What (Not Who) You Know

That old cliche “It’s not what you know, it’s who you know” exists for a reason: it’s often true. Despite the idea that America is a meritocracy, success is often built on relationships — they can influence everything from your first preschool to where you’ll go to college to your first job.

In many industries, who you know is critical for business development, and nowhere is it more true than the wealth management industry.

Financial advisors spend enormous amounts of time and money wining, dining and entertaining elite attorneys and CPAs in the hopes that they might one day refer a client. This antiquated approach operates in the upper echelons of wealth and has historically moved money among and between affluent people. And in this country, those people are overwhelmingly white and male. The Bureau of Labor Statistics says 78% of personal financial advisors are white and only 34% are women.

But what if you’re neither white nor male; you’re just good at your job? What if your strength is what you know, not who. How can you bypass this outmoded system and gain access to prospects who need your services?

Advanced technology.

You need a platform that gives you access to the latest information on wealth transfer and its recipients. And since you don’t have a “friend” who’ll make an introduction, you need information about that recipient’s life circumstances — education, profession, shared connections — that will enable you to craft your own warm welcome and customize your service offerings to their exact requirements.

You need WEALTHAWK.

WEALTHAWK disrupts conventional business development and gives equal access to people who have historically been denied connection to traditional power structures.

We find and deliver prospects who need wealth management services, bypassing the established gatekeepers so you can use what you know to build your success.

Come Hunt With Us