If you're in the investment sales business, or you're thinking about becoming an investment...
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Technology
Gui Costin, Founder, CEO | April 14, 2023
As a busy salesperson, it’s one thing to sign up for a free trial for a new database platform, but...
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Technology
Gui Costin, Founder, CEO | March 31, 2023
If you’ve ever gone through the process of bringing a new software or data platform onboard at your...
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Video
Morgan Holycross, Marketing Manager | February 23, 2023
After almost 3 years since COVID changed our world, people are still missing in-person meetings —...
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Sales Best Practices
Morgan Holycross, Marketing Manager | November 17, 2022
As an investment sales professional, you must attend conferences to meet with various advisors,...
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Sales Best Practices
Morgan Holycross, Marketing Manager | November 16, 2022
During this interview, Gui Costin sits down with Jim Stagnitta and JC Glick, the co-founders of...
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Dakota Marketplace
Morgan Holycross, Marketing Manager | November 9, 2022
The greatest challenge a fundraiser faces day in and day out is knowing who to call on and being...
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