Financial Services

Contact

Please fill out the form below and a WealthQuotient representative will reply as soon as possible.

Select from the following the 3 Biggest Mistakes which apply to your prospecting strategy

Hope Marketing - Reactive and Ad Hoc - No real prospecting strategy

"Outward In" Prospecting - Identifying prospects where you are left asking "How do I get to them?"

Open-ended Generic Referral Requests that result in "Let me think about it and get back to you"

None of these mistakes apply to you

What are the biggest challenges you face in acquiring a new HNW/UHNW client/donor?

Trouble accessing the prospect

Conversations stall after initial contact

No response to voicemails/emails

Trouble handling objections

Building Pipeline

Does your organization have a system in place to increase and grow new clients/donors through referrals?

Yes

Maybe

Have you purchased training/coaching/data before?

Yes

Maybe

Do you have an existing budget for data and coaching?

Yes

Unsure

Which wealth tier is your focus? (multiple choices)

Mass Affluent

High Net Worth ($5-29M net worth)

Ultra Affluent ($30M net worth and up)

Demi-Billionaires

Billionaires