Affluent Client Delivery System Masterclass
PROGRAM AGREEMENT
Objective: The client wishes to to build their business using a data-driven referral-based methodology but also understands the risks and understands that implementing the WealthQuotient methodology does not guarantee success. Identifying your best referral sources (HUBS) and asking for an introduction or referral to the affluent people they know is just the beginning and getting a new affluent client/donor is a lot of work. Also, the client understands that WealthQuotient does not guarantee any results.
WealthQuotient does not guarantee any ROI. WealthQuotient will coach you and guide you but you are responsible for implementing the methodology, working with your HUBS and prospects and you are responsible for your ROI.
Our clients who are doing well all vary in how long it takes and how good their performance is based on the strength of their network, work ethic, how good they are at building relationships, asking for introductions and selling.
WealthQuotient, LLC.’s role is to guide and provide educational resources to the client necessary to build a successful sales pipeline based on data-driven referrals.
The following are included with the Affluent Clients Delivery System Masterclass:
WEEKLY GROUP COACHING
90 Days of up to 2 weekly group coaching calls with WealthQuotient’s team of experts and coaches on Identifying your HUBs and selecting your target prospects, asking for an Introduction, preparing and meeting with your prospects, and cultivating new HUBS. Recordings of the group coaching calls provided
PRIVATE COACHING
(3) one hour coaching calls with your own personal WealthQuotient coach to guide you through identifying your HUBS, targeting prospects, asking for introductions, preparing and strategizing for prospects.
HUB MAPPING CREDITS
Submit the HUBS you identify in Step 1 to the WealthQuotient research team. Mapping results are typically returned in 15 business days.
WEALTHQUOTIENT DASHBOARD
Submit, track, and manage your referral network (HUBS and prospects) using the dashboard.
MONTHLY REFERRAL MASTERS CALL
Access to the Monthly REFERRAL MASTERS call with coaching from WealthQuotient and occasional guest presentations across different markets and industries.
ACCESS TO
All WealthQuotient online programs for life.
ā€ØAccess to our Private Partner Community for life.
SUPPORT
Our Customer Service Manager will be able to answer any questions regarding your program as well as event details.
Here is the contact information: [email protected]
If you have any questions at all, please let us know. We are here to fully support your dreams and goals!
ABOUT HUB MAPPING
Even though HUB mapping credits are bundled into your program, the client should set aside a research budget for the mapping of additional HUBS in your network so you can continue identifying your potential accessible prospects. Clients typically order 1-3 HUB mappings per quarter.
The client is responsible for identifying and submitting their HUBS for mapping. WealthQuotient will help you review the potential HUBS you have identified and coach you on group or private calls but we will NOT select and submit HUBS for you. WealthQuotient is not responsible for the results of your HUB mapping or the accessibility of the prospects identified by the mapping.
If you find your HUB mapping produced weak results, you may replace a HUB with a new one for a replacement fee of $50.
IMPORTANT NOTE:
Don’t expect to be a master in accessing affluent clients using our data-driven referral methodology in 90 days. Our goal is for you to understand the methodology and how to integrate it into your business, have a your initial HUBS mapped out, your targeted prospects identified, your introduction strategy defined and your HUB agreeing to introduce you to prospects so you can implement it through the rest of your career.
Don’t expect to get new clients in 90 days. We have clients who have implemented and acquired new clients/donors within 90 days but they are people who already have well established UHNW networks, pipelines, businesses, products and systems. Therefore they are able to focus on and accelerate the methodology. Even then, accessing affluent clients using referral-based business building is an on-going multi-year journey.
By accepting this agreement you understand the risks and that WealthQuotient doesn't guarantee any results and can't guarantee your success.
You also understand that there is no refund for this program under any circumstances.
Building a refereral-based business requires a lot of work and determination and you should only sign up if you are willing to take a risk and have the determination to follow through.
I UNDERSTAND BUSINESS TAKES TIME, THERE IS NO GUARANTEE OF SUCCESSFUL RESULTS AND I UNDERSTAND IT’S POSSIBLE IT WILL TAKE ME OVER A YEAR TO SUCCEED, IF AT ALL.