Technology Gui Costin, Founder, CEO | July 16, 2021

9 Things Every Investment Firm's Tech Stack Should Include

If you work at an investment firm, you know that every meeting matters. What you do before, during,...

If you’re a salesperson, you already know how important email is to getting a meeting. After all,...

RIA Insights Gui Costin, Founder, CEO | July 9, 2021

If you’re in the Alternative investment industry and wonder if calling on RIAs is worth the effort,...

Sales Best Practices Morgan Holycross, Marketing Manager | July 3, 2021

Sales has a million different components that lead to success. These can be anything from handling...

Sales Best Practices Morgan Holycross, Marketing Manager | July 1, 2021

A CRM is one of the most important assets for any sales team because it houses all their leads and...

Sales Best Practices Morgan Holycross, Marketing Manager | June 28, 2021

Another day goes by with minimal meetings set up for the future. You and your sales team are...

Video Gui Costin, Founder, CEO | June 25, 2021

In investment sales, there’s a huge focus on getting the meeting, often at the expense of crafting...