Reach Your Next Wealthy Prospect In Less Time

Tired of Asking Yourself "How do I get in front of the prospect?"

“Outward in” prospecting tools such as wealth screens, rich lists and liquidity events don’t help you actually gain access to the so-called “prospects” they identify. With no clear referral path, you're forced to answer a very challenging question, “How do I get in front of my prospect?"

STOP wasting time, energy and resources trying to connect with inaccessible prospects and START consistently connecting with your "real prospects".

We're here to help you reach your financial goals by closing more business with the right prospects in less time.

Watch the 2 Videos Below and Fill Out Your New Client Questionnaire to Get Started

What's The Fastest Path To Your Next Affluent Prospect?

WealthQuotient's methodology helps you identify your qualified and accessible prospects that already exist in the relational networks of your clients, donors and other centers of influence.

This “inside out” approach ensures that your prospects are simply a referral request away.

Watch this video (1:45 min) for an introduction to our "Inside Out" approach to mapping your relational network so you can identify your "real prospects."

How Do I Implement The Inside Out Approach?

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's 5 Step Methodology gives you a proven path and the resources you need to successfully use the "Inside Out" approach to identify and access qualified prospects that already exist in your network of clients, donors and other centers of influence—real prospects that are a single introduction away from you.

Watch the video (6 min) to get an overview of the 5 Steps of the WealthQuotient Methodology.

Let's Get Started

WealthQuotient is excited to partner with your company so that you can implement the WQ Methodology and start accessing your real prospects faster.

We'll be supporting you through this process with:

WQ Training Sessions
WQ Toolkit
Done-for-you Relational Mapping
Live Coaching
Insights Into Market Trends
Weekly Content Updates
Online Resources

Please fill out the New Client Questionnaire so you can begin to access the WealthQuotient Content Resource Library

Getting To Know You

Please take a moment to answer the questions below. This will help us assess how to best serve you.

After submitting you will be able to access the WealthQuotient Content Library and will receive relevant communications from the WealthQuotient team.

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