HNW/UHNW Wealth Intelligence Audit
This brief online assessment is designed to frame and provide a foundation for initial discussions around engaging Friedman Ventures in a Wealth Intelligence Audit and Strategy.  
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Email *
First Name
Last Name
Role/Title: *
Organization *
Industry *
1. How many new HNW/UHNW clients did your organization/group add last year? *
1. How many HNW/UHNW clients does your organization plan on adding this year? *
How many referrals does your group/organization receive on a monthly basis on average? *
5. Approximately what % of your group's or organization's new HNW/UHNW prospects currently come from the following sources?
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Referrals - Clients
Referrals - Non-Clients (Influencers, etc.)
Referrals - Internally within your organization
Marketing Events - Industry Events
Marketing Events - Planned by your organization
Smaller Intimate Salon Type Events
Direct Mail
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7. If you were to use a word image to describe how you feel about prospecting for HNW/UHNW clients for your organization/group what would it be?
With regard to prospecting and pipeline development, what would you say is the biggest challenge? *
What type of wealth data and information is important for my business and growth? Is it net worth and liquidity or is a wealth score sufficient?
 *
Required
Identify the type of wealth data solution you are looking for: *
Required
What budget am I prepared to allocate on a monthly basis? *

Do you currently offer Certification around Engaging the High Net Worth and Ultra Affluent 
 *
Are you interested in a gratis strategy call with Mr. Friedman? *
Do you have a Learning Management System?  and If so, which one?  *
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