If you're in investment sales, you likely already know that one of the biggest problems of selling...
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RIA Insights
Gui Costin, Founder, CEO | January 6, 2022
If you're in investment sales, you likely already know that one of the biggest problems of selling...
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Technology
Gui Costin, Founder, CEO | October 8, 2021
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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