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Grow Your Business With
Affluent Clients

Access the content, training, support & tools you need

to master referrals & accelerate growth.

PLAN

Master Class

Bespoke coaching & training for pros who aim to engage with billionaires.

PRICING

Application
Only

FEATURES

Everything in Accelerator + Plus:

  • Dedicated 1-on-1 coaching from one of WealthQuotient’s founders
  • 12 Relational Maps per Year

PLAN

Referral
Accelerator +

Advanced level of support, training & coaching for sales & fundraising professionals.

PRICING

Starting at
$1,300
a month
Select

Starting at
$6,000
1 year
Select

FEATURES

Everything in Accelerator Plus:

  • Personalized weekly coaching
  • Leadership Group Access
  • 6 Relational Maps per Year

PLAN

Referral
Accelerator

Must-have content, training, support &
tools to grow business with affluent clients.

PRICING

Starting at
$350
a month
Select

Starting at
$1,500
1 year
Select

FEATURES

Everything in Free Plus:

  • Personalized monthly support and coaching

With Full Access to:

  • Pipeline Workshop
  • KPI Dashboard
  • Prospect Intelligence Matrix
  • Resources & Case Studies

COURSE CONTENT

UHNW Bootcamp

Master ClassReferral
Accelerator +
Referral
Accelerator
The UHNW are different
Market Overview
Market Trends
Market Anatomy
Strategic Foundations
Start with Why

Pipeline Workshop

Master ClassReferral
Accelerator +
Referral
Accelerator
Workshop Intro
Identify Your HUBS
Creating Your Book of Business
Foundations for Prospect Research
Map Social Graph
Asking For The Introduction
Build Prospect Portfolio
Be Bespoke
Foster, Develop, Maximize

RESOURCES & TOOLS

Interactive Resources

Master ClassReferral
Accelerator +
Referral
Accelerator
KPI Dashboard
Prospect Intelligence Matrix
Discounted Relational Mapping
Relational Mapping Included

COACHING & SUPPORT

Individual & Group Coaching

Master ClassReferral
Accelerator +
Referral
Accelerator
Monthly Group Coaching
Weekly Strategy Coaching
Dedicated Individual Coaching

Pricing

Master Class

Application
Only

Referral
Accelerator +

Starting at
$1,300
a month
Select

Starting at
$6,000
1 year
Select

Referral
Accelerator

Starting at
$350
a month
Select

Starting at
$1,500
1 year
Select

Solution for
Enterprise Clients

If you’re an enterprise agency, learn

how enterprise engagements work.