WealthQuotient Launches New Website Showcasing a Relationship-First Approach to Accessing Ultra-High-Net-Worth Market
New site brings together the firm’s five-step methodology, Relationship Intelligence, and coaching across luxury, financial services, and philanthropy
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Referrals don't happen by accident
In this magazine profile, Brian Gonzales explains why aviation sales teams rarely ask for introductions, and how building relationships with principals, not only their pilots and assistants, opens a steady path to qualified prospects.
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Prospecting high-net-worth clients? Avoid these 3 massive mistakes
When it comes to high-net worth markets, referrals are one of the only paths for accessing top clients. As an agent, what mistakes are you making when asking for referrals? Here's how to diagnose the problems and a few ways to fix them.
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Reassessing Prospect Identification
Written with the APRA Florida Chapter, this 2020 whitepaper argues that wealth screening leaves out the question that decides most outcomes: whether your team has a real path to the prospect.
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