The Institutional Investor Meeting: 7 Ways to Professionalize Your Pitch
Written by President, Dan DiDomenico
Public Pension Fund Investment Strategy: 3 Tips to Know Before Calling
Written by Content Manager, Amy Sariego
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.