Sales Gui Costin, Founder, CEO | May 25, 2023

The Characteristics of an Elite Salesperson

If you're in the investment sales business, or you're thinking about becoming an investment...

During this interview, Gui Costin sits down with Jim Stagnitta and JC Glick, the co-founders of...

Sales Amy Sariego, Director of Content Marketing | November 18, 2021

If you're in investment sales, you already know how critical it is to keep your CRM updated. We...

Sales Gui Costin, Founder, CEO | November 12, 2021

If you're in investment sales, you already know that meetings are everything. In order to have...

Sales Amy Sariego, Director of Content Marketing | October 15, 2021

Let’s start off with a little story about how crazy the investment business is as it's related to...

Sales Gui Costin, Founder, CEO | September 10, 2021

Graduating from — or even starting — college in an uncertain environment like the one we are...

Sales Morgan Holycross, Content Marketing Associate | July 1, 2021

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