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On average, how many specific referrals do you request on a monthly basis?
1
2
3
4
5
6
7
8
9
10
>10
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Industry
Agencies
Finance-Insurance Companies
Finance-Investment Fund
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Finance-Family Offices
Finance-Private Equity
Luxury-Art, Collectibles, Auction Houses
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I'm interested in WealthQuotient for:
Myself
My organization
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?
1-5
6-10
11-20
>20
How many new HNW/UHNW clients/donors would you like to add this year?
1-5
6-10
11-20
>20
On average, how many specific referrals do you request on a monthly basis?
1
2
3
4
5
6
7
8
9
10
>10
On average, how many referrals do you receive on a monthly basis?
0
1
2
3
4
5
6
7
8
9
10
>10
What % of your referral requests, if any, are to specific individuals?
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
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 successful referral system in place?
Yes
No
Maybe
Have you or your organization purchased coaching/data before?
Yes
No
Maybe
Do you have an existing budget for prospect data and coaching?
Yes
No
Unsure
Which wealth tier is your primary focus?
Mass Affluent
High Net Worth ($5-29M net worth)
Ultra Affluent ($30M net worth and up)
Demi-Billionaires
Billionaires
Send
