Session Description:
It is time to select a research tool for your shop. This may be a foundation/corporate directory or a tool for individual wealth measurement. You may be renewing and want to know what else is out there or perhaps making a new purchase.
How to decide? In the session we will go through the best process to make ‘bullet proof’ decision.
Learn to know exactly what you are looking for, which questions to ask and how not to be distracted by the ‘bells and whistles’. At the end of the process, you will use the measurement tool to calibrate and record your observations and impressions and make the best choice. Connie will share with participants her Resource Measurement Tool.
Highlights:
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How to ensure your team is involved and supportive of your choice.
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How to evaluate any tool based on YOUR identified needs .
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The role of your sales rep, references and testimonials in coming to the right decision.