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Available courses

  The ultra affluent are challenging to reach.  Traditional forms of sales and marketing don’t work so then, how do you efficiently reach this market?  Most organizations have inefficient growth because they operate on an outward in model.  This course will set the foundation for a much more efficient inward out model instead.

The Ultra Wealthy are Different; the Challenge & Opportunity

  The ultra affluent are challenging to reach.  Traditional forms of sales and marketing don’t...
  A quick snapshot of the the ultra high net worth market both globally and domestically.

Market Overview

  A quick snapshot of the the ultra high net worth market both globally and domestically.
 Understanding the world of the ultra affluent is key as you seek to better engage them.  Most of these individuals are part of privately held family controlled businesses.  This course will seek to familiarize you with some of the trends impacting different aspects of those businesses as well as a few other growing trends impacting their world.

Trends Impacting UHNWI’s

 Understanding the world of the ultra affluent is key as you seek to better engage them.  Most of ...
  There are 5 different components that make up the life of an ultra wealthy individual.  The way they buy, give and invest are in large part tied to how they manage their Financial, Passion, Philanthropic, Human and Social capital.  

Anatomy of an UHNWI; Understanding the Different Components of Their Lives

  There are 5 different components that make up the life of an ultra wealthy individual.  The way...
  What are the most common mistakes that you should avoid?  What are the key principles that you need to implement to ensure success?  This course will look into both of these and serve as the foundation to our 5 step methodology.

Strategic Foundations: Mistakes and Principles

  What are the most common mistakes that you should avoid?  What are the key principles that you ...
  As Simon Sinek says, “People don’t buy what you do they buy why you do it.”  Do you know why you do what you do?  This course will help you to think through that question and how to begin to implement it into how you engage your prospects.

Start with Why Exercise

  As Simon Sinek says, “People don’t buy what you do they buy why you do it.”  Do you know ...
Enrolling in the WQ online courses will generate a qualified portfolio of UHNW individuals that you can actually access

Introduction

Enrolling in the WQ online courses will generate a qualified portfolio of UHNW individuals that yo...
Intro & SummaryHow to Filter: CriteriaFAQsKey Steps

Course 1: Filter Existing Relationships

Intro & SummaryHow to Filter: CriteriaFAQsKey Steps
Background and Introduction to Prospect ResearchProspect Research: Roles & ResponsibilitiesExpectationsEthics & Values

Course 2: Foundations for Prospect Research

Background and Introduction to Prospect ResearchProspect Research: Roles & ResponsibilitiesExpec...
Introduction, Overview & SourcesBuild the Network Case Study: Andrew Liggins - Pond 1 - Company ExecutivesBuild the Network Case Study: Andrew Liggins - Pond 2 - Corporate, Social and Philanthropic BoardsBuild the Network Case Study: Andrew Liggins - Pond 3 - Clubs, Associations and FriendsQualify the Network Summary and StepsFinancial Qualification Steps & SourcesQualify the Network Case Study - Jeffrey ArmstrongQualify the Network Case Study - Quincy Jones.

Course 3: Map Social Graph

Introduction, Overview & SourcesBuild the Network Case Study: Andrew Liggins - Pond 1 - Company ...
Introduction and overviewContext for referralHow to ask for referralUsing HUB’s to qualify prospectsFAQ’sFinal thoughts/Word of Encouragement

Course 4: Asking for the introduction

Introduction and overviewContext for referralHow to ask for referralUsing HUB’s to qualify prospec...
Introduction, Overview & SourcesCase Study Build the Profile: Cathy HughesCase Study Build the Profile: Bob JohnsonCase Study Build the Profile:Karen Slade

Course 5: Build Prospect Profile

Introduction, Overview & SourcesCase Study Build the Profile: Cathy HughesCase Study Build the P...
Intro, Background and Overview of toolCase Study: Bespoke Worksheet - Kathy Hughes: Section 1 Passions, Hobbies and InterestsCase Study: Bespoke Worksheet - Kathy Hughes: Section 2 Creating CoincidencesHow to Avoid Hope MarketingCase Study: Be Bespoke Worksheet Kathy Hughes: Section 3 Bespoke Marketing EventsDetailed Steps for Bespoke Marketing EventsConclusion

Course 6: Be Bespoke

Intro, Background and Overview of toolCase Study: Bespoke Worksheet - Kathy Hughes: Section 1 Passio...