If you own a successful RIA firm, you probably already sense that things in your industry are changing... But are you prepared to profit from these changes or will your firm have to fight just to endure them? On this MUST SEE webinar, we'll walk you through the culmination of 13 years of research by some of the best and the brightest in the industry... And share with you their startling insights on how the next decade could make or break firms like yours. What you'll learn: -How the past 20yrs have shaped the industry (and why you should care) -The 5 Forces that will drive the next phase of the industry's evolution -The best & worst business models for dealing with the "new wealth management reality" -How to protect your business, your lifestyle and the future value of your firm...and what will happen if you don't -How to blindside your competition with a competitive advantage they won't see coming Are you an owner or senior leader of a successful RIA firm with: -A planning focus; -$500M+ in AUM; -A wealth management promise to existing high net worth clients, and; -A desire to grow and serve more HNW clients?

1. Could The Next Decade
Be a
Game Changer?
(630) 596-5090
www.InKnowVision.com
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@InKnowVision
InKnowVision, LLC
InKnowVision
TheComplexEstate

2. How will you:
Attract clients so they quickly pick you and
…move significant AUM right away?
Grow the business without…fee compression and
…costs devouring your gains?
Deliver highly differentiated value without
…feeding your clients to the competition
www.InKnowVision.com
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3. Will the future look like the past?
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4. The Good News &
The Bad News
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5. Blue
Ocean
Great
Market
1980’s
Change
Starts
1990’s
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2000’s

6. The 5 Forces Driving Change
Fewer $1M+
Households &
More
Competition
Aging Client
Bases
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Potentially
Prolonged
Period of Low
Returns on
Low Risk
Assets
Accelerating
Operating
Costs
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Aging RIA
Owners

7. Over 19,000 RIA’s - 3 General Models
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8. How will you:
Attract clients so they quickly pick you and
…move significant AUM right away?
Grow the business without…fee compression and
…costs devouring your gains?
Deliver highly differentiated value without
…feeding your clients to the competition
www.InKnowVision.com
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9. RIA Results:
A different opening conversation:
•
Quickly lands a new $5M account and
•
Creates a pre-sold $20k legal case to feed a strategic
legal partner
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10. How will you:
Attract clients so they quickly pick you and
…move significant AUM right away?
Grow the business without…fee compression and
…costs devouring your gains?
Deliver highly differentiated value without
…feeding your clients to the competition
www.InKnowVision.com
All Content Copyright © 2013

11. RIA Results:
A different level of analysis:
•
Saves exiting owner $4.5M in taxes
•
Wins $15M AUM from big name competitors, and
•
Convinces another exiting owner to work with our
guy
www.InKnowVision.com
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12. How will you:
Attract clients so they quickly pick you and
…move significant AUM right away?
Grow the business without…fee compression and
…costs devouring your gains?
Deliver highly differentiated value without
…feeding your clients to the competition
www.InKnowVision.com
All Content Copyright © 2013

13. RIA Results:
A different level of service:
•
Saves an $8M account
•
Locks the 2nd generation into our guy, and
•
Closes the door on the competition
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14. We help successful RIA’s:
•
•
•
•
•
Land more & better clients
Charge new & bigger fees
Systematically create raving fans
Own their market place, and
Blindside the competition
www.InKnowVision.com
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15. 715 Enterprise Drive
Oak Brook, IL 60523
What would you like us to do?
(630) 596-5090
www.InKnowVision.com
@InKnowVision
InKnowVision, LLC
InKnowVision
TheComplexEstate
Google+
Y - N - TIO
For more information contact
Greg Maddox
Greg@ikvllc.com
630.470.6482
Thank You!
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