The document appears to be from a webinar presentation focused on marketing to affluent clients. It discusses identifying processes for success, learning from others, and overcoming fears of engagement. It provides statistics on affluent market size, internet usage of older adults, social media usage, and importance of referrals. It emphasizes building trust with clients, being likable, doing unexpected things, and getting out of the office to improve business.
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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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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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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