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In this episode of Go Beyond, we sat down with Doug Cogswell to get into a conversation on Relationship Mapping and performance drivers and techniques that can drive the best prospecting utilizing the relationships you can map within your database.

In this episode you will hear Doug talk through use case scenarios such as:

  • Who should be my top class agent candidates for the upcoming class of ’92 reunion?
  • Which prospects should I assign to which class agents?
  • How can I lever this data to reach a specific top prospect?
  • We’re organizing an event in Miami in 3 months. Who can I lever to fill it up?

If you’re hungry for more, check out our last episode on donor advised funds. Listen to it in the car, on the train to work, while you’re doing the laundry or while taking a walk. We hope you enjoy it! Be sure to subscribe in your favorite podcast player like iTunes, Google Play, or Stitcher.