Wealth-X Demo: Domestic and International Research Focus

Presenter: Brian Gonzales, Wealth-X
Year: 2012
Price: Members: FREE; Nonmembers: $39
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels: 

  • Competency 2: Prospect Research Essentials, Level I
  • Competency 4: Utilizing Research Resources, Level I
  • Competency 6: Prospect Interests and Networks/Relationships, Level I

Whether you are a small shop or a large one, often times the research demands can be overwhelming.  Wealth-X employs nearly 200 full time researchers that cover 157 countries and 30+ languages.  Having been spun out of Forbes, we not only have expertise in researching international individuals but individuals that come from private companies as well.  This demo will cover our service offering and how Wealth-X is like adding an army of researchers to your team at a fraction of the cost.

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