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WealthQuotient Methodology Toolkit - Step 1: Filter Worksheet
1.21 MB
This worksheet helps to filter your existing relationships and networks to surface, identify and prioritize potential key referral sources across three key filters: 1) Do they like you?, 2) Do they have a public data footprint and 3) Do you think they will make a referral?
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Course 1 Chapter 2 How To Filter Criteria
Episode 1
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02:18Episode 2
Course 1 Chapter 3 FAQs
Episode 2
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03:02Episode 3
Course 1 Chapter 4 Case Study
Episode 3