wealth screening

April 2026
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
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