Sales Best Practices Gui Costin, Founder, CEO | October 28, 2021

3 Tips for Presenting to a Public Pension Board

Walking into a board meeting to pitch a final presentation to the public pension board can be...

If you’re in the investment sales industry, then you already know that getting a meeting, building...

Sales Best Practices Tim Dolan, Vice President, Institutional Sales | October 15, 2021

Let’s start off with a little story about how crazy the investment business is as it's related to...

Technology Gui Costin, Founder, CEO | October 6, 2021

Picture this: it’s Monday morning and your boss is asking to review your activity reports for the...

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,...

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...

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...