Picture this: it’s Monday morning and your boss is asking to review your activity reports for the...
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Sales Best Practices
Gui Costin, Founder, CEO | September 24, 2021
If you’re in investment sales, you’re no doubt already familiar with the prolonged, high-stakes,...
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Technology
Gui Costin, Founder, CEO | September 24, 2021
If you sell in the RIA channel, you already know that there are no shortage of firms to call on...
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CRMs
Gui Costin, Founder, CEO | September 17, 2021
Have you ever found yourself scrambling, trying to remember who you met with last week, two weeks...
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Technology
Gui Costin, Founder, CEO | September 17, 2021
We all spend a lot of our days sending emails. Now imagine if you had the tools to make that...
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Sales Best Practices
Gui Costin, Founder, CEO | September 10, 2021
Graduating from — or even starting — college in an uncertain environment like the one we are...
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Alternative Insights
Gui Costin, Founder, CEO | September 9, 2021
Understanding where public pension funds are investing can be a huge piece of an investment...
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