Notes from the Field

We all have our own stories, aha moments, and things we wish we would have done better. These are ours in hopes they help you in your journey.

Ever been with a prospect when they decided to leave you in their estate plans. The joy they have in knowing they are leaving a legacy...

All too often we see organizations "not seeing" some of their best prospects. The gauge makes it easy to know who those prospects...

Having worked with hundreds of organizations we know that most are missing some great prospects already in their database. Let the...