New online tool helps prospect for wealthy clients
Advisers have a new, largely undiscovered and relatively inexpensive online database for prospecting for wealthy clients or for researching the giving habits of those they already have.
Advisers have a new, largely undiscovered and relatively inexpensive online database for prospecting for wealthy clients or for researching the giving habits of those they already have.
NOZA Inc. of Santa Barbara, Calif., offers a database of charitable-giving records of U.S. donors. The re
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