Collection Includes

  • 1
    Everything Profiles
    • Fast Research Links
    • Profile Commentary
    • Profile Templates/Samples
    • Profile Strategy
    • Occupation is often undervalued - find out why you should care more
  • 2
    Everything Real Estate
    • Commercial Real Estate Top Tips
    • RESOURCE | Commercial Real Estate Link List
  • 3
    Research Tools
    • 3 Strategies to Choose Research Tool
    • Tools you would pay for if they weren't free anymore | Roundtable Notes
    • Vendor Comparison Chart (2017)
  • 4
    Capacity Ratings
    • Degrees of Capacity Ratings
    • Capacity Rating Commentary
    • How-To Resources
    • The Building Blocks of an Ask Amount
    • Wealth & Philanthropy Studies Link Collection
    • Capacity Ratings Excel Calculator
  • 5
    Researching Public Company Insiders
    • Research Wall Street Links Directory
    • SEC Decoder - Research strategy for insiders
    • Insider Search Flowchart
    • Anatomy of a Proxy
    • Anatomy of a Form 4
    • Quick Tips Video Tutorials: Prospect Research Takes Wall Street
  • 6
    Take the Challenge! Research an Insider Executive
    • Challenge Instructions
    • Illustrated Answer Key
    • Excel Workbook with Calculations
    • Video Demonstration of Solution
  • 7
    Relationship Mapping
    • Collection of Articles
    • Companies | Product
    • VIDEOS: Relationship Mapping Work Group (archive)
    • Fun ProspectVisual Video Case Studies

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