meet the institute's o.w.l. something new for your toolbox · business assets income...
TRANSCRIPT
Waco Moore, ILHM
Dawn Galasso, WealthEngine
Meet the Institute's O.W.L.
Something New for Your
Toolbox
…are your best
prospects?
• Ken: Cool customers make the best
dance partners.
• Maria: Targeted direct mail works.
• Roman: Niche targeting. Beck effect.
• Kris: Lifestyle marketing sells.
• Dawna: Referrals rule.
Knowing your prospect/client.
Matching your offering with
the right prospect.
Avoid wasting time & money
on folks who don’t fit!
You know your
You know the
the home represents…
Profile of Likely Buyer:
• $20M+ net worth
• Wine collector
• Likes to entertain
• Boat that requires
deep-water dock
The challenge is actually
finding and connecting with those
• Leverage
relationships
• Like attracts like
“put the word out”
• Lifestyle
aggregations
“be where they are”
Targeting groups
with the hope
of finding
the individual
Find Wealth
Prospect Generator
Circle of Friends
Helping Clients
Reach the Right
people for the Right
Purpose
Dawn Galasso, Director of Sales
Tel. 240-491-4083
www.wealthengine.com/luxury
wealthengine.com | Page 2
Demographic
Lifestyle
Business
Assets
Income
Philanthropic
• Serves more than 3,700 companies
including luxury, financial services,
and non-profit organizations
• Primary business established in
1991
• HQ in Bethesda, MD
• Venture Capital Investors
• Largest U.S. database on affluent
and HNW individuals
• Expert in affluent and HNW
prospecting and marketing
Company Overview
The WealthEngine Advantage
wealthengine.com | Page 3
Over 3,000 Nonprofit Organizations Identify and Target Donors with WealthEngine
wealthengine.com | Page 4
WealthEngine Client Base: Luxury Division
wealthengine.com | Page 5
WealthEngine Client Base: Financial Services
WealthEngine
Intelligence
wealthengine.com | Page 7
Learn More About Prospects
Wealth (net worth & total assets)
Liquidity (bank account balances)
Assets (real estate, pension, stock holdings, income)
Non- Financial Assets (auto, boat, plane, art)
Personal (marital status, children, age, education, ethnicity)
Lifestyle & Interests (i.e. golf, skiing, travel, food & wine…)
Buying Behavior (i.e. credit cards, recent purchases)
Business (company, title, role, history and resume)
Civic (Charitable Contributions, Nonprofit Board Affiliations)
Psychographic Profiles
Clubs & Awards
Political Affiliations and Contributions
Home & Business addresses
Emails
Phone numbers
Get a complete picture of your customer or prospect…
wealthengine.com | Page 8
New WealthEngine Scores Were Developed Using Unique Data and Sophisticated Analytics
Total
Assets
Net
Worth Liquidity
WealthEngine Estimates the difference
between total assets
and total debt for a
household
Estimates the total value
of all financial and non-
financial assets held by a
household, derived from
varying asset components
Estimates financial assets
that are readily
accessible (e.g.,
checking, savings, money
market accounts, etc.)
Marketing Services
wealthengine.com | Page 10
Designed specifically to help you
find new clients
Develop your own highly qualified
prospect mail list by selecting
different criteria based on your
needs
Contact Info includes Home
address, Business Address, and
Phone
Email Campaigns
Customized Prospect List
Net Worth, Total Assets, Liquidity
Household Income, Real Estate
Primary Residence Location
Other assets: autos, planes, yachts, art
Interests (i.e. Golf, Skiing, Travel)
Lifestyle (psychographic profiles)
Purchase behavior
Demographics (i.e. Age, Gender)
Business (i.e. Industry, Role, Owner)
Charitable & Political Contributions
Geographic targeting
Identify Prospects By:
Customized Prospect Lists Target Your Best Affluent & HNW Prospects
wealthengine.com | Page 11
Circle of Friends Analytics
Determine who your customers are
connected to in business
Rank and prioritize each connection
based on predictive analytics results,
model scoring system and wealth
ratings
Provide you a List of qualified
prospects linked to each record to be
used for marketing purposes
Target your most qualified prospects
with Circle of Friends Analytics…
John Marsden
Corporate Board
Joe Smith
Jane Brown
Jennifer Davis
Fellow Executive
Sarah Manson
Jeff Gleason
Nate Turner
Jane Marsden
wealthengine.com | Page 12
Online Sales & Marketing Tools
FindWealth Online
Comprehensive online
database tool gives you
immediate access to
individual custom wealth
profiles
Circle of Friends
Identify business and
personal associates of your
clients to increase referrals
Prospect Generator
Systematically build
customized prospect lists
based on geography and
wealth attributes
Perform deeper
research
on your prospects Obtain more
Referrals &
Introductions Find new clients with
the right
characteristics
Identify Wealth Get More Referrals Uncover New Opportunities Win New Clients
wealthengine.com | Page 13
Use Predictive Analytics & Modeling to Draw Greater Insight
Use Predictive and Statistical Models to: Segment and rank order constituent base
Find new prospects that mirror your most profitable customers
Identify new prospects with connections to customers
Develop marketing and business development strategies
Apply data-driven strategy to all of your marketing efforts
Needs Assessment
Screen Data
Create Models
Deliver Results
Ongoing Consultation
Modeling Process
wealthengine.com | Page 14
WealthEngine helps clients:
Discover and reach more Affluent & HNW Individuals
Identify prospects that are connected to your customers
Identify Prospects by Wealth, Lifestyle, Interests,
Demographics and Residence
Target affluent and HNW individuals more effectively
Learn who your customers are and what interests them
Get more referrals from your customers
Attract & win more clients
Maximize Return on Investment with WealthEngine
wealthengine.com | Page 15
Contact Us
Dawn Galasso
Director of Sales
WealthEngine Inc.
Direct: 240-491-4083
Cell: 727-599-6748
Email: [email protected]
www.wealthengine.com