The Inner Circle Podcast: Recent Episodes
The Inner Circle Podcast
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.
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 talks about three important elements of the sales process, what he called the "three legs of the sales stool".
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.