Turn Referrals Into a Predictable Growth Engine for Your UHNW Pipeline
If you're counting on random referrals, you're gambling with your growth. What you need is a system.
Join nearly 4,000 UHNW salespeople and advisors growing their business through warm intros.
Start Building Your Ultra-Affluent Pipeline
Trusted By
You're Networking Like Crazy But Still Playing Referral Roulette
You're out there every week: galas, golf, Linkedln, strategic coffee meetings. Though when it comes to growing your book with ultra-affluent clients, it still feels like guesswork. When you get referrals, they work, but they're sporadic, awkward to ask for, and often fizzle out before they lead to real pipeline.
Sound familiar?
✔ You're stuck recycling the same referral circle, hoping for a lucky break.
✔ Cold outreach hits a dead end with UHNW prospects who screen everything.
✔ You hesitate to ask for introductions because it feels clunky, maybe even risky.
✔ You've got quota pressure, but no scalable way to grow yourultra-high-net-worth network. If your growth strategy depends on who happens to remember you next week, your sales goals are at risk. Hope is not a strategy.
It's time to fix that.
If You Sell to the Ultra-Affluent, This Was Built for You
Financial Advisors & Private Bankers
Luxury Real Estate, Yacht, and Jet Brokers
Not-for-Profit and Education Fundraisers
The WealthQuotient™ Methodology
A structured, repeatable system for securing warm introductions to ultra-affluent prospects.
Identify Your HUBS
Stop recycling the same stale referral circle. Uncover who in your network can actually connect you to new high-value prospects using our proven relationship blueprint.
Map the Social Graph
No more vague "Do you know anyone?" asks. Pinpoint exactly who your HUBS know and whether those prospects are a real fit.
Ask for the Introduction
Ditch the awkward asks. Discover how to use your relationship capital to confidently request warm intros without sounding pushy or transactional.
Build the Prospect Profile
Get the insights you need to walk into any UHNW meeting prepared, relevant, and relationship-first.
Be Bespoke
Never "show up and throw up" again - turn prospect research into tailored conversations that unlock trust rather than resistance.
What's Inside the Course
This bootcamp gives you the proven system, scripts, and tools to consistently land ultra-affluent clients without the awkward asks.
✔ 19 step-by-step video modules
✔ 3 hours of high-quality video content
✔ Outreach scripts & templates
✔ Worksheets to map your referral graph
✔ Real-world case studies from top-performing peers
✔ Research tools for fast UHNW profiling
Enroll Today
World-Class Instructors
Brian Gonzales and David Friedman have combined 40+ years selling to UHNW prospects and training.
Brian Gonzales
Before launching WealthQuotient, Brian served as the Managing Director and Head of Sales at Wealth-X and worked with the top global brands in luxury, financial services, non-profit and higher education. Brian has emerged as one of the world's leading experts on ultra high net worth engagement as he has helped implement proactive and systematic strategies for organizations across these different industry sectors. He is a trusted and sought after strategist and has spoken at countless conferences on how to better understand and engage this elusive audience.
David Friedman
Serving as the foundation and springboard for launching WealthQuotient, David was most recently the co-founder and former president of Wealth-X, the world's first and only global wealth data and intelligence platform serving the top global brands in luxury, financial services and non-profit organizations. David has emerged as one of the world's leading experts on the gtobal ultra affluent market and his opinions on a broad range of topics involving the ultra-wealthy have been featured in the Wall Street Journal, New York Times, Financial Times, The Guardian, Investment News, CNBC and The Telegraph and he has had frequent appearances on various news programs including the BBC, FOX, CNN and BJoomberg.
Ready to predictably grow your UHNW referral pipeline?
You already have the relationships. Now it's time to turn them into consistent, qualified introductions without awkward asks or wasted outreach.
Enroll in the WealthQuotient™ Bootcamp today and start seeing results in just weeks.
✔ Proven 5-step referral method
✔ Real scripts, real tools, real traction
✔ Designed for high-performing professionals who want more than guesswork
⭐ Try It Risk-Free - 30-Day Guarantee
We're confident the WealthQuotient Bootcamp will transform your pipeline. If you complete the course, implement the method, and don't see meaningful progress, we'll give you a refund within 30 days.
It's time to take action today. Let's make every relationship count.
Enroll Now
FAQs
Find answers to your questions about the WealthQuotient Bootcamp.
What is the course?
Who is this for?
What if I don't have a huge network?
Will asking for referrals hurt my existing relationships?
What's included in the course?
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What if it doesn't work?
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Results Speak for Themselves
Nearly 4,000 professionals have grown their sales velocity using our proprietary method.
BRIAN OTIS
VICE PRESIDENT FOR PRINCIPAL GIFTS, UNIVERSITY OF CONNECTICUT
"Using WealthQuotient's methodology, we are raising the most money we have ever raised as an organization. This is the perfect time to work with WealthQuotient because the economic conditions are perfect."
JEFF MENAGED
CEO, CHIEF EXECUTIVE AIR
"I can't imagine how much business we've left on the table over the last twenty years before taking this approach."
JARROD RANDOLPH
LUXURY REAL ESTATE BROKER, OWNER, BESPOKE GLOBAL
"I've had a long standing relationship with WealthQuotient, and using their methodology and their processes have helped me elevate my level of business and also create new referrals and help me engage my market on a much higher level than I've been able to before."