window asking your story

How to Bring Your Investment Firm's Story to Life

In investment sales, there’s a huge focus on getting the meeting, often at the expense of crafting...

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Camera on tripod for creating videos of portfolio managers Gui Costin, Founder, CEO | 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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Person putting on headphones while working on laptop 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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Video camera on a tripod 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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Laptop Zoom meeting with mug Amy Sariego, Director of Content Marketing | 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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camera filming Gui Costin, Founder, CEO | September 16, 2020

How to Plan a Live Event or Webinar: 4 Tips for Success

We have been fortunate at Dakota to host many events, including three conferences, and numerous...

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