High Net Worth Planning Learn more at www.inknowvision.com

1. InKnowVision’s Monthly
HNW Webinar Series
MarketingWebinar
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2. SUCCESS WITH THE
INKNOWVISION PROCESS
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3. GOALS FOR TODAY
 INDENTIFY A PROCESS
 LEARN FROM OTHERS
 OVERCOME FEAR
 START ENGAGING
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4. AFFLUENT MARKET SIZE - TOTAL HOUSEHOLDS
1997-2011 in millions
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6. Astounding Facts About
Baby Boomer Business Owners
$500,000,000,000
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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.”
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12. SECRETS TO SUCCESS
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13. IT’S NOT ABOUT THE FEES
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32. IT’S ABOUT RISK & REWARD
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33. IS THERE VALUE IN DOING THIS
TYPE OF PLANNING?
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35. USE RED SHIRT STRATEGY
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40. YOU’LL NEVER GET THERE FROM HERE
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41. INTERNET ACTIVITIES
OF OLDER ADULTS
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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 ONLINE
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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%)
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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%)
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45. HEALTH INFORMATION ONLINE
 63%-65% OF ALL BOOMERS
 42% OF ALL SENIORS AGE
66-74
 20% OF ALL SENIORS AGE 75
AND OLDER
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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 ELSE
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49. YOUR WEB PRESENCE MATTERS
WEBSITE CONTENT
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51. 72% OF BOOMERS USE EMAIL
52% OF SENIORS AGE 66-74 USE EMAIL
26% OF SENIORS AGE 75 AND OLDER
USE EMAIL
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52. 31%-33% OF BOOMERS USE
SOCIAL NETWORKING
20% OF SENIORS AGE 66-74 USE
SOCIAL NETWORKING
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56. ONLY 9 %
APPROACH CLIENTS
FOR
NON- INVESTMENT
BUSINESS
• LENDING
• ESTATE PLANNING
• INSURANCE
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62. IT’S NOT ABOUT YOU
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63. BUY LIFE INSURANCE FROM
A ROCK STAR?
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64. NOT YOUR AVERAGE ROCK BAND
Gene Simmons, third from left, Cool Springs Life Equity Strategy.
Max Gerber Photography
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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?
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83. HOW IMPORTANT ARE WARM
INTRODUCTIONS AND REFERRALS ?
VERY & ESSENTIAL
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84. DON’T TAKE THEM FOR GRANTED
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86. ADDING BUSINESS &
ESTATE PLANNING
1. Show them how
2. Teach them why
3. Build trust
4. Be likable
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87. DO SOMETHING UNEXPECTED
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88. NEXT STEPS
WWW.EDUCATE2MOTIVATE.COM
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89. WWW.EDUCATE2MOTIVATE.COM
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90. IMPROVE YOUR APPEARANCE
WEBSITE
SOCIAL MEDIA PLATFORMS
NEWSLETTER
OFFICE
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91. GET OUT OF YOUR OFFICE
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92. PROCESS STEPS
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93. CALL ME FOR A ONE HOUR FREE
CONSULTATION TO GET STARTED
KIM HAMILTON
KIM@IKVLLC.COM
312-912-7339 DIRECT
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