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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...

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Dakota Marketplace Gui Costin, Founder, CEO | April 14, 2022

The 6 Best Salesforce Consultants for Investment Firms

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

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

The Top 10 Owners of Commodities ETFs in 2022

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

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

The Top 10 Owners of TIPS ETFs in 2022

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

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

The 5 Best CRMs for RIA Firms in 2023

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

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data

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

The 3 Biggest Problems With Sales Contact Data

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

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Technology Gui Costin, Founder, CEO | March 11, 2022

Is an Institutional Investor Database Worth the Investment in 2023?

A great institutional investor database can be hard to find. However in most cases, the price and...

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