Prospect research has evolved from “hunting and gathering” to synthesizing information. We provide something machines cannot - intuitive insights into our donor prospects. Join us for an introduction to a framework for developing insights and practice in small groups.
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 you can talk freely, ask questions, and receive mentoring without being recorded. We send reminder emails with the Zoom link access the day before and an… Read More »Group Coaching Call
Join Jen Filla for a live interview and demo with Elise Lynch at Kaleidoscope. Elise will demonstrate how Kaleidoscope makes searching SEC filings a lot easier using it’s AI-powered solution. Jen will have real public company insider names to use as examples. You can actively participate on video and ask questions directly, or ask your… Read More »AI Simplifying SEC and SEDAR Filings for Prospect Research
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 you can talk freely, ask questions, and receive mentoring without being recorded. We send reminder emails with the Zoom link access the day before and an… Read More »Group Coaching Call
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 you can talk freely, ask questions, and receive mentoring without being recorded. We send reminder emails with the Zoom link access the day before and an… Read More »Group Coaching Call
Your goal is not to create your prospect’s resume. It’s to tell the story about how your prospect has earned and accumulated wealth and gives it away through philanthropy. Storytelling occupation will help you learn to evaluate occupational wealth more holistically, better telling the prospect’s wealth story. Join us for an introduction to the art… Read More »Unlock the Wealth in Occupation With Storytelling
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 you can talk freely, ask questions, and receive mentoring without being recorded. We send reminder emails with the Zoom link access the day before and an… Read More »Group Coaching Call
