The Power of One! Prospect Research for the Small Shops

Track: Prospect Research

Session Number: 1009
Date: Fri, Aug 10th, 2018
Time: 1:45 PM - 2:45 PM

Description:

How do you prioritize your time when you are the only person in your prospect research department? What projects should become your top priority- research requests, wealth screenings, data analytics? Working in a small prospect research shop can be overwhelming, but trust me- you are not alone! Come join your fellow small shop researchers to swap stories and get advice about how to focus on prospect research essentials. The first part of the presentation will focus on key strategies to help you prioritize your projects, and in the second half, participants will be given the opportunity to network and get advice from fellow researchers in small shops. You don’t necessarily have to be a shop of one- anyone who considers themselves in a small shop is welcome!

Please note: This session will be recorded.
Session Type: Breakout Session

Primary Competency: PR:Competency 2: Prospect Research Essentials
Secondary Competency: PR:Competency 4: Utilizing Research Resources
Tertiary Competency: PR:Competency 1: Information Management/Records Management
Intended Audience Level: Level I, Level II
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn how to prioritize their prospect research projects and create an action plan for their small shop.
Learning Objective #2: Participants will be able to share real life examples from their workplaces and network with others from similar backgrounds to learn some best practices for small shops.
Shop Size: Small
Session Type: Breakout Session

Primary Competency: PR:Competency 2: Prospect Research Essentials
Secondary Competency: PR:Competency 4: Utilizing Research Resources
Tertiary Competency: PR:Competency 1: Information Management/Records Management
Intended Audience Level: Level I, Level II
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn how to prioritize their prospect research projects and create an action plan for their small shop.
Learning Objective #2: Participants will be able to share real life examples from their workplaces and network with others from similar backgrounds to learn some best practices for small shops.
Shop Size: Small