For prospect development professionals at all levels, Apra Fundamentals: Prospect Research can be a key program for learning the most essential topics in our field. Hear from Apra members about what makes this program the perfect introduction — or refresher — on all things prospect research.
As prospect researchers, we are adept at diving into the unknown as we diligently wade through profiles, databases and more, but it doesn’t hurt to get a head start! Tracey Harwell Robertson shares tips, tricks and resources to help build out your wealth capacity and analysis skills.
With this year’s Apra Fundamentals: Prospect Research event just a few weeks away, we checked in with last year’s attendees to learn more about their experiences and key takeaways, as well as how the event helped shape some of the practices they use on the job today.