This is a small group of investment sales professionals where we have an open discussion in a friendly and helpful atmosphere. We will discuss distribution strategy and tactics, including what has worked and what hasn’t worked for Dakota. We will also draw upon each participant's experiences so they can share their ideas and we can learn from each other.
Our previous group of participants discussed a variety of topics:
Our mission at Dakota is to be the champion of the investment sales professional and we are here to help. If you have any questions or need any assistance, please contact Catherine Begier, cbegier@dakota.com.
*Due to the high demand for this event, registration is limited. If you are approved for the event, you will receive a confirmation email with further details.
July 8, 2021
2:30 PM EST