Identify and target new leads. Don’t waste time chasing low value, low quality leads. Use NETZ to find a lead’s advice needs based on family status, career milestones, wealth and property ownership.
Use your client’s network to get a warm referral. With NETZ you can search within your client’s network to identify new potential clients to a specific HNWI.
Be first in the market to establish a relationship. With access to relevant news and engagement triggers, you can make contact before individuals come into wealth or the transaction has been announced.
Get started with NETZ today!