InKnowVision January 2013 HNW Marketing PPT

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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

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InKnowVision’s Monthly
HNW Webinar Series
MarketingWebinar

©2013. InKnowVision LLC. All rights reserved. www.inknowvision.com

Fastest growing UHNW segment $30M-$49M in net
worth.

How you can attract this UHNW group.

3 new marketing messages you must use in 2013.

Why you need to prepare your marketing plan now.

www.InKnowVision.com All Content Copyright © 2012

I have at least one client with $30M to $49M
in net worth.

I have more than one client with $30M to
$49M in net worth.

I have no clients with $30M to $49M in net
worth.

www.InKnowVision.com All Content Copyright © 2012

www.InKnowVision.com All Content Copyright © 2012 Provided by Wealthx

www.InKnowVision.com All Content Copyright © 2012

Frank O’Shea
John Burns
CPA, Berry Dunn
Exencial Wealth Advisors

Steve Brown
Attorney- Brown & Vogel

Backgrounds Art/Collections

Career History Hobbies

Board Affiliations Likes

Philanthropic Dislikes
Interest
Family
Advisors

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 630-470-6491
@InKnowVision
InKnowVision, LLC
InKnowVision
TheComplexEstate
All Content Copyright © 2012

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InKnowVision January 2013 HNW Marketing PPT

2. Fastest growing UHNW segment $30M-$49M in net worth. How you can attract this UHNW group. 3 new marketing messages you must use in 2013. Why you need to prepare your marketing plan now. www.InKnowVision.com All Content Copyright © 2012

3. I have at least one client with $30M to $49M in net worth. I have more than one client with $30M to $49M in net worth. I have no clients with $30M to $49M in net worth. www.InKnowVision.com All Content Copyright © 2012

10. Provided by Wealthx

11. Provided by Wealthx

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13. Provided by Wealthx

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18. Frank O’Shea John Burns CPA, Berry Dunn Exencial Wealth Advisors Steve Brown Attorney- Brown & Vogel

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20. Backgrounds Art/Collections Career History Hobbies Board Affiliations Likes Philanthropic Dislikes Interest Family Advisors

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47. 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 630-470-6491 @InKnowVision InKnowVision, LLC InKnowVision TheComplexEstate All Content Copyright © 2012

InKnowVision January 2013 HNW Marketing PPT

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