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WealthEngine
April Rudin, CEO, The Rudin GroupJames Dean, VP, WealthEngine
Today’s Presenter: April Rudin• CEO, The Rudin Group (www.therudingroup.com)
• Providing marketing expertise to firms looking to grow and expand in the high net-worth space. Advise clients on how to differentiate and get noticed by wealthy individuals. Create strategic alliances and successful campaigns.
• More than 20 years of strategic marketing experience– Entrepreneur – Mid-Size Service Firms– Corporate
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Converting Chaos to Calm
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What is Marketing?
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“The Well-Placed Whisper”
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A Viral Marketing Story
James Dean’s Photo
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Connecting the DotsHNW Event
.Arianna Huffington
.Blog Post
.Website
.Meeting
.Webinar
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Manually Creating a Prospect Pipeline
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Value Proposition-Referrals within Network
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Valuation Firm
Real Estate Attorneys Matrimonial
AttorneysT&E Attorneys
Non-profits CPA Firms
The Marketing Plan
1. Narrowly Focused2. Assess & Position to Differentiate3. Rewrite Marketing Strategy–Educate vs. Sell4. Advertise to Educate and Attract5. Establish yourself as an Expert6. Create Referral/Prospect Pipeline7. Utilize a Calendar and Stick to a Plan
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Your HNW Toolbox
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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
• Cold-Calling
• Mass Marketing
• Impersonal/No Relationship
• No Plan/No Focus
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Targeted Client Cultivation
Manual Prospect Pipeline = over 35 Wealth Identification tools
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