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Technology
Morgan Holycross, Marketing Manager | December 6, 2021
In investment sales, it’s all about getting meetings with new prospective clients and those that...
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Technology
Gui Costin, Founder, CEO | November 29, 2021
As an investment sales person, you’re probably tired of hearing that you have to keep your CRM data...
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Technology
Gui Costin, Founder, CEO | November 18, 2021
If you're in investment sales, you already know how critical it is to keep your CRM updated. We...
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Technology
Gui Costin, Founder, CEO | October 8, 2021
If you’re in the investment sales business, then you likely already know that staying up-to-date on...
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Technology
Gui Costin, Founder, CEO | October 6, 2021
Picture this: it’s Monday morning and your boss is asking to review your activity reports for the...
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Technology
Gui Costin, Founder, CEO | September 24, 2021
If you sell in the RIA channel, you already know that there are no shortage of firms to call on...
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