The Inner Circle Podcast presented by Dakota-logo

The Inner Circle Podcast presented by Dakota

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The Inner Circle Podcast presented by Dakota gives you a sneak peek into the processes and procedures used by the Dakota Funds Group to successfully provide outsourced sales and marketing to investment management firms. On each episode, Gui Costin, the founder of Dakota Funds Group and Dakota Network, a mobile platform for investment manager digital content, shares these tips with you in a casual conversation. Gui is a graduate of the University of Virginia and lives in Bryn Mawr, PA with his wife, three kids and three dogs.

The Inner Circle Podcast presented by Dakota gives you a sneak peek into the processes and procedures used by the Dakota Funds Group to successfully provide outsourced sales and marketing to investment management firms. On each episode, Gui Costin, the founder of Dakota Funds Group and Dakota Network, a mobile platform for investment manager digital content, shares these tips with you in a casual conversation. Gui is a graduate of the University of Virginia and lives in Bryn Mawr, PA with his wife, three kids and three dogs.
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Location:

United States

Description:

The Inner Circle Podcast presented by Dakota gives you a sneak peek into the processes and procedures used by the Dakota Funds Group to successfully provide outsourced sales and marketing to investment management firms. On each episode, Gui Costin, the founder of Dakota Funds Group and Dakota Network, a mobile platform for investment manager digital content, shares these tips with you in a casual conversation. Gui is a graduate of the University of Virginia and lives in Bryn Mawr, PA with his wife, three kids and three dogs.

Language:

English


Episodes

Ask! Ask! Ask!

11/26/2018
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In this episode Gui tells you that you have to ask for what you want and that too often we are not asking enough.

Duration:00:05:07

The Importance of CRMs

11/23/2018
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In this episode Gui talks about the importance of CRMs and how they can have a huge impact for your sales team.

Duration:00:04:36

#1 Problem of Small Asset Managers

11/21/2018
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In this episode Gui Costin talks about a major challenge small asset managers face.

Duration:00:05:52

3 Irrefutable Laws of Investment Sales

11/19/2018
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In this episode talks about three important elements of the sales process, what he called the "three legs of the sales stool".

Duration:00:09:09

The Biggest Mistake PM's & Sales People Make in Meetings

11/16/2018
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In this episode talks about the some of the mistakes that are often make in meeting.

Duration:00:04:35

What most Asset Manager CEO's Don't Understand About Communication

11/14/2018
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In this episode Gui Costin talks about the importance of communication in the firm and why he favors the 7:45 am check-in.

Duration:00:06:18

Assigning Ultimate Responsibility for an Account

11/12/2018
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In this episode Gui Costin talks about why it is important to make one person ultimately responsible for a given account.

Duration:00:07:03

Content is King

11/9/2018
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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.

Duration:00:06:47

How To Launch a Mutual Fund

11/7/2018
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In this episode Gui Costin talks about the steps that are gone through when launching a mutual fund.

Duration:00:07:30

#1 Activity All Sales People Should Be Doing

11/5/2018
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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".

Duration:00:05:49

Millennials

11/1/2018
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In this episode Gui Costin talks about tailoring your strategies toward the consumption habits of millennials and not overlooking them as important potential investors.

Duration:00:05:39

Policies and Procedures Drive Everything

10/31/2018
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On this episode Gui Costin talks about the importance of policies and procedures to raising capital and how they have clearly documented their process.

Duration:00:07:09

Tell Them What They Want to Hear

10/29/2018
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On this episode Gui talks about telling your investors what they want to really hear about....your insight.

Duration:00:05:43