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A $9 billion alumnus. Five more family members. None in the pipeline.

A $9 billion alumnus. Five more family members. None in the pipeline.

HIGHER EDUCATION

A university fundraising team in the Northeast has been a long term client of WealthQuotient. Through the mapping of an existing donor relationship, WealthQuotient identified a billionaire alumnus from one of Thailand’s wealthiest families, with a net worth of $9 billion, someone the university had no record of and no relationship with. Further mapping revealed five additional family members who had also attended the institution, none of whom appeared anywhere in the university’s donor pipeline. The team is now in active cultivation with the family.

The connections were there. WealthQuotient made them visible and actionable.

CASE STUDIES

When relationship intelligence meets effective referral conversations.

When relationship intelligence meets effective referral conversations.

INSURANCE

One referral conversation. Four significant introductions.

A producer at a leading insurance brokerage ran a referral conversation with a HUB, one of the well-connected clients at the centre of his network. Afterward he sent a text: "Had the referral conversation with the HUB. Went well! He's introducing me to 4 of the 5 names. I'm feeling much more comfortable with the conversations."

INSURANCE

One referral conversation. Four significant introductions.

A producer at a leading insurance brokerage ran a referral conversation with a HUB, one of the well-connected clients at the centre of his network. Afterward he sent a text: "Had the referral conversation with the HUB. Went well! He's introducing me to 4 of the 5 names. I'm feeling much more comfortable with the conversations."

INSURANCE

One referral conversation. Four significant introductions.

A producer at a leading insurance brokerage ran a referral conversation with a HUB, one of the well-connected clients at the centre of his network. Afterward he sent a text: "Had the referral conversation with the HUB. Went well! He's introducing me to 4 of the 5 names. I'm feeling much more comfortable with the conversations."

PRIVATE AVIATION

He didn’t think he needed it. One referral conversation changed his mind.

The top salesperson at a private aviation manufacturer came into his WealthQuotient engagement with every objection imaginable. He was their best salesperson. He knew how to network. He didn't need this. Working through the resistance 1 on 1, we mapped the network of a billionaire he had sold a jet to and identified five prospects worth pursuing. He agreed to work through the strategy, then agreed to have the referral conversation. Two weeks later he called. His first words: "I've drank the kool aid." The billionaire made introductions to three people, one of whom was another billionaire.

His words afterward: "I wouldn't have had this conversation had you not pushed me, and there is no way I would have been connected to these people had I not had the discussion."

PRIVATE AVIATION

He didn’t think he needed it. One referral conversation changed his mind.

The top salesperson at a private aviation manufacturer came into his WealthQuotient engagement with every objection imaginable. He was their best salesperson. He knew how to network. He didn't need this. Working through the resistance 1 on 1, we mapped the network of a billionaire he had sold a jet to and identified five prospects worth pursuing. He agreed to work through the strategy, then agreed to have the referral conversation. Two weeks later he called. His first words: "I've drank the kool aid." The billionaire made introductions to three people, one of whom was another billionaire.

His words afterward: "I wouldn't have had this conversation had you not pushed me, and there is no way I would have been connected to these people had I not had the discussion."

PRIVATE AVIATION

He didn’t think he needed it. One referral conversation changed his mind.

The top salesperson at a private aviation manufacturer came into his WealthQuotient engagement with every objection imaginable. He was their best salesperson. He knew how to network. He didn't need this. Working through the resistance 1 on 1, we mapped the network of a billionaire he had sold a jet to and identified five prospects worth pursuing. He agreed to work through the strategy, then agreed to have the referral conversation. Two weeks later he called. His first words: "I've drank the kool aid." The billionaire made introductions to three people, one of whom was another billionaire.

His words afterward: "I wouldn't have had this conversation had you not pushed me, and there is no way I would have been connected to these people had I not had the discussion."

START THE CONVERSATION

Your next major opportunity may already be one introduction away.

Let’s identify the relationships that can open the door, build the ones that are missing, and turn referrals into a repeatable source of growth.

START THE CONVERSATION

Your next major opportunity may already be one introduction away.

Let’s identify the relationships that can open the door, build the ones that are missing, and turn referrals into a repeatable source of growth.

START THE CONVERSATION

Your next major opportunity may already be one introduction away.

Let’s identify the relationships that can open the door, build the ones that are missing, and turn referrals into a repeatable source of growth.

START THE CONVERSATION

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