Turn Referrals Into a Predictable Growth Engine for Yacht Sales

If you're counting on chance introductions, you're gambling with your commissions.

Learn the proven system top yacht brokers use to turn their UHNW network into a consistent pipeline of qualified buyers.

Start Building Your Ultra-Affluent Pipeline

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You're everywhere in the yachting world but still playing referral roulette

You’re at the boat shows, yacht clubs, and industry dinners. You know the clients, captains, and family offices. But when it comes to turning relationships into real listings or introductions, it still feels unpredictable. Referrals happen, sure ... but they're sporadic and often fade before a deal closes.

Sound familiar?

✔ You rely on repeat clients and word-of-mouth, but the flow is inconsistent

✔ Cold outreach goes nowhere with UHNW buyers who screen every call

✔ You hesitate to ask for introductions because it feels clunky, maybe even risky

✔ You feel like you know the right people but something's not working in activating them

It’s time to build a system that makes referrals predictable.

If You Sell to the Ultra-Affluent, This Was Built for You

Yacht Brokers

Charter Managers & Advisors

Marina & Yacht Club Relationship Managers

The WealthQuotient™ Methodology

A structured, repeatable system for securing warm introductions to ultra-affluent prospects.

Enroll Today

Identify Your HUBS

Stop recycling the same stale referral circle. Uncover who in your network can actually connect you to new high-value prospects using our proven relationship blueprint.

Map the Social Graph

No more vague "Do you know anyone?" asks. Pinpoint exactly who your HUBS know and whether those prospects are a real fit.

Ask for the Introduction

Ditch the awkward asks. Discover how to use your relationship capital to confidently request warm intros without sounding pushy or transactional.

Build the Prospect Profile

Get the insights you need to walk into any UHNW meeting prepared, relevant, and relationship-first.

Be Bespoke

Never "show up and throw up" again - turn prospect research into tailored conversations that unlock trust rather than resistance.

What's Inside the Course

This bootcamp gives you the proven system, scripts, and tools to consistently land ultra-affluent clients without the awkward asks.

✔ 41 step-by-step video modules

✔ Over 6.5 hours of high-quality video content

✔ Outreach scripts and follow-up templates tailored to high-trust sales

✔ Worksheets to map your referral network across the yachting ecosystem

✔ Real-world case studies from top-performing peers

Enroll Today

World-Class Instructors

Brian Gonzales and David Friedman have spent over 40 years helping the world’s top professionals build trust and access with UHNW clients. Their methodology has been used by leading advisors, real estate agents, yacht brokers, and anyone selling within elite circles.

Brian Gonzales

Before launching WealthQuotient, Brian served as the Managing Director and Head of Sales at Wealth-X and worked with the top global brands in luxury, financial services, non-profit and higher education. Brian has emerged as one of the world's leading experts on ultra high net worth engagement as he has helped implement proactive and systematic strategies for organizations across these different industry sectors. He is a trusted and sought after strategist and has spoken at countless conferences on how to better understand and engage this elusive audience.

David Friedman

Serving as the foundation and springboard for launching WealthQuotient, David was most recently the co-founder and former president of Wealth-X, the world's first and only global wealth data and intelligence platform serving the top global brands in luxury, financial services and non-profit organizations. David has emerged as one of the world's leading experts on the gtobal ultra affluent market and his opinions on a broad range of topics involving the ultra-wealthy have been featured in the Wall Street Journal, New York Times, Financial Times, The Guardian, Investment News, CNBC and The Telegraph and he has had frequent appearances on various news programs including the BBC, FOX, CNN and BJoomberg.

Ready to predictably grow your UHNW referral pipeline?

You already have the relationships. Now it's time to turn them into consistent, qualified introductions without awkward asks or wasted outreach.

Enroll in the WealthQuotient™ Bootcamp today and start seeing results in just weeks.

✔ Proven 5-step referral method

✔ Real scripts, real tools, real traction

✔ Designed for top-performing yacht brokers who want predictable growth

We're confident the WealthQuotient Bootcamp will transform your pipeline. If you complete the course, implement the method, and don't see meaningful progress, we'll give you a refund within 30 days.

It's time to take action today. Let's make every relationship count.

Join Today with a 30-Day Guarantee

FAQs

Find answers to your questions about the WealthQuotient Bootcamp.

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Will asking for referrals hurt my existing relationships?

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Results Speak for Themselves

Nearly 4,000 professionals have grown their sales velocity using our proprietary method.

BRIAN OTIS

VICE PRESIDENT FOR PRINCIPAL GIFTS, UNIVERSITY OF CONNECTICUT

"Using WealthQuotient's methodology, we are raising the most money we have ever raised as an organization. This is the perfect time to work with WealthQuotient because the economic conditions are perfect."

JEFF MENAGED

CEO, CHIEF EXECUTIVE AIR

"I can't imagine how much business we've left on the table over the last twenty years before taking this approach."

JARROD RANDOLPH

LUXURY REAL ESTATE BROKER, OWNER, BESPOKE GLOBAL

"I've had a long standing relationship with WealthQuotient, and using their methodology and their processes have helped me elevate my level of business and also create new referrals and help me engage my market on a much higher level than I've been able to before."