The Investment Sales Playbook: A Conversation with Eaton Vance's Matt Witkos

In this insightful episode of the Dakota Rainmaker Podcast, host Gui Costin, Founder and CEO of Dakota, engages with Matt Witkos, Managing Director at Eaton Vance, to explore the nuances of sales and distribution in the investment industry. Matt, with his extensive background, takes listeners through his professional journey from his start at Putnam to his current role, including valuable experiences at Nuveen and GE.

The conversation centers around pivotal topics like identifying and engaging top advisors, a crucial aspect for business growth in the financial sector. Matt emphasizes the use of data and analytics in pinpointing these key individuals.

Another significant theme is the optimization of sales capacity. Matt discusses the importance of resource allocation and the need for sales strategies that are both efficient and effective. This includes understanding the unique profiles of advisors and tailoring approaches accordingly. Matt also shares insights into adapting sales tactics across various channels and products, highlighting the necessity of flexibility and customization in sales strategies to meet the diverse needs of different market segments.

The episode is further enriched by Matt’s philosophy on sales leadership, focusing on the critical role of CRM systems and strategic client segmentation. He underscores the importance of these tools in not just managing sales processes but also in adding value to both sales teams and clients. 

This episode is particularly beneficial for professionals in the fields of sales, marketing, and investments. It offers practical advice, strategic insights, and real-world experiences from a seasoned industry leader, making it a must-listen for those looking to enhance their understanding of sales dynamics in the investment industry.

Matt’s expertise provides a roadmap for navigating the complex landscape of financial sales and distribution, making this episode a valuable resource for both seasoned professionals and newcomers to the field.