FORUM Leaders Summit
I'm not sure if anyone else saw this presentation but there are some provocative ideas here related to more assertively managing portfolios. I'd be curious to hear if others are following some of these practices as well as if there's any interest in testing some of them.
Paul - thank you for sharing this!
I thought the graph in here regarding managed prospects by evaluation level was great! The team's metrics were also very interesting - moving away from visits. Northwestern/Kellogg does require all prospects be visited before moving into a gift officer's portfolio.
Our team was wondering if anyone had partnered with WealthQuotient in the past for prospecting: https://mywealthq.com/methodology/
Please feel free to respond to this comment or email me at firstname.lastname@example.org
Thanks in advance!
We have not, Lindsey. So sorry for the slow reply. I was late to the "follow" game and now hopefully will see these comments as they come in.
@kari.stokosa No worries - thanks for your note!