Session Information
APRA 22nd Annual International Conference
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Using Data and Peer Screenings to Build a Comprehensive Program
Track : Data Mining/Prospect Identification
Program Code: 303
Date: Friday, July 31, 2009
Time: 8:30 AM to 10:00 AM  EST
SPEAKER :
 Tricia Ambler, Manager, Client Services, WealthEngine.com
Description
This session will explore ways in which you can use data obtained from a wealth screening in connection with data obtained during a peer screening to gain a comprehensive viewpoint of prospects.


Handout Online
(Code: 303)
Attendee: Free