person writing an email on a laptop

Two Email Types Every Investment Firm Should Know About — And When to Use Them

If you’re a salesperson, you already know how important email is to getting a meeting. After all,...

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Business professional analyzing laptop screen Morgan Holycross, Marketing Manager | July 3, 2021

The One Golden Rule of Sales

Sales has a million different components that lead to success. These can be anything from handling...

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Two computer monitors showing data Morgan Holycross, Marketing Manager | 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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Laptop, computer monitor, and mouse on desk Morgan Holycross, Marketing Manager | June 28, 2021

3 of the Most Common Sales Myths Debunked

Another day goes by with minimal meetings set up for the future. You and your sales team are...

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window asking your story Gui Costin, Founder, CEO | June 25, 2021

How to Bring Your Investment Firm's Story to Life

In investment sales, there’s a huge focus on getting the meeting, often at the expense of crafting...

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Business professionals working on desktop monitors Gui Costin, Founder, CEO | June 18, 2021

What is TAM and How Does It Relate to Sales?

If you’re a salesperson, you already know exactly how important it is to always have a pool of...

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Morgan Holycross, Marketing Manager | June 11, 2021

7 Things Every Investment Sales Person Should Do Before a Meeting

Setting up meetings is the first step in the process to raising money. After all, no sale can...

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