Business professional analyzing laptop

5 Reasons Your Investment Sales Emails Aren’t Getting Read — And How to Fix It

As the world slowly opens back up and more in-person meetings are being set, it’s important to know...

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Two women talking business at table Gui Costin, Founder, CEO | April 8, 2021

Public Pension Fund Investment Strategy: 3 Tips to Know Before Calling

Building relationships with public pension funds can be a difficult undertaking. The space is so...

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Camera on tripod for creating videos of portfolio managers Gui Costin, Founder, CEO | March 19, 2021

Creating Videos Of Your Portfolio Managers: 3 Tips For Videos Your Sales Team Will Actually Use

In a world without in-person meetings, you’ve likely already been told how important it is to...

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Business professional typing on laptop Gui Costin, Founder, CEO | March 17, 2021

How to Use Salesforce to Create a Killer Follow-Up System

If you’ve ever found yourself staring down a pipeline of prospects, unsure what to do next or who...

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Tablet on desk with stack of books Gui Costin, Founder, CEO | February 19, 2021

The Top 5 Resources for Investment Sales Professionals

These days, we’re all trying to maximize our time and become the best, most efficient versions of...

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Gui Costin, Founder, CEO | February 5, 2021

3 Tips for Following Up After an Institutional Investor Meeting

Picture this: you’re leaving a meeting with an institutional investor after doing outreach for...

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Headphones and mic in studio for Dakota Live call Gui Costin, Founder, CEO | February 2, 2021

The 3 Key Benefits of Joining the Dakota Live! Call

If you’re an investment salesperson, you likely have one primary goal: finding the right people to...

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