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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...
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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.
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The Inner Circle Podcast
The Inner Circle Podcast
Episode 0: Preview Episode
5 MAY 2019 · In this preview episode, hosts Gui Costin and Chris O'Grady talk about what you can expect in this new "The Inner Circle Podcast".
Ask! Ask! Ask!
26 NOV 2018 · In this episode Gui tells you that you have to ask for what you want and that too often we are not asking enough.
The Importance of CRMs
23 NOV 2018 · In this episode Gui talks about the importance of CRMs and how they can have a huge impact for your sales team.
#1 Problem of Small Asset Managers
21 NOV 2018 · In this episode Gui Costin talks about a major challenge small asset managers face.
3 Irrefutable Laws of Investment Sales
19 NOV 2018 · In this episode talks about three important elements of the sales process, what he called the "three legs of the sales stool".
The Biggest Mistake PM's & Sales People Make in Meetings
16 NOV 2018 · In this episode talks about the some of the mistakes that are often make in meeting.
What most Asset Manager CEO's Don't Understand About Communication
14 NOV 2018 · In this episode Gui Costin talks about the importance of communication in the firm and why he favors the 7:45 am check-in.
Assigning Ultimate Responsibility for an Account
12 NOV 2018 · In this episode Gui Costin talks about why it is important to make one person ultimately responsible for a given account.
Content is King
9 NOV 2018 · 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.
How To Launch a Mutual Fund
7 NOV 2018 · In this episode Gui Costin talks about the steps that are gone through when launching a mutual fund.
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...
show more
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.
show less
Information
| Author | The Inner Circle Podcast |
| Organization | The Inner Circle Podcast |
| Categories | Business |
| Website | www.dakotainnercircle.com |
| podcastinnercircle@gmail.com |
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