The Characteristics of an Elite Salesperson

If you're in the investment sales business, or you're thinking about becoming an investment...

Read More
dakota marketplace features Gui Costin, Founder, CEO | April 14, 2023

3 Ways to Make the Most of Your Dakota Marketplace Free Trial

As a busy salesperson, it’s one thing to sign up for a free trial for a new database platform, but...

Read More
Gui Costin, Founder, CEO | March 31, 2023

How to Change Data Providers: 5 Things You Can Do for Success

If you’ve ever gone through the process of bringing a new software or data platform onboard at your...

Read More
offsite meeting Morgan Holycross, Marketing Manager | February 23, 2023

Benefits of Hosting a Corporate Offsite Meeting

After almost 3 years since COVID changed our world, people are still missing in-person meetings —...

Read More
people networking Morgan Holycross, Marketing Manager | November 17, 2022

The Top Dakota Cocktails Investor Networking Conferences

As an investment sales professional, you must attend conferences to meet with various advisors,...

Read More
Morgan Holycross, Marketing Manager | November 16, 2022

Interview: Dakota and Prodromos CEO to CEO Leadership

During this interview, Gui Costin sits down with Jim Stagnitta and JC Glick, the co-founders of...

Read More
employees at meeting table Morgan Holycross, Marketing Manager | November 15, 2022

The Top AIMSE Investor Networking Conferences

As an investment sales professional, you must attend conferences to meet with various advisors,...

Read More
Prev 2 3 4 5 6 Next