Reach more wealthy prospects in less time
Unlock a steady flow of referrals to high & ultra high net worth prospects.
Take control of your pipeline
Access more prospects in less time
Supercharge your growth
We understand how challenging it is to access the right wealthy prospects.
Â
Referrals are too important to leave to chance, and yet most organizations don't have a process they can rely on to produce a steady flow of wealthy, accessible prospects.
Â
Are you and your team:
Â
âś” Waiting for introductions to come to you?
âś” Missing opportunities right under your nose?
âś” Leaving money on the table?
Â
Request a Consultation
John Thiel
Former Head of Merrill Lynch Wealth Management
"Throughout my years in leading a wealth management business and teaching sales training, it was difficult to change habits and approaches to develop and use referrals. WealthQuotient provides the tools to scale a data and referral driven approach both for individuals as well as global organizations. Well done!"
Joshua R. Newton
Senior Vice President of Advancement at Emory University
"We are in a business of relationships, yet we often fail to leverage those relationships to effectively build and strengthen our businesses. WealthQuotient challenges us to think differently about how we use data and information to deepen our existing relationships, while simultaneously expanding our networks. That’s the magic of their methodology!"
Courtney Smith
VP of Private Client Relations and Events at Fendi
"I have spent my career growing some of the world’s most influential … ultra-luxury brands, while working with some of the most discerning clients in the world. You can have all the information in the world on the most highly sought-after individuals but it means nothing if you do not have the trusted referral to get you there. WealthQuotient helps bridge this gap."
No matter the size of your organization, WealthQuotient will help you supercharge your growth.
Individuals
Â
Financial Advisors, Non-Profit Fundraisers and Ultra Luxury Sales Professionals & Agents use or system for predictable, referral-driven growth. WealthQuotient University empowers a process driven approach for securing a steady pipeline of introductions to wealthy prospects who will become your highest-value clients and donors.
Small Business
Â
Boutique firms and lean teams join our programs when they are ready to scale without bloated marketing spend. Our guided programs embed the WealthQuotient transformational relationship framework and referral process across your organization, aligning every team member around disciplined outreach, warm introductions, and measurable revenue lift.
EnterprisesÂ
Â
We partner with private banks, family offices, yacht and jet brokerages, ultra luxury brands, and world-class nonprofits & universities to deliver a unified, organization-wide approach to UHNW relationship building and growth through referrals. We provide hands on workshops and coaching as well as a data-driven process that standardize best practices and elevate pipelines across every region and division.
Building a pipeline of wealthy prospects doesn't have to be so complicated
The top global brands in luxury, financial services, nonprofit, and higher education use our proven process, resulting in:
Thousands of hours saved
Tens of thousands of accessible High & Ultra Net Worth, and Billionaire prospects identified
Increased return on time
Our process works for them.
Here's how to make it work for you.
1. Take Free Assessment
Answer a few questions to help us understand your current referral process and any challenges you face.
2. Schedule a Call to Review
We'll discuss the results of your diagnostic, answer your questions, and provide real value during this call.
3. Supercharge your Growth
Get a steady flow of accessible, wealthy prospects you can depend on and supercharge your growth.
Trusted by
Organizations we've served
Download The First Chapter of Our Book (Free):
3 Mistakes That Are Blocking Your Growth (and how to fix them)
In this chapter you'll learn how to:
-
Create the right marketing plan for YOUR affluent client
-
Focus your time on the affluent prospects you already have access to (even if you don't know them yet.)
-
Stop getting the response "I don't know. Let me think about it and I'll get back to you." when you ask for a referral.
DOWNLOAD NOW
