physical and mental health of loved ones. This type of person can be invaluable when the needs arise but more so in the education stages. We know that from this study parents do not want their children burdened by costs or physical and emotional needs. Yet they want the best medical care possible while protecting assets for their spouse/partner. Talk openly about the fact that there are so many people living 20 years longer than expected. You are not selling a product you are providing value here. A differentiator while getting more information about the family members and of course building trust. This is issue will grow 100 fold the next 10 years and it is certainly not going to go away. What you manage today could be gone tomorrow and attorneys need to focus on clients cash flow too in order to help plan for intergenerational wealth.
Speaking of which, the younger generation is more closely aligned with the generation older than the Baby Boomers on the importance of intergenerational wealth transfer . The primary reasons for leaving an inheritance are to preserve the continuity of family wealth and to influence their children’s lives after they are gone. By comparison, only about half (55 percent) of Baby Boomers think it is important to leave a financial inheritance to their children. Among those who don’t think it is important, one in three (31 percent) said they would rather leave money to charity than to their children. Marketing Idea #3 If you do not have any philanthropic background or planning knowledge then this is an area where you need to become more seasoned. If you do not want to take the time then you should find an independent philanthropic advisor in your area that can help you and your clients for a fee. You could also get your CAPS designation ( Certified Advisor in Philanthropy) should you wish to pursue further education.
More than one-quarter of the surveyed Baby Boomers are motivated to leave an inheritance as a tax strategy. So those who are leading with the tax strategy approach it is more likely than not that this approach will not work for the majority of people you speak with. You will need to quickly change your process to start with protection and values. The InKnowVision process focuses on four key elements to start. How can I protect/increase my cash flow to maintain my lifestyle needs and have a peace of mind? How can I reduce income tax liability to compound future growth? Then show me how to protect what I own against law suits, creditors and predators and then if I become disabled what planning choices to do have? Once clients have a peace of mind then their motivation for inheritance increases in the ways listed here whether it be to heirs or charity.
It is important for wealth managers to understand these generational differences. The younger generation HNW in particular is seeking professional advice and relevant solutions at an earlier age to help them achieve their financial goals. This goes back to my webinar two sessions ago where I spoke specifically about the need to focus on the inheritor generation and their need to be competently served. There is a larger more youthful emerging HWN that professionals are not focusing on. We will discuss in more detail about this group in a our next summer bonus marketing program in July. Stay tuned.
• Nearly four in 10 parents strongly agree their children would benefit from discussions with a financial professional. So my question is what are you waiting for! There is so much work to be done. No wonder why there are so many people entering the financial planning field. Your marketing messages but be such that they are grabbing the attention of this younger crowd of HNW individuals and families.
Elder care is really a mutligeneration issue. So Who are the HNW talking to about it? The youngest generation has been the most proactive about talking with parents about long-term care plans and they are as proactive about this as they are in planning for own spouse or partner. Wealth preservation is on the minds of these folks.
Most of the wealthy have not discussed long-term care with an attorney or a financial advisor; however, the youngest generation, ages 18-46, is more likely to have talked with a financial advisor than Baby Boomers have. Nine in 10 said it is most important to not become a financial, physical or emotional burden on children or other relatives. So these are more reasons why you need to create conversation and a process that not only talks about your current client but about those who are parents and grandparents and children of your clients. We incorporate this discussion into every plan we do.
Only about half (55 percent) of Baby Boomers consider it important to leave a financial inheritance to their children/heirs. So does this means that there will be less money to manage or lower probate fees once your Boomer client has passed? Perhaps not.
The primary reasons for not leaving an inheritance is a belief that each generation should earn its own wealth and because it’s better to invest in children’s/heirs’ success while they are growing up. Remember many of these boomers are self made and did not get any handouts. We see entitlement issues from family members like children in the family business vs children who are not. It is critical to remove the elephant in the room if you want to see your client succeed in their planning. • One in three (31 percent) Baby Boomers–twice many as in the younger and older generations–would rather give the money to charity. We will touch on this opportunity in a minute.
Six in 10 HNW parents are not fully confident their children will be well-prepared to handle a financial inheritance.
And Nearly four in 10 parents strongly agree their children would benefit from discussions with a financial professional. At the Inknowvision Institute in October we will highlight how to address these issues in greater detail.
Just over one-third of wealthy parents have fully disclosed their wealth to children, while half report having disclosed just a little regarding their financial status. Remember how private people are about their wealth. How do we get them to discuss this with their children without causing undue harm? Again we will be sharing ideas that work on this topic at the InKNowVision Institute in the fall.
Few wealthy parents overall believe their children will be mature enough to handle their wealth before the age of 25. – Approximately half believe their children will be mature enough between 25 and 34 years old. This suggests why the group ages 18- 49 are doing more today in the area of financial preparedness.
Wealthy parents are most concerned that disclosing wealth to their children may negatively affect their work ethic. • Nearly half (48 percent) of people over age 67 said, “I was taught never to discuss wealth.” What does this tell you about what you need to do with your current clients? And why is this important?
Whereas the older generation is more inclined to pass most, if not all, of its wealth to children/family heirs, younger generations are more inclined to divide assets among family and other beneficiaries such as charities. • Baby Boom parents are about twice as likely as those older and younger to say they will leave only a small portion or nothing at all to children In fact, an Ameriprise Financial Inc. survey of 1,006 affluent baby boomers, conducted in December, found that 93% have provided some level of support to their adult children. Maybe they will be tapped out! It is even more of a concern, considering that Americans spend an average of $235,000 to raise a child to 18 and then many help with college, which costs an average of $17,131 a year for an in-state four-year public school and $38,589 annually for a private-college education, according to The College Board.
