
Whether you are a seasoned prospect researcher or just getting started, our Thursday Workshops can help you put your data to work. Workshops are one hour in duration, conducted via GoToWebinar and conference call and are offered monthly on the third Thursday of the month. Each session will cover specialized training topics that support your prospect research needs as well as how research can be used for as part of your overall development strategy.
Did you miss a Thursday Workshop? We record each of our workshops so you can always access these great topics. View our workshop archives
If you are interested in learning more, please contact us at marketing@wealthengine.com
Upcoming FREE Workshops include:
As a financial services professional, you are always seeking ways to better serve your clients and build your business. These free workshops are designed to help you learn new ways to market to high net worth individuals. Workshops are 45 minutes in duration and are conducted using WebEx. Each session will cover specialized training topics that support your prospecting needs as well as how research can be used as part of your overall marketing strategy.
There are no upcoming Financial Services Workshops at this time.
We record each of our workshops so you can always access these great topics. View our workshop archives. If you are interested in learning more, please contact us at marketing@wealthengine.com
Workshops are conducted via webinar with audio by phone. Following your enrollment, you will receive instructions on how to reserve your webinar seat.
Please contact workshops@wealthengine.com with questions or concerns.

