Evaluating Portfolio Evolution Over Time
Though it takes time to build relationships, this example shows the positive effect of regular contact.
Measuring the Value of a Relationship Manager
A “Human Touch” can measurably benefit the growth of your portfolio.
Saying More Than Just “Thanks”
Something as simple as a heartfelt voicemail can have an impact on your donor.
The Value of Engagement vs. Non-Engagement
A managed account with regular engagement is significantly more valuable than one with no engagement, as this example shows.