Announcement: The "UHNW Bootcamp" course has been renamed to "UHNW Mindset Shift".
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Download The 3 Biggest Mistakes Prospecting the High Net Worth

Download Chapter 1 from our new book “Build Your WealthQuotient” which outlines the 3 Biggest Mistakes Blocking Your Success from acquiring your next ultra affluent client or donor.  This book covers the secrets of our groundbreaking Five-Step Methodology, which will change your mindset while equipping you with the tools to accelerate access to your wealthiest prospects and develop chemistry & trust, so 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.

$1.99 USD
1 Day Sales Detox Course

This program will help you transform your mindset and approach, and is guaranteed to accelerate the path to your next wealthy client.  The One-Day Sales Detox Includes: Ultra High Net Worth Bootcamp Courses for understanding the wealthy market, how to avoid the biggest mistakes and what are the best practices for accelerating access to the wealthy using an “Inward Out” referral driven methodology and tools Pipeline Workshop around how to identify your top referral sources Diagnostic survey  analyzing your current process & goals 1-on-1 Strategy Coaching Session to review your Diagnostic Results and discuss your selected referral sources

Get Started For $297

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Get your free copy of Build Your Wealth Quotient eBook


Discover how the world’s most connected professionals build and convert high-net-worth relationships into lasting wealth. Inside this free eBook, you’ll learn the core principles of relationship capital, referral strategy, and network ROI that power the Wealth Quotient system.