Dakota Rainmaker Podcast

← Dakota Rainmaker Podcast29 sept · 33 min

If It's Not in Salesforce, It Didn't Happen: Michael O'Shea on Sales Discipline at Origin Investments

If It's Not in Salesforce, It Didn't Happen: Michael O'Shea on Sales Discipline at Origin Investments29 sept33 min

In this episode of the Rainmaker Podcast, Gui Costin sits down with Michael O'Shea, Director and Head of Private Wealth Solutions at Origin Investments, for a wide-ranging conversation about systems, discipline, and what it actually takes to build a durable capital-raising career. Michael's path into the business started almost by accident nearly two decades ago, when curiosity about what a REIT and a Series 7 actually were pulled him into calling on advisors and raising capital for niche, ta...