Let's Talk About Transparency: BWF's Approach to Prospect Development

Track: Vendor Sessions

Session Number: 2125
Date: Thu, Aug 1st, 2019
Time: 1:15 PM - 2:00 PM
Room: Grand Sonoran E

Description:

Join BWF’s Alex Oftelie and Bond Lammey as they discuss the importance of transparency in every facet of BWF’s prospect development strategies and services. When you partner with BWF, there is no black box. Learn more about BWF Insights’ managed services, custom training, and assessments on Thursday, August 1, 1:15 – 2:00 pm or join Alex and Bond for service round tables on Friday, August 2, 11:45 – 12:30 pm.
Session Type: Vendor Sessions

Primary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Secondary Competency: DA:Competency 1: The Data Science Umbrella
Tertiary Competency: PR:Competency 5: Financial Capacity Evaluation and Wealth Indicators
Intended Audience Level: Level I, Level II
Recommended Prerequisites: None
Shop Size: All Shop Sizes
Session Type: Vendor Sessions

Primary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Secondary Competency: DA:Competency 1: The Data Science Umbrella
Tertiary Competency: PR:Competency 5: Financial Capacity Evaluation and Wealth Indicators
Intended Audience Level: Level I, Level II
Recommended Prerequisites: None
Shop Size: All Shop Sizes