Wealth and COVID-19

On 15th June 2020, I took part in the first PyroTalks NanoConference and presented ResourceRush – a six minute run through resources to help you through the current pandemic. Here is part 3 of the key resources shared. The COVID-19 pandemic has had a major impact on wealth across the world. The Wealth Report by […]

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Background investigations – Don’t skip the media report

Due diligence background investigations come in all flavors. They’re generally customised according to industry, level of risk, and time constraints. There’s one component, though, that should be included in all background checks on people and companies – the media report. It’s the section of a background investigation that covers news and social media. The media […]

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7 simple steps to qualify your donors

Unsuccessful fundraisers don’t understand qualification. They don’t recognize its power. They wait for the next wealth screened list. They fiddle with it in Excel or in some other database. They make a few calls. They don’t get any appointments. They give up. Then they say the list was no good. Unsuccessful fundraisers don’t use the […]

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Creating a DIY wealth spreadsheet

Wealth advisors need to understand wealth trends in relation to their client’s investment strategies. Their companies have the necessary resources to provide that insight for them in the form of studies and surveys. Surveys dealing with wealth allocation are particularly useful for estimating wealth. In this blog, Kenny Tavares has come up with a list […]

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