NEW BOOK: From the co-founders of WealthQuotient, David Friedman and Brian Gonzales.
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Build Your Wealth Quotient!
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Practice these proven 5 steps and dramatically improve your life and career!
Learn the same methodology we taught our clients so you can access more affluent prospects in less time and exponentially grow your revenue.
Our Five-Step Methodology has made the greatest difference in helping our clients succeed, and it will do the same for you if you’ll put these simple steps into practice.
1) Identify Your HUBS. The first step is all about how to identify your best referral sources. Chances are, you have more than you realize, but there are some important criteria that MUST be applied. This step is EXTREMELY important to get right.
2) Map Social Graph. We teach you a process that enables you to identify the wealthy prospects in the relational networks of your HUBS.
3) Ask for Introduction. In this step, we give you the blueprint for how to ask your HUBS to introduce you to the prospects in their networks. It covers what to say, what NOT to say, and the secret for making it extremely easy for your HUBS to help you.
4) Build the Profile. Once your HUB confirms that they can make an introduction to a prospect, this step teaches you how to uncover as much information on your prospect as possible. Building a profile is KEY to understanding who your prospect is.
5) Be Bespoke. In this step, we provide a simple framework that will help you take the information you find in Step 4 and use it to unlock chemistry and trust with your prospect, which is CRUCIAL to converting them from a prospect to a client or donor.
You don’t want to miss this book. Not only do we cover our methodology and how to apply it right away, but we also cover some of the things you're probably doing now that you need to stop immediately.
Why did we write the book?
In our new book, we distill down a decade's worth of best practices derived from working with the world's most iconic brands. So many of our clients throughout the years have struggled to figure out how to more efficiently build their books of business. We truly wanted to help people access more wealthy prospects in less time and exponentially grow their revenue. That’s why we wrote the book Build Your Wealth Quotient.
Having interviewed thousands of executives across every industry that targets the ultra-wealthy, time and again we would hear referrals were how they grew. But our clients knew they weren't reaching their full potential because they didn't have a reliable and scalable process to get new referrals.
After working with and studying these top organizations, we uncovered the key to successfully unlocking the power of referrals. We distilled this information down into a repeatable and scalable methodology to efficiently identify and access your wealthiest prospects.
Why are we giving the book away?
You guys have been AMAZING to us and we just want to give a few thousand books out as thank you! We obviously can't afford to do this forever, so please get your copy now before they're all gone! We bought it for you - so you don't pay for the book itself, which is $19.95 on Amazon! I just ask you to pay your shipping so I can buy more books to give out.
John Thiel
Former Head of Merrill Lynch Wealth Management
"David and Brian have shifted the mindset to one of placing the other person's interest first and scaled it with a data-driven approach to support a successful outcome for all involved."
Courtney Smith
VP of Private Client Relations and Events at Fendi
"You can have all the information in the world on the most highly sought-after individuals, but it means nothing if you do not have the trusted referral to get you there. WealthQuotient helps bridge this gap."
Scott Harrison
New York Times Bestselling Author of Thirst
"Trust is everything. Referrals are trust in action. They jump-start professional relationship development. In this book, WealthQuotient breaks down relationship mapping data for everyone. It highlights the value of having an integrated methodology and explores practical tools that anyone can use."
Josh Newton
Senior Vice President of Advancement and
Alumni Engagement at Emory University
"We are in a business of relationships, yet we often fail to leverage those relationships to effectively build and strengthen our businesses. WealthQuotient challenges us to think differently about how we use data and information to deepen our existing relationships, while simultaneously expanding our networks. That's the magic of their methodology!"
About The Book
Everyone knows, and the data confirms that referrals are the best way to access new ultra-affluent clients or donors. Yet, very few sales and fundraising executives have turned referrals into a scalable, proactive, and systematic data-driven growth strategy. Instead, without even knowing it, they are stalled in "hope marketing" and outward-in prospecting tactics that work unpredictably at best and always leave them asking the question, "How do I get to the prospect?"
As the co-founders of WealthQuotient, we've spent the last fifteen years helping clients from the world's leading luxury, financial services, and nonprofit organizations accelerate access and unlock chemistry and trust with qualified, ultra-affluent prospects.
This book covers the secrets of our groundbreaking 5-Step Methodology, which will change your mindset while equipping you with the tools to accelerate access to your wealthiest prospects and unlock chemistry and trust so that you win more business in less time, all with new KPIs to measure your growth. It's a more efficient way to work that will amplify your success and simplify your life.
About the Authors
As co-founders of WealthQuotient, David Friedman and Brian Gonzales are among the world's leading experts on the global ultra-affluent market.
As a pioneer and serial entrepreneur in the wealth data space, Mr. Friedman previously co-founded Wealth-X, the world's only global ultra-affluent data platform. Mr. Gonzales was Managing Director and Head of North American Sales at Wealth-X after spending over a decade in the not-for-profit world and co-founding his own wealth management firm.
Mr. Friedman is a noted author and speaker, and his opinions on the wealthy have been published in the Wall Street Journal, New York Times, Financial Times, The Guardian, Investment News, Forbes, and The Telegraph. He has also been a frequent contributor on CNBC, BBC, FOX, CNN, and Bloomberg.
* Free means you are not paying for the actual book. Build Your Wealth Quotient retails for $19.95, but we actually bought it for you. We just ask that you pay your shipping/handling to receive it so we can give away as many as possible all around the world.
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