A 2011 Associated Press survey found 64% of baby boomers didn’t even have a living will, which anyone over the age of 18 should have. Nearly 2.5 million Americans die each year, and many haven’t signed the basic documents needed to protect loved ones. Furthermore trusts generally are being underused in most wealthy households half of all respondents said they have a revocable trust and less than one-quarter saying they have an irrevocable trust. Which means two things. These wealthy folks are severely underinsured when it come to tax planning or they own insurance included in their estate and do not know the ramifications of such a disaster. Charities will play a much larger role than we realize. There is a significant underground movement of high profile women with extraordinary wealth focusing on developing the next generation of female entrepreneurs all through charitable means. If you have not read this month’s Fast Company magazine I suggest you pick it up and be inspired to do something different with your clients. These are all problems that you can solve. Marketing Idea #5 – Incorporate insurance reviews into your process even if you don’t sell insurance. We are asked to do this on large cases by attorneys and RIAs and some CPA firms all the time. Why because people trust our expertise and also our recommendations. Unless you understand more about the client then just the insurance policy that you really can do the proper job in the review process. So make sure you have all your discovery questions and data gathering information up to date. Wouldn’t you want to manage $10M in death benefit?
Take a look at these reasons. ( Go over the list ) Marketring Idea #6 Everyone of them could be an answered in a series of articles for education purposes. Or in a white paper. Here is where I see opportunity for content creation and delivering the right message to the right reader.
These three reasons are a good reasons why you can help them.
This poll is for all professionals. It does not matter whether you are an attorney, cpa for RIA. Please check all that apply.
Some have stated that they have done the bare minimum.
And Only four in 10 say they have a comprehensive estate plan. Here you see that Young wealthy individuals, ages 18 - 46, are nearly as likely as Baby Boomers to already have established a comprehensive estate plan. They have learned some hard lessons far earlier than their parents and are not willing to take a risk in protecting themselves. Perhaps they have a good set of advisors! Answer these three questions: What age group does your ideal client profile fall into? What do they have in the way of planning? Do you have a process to help them grow into advanced planning?
Two-thirds of all respondents have not made, nor do they have plans to make, a financial gift to family members to reduce the size of their taxable estate before the end of 2012, when tax laws are expected to change. Wow do we have a lot of work to do!
When it comes to investment risk tolerance, fewer than half (48 percent) of high net worth investors feel they have a good understanding of how much investment risk they can tolerate.
Privacy and safety are issues that the youngest generation is far more concerned about, particularly with the proliferation of social networking and amount of personal information now available online.
All generations share similar concerns about the protection of their assets, privacy and safety, but the number, range and level of concern increase with age. Just take a look at how much these vary.
One in three high net worth households overall considers social media and the availability of personal information online as increasing their safety and security risks.
Some of the actions taken noted here are examples of the degrees that people have gone to to protect their privacy and you will note that concealing major gifts is one of them. Marketing Idea #7 Prepare an Inheritance Summit in your area. Similar to the program put on by others- Truth about estate planning comes to mind- you can conduct quarterly programs for inheritors – include financial planning, tax planning, eldercare planning, etc. What comes out of this program could actually speak to them today whether it be their own situation or their parents. A couple of value add ideas for topics come to mind like the Family Bank, Family Security and privacy preparedness. There are few concerns more pressing than the security of one's family. With high-income or high-profile families as its clients, companies like Insite Family Security were created to professionally address those concerns with the most strategic and intelligent security management
Most wealth respondents have a professional advisor for investment management, tax planning and estate planning, but do not have anyone advising them on more complex, emotional intergenerational issues and legacy planning. So if you look at this list where can you fill in the void? Is there something here that can create opportunity, build trust and foster a HNW relationship? Of course there is.
They are eager for advice. There are so many undisclosed things on people’s minds that this list may help you to think about where to start. Things like estate planning are not being discussed. If you are financial advisor I ask you why not? As a matter of going through the InKnowVision advanced planning process advisors on average are managing an additional $500,000 to $1M more in assets than before they starting the advanced planning process.
Most wealthy individuals feel there are social responsibilities that come with achieving significant wealth. Just look at the high degree of those wanting to do something positive.
Six in ten wealthy individuals serve in some type of leadership position, with one in three serving on a community or philanthropic board or committee. • Baby Boomers (35%) and those who are older (32%) are the most likely to serve on a philanthropic board. Philanthropy and the emergence of leadership is a good place to start. Marketing Idea #8 You can conduct Board presentations on the impact of what advanced planning can do for charities. Use this report to demonstrate the shift and highlight a case study from the IKV presentation materials and a technical strategy to demonstrate how you can help them find more opportunity.
Employ HNW Marketing into your practice. In 2003 when we starting telling folks that we only work in the $10M and up market and then in 2010 we only worked in the $20M and up market that is the kind of case work we received. We don’t manage money, draft documents, we design. Be sure to tell your clients what you do, how you do it and who you serve. If you include HNW planning in the mix then you have us to lean on. By this point in the year you should be well versed and prepared to have a dialogue with a HNW prospect.
If you need our help – call us, attend the InknowVision Institute and employ our HNW marketing system. Use the 8 or so marketing ideas from today’s program to boost your visibility in your local areas. Do not ignore the estate planning piece if you are a financial advisor and if your are an attorney or CPA do not ignore the financial aspects of your client’s extended family as they could ultimately be more important to them in the near future than their own. In 2003 when we starting telling folks that we only work in the $10M and up market and then in 2010 we only worked in the $20M and up market that is the kind of case work we received. We don’t manage money, draft documents, we design. Be sure to tell your clients what you do, how you do it and who you serve. If you include HNW planning in the mix then you have us to lean on. By this point in the year you should be well versed and prepared to have a dialogue with a HNW prospect. We are looking forward to serving you!