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A Distribution Masterclass for Emerging Investment Sales Professionals

Excel in the investment sales industry

Are you new to investment sales? Are you wondering how you can grow your career from the outset? Do you want to ensure you make the most of your first 18 months at a firm?

Join us on 12/6 at 4:00pm EST for a Roundtable designed for new investment salespeople.

You'll learn how to excel in the investment sales industry with an exclusive Roundtable session with Gui Costin, Founder and CEO of Dakota.

After this session you’ll have a clear understanding of:

  • The processes and procedures you need to raise money for an investment firm
  • How to implement and use a CRM at scale 
  • How to set and exceed expectations with Portfolio Managers, CIOs, and other sales leaders
  • And more

Roundtable seats are $99 each and will be credited towards any future Dakota Rainmaker memberships after the session. 

Register now — Roundtables are limited to 8 people per session!

Register For The Event

Register Now

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Dakota Live!