Tue, Apr 27|
Zoom Link to be provided
April Monthly Meeting - Redefining How You Identify & Engage Your Wealthiest Prospects and Referrals
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.
Time & Location
Apr 27, 2021, 11:30 AM – 1:00 PM
Zoom Link to be provided
About the Event
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.
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 served as Managing Director and Head of Sales at Wealth-X.
Mr. Gonzales is one of the world’s leading experts on engaging the ultra-high net worth market as he helped implement proactive and systematic strategies for organizations across these many 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.
Prior to working with Wealth-X, Mr. Gonzales was Co-Founder and Managing Partner of Endurance Advisory Group, a full-service Wealth Management firm that specialized in working with Professional Athletes as well as High and Ultra High Net Worth individuals. Before his work at Endurance, Mr. Gonzales spent over a decade providing leadership and consulting in the Non Profit sector.
Mr. Gonzales has a Degree from Wheaton College just outside Chicago where he played football and ran track. He grew up in Orlando, Florida, and is an avid traveler and a die-hard Miami Dolphins fan.