Custom Training
Take advantage of a training session tailored specifically for your organization that goes beyond our complimentary training courses and allows your team to ask questions and cover topics that are of a specific nature to your business’ needs.
Some Topics May Include:
- Identifying your top client prospects
- Using wealth data for customer communications, product sales, and direct mail
- Creating custom reports based on your business’ needs
- Interpreting and validating your data
- Identifying your next steps and creating a prospect road map
Training Options
Custom FindWealth OnlineSM Training – Webinar
- Two Hours of Custom Online Training
Custom Training – Webinar
- Up to 5 hours of online training and prep work
On-site Custom Training -1 day
- Up to 8 hours (includes 4 hours of on-site training and prep work)
- All travel expenses included
On-site Custom Training and Analysis of Data
- Analyze screening results (up to 8 hours of analysis)
- All day on-site training session
- Preparation of custom reports based on analysis
- Presentation of road map and strategy for management of screening results
- All travel expenses included
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