Claim OwnershipThe Inner Circle Podcast presented by Dakota
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Description
"The Inner Circle Podcast", hosted by Gui Costin and Chris O'Grady from Dakota Funds, provides indispensable insight into the sales and marketing of institutional investment strategies by featuring interviews with key allocators as well as tips from the experts at Dakota Funds.
14 Episodes
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In this preview episode, hosts Gui Costin and Chris O'Grady talk about what you can expect in this new "The Inner Circle Podcast".
In this episode Gui tells you that you have to ask for what you want and that too often we are not asking enough.
In this episode Gui talks about the importance of CRMs and how they can have a huge impact for your sales team.
In this episode Gui Costin talks about a major challenge small asset managers face.
In this episode talks about three important elements of the sales process, what he called the "three legs of the sales stool".
In this episode talks about the some of the mistakes that are often make in meeting.
In this episode Gui Costin talks about the importance of communication in the firm and why he favors the 7:45 am check-in.
In this episode Gui Costin talks about why it is important to make one person ultimately responsible for a given account.
In this episode Gui Costin talks content and the critical ways to get your information out to investors. He points out that potential investors want to consume information at odd times and on their own terms.
In this episode Gui Costin talks about the steps that are gone through when launching a mutual fund.
In this episode Gui Costin talks about how critical it is that you make and review lists so that you know where you stand with potential investors. He encourages you to "Live in your Lists".
In this episode Gui Costin talks about tailoring your strategies toward the consumption habits of millennials and not overlooking them as important potential investors.
On this episode Gui Costin talks about the importance of policies and procedures to raising capital and how they have clearly documented their process.
On this episode Gui talks about telling your investors what they want to really hear about....your insight.
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