All Things Fundraising

Adapting to Win: Sales Strategies for the Financial World with Artisan Partners


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In this engaging Dakota Rainmaker Podcast episode, Gui Costin converses with Chris Krein from Artisan Partners, delving into the evolving strategies of sales and distribution in the financial sector. Chris emphasizes the significance of talent acquisition, a diverse team environment, and Artisan's unique distribution model that aligns dedicated commercial teams with investment teams for optimized client service. They explore the essentials of impactful first impressions, integrity in recruitment, the benefits of CRM systems like Salesforce, and the importance of belief in one's product. Chris also highlights mentorship and continuous learning as keys to a successful sales career in investment, offering deep insights into sales excellence and client relationship management.

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All Things FundraisingBy Dakota Team