Preparing for “Fund Marketing Secrets” podcast


Podcast’s hosts: Matt Krause and Baldwin Berges

  • Matt is the principal of Doppler, there’s more about him here.
  • Baldwin has been active in the investment industry for more than 20 years. His speciality is all about positioning investment opportunities so they are easy to understand and developing strategies and systems to convert more opportunities into business during long sales cycles. Find out more about Baldwin at his website.

Podcast’s format: audio interview (no video), 25-45 minutes
Podcast’s target audience: thought leaders in the investment industry

The guest mentions who they are and what they do, and then mentions one marketing lesson in particular that they learned while coming up in the investment world, and then talks in general around that topic. Things like what they learned, why newbies often don’t do it, what they should do instead, stuff like that.

Consider this an opportunity to speak to your peers about what you think is important. What would you like them to know you for?



Please use headphones. They don’t have to be fancy; the ones you use with your iPhone are fine.

Please use Chrome or Firefox. Sometimes Internet Explorer works for this, but most of the time it doesn’t.

Preparation before the call:

Please look at the typical questions below. It helps you know where the conversation will probably go.

Do the interview in your office or in a quiet conference room if you can.

Matt will email you a link before the call. Click that link to start the conversation with Matt.

Typical questions:

  • Tell us your name.
  • Tell us a little bit about your work. What do you do?
  • Tell us about something you learned while coming up in the industry.
  • How did you learn it?
  • In your opinion, why don’t people already do it that way?
  • And finally, tell our listeners how they can get in touch with you.

Other notes:

  • If you want to talk about multiple things you learned, that’s fine. But just sticking to one thing you learned allows us to keep the episode focused, and allows us to dig deeper in the interview into why newbies act that way, and what you think they should do instead.
  • Confidentiality: Remember that these recordings are public, but we know that much of your work is confidential. So if we ask for too much information, just say something like, “I prefer not to mention names,” or “I prefer not to mention the company by name.” Of course, we like as much detail as possible, but if you don’t want to mention a name, don’t worry, it won’t hurt our feelings.

What we’ll do after the interview:

We’ll transcribe it and then send you your own copy of the written transcription and the audio file, so you can keep a copy for your records, or pass it on to your own clients, or post it on LinkedIn, or show it to your mom, or do whatever you want to do with it on your end.