Marketing for HNW Clients--Creating a Plan

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April Rudin

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Today’s Presenter: April Rudin ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Converting Chaos to Calm ,[object Object]

“ The Well-Placed Whisper” ,[object Object]

A Viral Marketing Story James Dean’s Photo ,[object Object]

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Manually Creating a Prospect Pipeline ,[object Object],[object Object],[object Object],Valuation Firm Real Estate Attorneys Matrimonial Attorneys T&E Attorneys Non-profits CPA Firms

The Marketing Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Your HNW Toolbox ,[object Object],Prospect Pipeline Relationships with Centers of Influence Well Placed Whisper Word of Mouth Marketing Marketing Plan Existing Client Relationships Asking for Referrals

HNW Marketing Miscues ,[object Object],[object Object],[object Object],[object Object],[object Object]

Targeted Client Cultivation ,[object Object],[object Object]

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