Benchmarking

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.

Profiles

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

Prospecting Lists – Generate a list of prospects according to your criteria
Prospecting Consulting – Working with your team to develop a prospecting program

Contact me directly through LinkedIn or Upwork for quotes.