Implementation Strategy for UHNW Client Referral Program

Main Goal: To transition a high-level referral strategy into a practical, actionable plan, creating the foundation for an effective program that generates quality leads from UHNW individuals and family enterprises.Key Steps:Finalize the referral criteria and identify key referrer relationships.Develop a targeted communication plan to inform potential referrers about the program.Create a simplified incentive structure to encourage participation.Set up a basic framework for tracking referrals and providing feedback.

Pre-Dashboard Development for Marketing Strategy KPIs

Main Goal: To perform an in-depth analysis of our current marketing strategy and establish a comprehensive set of KPIs for future dashboard implementation, setting the stage for effective measurement and benchmarking of marketing efforts.Key Steps:Conduct a targeted audit of the marketing strategy, focusing on high-impact channels.Define a select set of critical KPIs aligned with our key marketing objectives.Outline specifications for a KPI dashboard to be developed in a subsequent project.

Webinar Strategies for Engaging UHNW Families and Centers of Influence

Main Goal: To devise a comprehensive webinar strategy that effectively engages UHNW families and their centers of influence, encouraging progression through the sales funnel which leads to conversions and/or enhanced trust. This strategy will leverage existing relationships with previous podcast guests to assemble panels of complementary experts to foster high-quality discussions.Key Steps:Research and suggest a webinar platform that meets the needs of the audiences, panelists, and host.Develop engaging webinar formats that cater to the interests and needs of UHNW families and their advisors.Create a panelist recruitment strategy that involves previous podcast guests and aligns with topic relevancy.Formulate a marketing strategy to attract attendees before and after the webinar, enhancing retention and conversion.Establish an engagement strategy to maximize participant interaction during the webinar.Implement a performance evaluation framework to continually refine webinar effectiveness.

Comprehensive Review and Recommended Improvements to Marketing Plan

Main Goal: To review the current marketing plan and make strategic recommendations that effectively target Ultra High Net Worth family enterprises and their professional advisors, aiming to increase booked discovery meetings and engagement. Key Steps:Conduct thorough research on the latest trends and effective strategies for engaging UHNW families and their professional advisors.Audit our current marketing strategies, including podcasts, articles, newsletters, and carousels.Review current business vision, branding guidelines, and marketing team capabilities.Create and document a refined marketing plan with existing strategies and recommended enhancements that allows for continuous optimization based on performance data.