How do nonprofits, such as the YMCA, Nature Conservancy, and Yale University, get in front of the people they know will give? They go to RelSci, or their “magic book”, as Nancy Sims, President of the Robert Toigo Foundation, calls it.
Standard approaches, even social media, are obsolete or insufficient to get new clients. Three entrepreneurs, including Bill Okun, President of Relationship Science, share their solutions for next-gen financial advisors at the MarketCounsel Conference in Las Vegas.
“The leading executives in YPO’s global network, whose companies collectively generate US$6 trillion annually in global revenue, are constantly looking for new ways to leverage their institutional relationship capital. We are eager to play our part in helping them connect their organizations in new and meaningful ways,” said Neal Goldman, CEO and founder of Relationship Science.