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The Emerging Manager Growth Show - Episode 48
In Episode 48 of the Emerging Manager Growth Show, Dakota Founder and CEO Gui Costin and Vice President of Institutional Sales Tim Dolan explain why wealth manager RIAs are one of the best channels for emerging managers. They cover the growth of the RIA universe, why smaller RIAs can be stronger targets than large aggregators that act like wirehouses, and how custodian platforms like Schwab, Fidelity and Pershing help managers scale. They also make the case for consistent, disciplined cold outreach and city scheduling, and close with two essentials: a quarterly webinar and a CRM to manage the…
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