Speaker and company: Alisa DiStaso, Director of Pre-Sales, WealthEngine
Member price: $0
Non-member price: $39
Presenter: Jill McCarville, VP Marketing, iWave
Price: Members: $0, Non-Members: $39
Body of Knowledge Domains: Prospect Research
Discover some ways to modify your wealth screenings process that will, hopefully, relieve some of the stress of screening.
For its 2016 Insights on Wealth and Worth report, U.S. Trust (Bank of America Private Wealth Management) surveyed 684 individuals with at least $3 million in investable assets. The individuals surveyed represented four generations.