by Ryan Thibodeaux, February 2023
Goodwood Consulting and AdvizorPro today announced a strategic partnership bringing together Goodwood's expertise in marketing and sales technology automation with AdvizorPro's data and software integrations. Together, the two companies offer …
Read Moreby Ryan Thibodeaux, November 2022
CRM users are frequently frustrated by seemingly simple searches that become far too complicated. All alliteration antics aside, we love solving for these daily challenges with automations that are easy …
Read Moreby Ryan Thibodeaux, June 2021
Many of our clients run dual CRMs, both HubSpot and Salesforce, for various reasons. For example, HubSpot is typically the primary system for inbound and outbound marketing, while Salesforce may …
Read Moreby Ryan Thibodeaux, October 2019
Investment management firms frequently create marketing materials that are approved for "Institutional Use Only" or "Financial Professional Use Only", and therefore typically only use these materials in one-on-one communications with …
Read Moreby Jonathan Bale, September 2019
The Goodwood Consulting team recently participated in the Ultimus Distribution Advantage webinar series, where we shared our insights and demonstrated the technology, tools and processes that we implement for our …
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