Get FREE Assessment

Enterprise Engagements

The WealthQuotient Advantage

 

The WealthQuotient platform combines our mapping, methodology, and measuring to accelerate and track success with your wealthiest prospects.

Mapping

Prospect Identification

 

WealthQuotient relational mapping literally defines your target market by identifying your organizations most accessible and actionable prospects.

Methodology

Coaching, Training & Toolkit

 

WealthQuotient coaching equips your team with the methodology, skills, tools and confidence to properly execute on the prospects that have been delivered. We empower teams to:

Get the Introduction

 

You must ask for the introduction in a way that doesn’t eat up the social capital your HUB has with the prospect and simultaneously deepens a relationship with the HUB.

Increase Close Rate

 

Increase your close rate. Chemistry and trust are the keys to closing the deal. We help teams accelerate the formation of both once a meeting with the prospect has been secured.

Measure

01

Track when and how meetings happen with each HUB (referral sources)

02

Number of specific referral requests made to each HUB

03

Number of introductions each HUB agrees to make

04

Number of introductions each HUB actually makes

05

Number of meetings that occur from HUB introductions

06

KPI dashboard

View Sample

How does it work?

Sample Rollout Schedule

Introductory
HUB Call

 

Virtual call to help client understand how to identify their organizations HUBS

Relational
Mapping

 

Once the HUBS have been identified, WealthQuotient research team maps out the target market and delivers prospect portfolios

Kick off
Training

 

Upon completion of the relational mapping, WealthQuotient provides training (typically in person) on the proper execution of the prospect portfolios

Ongoing Coaching & Tracking

 

Following the kick off training, monthly/quarterly calls are held to provide continued coaching on steps 3 and 5 of the methodology as well as track the progress of KPI’s and ROI

Inquire about Enterprise Engagements

Fill out the form below to begin.

About
Services
Insights
Industries