Time: 1:00 – 2:00pm Eastern
This webinar will teach you how you can use simple analytics to support the decision making process in a prospect research shop. Looking at examples from prospect identification and relationship management, this presentation will demonstrate: Learn first-hand how using this structured approach to problem solving leads to decisions and courses of action that are better and more appropriate to meet these common challenges, and you will be able to transfer these skills to use in any problem solving or decision making situation.
Learn first-hand how using this structured approach to problem solving leads to decisions and courses of action that are better and more appropriate to meet these common challenges, and you will be able to transfer these skills to use in any problem solving or decision making situation.
Presenter:
Sally Boucher, Director of Research, WealthEngine