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Sales Best Practices Gui Costin, Founder, CEO | February 5, 2021

3 Tips for Following Up After an Institutional Investor Meeting

Picture this: you’re leaving a meeting with an institutional investor after doing outreach for...

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Headphones and mic in studio for Dakota Live call Sales Best Practices Gui Costin, Founder, CEO | February 2, 2021

The 3 Key Benefits of Joining the Dakota Live! Call

If you’re an investment salesperson, you likely have one primary goal: finding the right people to...

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Person putting on headphones while working on laptop Video Dan DiDomenico, President | January 28, 2021

How to Host a Quarterly Webinar for Asset Managers

If you’re an asset manager, you already know how quickly January turns to March, signaling the end...

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two women in a meeting looking over paperwork Emerging Managers Tim Dolan, Vice President, Institutional Sales | January 26, 2021

5 Steps for Beginning Emerging Managers

In any field, starting something new can be daunting. If you’re reading this, you no doubt know the...

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Video camera on a tripod Video Dan DiDomenico, President | January 19, 2021

A Guide to Video for Investment Firms

If you’re struggling to build relationships and get your strategy in front of the right people...

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two women working on laptops at a table Technology Rob Robertson, President of Dakota Marketplace | January 13, 2021

Choosing the Right Institutional Investor Database: 4 Key Considerations

If you’re constantly scrambling to find people — the right people — to call on and set meetings...

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laptop on table Investment Insights Gui Costin, Founder, CEO | January 6, 2021

Top 10 Institutional Asset Allocation Trends to Watch in 2021

With the new year underway and the return to business complete, you’re no doubt feeling the...

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