Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

More about Morgan Holycross, Marketing Manager

Blogs By Morgan Holycross, Marketing Manager

| January 23, 2025

How Emerging Managers Can Succeed with Public Pension Funds

Emerging managers often face the challenge of growing their businesses on limited budgets, and...

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| December 19, 2024

How to Create a Sales Plan that Sets You Up for Success

If you’re in investment sales, you’ve probably had this conversation: You’re in a meeting with your...

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| December 18, 2024

The Top Institutional Investor Databases for 2025

Picture this: you’re a salesperson, ready to tackle the day. But instead of calling prospects,...

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| December 12, 2024

From Tedious to Transformative: How Past Activity Reports Turn CRM Logging into Sales Success

Let’s be honest. Logging meetings into your CRM? It’s… not fun. You’d probably rather do just about...

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| December 11, 2024

The Top Form ADV Reports to Leverage RIAs

If you’ve ever found yourself sifting through the SEC’s website in search of Registered Investment...

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| December 4, 2024

Fundraising Strategies for Emerging Managers Calling on Consultants

Emerging managers often face the challenge of growing their businesses on limited budgets, and...

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