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WealthQuotient helps educational institutions accelerate principle gift fundraising from alumni and non-alumni by scaling, standardizing and institutionalizing a proactive referral driven process.
Higher Education Segments Served:
WealthQuotient provides bespoke data and strategic training to a broad range higher and secondary education institutions as well as non-profit educational foundations.
WHO WE’VE SERVED:
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Finance-Wealth Management, Private Banks
Luxury-Art, Collectibles, Auction Houses
Not For Profit-Consultant
Not For Profit-Education
Not For Profit-Foundations, Charities, NGO
Not For Profit-Healthcare
I'm interested in WealthQuotient for:
Which of the following is the biggest challenge 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
How many new HNW/UHNW clients/donors did you add last year?
How many new HNW/UHNW clients/donors would you like to add this year?
On average, how many referrals do you request on a monthly basis?
On average, how many referrals do you receive on a monthly basis?
What % of your referral requests, if any, are to specific individuals?
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
Does your organization have a successful referral system in place?
Have you or your organization purchased coaching/data before?
Do you have an existing budget for prospect data and coaching?
Which wealth tier is your primary focus?
High Net Worth ($5-29M net worth)
Ultra Affluent ($30M net worth and up)