The WealthQuotient Advantage
The WealthQuotient platform combines our mapping, methodology, and measuring to accelerate and track success with your wealthiest prospects.
WealthQuotient relational mapping literally defines your target market by identifying your organizations most accessible and actionable prospects.
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.
Track when and how meetings happen with each HUB (referral sources)
Number of specific referral requests made to each HUB
Number of introductions each HUB agrees to make
Number of introductions each HUB actually makes
Number of meetings that occur from HUB introductions
KPI dashboardView Sample
How does it work?
Sample Rollout Schedule
Virtual call to help client understand how to identify their organizations HUBS
Once the HUBS have been identified, WealthQuotient research team maps out the target market and delivers prospect portfolios
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
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