The Wealth Report David Hunt Agenda The Opportunity Why the Wealth Report? Features and Benefits Client engagement process The Client experience Campaign.

The Wealth ReportDavid Hunt

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Agenda

• The Opportunity• Why the Wealth Report?• Features and Benefits• Client engagement process• The Client experience• Campaign Analytics

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The Opportunity

• To build out industry leading client engagement processes and technology enablement to help overcome the 20% advice penetration.

• Provide industrialized RI branded solutions for our planners to engage 15,000 C & D clients we estimate may be at risk.

• Many consumers don’t fully comprehend the value of financial strategies. We wish to place RI Advice at the forefront of creating advice capability which looks to address these consumer advocacy and accessibility issues.

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Why the Wealth Report?

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Features and Benefits

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Client engagement process

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The Client Experience

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Call to action

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Centre of Influence - Marketing

Marketing - Continued

Wealth Report Advertisements

Advertising templates for regional area marketing

Web Banner

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Campaigns

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Campaign Analytics