WealthQuotient

04/10/2022

WealthQuotient had the honor of attending the Monaco Yacht Show last week! Enjoyed meeting with clients and building relationships with those in the Yachting & Ultra Luxury industries!

05/03/2021

To succeed in engaging the ultra-wealthy, you should enjoy becoming fascinated with a client's or donor's stories and history! We believe that if you want "to be interesting, be interested."

Whether you're in financial services, real estate, luxury, philanthropy, higher education, or you're an executive – each faces unique challenges when identifying and engaging wealthy prospects. ⠀

We can help.

Download the first chapter of the eBook Build Your WealthQuotient for FREE to get started! https://loom.ly/jpMeg4s

04/03/2021

Take a moment to review this know-how WQ Read on what are the 5 skills needed to build a sustainable and proactive pipeline of referrals.

Here’s the round up:

1. Access your portfolio
2. Screen opportunities
3. Understanding risk tolerance
4. Construct your portfolio
5. Actively monitor, manage and make substitutions

Dig in more. Read “Social Capital: A Valuable Client Asset to Manage” by David Friedman, WealthQuotient Co-Founder. https://loom.ly/nQQrwHg

03/03/2021

More than ever, we have to bypass the game of chasing and dive into the strategic mindset. Take a moment to assess the opportune moments that allow you to take your referral game to the next level.

We discuss transactional touchpoints in our weekly WQ Monday Minute. In case you you missed it, tune in here: https://loom.ly/lPUxcjg

02/03/2021

We are three months into 2021...what is your top of mind?

Many financial advisers reported accelerated client acquisition in 2020 despite the economic hardships wrought by the pandemic. Regardless of whether this describes your firm or you’re having a more difficult time, all advisers should have one top of mind:

How to either build or keep momentum and pipeline velocity right now.

It may be time to recharge those strategies with a new mindset and framework that leverages the skills to manage client portfolios. and find broaden

Connect with us today! www.mywealthq.com

01/03/2021

If you’re looking to attain new wealthy prospects and secure new connections, then it may be time to reevaluate you pipeline strategy.

We can provide you with support.

Take our free assessment and receive a strategy session. Go to mywealthq.com and click on the “Get Free Assessment” button to get started.

10/02/2021

At WealthQuotient, we coach luxury real estate leaders to top sales professional to fundraising directors providing them insight into our referral-driven methodology. ⠀

Here's what Tim Irwin, Penfolds General Manager had to say: ⠀

“The old adage of knowledge is power is always true, but never underestimate the power of the right referral. WealthQuotient’s book is the defining methodology that all luxury brands need, and should be adopting, going forward.”

08/02/2021

In this installment of Monday Minute, we discuss how transactional touchpoints are the perfect time to set yourself up for a successful referral pipeline.

What’s the best transactional touchpoint? When you secure a new client or bring on that new donor. You can use this opportune touchpoint to take your referral game to the next level by setting the expectation that you will come back around and ask for introductions a little later down the road.

Today’s Monday Minute will walk you through exactly how to do so. Watch today! https://loom.ly/lPUxcjg

This is "Monday Minute: Ride Those Good Vibes" by WealthQuotient on Vimeo, the home for high quality videos and the people who love them.

04/02/2021

Identifying and connecting with new qualified high capacity prospects is a challenge nearly every nonprofit or academic institution faces. Donor fatigue is real, and so building a pipeline with new prospective transformational donors is extremely important. The challenge is the way many institutions go about their prospecting efforts can cause tremendous inefficiencies.

What we know is true is when the fundraiser is forced to ask the question, "How do I get in front of the prospect?" that fundraiser is not operating as efficiently as possible.

If this is you, then we encourage you to reach out to a WQ Expert Coach.

Visit www.mywealthq.com and take our gratis online diagnostic and receive a strategy session. Also, feel free to reach out to us to learn more about our methodology and how to access more wealthy prospects in less time.

02/02/2021

We have officially kicked off our 4-week series on “Inward Out Prospecting” to broaden your prospect base and access more high and ultra-high net worth potential donors.

Through this series, we will help solve the challenges executive directors and fundraisers face when accessing the unengaged existing and new wealthy donors.

If you're in the non-profit, higher education or healthcare industry, sign up on mywealthq.com today. You don't want to miss it!

01/02/2021

One common mistake often made among financial advisors, sales professionals, and fundraisers is that they lean all too often on "outward in" prospecting. Rich lists, wealth screens, liquidity events uncover wealthy individuals, but more often than not, there is no relational connection to these "prospects."

What should you do instead? Press play for the expert round up on getting in front of your prospect in less time. https://loom.ly/_TU7Qa4

26/01/2021

This February, we will have a 4-week series focused on “inward out prospecting” and how to maximize the impact of your board’s relational networks.

“How do we maximize the impact of our board for fundraising?” is a question asked by many organizations. We will discuss strategies that will help you answer this question and supercharge your growth during the next few weeks.

Here’s what we will be covering, so make sure to tune in!

1. Food for thought and case studies
2. Invitation to a live Board Optimization Webinar
3. As a webinar attendee, you will receive a complimentary strategy session

Stay tuned each week!

Visit www.mywealthq.com and take our gratis online diagnostic. Also, feel free to reach out to us to learn more about our methodology and how to access more wealthy prospects in less time.