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Sales Best Practices Morgan Holycross, Marketing Manager | 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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Dakota Marketplace Morgan Holycross, Marketing Manager | November 9, 2022

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Sales Best Practices Gui Costin, Founder, CEO | November 7, 2022

Investment Industry Conferences: 8 Tips to Maximize Your Experience

If you’re looking ahead to next year — or even the next few months — and starting to plan your...

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Investment Insights Gui Costin, Founder, CEO | July 21, 2022

How to Host an Effective Quarterly Update Webinar for Your Investment Firm

As one quarter wraps up and another begins, many money managers are finalizing last quarter’s...

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Sales Best Practices Gui Costin, Founder, CEO | July 14, 2022

How Investment Sales Teams Can Use Social Media to Grow Their Business

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Sales Best Practices Gui Costin, Founder, CEO | April 22, 2022

CRM Data Hygiene for Investment Firms: What is it and How Do You Maintain It?

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Dakota Marketplace Gui Costin, Founder, CEO | April 14, 2022

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Investing in a CRM is not a small undertaking. Ensuring that your Salesforce instance is set up in...

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