When it comes to your wealthiest prospects, the data is clear, referrals the most efficient path to reach them.  Yet, when you look at fundraising strategies for most organizations there is typically no formal process around referrals at all.  Referrals, especially when targeting the high and ultra-high net worth market are too important to get wrong or leave to chance.  During this session, we will discuss how an “inward out” fundraising model will help you access more prospects in less time.

CRFE pending

SPEAKER BIO

As well as serving as Co-Founder of the recently formed company The UHNW Symposium Mr. Gonzales also serves as Co-Founder of WealthQuotient.  WealthQuotient empowers the world's most iconic luxury brands, financial firms, non profits, and academic institutions to reach more wealthy prospects in less time by coaching their sales and fundraising teams through a systematic and data-driven referral methodology.  Prior to launching WealthQuotient Mr. Gonzales…