loader from loading.io

The Inner Circle Podcast presented by Dakota

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.

info_outline Ask! Ask! Ask! 11/26/2018
info_outline The Importance of CRMs 11/23/2018
info_outline #1 Problem of Small Asset Managers 11/21/2018
info_outline 3 Irrefutable Laws of Investment Sales 11/19/2018
info_outline The Biggest Mistake PM's & Sales People Make in Meetings 11/16/2018
info_outline What most Asset Manager CEO's Don't Understand About Communication 11/14/2018
info_outline Assigning Ultimate Responsibility for an Account 11/12/2018
info_outline Content is King 11/09/2018
info_outline How To Launch a Mutual Fund 11/07/2018
info_outline #1 Activity All Sales People Should Be Doing 11/05/2018
info_outline Millennials 11/01/2018
info_outline Policies and Procedures Drive Everything 10/31/2018
info_outline Tell Them What They Want to Hear 10/29/2018
share