The WealthQuotient Advantage
to accelerate and track success with your wealthiest prospects.
WealthQuotient relational mapping literally
defines your target market by identifying
your organizations most accessible and
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 for the introduction in a way that doesn’t eat up the social capital your HUB has with the prospect and simultaneously deepens a relationship with the HUB.
Increase Close Rate
- Increase your close rate. Chemistry and trust are the keys to closing the deal. We help teams accelerate the formation of both once a meeting with the prospect has been secured.
There can be quite an incubation period between meeting an ultra affluent prospect and closing the deal. The WealthQuotient methodology and dashboard redefines the proper KPI’s and metrics.
Number of meetings & touchpoints with HUBS (referral sources)
Number of specific referral requests on a weekly, monthly and quarterly basis
Number of introductions HUBS agreed to make
Number of meetings with prospects
Number of deals closed
UHNW Prospect Intelligence Dashboard
How does it work?
Sample Rollout Schedule
Virtual call to help client understand how to identify their organizations HUBS
Once the HUBS have been identified, WealthQuotient research team maps out the target market and delivers prospect portfolios
Upon completion of the relational mapping, WealthQuotient provides training (typically in person) on the proper execution of the prospect portfolios
Ongoing Coaching & Tracking
Following the kick off training, monthly/quarterly calls are held to provide continued coaching on steps 3 and 5 of the methodology as well as track the progress of KPI’s and ROI