If you’re in the investment sales business, then you likely already know that staying up-to-date on...
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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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RIA Insights
Gui Costin, Founder, CEO | March 29, 2021
One of the biggest problems when selling to RIAs is the size of the market — it can be overwhelming...
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Technology
Gui Costin, Founder, CEO | March 5, 2021
If you’re in the investment industry, you know how hard it can be to trust a database that promises...
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Technology
Gui Costin, Founder, CEO | February 26, 2021
If you’ve ever looked at your CRM or your database of accounts and contacts and felt overwhelmed by...
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Technology
Rob Robertson, Chief Revenue Officer | January 13, 2021
If you’re constantly scrambling to find people — the right people — to call on and set meetings...
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Technology
Gui Costin, Founder, CEO | December 10, 2020
Have you ever sat down to start your day, only to find your inbox flooded with other salespeople...
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