How to Communicate Public Company Compensation and Stock in Profiles Once you understand how a public company insider gets paid and owns stock, the next step is taking that information and determining a capacity rating. How do you take all that complexity and convey it in a profile and a rating? In Communicating Insider Wealth… Read More »Communicating Insider Wealth
Find out what the incorporation structure is telling you. The devil is in the details and sometimes that is exactly the scenario when it comes to incorporated entities. It’s easy to get confused by search results and it’s even easier to get frustrated when ownership is something you can only speculate about. This online workshop… Read More »Identifying Corporate Structures Workshop
Evaluate corporate purpose to assess wealth potential. Not all companies are created equal. If you’ve ever struggled with evaluating your prospect’s wealth you know what I’m talking about! In this workshop you learn to assess the purpose of a company, where it fits in its industry, and put your prospect in context. Test your knowledge… Read More »Assessing Private Company Purpose Workshop
Evaluate 5 types of corporate giving for your prospect. Companies give in many ways and for a multitude of reasons. This workshop explores five key types of corporate giving. Test your knowledge with quizzes and practice identifying corporate philanthropic opportunities. At the live workshop meeting be prepared to discuss corporate giving research practices in a… Read More »Types of Corporate Giving Workshop
