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Sales Best Practices Morgan Holycross, Marketing Manager | 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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Investment Insights Morgan Holycross, Marketing Manager | December 18, 2024

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Dakota Marketplace Dakota | December 17, 2024

November 2024 Public Plan Commitment Summary

In November, Dakota tracked over $20.3 billion across 133 investments. Throughout this time, 37...

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Sales Best Practices Morgan Holycross, Marketing Manager | 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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RIA Insights Morgan Holycross, Marketing Manager | 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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RIA Insights Dakota | December 10, 2024

November 2024 Financial Advisor Moves and RIA Acquisitions

Last month’s M&A activity in the RIA space proved hard to beat, after October broke records not...

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Dakota Marketplace Dakota | December 5, 2024

November 2024 New Fund Launches

Keeping tabs on new fund launches is essential for staying ahead. This month, we've highlighted a...

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