As one quarter wraps up and another begins, many money managers are finalizing last quarter’s...
Read MoreTop 10 Family Offices in the UAE
March 27, 2024Top 10 Family Offices in the United Kingdom
February 8, 2024The 10 Best CRMs for Investment Firms to Consider in 2024
November 30, 2023Top 10 Family Offices in Canada
February 14, 2024
Sales Best Practices
Gui Costin, Founder, CEO | July 14, 2022
Social media might not be the first thing investment sales people think of when talking about their...
Read More
Dakota Marketplace
Gui Costin, Founder, CEO | June 23, 2022
By now, if you’re a salesperson, you already know the importance of entering (clean, accurate) data...
Read More
Sales Best Practices
Gui Costin, Founder, CEO | April 22, 2022
If you are in the sales business in any industry, you already know that a CRM can be a double edged...
Read More
Dakota Marketplace
Gui Costin, Founder, CEO | April 14, 2022
Investing in a CRM is not a small undertaking. Ensuring that your Salesforce instance is set up in...
Read More
Dakota Marketplace
Morgan Holycross, Marketing Manager | April 5, 2022
Have you ever found yourself scrambling, trying to remember who you met with last week, two weeks...
Read More
Dakota Marketplace
Gui Costin, Founder, CEO | March 31, 2022
When you think about what it means to be successful in sales, plenty of things probably come to...
Read More