I am always happy to have benchmarking conversations with colleagues. This is a professional courtesy and outside the scope of any consulting work I perform.
I am available for freelance research and profiles. I provide three portfolio levels:
Basic – Approximately 4 billable hours. Includes basic biographic information, industry overview and capacity rating.
Intermediate – Approximately 6 billable hours. Includes basic biographic information, industry overview, capacity rating as well as detailed valuation (Private or Public), U.S. and Canada based only as well as philanthropy
Advanced – 8+ Billable Hours. Includes all of the above, for highly complex wealth analysis.
Prospecting Lists – Generate a list of prospects according to your criteria
Prospecting Consulting – Working with your team to develop a prospecting program