Key Takeaways

  • The importance of having a structured sales process and effective leadership in place, with a focus on aligning team efforts with the company’s strategic goals and values to enhance performance and client relationships

  • The use of CRM systems, especially Salesforce, is highlighted as a key component in managing sales processes and improving team effectiveness, with Steve providing real-world examples of the benefits of integrating technology in sales

  • Emphasizing patience and continuous improvement, Steve encourages a mindset geared towards long-term success and underscores the significance of fostering a strong team culture and individual growth within the investment industry

Watch GQG Partners’ Managing Director of Global Distribution, Steve Ford, CAIA, discuss how he leverages his extensive experience in client engagement and leadership to underscore the importance of a structured sales process, effective team leadership, and the maintenance of high standards for enhanced performance and client relationships. He advocates for the strategic use of CRM systems and aligning team efforts with company values to foster a positive culture and drive business success. 

In this Rainmaker podcast, he also emphasizes the significance of patience, advocating for a mindset of continuous personal and team improvement. He champions a process-oriented approach to sales and leadership, ensuring consistency and measurable outcomes, and shares practical advice based on his own career journey and pivotal decisions. 

Views and opinions are expressed as of 10 January 2024.

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The information provided in this video does not constitute investment advice and no investment decision should be made based on it. Neither the information contained in this video or in any accompanying oral presentation is a recommendation to follow any strategy or allocation. In addition, neither is a recommendation, offer or solicitation to sell or buy any security or to purchase of shares in any fund or establish any separately managed account. It should not be assumed that any investments made by GQG Partners LLC (GQG) in the future will be profitable or will equal the performance of any securities discussed herein. Before making any investment decision, you should seek expert, professional advice, including tax advice, and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the law of your home country, place of residence or current abode.

This video reflects the views of GQG as of a particular time. GQG’s views may change without notice. Any forward-looking statements or forecasts are based on assumptions and actual results may vary.

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