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Technology
Gui Costin, Founder, CEO | February 11, 2022
It can be overwhelming to try and find the right institutional investor database for your business....
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RIA Insights
Gui Costin, Founder, CEO | February 10, 2022
One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is...
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Technology
Gui Costin, Founder, CEO | February 9, 2022
As an investment salesperson, you’re probably used to rolling your eyes when the word “CRM” is...
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Sales Best Practices
Gui Costin, Founder, CEO | January 28, 2022
If you're new to any industry, you know how critical the first few months can be. You're trying to...
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Technology
Gui Costin, Founder, CEO | January 27, 2022
So, you need a CRM for your investment sales team. You want to capture leads, report on your...
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Technology
Gui Costin, Founder, CEO | January 21, 2022
As a salesperson, you’re probably already rolling your eyes at the title of this article. You’re...
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