Course curriculum

  1. 1

    • Why This Course Will Fundamentally Change How You Sell

    • Brief Background on Gui Costin, Course Leader

    • Dakota, a Company That Has Raised Over $40 Billion for Boutique Investment Firms

    • The Fundamentals That the Best Investment Salespeople Execute on a Daily Basis

    • The 18 Month Survival Guide: How to Survive and Thrive as an Investment Sales Professional
  2. 2

    • What Processes the Best Salespeople Follow to Get Top Results (not just Dakota)

    • The 4 Core Principles That Will Help You Scale Your Investment Firm

    • Focus on What Matters Most: FYI Your Competition is Not Doing This!

    • Why Sales People Fail: Too Much Thinking Not Enough Doing: How to Turn Your Brain Off
  3. 3

    • Set Proper Expectations with Upper Management to Drive Success

    • Why Reporting & Transparency Will Give You a Job for Life

    • Pick the Proper Channels to Sell to First
  4. 4

    • You Grow Apples & Sell to Apple Buyers - Don't Try & Convince Orange Buyers to Buy Apples

    • Product Market Fit: Selling to the Right Channels Day 1

    • The Growth Mindset - Why Obsessing Over Your TAM is Mandatory

    • This One Process Has Led to Billions of Dollars Raised

    • City Scheduling

    • The Rainmaker Email Guide

    • Account Based Selling

    • Bonus: Enter Your Scheduled Meetings to 10x Your Productivity
  5. 5

    • Are You Going to Control Your Story or Let the Allocator? Do So At Your Own Risk

    • We Sell Air, Numbers and Words. Keep Your Story Simple for the Deepest Connection

    • Don't Let a Buyer of Sculptures Carve Your Sculpture: Control the Meeting from the Beginning

    • The Tough Questions to Ask at the End So You Don't Look Foolish in front of Your Boss

    • Practice? Are We Really Talking About Practice? We Are From Philly and Yes We Are Talking About Practice
  6. 6

    • Follow-up: The Most Difficult Thing Even For the Uber Salespeople

    • How to Create Sales Triggers to Effortlessly Stay in front of Prospects

    • Sales Triggers Part 2: The 3 Step Process for Follow-up

    • Your CRM is Your Best Friend and Should Be Your Sales Operating System

    • Wrap Up
  7. 7

    • Coaching The Dakota Way

    • Rainmaker Storytelling Masterclass

    • Salesforce Setup guide

    • Rainmaker Mindset Masterclass

    • SAAS Videos for Dakota Careers

    • How to Hire, Train, Lead, and Manage for Real Success in the RIA Channel

    • Rainmaker Sales Channel Review

    • The Unspoken Rules: Secrets to Starting Your Career Off Right