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In Episode 42 of the Emerging Manager Growth Show, Dakota's Tim Dolan breaks down why the RIA channel is the #1 priority for emerging managers looking to raise capital. With roughly 6,500 RIAs in Dakota Marketplace actively using outside managers, Tim explains how to identify the right targets — particularly nimble $200M–$5B firms eager for differentiated strategies. He covers key custodians, TAMP platforms, product structures, and the due diligence process RIAs expect. Tim also shares one of the most overlooked sales tactics: following up inside the meeting by asking the two critical questions that tell you exactly where you stand.
By Dakota TeamIn Episode 42 of the Emerging Manager Growth Show, Dakota's Tim Dolan breaks down why the RIA channel is the #1 priority for emerging managers looking to raise capital. With roughly 6,500 RIAs in Dakota Marketplace actively using outside managers, Tim explains how to identify the right targets — particularly nimble $200M–$5B firms eager for differentiated strategies. He covers key custodians, TAMP platforms, product structures, and the due diligence process RIAs expect. Tim also shares one of the most overlooked sales tactics: following up inside the meeting by asking the two critical questions that tell you exactly where you stand.