Sales Best Practices Gui Costin, Founder, CEO | April 22, 2022

CRM Data Hygiene for Investment Firms: What is it and How Do You Maintain It?

If you are in the sales business in any industry, you already know that a CRM can be a double edged...

Investing in a CRM is not a small undertaking. Ensuring that your Salesforce instance is set up in...

Investment Insights Gui Costin, Founder, CEO | April 14, 2022

“The cheapest time to buy insurance is when you don’t need it.” With inflation surging globally,...

Investment Insights Gui Costin, Founder, CEO | April 6, 2022

Since the beginning of quantitative easing by global central banks, one of the major goals was to...

Dakota Marketplace Morgan Holycross, Marketing Manager | April 5, 2022

Have you ever found yourself scrambling, trying to remember who you met with last week, two weeks...

Dakota Marketplace Gui Costin, Founder, CEO | March 31, 2022

When you think about what it means to be successful in sales, plenty of things probably come to...

Technology Gui Costin, Founder, CEO | March 25, 2022

As an investment salesperson, adding meetings to your calendar, Zoom, Salesforce, and other...