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The Inner Circle Podcast presented by Dakota  RSS Feed  Subscribe Via iTunes  Zune Subscribe
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Category: Business
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Description:

The Inner Circle Podcast presented by Dakota and hosted by Gui Costin, 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.

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Podcast Episode's:
Ask! Ask! Ask!
<p>In this episode Gui tells you that you have to ask for what you want and that too often we are not asking enough.</p>
Listen: podcast - audio/mpeg

The Importance of CRMs
<p>In this episode Gui talks about the importance of CRMs and how they can have a huge impact for your sales team.</p>
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#1 Problem of Small Asset Managers
<p>In this episode Gui Costin talks about a major challenge small asset managers face.</p>
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3 Irrefutable Laws of Investment Sales
<p>In this episode talks about three important elements of the sales process, what he called the "three legs of the sales stool".</p>
Listen: podcast - audio/mpeg

The Biggest Mistake PM's & Sales People Make in Meetings
<p>In this episode talks about the some of the mistakes that are often make in meeting.</p>
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What most Asset Manager CEO's Don't Understand About Communication
<p>In this episode Gui Costin talks about the importance of communication in the firm and why he favors the 7:45 am check-in.</p>
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Assigning Ultimate Responsibility for an Account
<p>In this episode Gui Costin talks about why it is important to make one person ultimately responsible for a given account.</p>
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Content is King
<p>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.</p>
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How To Launch a Mutual Fund
<p>In this episode Gui Costin talks about the steps that are gone through when launching a mutual fund.</p>
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#1 Activity All Sales People Should Be Doing
<p>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".</p>
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Millennials
<p>In this episode Gui Costin talks about tailoring your strategies toward the consumption habits of millennials and not overlooking them as important potential investors.</p>
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Policies and Procedures Drive Everything
<p>On this episode Gui Costin talks about the importance of policies and procedures to raising capital and how they have clearly documented their process.</p>
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Tell Them What They Want to Hear
<p>On this episode Gui talks about telling your investors what they want to really hear about....your insight.</p>
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