WEALTH MAPPING

Having identified high-net-worth individuals that comprise our buyer pool, our proprietary wealth-mapping technology can provide intricate and comprehensive dossiers analyzing the individual’s demographics, professional endeavors, assets, personal details, known associates, interests, and lifestyle preferences. This invaluable insight will enable a hyper-targeted approach to reach these individuals through a number of strategic avenues.

Networking

Through an analysis of each prospect’s known associates and habits, the sales team can discover mutual contacts to initiate warm introductions. Equally important as reaching the prospects directly will be establishing connections with their trusted advisors such as wealth managers, attorneys, agents, and other such gatekeepers.

Interest Targeting

In evaluating the social associations, hobbies and philanthropic causes of prospects, we can observe shared interests and target key events to have a presence.