In the investment industry, we know one thing to be true: nothing can happen without a meeting. This video outlines the three key things every sales email needs in order to land a meeting.
Dakota Marketplace makes it faster, easier, and cheaper for investment sales professionals to set meetings with the right people. This video walks you through the key benefits you’ll receive as a Marketplace user.
Dakota Marketplace is the leading fundraising platform for traditional and alternative investment firms. This video is a visual walkthrough of what Marketplace is, how it works, who it’s for, and more.
This video compares 14 of the best-selling CRMs on the market for investment firms. Determine which is the right fit for your investment firm based on capabilities, integrations, price, and more. By the end of the video, you’ll be able to make an informed decision on which is right for you.
In this video Gui Costin talks about Principle One to Sales the Dakota Way, explaining why reporting and transparency will give you a job for life.
In the second part to Principle One of Sales the Dakota Way, Gui Costin discusses the importance of setting proper expectations with upper management in order to drive your success.
In the third part of Principle One to Sales the Dakota Way, Gui Costin states why you should focus on picking the right channel to sell to first.
We now have over 14,000 DC plans with their consultants, underlying holdings, and contact information in Marketplace!
Right now is the best time to start city scheduling! Gui Costin walks through the most important weeks for 2023 and why you should have travel planned out for January, February, and March come the end of the year.