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Rate ALL Your Finance Industry Prospects in One Sweep

Track: Prospect Research

Session Number: 6020
Date: Fri, Jul 29th, 2022
Time: 8:00 AM - 9:00 AM
Room: International 9

Description:

Learn how to rate ALL your finance industry prospects in three steps. First, we will walk through how we matched our industry codes to LinkedIn. Second, we will demonstrate how we created title and number of years-based salary charts for Investment Banking, Private Equity, Venture Capital, and Hedge Funds. Third, we will show you how to assign title-based ratings to your prospect pool. To socialize these ratings, we will outline our approach to: staff training on the basics of the finance industry, plans specific to different areas of fundraising (annual fund, reunions, leadership giving) to boost ask amounts, and communications protocol to help with adoption.
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Attendees will learn why LinkedIn Industry codes are helpful and how to match them to your current codes. Attendees will learn how to create detailed salary charts for each financial industry (IB, PE, VC, Hedge).
Learning Objective #2: Attendees will learn how to socialize salary and title based ratings through staff training on the basics of the finance industry, an entrepreneurial approach to prospecting through the creation of "discovery pools,"
Primary Competency: PR:Competency 5: Utilizing Research Resources
Secondary Competency: PR:Competency 6: Research Methodology and Analysis Presentation
Tertiary Competency: PR:Competency 8: Financial Capacity Evaluation and Wealth Indicators
Intended Audience Level: Level I
Recommended Prerequisites: Ability to use Excel
Organization Size: Mid-Size/Large
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Attendees will learn why LinkedIn Industry codes are helpful and how to match them to your current codes. Attendees will learn how to create detailed salary charts for each financial industry (IB, PE, VC, Hedge).
Learning Objective #2: Attendees will learn how to socialize salary and title based ratings through staff training on the basics of the finance industry, an entrepreneurial approach to prospecting through the creation of "discovery pools,"
Primary Competency: PR:Competency 5: Utilizing Research Resources
Secondary Competency: PR:Competency 6: Research Methodology and Analysis Presentation
Tertiary Competency: PR:Competency 8: Financial Capacity Evaluation and Wealth Indicators
Intended Audience Level: Level I
Recommended Prerequisites: Ability to use Excel
Organization Size: Mid-Size/Large