Have you ever gone through a wealth screening and thought, “well, that was a waste of time/money”? Or maybe you wondered, “did we get the most out of that investment?” Join Helen Brown with HBG’s Director of Research Maureen Kilcommins and Senior Researchers Tara McMullen and Heather Willis for a 30-minute discussion that will ensure you have even more success on your next screening.
What are the elements that create a successful wealth screening? In this podcast we discuss:
- Things to consider before starting the process
- Pitfalls to be avoided
- What to do once the screening results are returned
- Next steps for the data, including using them in conjunction with analytics
If you’re thinking of investing in a wealth screening, don’t miss this info-packed podcast!