Tue, Apr 07|
Do you get frustrated when you identify ‘qualified’ prospects but are seeing limited qualification? This discussion with APRA Florida, APRA Greater New York and Wealth Quotient will review what qualification factors might be missing in our prospect identification process.
Time & Location
Apr 07, 2020, 1:00 PM
About The Event
In the fall of 2019, WealthQuotient conducted a non-statistical survey with the APRA Florida membership about how. This webinar will be a review of the results and a discussion of how "accessibility" factors in prospect development. It will also cover ways that the interaction between fundraisers and research can become more efficient and effective.
We would also like to invite you to lend your voice and participate in this survey. As we seek to broaden the scope of participation with the greater APRA community it will allow us to compare the results.
Moderator, Brian Gonzales, Co-Founder of WealthQuotient
Panelist, Sarah Balough, Sr. Research Analyst, NYU
Panelist, Charles Snyder, Director of Research, Nova Southeastern
Panelist Brian Otis, VP Principal Gifts, University of Connecticut