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Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

More about Morgan Holycross, Marketing Manager

Blogs By Morgan Holycross, Marketing Manager

RIA Insights | March 27, 2025

The Best RIA Software to Generate Leads

If you’re in investment sales, you already know that targeting Registered Investment Advisors...

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Private Market Insights | March 13, 2025

Qualitative Due Diligence in Private Markets: Why It’s Essential for Investors

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

Why Finding Qualified Prospects for Fundraising Matters

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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Dakota Marketplace | February 13, 2025

The 10 Best CRMs for Investment Firms to Consider in 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

Why Salesforce Is the Ultimate CRM for Investment Sales

Let’s face it – logging meetings into Salesforce isn’t exactly the most exciting part of...

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Emerging Managers | 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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