Business introduction
Reach more wealthy prospects in less time
Unlock a steady flow of referrals to high & ultra high net worth prospects
Our methodology
When it comes to securing new wealthy clients or donors, referrals are the most efficient path to do so, however, most sales and fundraising strategies don’t proactively focus on generating referrals. WealthQuotient scales and systematizes a proactive “Inward Out” referral driven approach that streamlines growth.
The challenge
“Outward in” prospecting techniques such as wealth screens and rich lists promote inefficient sales and fundraising strategies. These prospecting tools don’t take into consideration how a fundraiser or salesperson will access that so-called “prospect”. With no clear referral path, teams are forced to answer a very challenging question, “How do I get in front of the prospect?" The time, energy and resources spent trying to solve this problem is a big reason engaging this audience is so inefficient.
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)......
