Morgan Holycross

Morgan Holycross is a Content Marketing Associate at Dakota.

More about Morgan Holycross

Blogs By Morgan Holycross

| April 5, 2022

The 5 Best CRMs for RIA Firms in 2022

Have you ever found yourself scrambling, trying to remember who you met with last week, two weeks...

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| February 24, 2022

RIA Database vs. Dakota Marketplace: Which is Right For You?

It can be overwhelming to try and find the right institutional investor database for your business....

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Planner and Ipad | December 6, 2021

8 of the Best Salesforce Calendar Integrations to Keep Your Investment Sales Team Organized

In investment sales, it’s all about getting meetings with new prospective clients and those that...

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two women talking | November 30, 2021

The 6 Things You Need to Know When Starting An Investment Sales Career

As individuals, we’ve been taught to react at face value and assume someone else has thought of all...

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a four by four grid of state capitals | August 6, 2021

The Cost of Not Keeping Up-to-Date on Institutional Investment Mandates

Let me paint you a picture I’m sure you’ve seen before: you’re sitting at your desk trying to look...

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person writing an email on a laptop | July 15, 2021

Two Email Types Every Investment Firm Should Know About — And When to Use Them

If you’re a salesperson, you already know how important email is to getting a meeting. After all,...

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