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Technology
Gui Costin, Founder, CEO | November 29, 2021
As an investment sales person, you’re probably tired of hearing that you have to keep your CRM data...
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Technology
Gui Costin, Founder, CEO | November 18, 2021
If you're in investment sales, you already know how critical it is to keep your CRM updated. We...
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Sales Best Practices
Gui Costin, Founder, CEO | November 3, 2021
Think of the last time you started a new job. What was your training like? Did you have the...
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Sales Best Practices
Gui Costin, Founder, CEO | October 28, 2021
Walking into a board meeting to pitch a final presentation to the public pension board can be...
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Sales Best Practices
Gui Costin, Founder, CEO | October 15, 2021
If you’re in the investment sales industry, then you already know that getting a meeting, building...
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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...
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