You need to spring clean your brain – really air it out and get new, fresh ideas in. At least, I know I do. This time of year, I start itching to get out and meet people and learn lots of new things. It’s always worth it when I make the effort.
3 Ways to Build a Great “Gold Guide”
Prospect researchers tend to grab great information sources with the zeal of kids let loose onto the lawn of the White House for the annual Easter Egg Roll.
And for good reason: well-curated information sources are really interesting and offer valuable time-savings. Especially because (for most of us, anyway) the pile of pending research requests is always a foot high.
Why wealth screenings are a waste of money
“Yes, we did a wealth screening a couple of years ago. We didn’t really find it very helpful.” <pause>
“Well, to be honest, we didn’t really do anything with the information when it came back. It just kind of sat there.”
If I had a twenty for every time someone said that to me I’d be making major gifts already.
It absolutely kills me, too, because wealth screenings
a) are not cheap, and
b) can be worth every single penny.
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