Social media might not be the first thing investment sales people think of when talking about their...
Read MoreTop 10 Family Offices in the UAE
March 27, 2024Top 10 Family Offices in the United Kingdom
February 8, 2024The 10 Best CRMs for Investment Firms to Consider in 2024
November 30, 2023Top 10 Family Offices in Canada
February 14, 2024
Investment Insights
Gui Costin, Founder, CEO | June 30, 2022
It was not that long ago in April 2020 when US crude oil had gone negative ( below $0) as the Covid...
Read More
Dakota Marketplace
Gui Costin, Founder, CEO | June 23, 2022
By now, if you’re a salesperson, you already know the importance of entering (clean, accurate) data...
Read More
RIA Insights
Gui Costin, Founder, CEO | May 27, 2022
If you're in investment sales, you likely already know that one of the biggest problems of selling...
Read More
Investment Insights
Gui Costin, Founder, CEO | May 19, 2022
The bond market has not had a consistent trend over the past year, which has created a challenging...
Read More
RIA Insights
Gui Costin, Founder, CEO | May 16, 2022
If you're in investment sales, you likely already know that one of the biggest problems of selling...
Read More
RIA Insights
Gui Costin, Founder, CEO | May 12, 2022
If you're in investment sales, you likely already know that one of the biggest problems of selling...
Read More