Screening as Strategy, Not Just Prospecting

Presented by Trent Beattie, iWave and Alexander Oftelie, Bentz Whaley Flessner

Wealth Screening is a tool used to help uncover the potential of constituents. Join thought leaders from BWF and iWave as they share strategies to get more wealth screening appends, and leverage this data into actionable and transformational intelligence, regardless of your organization’s size or mission.

Recorded on: