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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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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...
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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,...
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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...
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