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) a book of high net worth prospects is streamlined and simplified in the WealthQuotient University. Our program gives you everything you need to elevate your level of sales, take control of your prospecting process, and drastically increase your earning potential.

Mapping
Uncover your target market by identifying your most accessible and actionable prospects.

Methodology
Equip yourself with the tools & methodology to build a book of financially qualified prospects.

Measurement
Define and monitor proper KPIs to ensure efficient allocation of your time & resources.

How industry leaders operate

• Access the prospect
  Never ask the question ‘How do I get in front of a wealthy prospect?’ again. Our experience has shown us that the overwhelming majority of sales to an affluent prospect come from a trusted referral. We’ll teach you how to proactively build your business through referrals. Learn to leverage your pre-existing network of relationships in a way that increases relational capital.
• Bypass the gatekeepers
  The days of cold calling and cold emailing are over. Especially when the prospect is high or ultra high net worth. By starting your process with defining your accessible network, we walk you through the nuanced approach of bypassing gatekeepers that are so often impossible to get through.
• Control your process
  The status quo for sales and fundraising professionals is often using prospecting methods that rely on hope or luck, which make it impossible to proactively and systematically grow a book of business. The WealthQuotient University structures this process by giving you the tools to use and steps to take to grow your business in a far more efficient and lucrative manner.