Morgan Holycross is a Marketing Manager at Dakota.
More about Morgan Holycross, Marketing Manager
RIA Insights
| March 27, 2025
If you’re in investment sales, you already know that targeting Registered Investment Advisors...
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Private Market Insights
| March 13, 2025
Sure, performance metrics, fund size, and historical returns are essential. But if you’re making...
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Sales Best Practices
| February 27, 2025
Let’s be honest – fundraising is hard. No matter how long you’ve been in the game, it can feel like...
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Private Market Insights
| February 20, 2025
Let’s be real: private fund investing can feel like herding cats while juggling chainsaws. You’re...
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Dakota Marketplace
| February 13, 2025
CRMs are the backbone of any investment firm. In fact, at Dakota we like to say, “If it’s not in...
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Sales Best Practices
| February 4, 2025
Let’s face it – logging meetings into Salesforce isn’t exactly the most exciting part of...
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