investment salesperson walking with a briefcase

The Characteristics of an Elite Salesperson

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

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Morgan Holycross, Content Marketing Associate | November 16, 2022

Interview: Dakota and Prodromos CEO to CEO Leadership

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

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Person taking notes with phone and laptop Amy Sariego, Director of Content Marketing | November 18, 2021

10 Salesforce Integration Apps to Improve Investment Sales Productivity

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

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airport lobby Gui Costin, Founder, CEO | November 12, 2021

How to Use City Scheduling For Investment Sales Success

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

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

How to Write an Effective Investment Sales Email That Gets the Meeting

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

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people in a business setting Gui Costin, Founder, CEO | September 10, 2021

20+ Reasons to Start Your Career in SaaS Sales

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

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Two computer monitors showing data Morgan Holycross, Content Marketing Associate | July 1, 2021

3 Ways to Increase CRM Adoption Across Your Sales Team

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

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