Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

More about Morgan Holycross, Marketing Manager

Blogs By Morgan Holycross, Marketing Manager

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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Business professional analyzing laptop screen | July 3, 2021

The One Golden Rule of Sales

Sales has a million different components that lead to success. These can be anything from handling...

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Two computer monitors showing data | July 1, 2021

3 Ways to Increase CRM Adoption Across Your Sales Team

A CRM is one of the most important assets for any sales team because it houses all their leads and...

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Laptop, computer monitor, and mouse on desk | June 28, 2021

3 of the Most Common Sales Myths Debunked

Another day goes by with minimal meetings set up for the future. You and your sales team are...

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| June 11, 2021

7 Things Every Investment Sales Person Should Do Before a Meeting

Setting up meetings is the first step in the process to raising money. After all, no sale can...

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