1. Select Your Target Market
High net-worth families with assets of $1M or more
Business owners, professionals, and entrepreneurs
Those facing potential litigation, family law disputes, or family provisions claims
2. Craft Your Message
"Preserve your legacy and protect your family's future with our comprehensive wealth protection services."
"Take control of your family's financial future with expert guidance and strategies tailored to your unique needs."
"Ensure a seamless transition of wealth and assets through our personalised succession planning solutions."
3. Choose Your Media
Online: SEO-optimized website, Google Ads, social media advertising (LinkedIn, Facebook)
Offline: Local business events, conferences, and workshops
Referral partners: Financial planners, real estate agents, other accountants, lawyers, and insurance agents
4. Capture Leads
Offer free initial consultations, educational webinars, and downloadable resources (e.g., ebooks, whitepapers)
Create a compelling landing page with clear calls-to-action and lead capture forms
Implement an email marketing campaign to nurture and engage prospects
5. Nurture Leads
Deliver a series of informative and valuable content (e.g., articles, case studies, video testimonials)
Share relevant news and updates about family wealth protection and succession planning
Showcase your expertise by hosting webinars or Q&A sessions
6. Sales Conversion Strategy
Develop a tailored proposal that addresses the unique needs of each prospect
Offer a range of service packages to accommodate different budgets and levels of complexity
Emphasise the long-term benefits of investing in family wealth protection and succession planning services
7. Deliver a World-Class Experience
Provide personalized and responsive service to each client
Continuously improve your offerings based on client feedback and industry trends
Offer ongoing support and resources to ensure clients feel confident and informed about their wealth protection strategy
8. Increase Customer Lifetime Value
Provide annual reviews and updates to ensure clients' strategies remain aligned with their goals
Offer additional services, such as estate planning, tax planning, and investment advice where applicable
Build relationships with clients' extended families to support family wealth protection across generations
9. Develop a Referral System
Encourage satisfied clients to refer friends, family, and colleagues
Offer referral incentives, such as discounts on future services or exclusive resources
Partner with complementary professionals to cross-refer clients and expand your network
Implement this 1-page marketing plan to effectively reach, engage, and convert your target audience while building lasting relationships with clients to ensure the ongoing success of your Family Wealth Protection business.
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