If you're new to any industry, you know how critical the first few months can be. You're trying to hit the ground running while learning everything you can about your new firm, and trying to make an impact as early on as you can.
It can be stressful, especially if you're in a fast-paced environment, or one that does not have a set training plan for new employees. As turnover in nearly every industry increases, it's becoming even more important to train new teammates effectively.
At Dakota, where we've raised over $40 billion since 2006, we noticed the lack of training programs specific to investment sales, and have tried to remedy that with our Dakota Rainmaker sales training program.
Rainmaker offers online and live training designed to give new investment salespeople the tools and skills they need to scale their career within their first eighteen months at a firm.
In this article, we're outlining the three Dakota Rainmaker course options, including the topics covered and price of each. By the end of the article, you'll have a clear understanding of which might be a fit for you and your firm.
We'll start with Sales the Dakota Way.
Sales the Dakota Way consists of four modules. In this course, you will learn the basics with our flagship training program that highlights the four key principles of investment sales: setting expectations, knowing who to call on, presentation training, and the follow-up system.
Through this course you’ll learn everything you need to know to hit the ground running at your firm, and make the most of those first critical 18 months.
Specifically, you will learn proven sales techniques including how to set goals, script a pitch, and build a business plan for your firm.
The first module of this course focuses on setting expectations. We’ll cover how to set clear expectations with your portfolio manager, CEO, and head of sales to avoid miscommunication and confusion.
Second, you'll focus on knowing who to call on. This module will teach you the importance of finding people who buy what you sell, and how to increase this number over time.
In the third module, you will hone your presentation skills, focusing on bringing your firm’s story to life so you can use it to connect with your buyer.
And finally, the fourth module focuses on creating a follow-up system. Here you will learn to communicate like a true sales leader and target your message to the right audience.
This course is $1,500.
The Rainmaker Live: Introductory Course is a one-hour live course with Gui Costin, the founder and CEO of Dakota.
These are live sessions that offer an introduction to the four core principles of investment sales. You’ll gain insight into these principles and how to implement them into your firm.
During the hour-long session, you’ll take a deeper dive into setting expectations, knowing who to call on, presentation training, and the follow-up system.
$495 per person.
Dakota Rainmaker Live: Masterclass Course is a four-hour intensive course broken into two two-hour sessions.
At the end of the sessions, you’ll walk away with tangible assets to start using immediately with your firm. The seats are limited to five people per session and features interactive small groups.
In this course you will spend an hour on each of the four core principles to investment sales. Aside from getting an overview of each, you’ll have walk away with ways to put them into practice. We supply you with physical workbooks to create a business plan and sales pitch.
$2,495 to register.
If you are looking for…
Get started with Dakota Rainmaker today:
Written By: Gui Costin, Founder, CEO
Gui Costin is the Founder and CEO of Dakota.
September 30, 2022
October 26, 2022
925 West Lancaster Ave
Bryn Mawr, PA 19010
Tel: (610) 642-1481