Relational Mapping with WealthQuotient

by | Jul 7, 2020 | Learning Edge Blog, News

Jennifer Filla
Brian Gonzales

What if you could shed 10 pounds in one week with a pill? Would you take it? We all WANT to believe it’s possible, but the truth is that it takes good nutrition and exercise for long-term good health with a healthy weight.

What if you could identify and access major gift prospects…at scale? Would you do it? For some organizations who have already done a good job building relationships, it really could happen quickly–almost like magic!

For other organizations, the relationship-building groundwork still has to happen before major gift prospecting through referrals could be reliably scaled. But learning about WealthQuotient and hearing Brian Gonzales talk about their method is the FIRST time I’ve ever encountered a cluster of best practices in a recipe for “magic-like” success!

In the world of prospect research, it’s time we expand our perspective beyond the technique–relationship mapping–and view the entire process. That means understanding and being able to explain (dare I say coach) development officers on cultivating what Brian calls a “hub” and establishing trust and chemistry with newly introduced prospects.

For those in our field who perform prospect management roles, it’s not such a new thought to play more as a team member with development officers instead of as an extension of the keyboard and all of the techniques associated with that.

What Brian shares with me in this interview about the work of WealthQuotient has the look and feel of “ground-breaking.” But what do I know? Maybe you are already doing this kind of work. Send me an email, pick up the phone, or leave a comment. I’d love to hear from you!

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Words from happy Researchers

Success Stories

I love your Master Class format – small group, clearly defined curriculum, solid professional information and resources and focus on discussion.  But most importantly I was impressed and delighted to see that you incorporated an additional and extremely practical layer of knowledge, through hands on experience with tools (pivot tables) or resources (Candid).  This adds real value to the educational experience you offer.

Betsy Mehlman

2020-Master Class

Jen’s course on insider stock and compensation was informative, interesting, and well-thought out. Jen broke down the complicated material into digestible pieces. She showed us resources that I use in my day-to-day research that I wouldn’t have otherwise known about. Jen is always quick to respond and has been helpful even after the class has ended. She answers questions thoroughly and is always pleasant.

I was able to take what I learned from the course and present the material to our front-line fundraisers. One fundraiser told me after my presentation that she discovered one of her donor’s compensation was much higher than she thought. So, already, this information has come in handy! Thanks again Jen!

Kim Anthony, San Francisco CA

Insider Stock and Compensation

The Capacity Rating Workshop was really useful. I was new to the prospect research field when I took the workshop, so it helped to demystify capacity ratings for me. The online classroom provided a great forum for interaction with the other participants and for a robust exchange of ideas. Beyond that though, Jen shared a wealth of information and resources about capacity ratings and other important aspects of prospect research. I highly recommend this workshop whether you’re new to the field or have years of experience in our profession.

David Lloyd, Prospect Research Professional, San Francisco, CA

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