WealthEngine announced today the release of WealthEngine 9.3 (WE9.3), an upgrade to its nonprofit version of its flagship platform which now includes unlimited screening and prospecting for one flat rate. The advanced prospect engagement platform, whic …
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 …
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 …
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 v …
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 …
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 …
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 …
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 …
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 …
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 …
