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Institutional Sales - What Does It Take? episode artwork

EPISODE · Mar 26, 2021 · 1H 12M

Institutional Sales - What Does It Take?

from Internal Use Only · host Dan Sullivan

Send us Fan MailToday's guest is a wholesaler that covers institutional clients throughout the Western US. We talk about learning the ropes of the finance industry (and how bad we all are when we first start!). We detail various elements of the institutional sales cycle: RFPs, due diligence, networking. He also tells a story about coordinating a successful $1.3b investment mandate. Lastly, he shares his thoughts on what personal attributes are needed to be successful in the role.Support the show

Episode metadata supplied by the publisher feed · Published Mar 26, 2021

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Institutional Sales - What Does It Take?

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This episode is 1 hour and 12 minutes long.

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This episode was published on March 26, 2021.

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