Eighteen months. That's all you have. If you are in investment sales, that's how long you have to build a pipeline and start raising money. Or else. The problem? Most investment firms don't provide the tools and training for their fundraisers. Why? Because the majority of fundraisers learned from watching others and considered that ""training."" The net result? High turnover and unhappy careers.
Fortunately, there's a better way. Dakota is a multibillion-dollar fundraising organization that has perfected the four principles of investment sales success: set proper expectations, know who to call on, know what to say, and build a killer follow-up system. These four principles, when applied consistently, lead to outstanding results.
Whether you're an investment salesperson and want to exponentially increase your effectiveness by learning the proper way to work or an executive who's tired of the rampant turnover that plagues most firms, The Dakota Way proves that you don't have to be born with anything special to be great at investment sales. You just need the right training-and a proven process to follow.
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Gui Costin is the founder and CEO of Dakota, a company built to help investment firms grow their businesses. Since 2006, Dakota's fundraising services and data solutions have helped thousands of investment firms and their salespeople scale their businesses and careers.
Morgan holds dual degrees in Marketing from the Eli Broad College of Business and Psychology from Michigan State University, where she was a member of the Pi Beta Phi MI Gamma Chapter. Originally from Michigan, she now resides in Philadelphia working at Dakota on the Marketing Team.
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