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.

Succession Planning: Data Analysis, Patterns Identification, and Recommendations

The main goal of this part is to analyze the collected data, identify patterns and trends, and draw meaningful conclusions regarding succession planning readiness and potential economic consequences in Alberta. Based on the analysis, actionable recommendations will be provided to business owners, industry associations, chambers of commerce, and policymakers to improve succession planning practices and mitigate negative economic impacts.

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.