Millennial Millionaire Report Gains National Attention

October 31, 2019

WealthEngine’s new Millennial Millionaire Report, created jointly with Coldwell Banker, has been in the news a lot, including national TV and major publications: CBS This Morning: Millenniaires Forbes (Editor’s Pick):  Millennials Will Become Richest G …

Who needs donor research tools?

May 29, 2019

Forging lasting connections with donors is a cornerstone of working in Development. The best way cultivate strong relationships with them? Understanding more about your donors’ interests and giving history. By leveraging the use of donor research tools …

Trends in Luxury Real Estate: How Data Will Help You Win More Business

November 7, 2018

By Craig Hogan The luxury real estate market is rich — with opportunity. But the price that today’s luxury agent must pay to play in this segment isn’t just in dollars. It’s in data. The high-net-worth and ultra-high-net-worth markets are more vibrant …

WealthEngine: Higher Conversions and Cost-Savings through Data

June 20, 2018

Marketing has long been based on instinct. Today however, with customer tastes becoming more varied and complicated; instinct alone is not enough. Data-driven decision making, segmentation, targeting and positioning have become the norm for corporation …

Marketing To Millionaires: More Numerous, More Diverse, More Challenging

April 6, 2018

By any measure, the number of Americans that can claim millionaire status is rising, and rising rapidly. No matter how it is measured, whether by total net worth (including homes and other assets) or by financial assets alone, there are many more peopl …

20 Most Promising Digital Marketing Solution Providers of 2018

April 1, 2018

Higher Conversions and Cost-Savings through Data Marketing has long been based on instinct. Today however, with customer tastes becoming more varied and complicated; instinct alone is not enough. Data-driven decision making, segmentation, targeting and …

Business Owners Need to View Their Succession Planning as Their Legacy

March 29, 2017

Without a formal business succession plan, you are not only putting your business at risk but also risking your family’s wealth and security. Over the past 10 years, despite political and economic uncertainties, entrepreneurship and business ownership …

NVTC Announces Finalists for 2017 Greater Washington Technology CFO Awards

March 24, 2017

The Northern Virginia Technology Council is honored to announce the finalists for the 21st annual Greater Washington Technology CFO Awards. The awards ceremony will take place on June 5, 2017 at The Ritz-Carlton, Tysons Corner. These prestigious a …

Select the Right Growth Strategies to Maximize SaaS Enterprise Value

March 14, 2017

Joining us for today’s show is Mark Logan, a Chief Executive Officer that every executive from a company with aggressive growth goals should tune in to watch. Today’s topic is developing corporate strategy objectives, and to follow along download our 1 …

Retailers risk losing baby boomer clientele with inattentive CRM

February 10, 2017

An overwhelming 93 percent of baby boomers do not feel loyal to their favorite brands, according to a new report by ICLP. With emerging generations such as millennials getting a lot of marketers’ attention, baby boomers feel neglected by the retailers …