Reassessing Prospect Identification: Why capacity and propensity are not enough
Time & Location
About The Event
In the fall of 2019, WealthQuotient conducted a non-statistical survey with the APRA Florida membership about how, if at all, "accessibility" is factored into the prospecting process.
This webinar will be a review of the results and a discussion of "accessibility" in prospect development.
Participants will also have the opportunity to add their voice and experience to a short survey assessing prospect "accessibility."