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12 events found.

Prospect Research Institute

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Events

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  • April 2026

  • Wed 15
    Monthly Coaching Call

    Group Coaching Call

    April 15 @ 12:00 PM - 1:00 PM
    Zoom

    Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where… Read More »Group Coaching Call

  • Tue 21

    Beyond Insiders: Wealth in SEC Filings Workshop

    April 21 @ 12:00 PM - 1:00 PM
    Zoom

    Go Beyond Insiders to Find Hidden Wealth in Forms ADV and 13F You may be familiar with SEC filings for public company insiders, but did you know that ultra-wealthy prospects… Read More »Beyond Insiders: Wealth in SEC Filings Workshop

    $55
  • May 2026

  • Thu 7
    Monthly Coaching Call

    Group Coaching Call

    May 7 @ 12:00 PM - 1:00 PM
    Zoom

    Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where… Read More »Group Coaching Call

  • Wed 13
    K-Shaped-Capacity-Ratings

    K-Shaped Capacity Ratings Workshop

    May 13 @ 12:00 PM - 1:00 PM
    Zoom

    Gift “Kapacity” Ratings in the K-Shaped Economy What if you're missing your biggest prospects because you're using the wrong measuring stick? Here's a wake-up call: In 2022, half of all… Read More »K-Shaped Capacity Ratings Workshop

    $55
  • June 2026

  • Mon 1
    Monthly Coaching Call

    Group Coaching Call

    June 1 @ 1:00 PM - 2:00 PM
    Zoom

    Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where… Read More »Group Coaching Call

  • Tue 16
    Solo-Researcher-Survival-Kit

    Solo Researcher Survival Kit Workshop

    June 16 @ 1:00 PM - 2:00 PM
    Zoom

    Navigate requests, set realistic expectations, and prove your value as a solo prospect researcher You're the only researcher. Every request lands on your desk. And sometimes you're not even sure… Read More »Solo Researcher Survival Kit Workshop

    $55
  • July 2026

  • Wed 15
    Monthly Coaching Call

    Group Coaching Call

    July 15 @ 12:00 PM - 1:00 PM
    Zoom

    Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where… Read More »Group Coaching Call

  • August 2026

  • Thu 6
    Monthly Coaching Call

    Group Coaching Call

    August 6 @ 1:00 PM - 2:00 PM
    Zoom

    Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where… Read More »Group Coaching Call

  • September 2026

  • Wed 16
    Monthly Coaching Call

    Group Coaching Call

    September 16 @ 12:00 PM - 1:00 PM
    Zoom

    Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where… Read More »Group Coaching Call

  • Thu 24
    Strategic-Prospect-Identification

    Strategic Prospect Identification Workshop

    September 24 @ 12:00 PM - 1:00 PM
    Zoom

    Document your strategies, standardize verification, and deliver prospects development officers will contact Stop spinning your wheels identifying prospects that never get contacted. Too many researchers waste time chasing myths about… Read More »Strategic Prospect Identification Workshop

    $55
  • October 2026

  • Wed 14
    Monthly Coaching Call

    Group Coaching Call

    October 14 @ 1:00 PM - 2:00 PM
    Zoom

    Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where… Read More »Group Coaching Call

  • Tue 20
    Smart-Verification-Framework

    Smart Verification Framework Workshop

    October 20 @ 1:00 PM - 2:00 PM
    Zoom

    Master the framework for smarter, faster prospect verification research that gets your DOs what they need. Ever feel like you're drowning in verification requests that could take hours—or even days—to… Read More »Smart Verification Framework Workshop

    $55
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