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The 3 Types of Metrics That Will Drive CRM Adoption Across Your Investment Sales Team

Picture this: it’s Monday morning and your boss is asking to review your activity reports for the...

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Camera on tripod for creating videos of portfolio managers Amy Sariego | March 19, 2021

Creating Videos Of Your Portfolio Managers: 3 Tips For Videos Your Sales Team Will Actually Use

In a world without in-person meetings, you’ve likely already been told how important it is to...

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Business people giving each other a high five Gui Costin | 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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laptop on table Amy Sariego | 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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man walking holding a coat Gui Costin | December 18, 2020

The Top 10 Consultants to Watch in 2021

At Dakota, we’ve been raising capital since 2006, and have raised over $30 billion dollars over the...

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Laptop Zoom meeting with mug Amy Sariego | November 20, 2020

How to Build Community Through World Class Virtual Events in 2021

What does an 85,000 word work of Harry Potter fanfiction, a man obsessed with The Grateful Dead,...

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two people looking at a computer Gui Costin | November 13, 2020

How to Overcome the Challenges of the RIA Channel

We know that as an investment sales professional, the RIA Channel is one of the most dynamic and...

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