The episode dives into Halaby’s extensive career in the financial services industry and explores key sales strategies that have helped shape Harbor Capital’s success.

Important Information

This material is for informational purposes. The opinions expressed are as of September 2024 and are subject to change.

The opinions expressed by the speakers do not necessarily represent the views of Harbor Capital Advisors Inc. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Harbor Capital Advisors Inc. To be reliable and are not necessarily all-inclusive and are not guaranteed as to accuracy.

This material may not be representative of the experience of other individuals. Reliance upon information in this material is at the sole discretion of the viewer.

KPIs refer to key performance indicators.

CRM refers to a customer relationship management system.

Specific companies mentioned are for educational purposes only and should not be construed as an endorsement of any particular company.

Harbor Capital Advisors Inc does and may seek to do business with companies covered in this podcast.

As a result, listeners should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast

Harbor Capital Advisors Inc. Is not affiliated with Dakota or Salesforce. All trademarks or product names mentioned herein are the property of their respective owners.

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