Business introduction
Reach more wealthy prospects in less time
Unlock a steady flow of referrals to high & ultra high net worth prospects
WealthQuotient is the worlds first and only training and strategy platform specifically focused on helping sales and fundraising professionals and the organizations they serve more efficiently and effectively engage the ultra affluent through referrals.
This market is very challenging to penetrate and most individuals and organizations do not have a proactive and systematic strategy for growth. Further, innovation in ultra affluent engagement has become extremely stagnant as most thought leaders, consultants and conferences typically only operate within one specific industry.
This silod approach often causes organizations to falsely believe their challenges are unique to their specific industry or niche and it leads to stifled innovation as they get better and better at doing things the way they've always been done.
WealthQuotient Solutions
Enterprise Engagement
Prospect identification WealthQuotient relational mapping literally defines your target market by identifying your organizations most accessible and actionable prospects. Coaching, training & toolkit WealthQuotient coaching equips your team with the methodology, skills, tools and confidence to properly execute on the prospects that have been delivered. We empower teams to: Get the introduction You must ask......
business needs
- Business Establishment & Support Services
- Qualitative & Quantitative Research
- Sales & Marketing Support
Prospect Identification
WealthQuotient relational mapping identifies the totality of your accessible target market. We manually identify the qualified prospects in the relational networks of your clients, donors and other centers of influence. This “inward out” mapping ensures the prospects we identify are simply a referral request away and represents your organizations lowest hanging fruit. Typical approach Relational......
business needs
- Market Analysis, Understanding & Sizing
- Qualitative & Quantitative Research
- Sales & Marketing Support
The WealthQuotient Online University
The WealthQuotient Online University by Brian Gonzales and David Friedman is the distillation of over a decade of training and working with hundreds of iconic global brands and industry leaders, on how to effectively prospect and close affluent clients and donors. The challenging and often inefficient process of creating (or growing)......
