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Prospect Management

5 comments

5 Comments

Aug 17, 2020

Hi All!

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 lindsey.mucha@kellogg.northwestern.edu

Thanks in advance!

Lindsey

kari.stokosa

Sep 23, 2020

Replying to

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.

Lindsey Mucha

Sep 23, 2020

Replying to

@kari.stokosa No worries - thanks for your note!

Paul Wiklanski

Jul 10, 2020

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.

Lindsey Mucha

Aug 17, 2020

Replying to

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.