Choosing the right Institutional Investor Database: 4 Key Considerations
Written by Director of Sales, Rob Robertson
By knowing the right people to put me in front of, Dakota has created an incredible asset. They have those long-standing relationships that we as a money manager need.
Marketplace is nirvana for a sales professional who wants access to RIAs and other institutional investors. Most of my prospecting is over because all I have to do is log in and pull up a city I am traveling to, and all the RIAs and investors I need to know are right there. It’s awesome.