Streamline Your Success

We help executives, entrepreneurs & sales professionals rapidly grow their business by
systematically accelerating their pipeline of high net worth prospects.

Pre-Register for Early Access
Slider

A process that doesn’t rely on hope or luck

The WealthQuotient e-Learning platform provides you with the methodology and resources to rapidly grow your book of business.

We help sales professionals

The high net worth market is one of the most difficult to access. We teach you the most efficient system to build a book of high net worth prospects and give you the training and toolkit to increase your close rate.

We help entrepreneurs

Part of the foundation of building a sustainable business is the ability to establish a client base. We drastically increase earning potential by giving you the training and tools to systematically build a client base of high net worth individuals.

Accelerate your pipeline

Whether you are a seasoned professional or just starting out, our e-Learning platform gives you all the training and tools you need to define your target market and increase your close rate.

Define your market

Steps 1 and 2 of our methodology teach you how to build a book of prospects by excavating relational networks of your ‘HUBS’ along with financially qualifying and ranking the strength of these connections.

Relational mapping

WealthQuotient delivers you accessible high net worth prospects, mapping out the connections of your existing relationships, saving you time and providing a heat map of where to best allocate your resources.

Make the connection

Step 3 of our methodology teaches you how to properly ask for introductions to prospects you have defined in steps 1 and 2 in a way that deepens your relationship with your ‘HUB’.

Engagement strategies

Once you have defined your market and made a connection, steps 4 and 5 of our methodology teach you how to gather intel and create bespoke engagement strategies to accelerate chemistry and trust.

Avoiding mistakes

We have isolated the most common mistakes that professionals make when building their book of UHNW business and have comprehensive solutions to help you avoid these common pitfalls. 

Everything you need

The WealthQuotient e-Learning platform also gives you access to relevant case studies, tools, interviews and blogs to help you implement our proven methodology into your professional life and keep you ahead of the curve.

Increase the value of your book of business today

Pre-Register for Early Access