Gui Costin, Founder, CEO

Gui Costin is the Founder and CEO of Dakota.

More about Gui Costin, Founder, CEO

Blogs By Gui Costin, Founder, CEO

skyline | August 4, 2022

Financial Advisor and RIA Acqusitions Reported the Week of July 29

Barry Power and his team The Power Wealth Management Team (including Jr FA Ben Alsop and CSAs...

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keyboard, notebook and coffee | July 27, 2022

The Top 10 Holders of Values ETFs

Passive ownership of the S&P 500 has doubled in the past seven years, with 21% of market...

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| July 21, 2022

How to Host an Effective Quarterly Update Webinar for Your Investment Firm

As one quarter wraps up and another begins, many money managers are finalizing last quarter’s...

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| July 14, 2022

How Investment Sales Teams Can Use Social Media to Grow Their Business

Social media might not be the first thing investment sales people think of when talking about their...

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| June 30, 2022

The Top 10 Holders of Energy ETFs in 2022

It was not that long ago in April 2020 when US crude oil had gone negative ( below $0) as the Covid...

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| June 23, 2022

How to Use Custom Lists in Your CRM to Improve Sales Efficiency

By now, if you’re a salesperson, you already know the importance of entering (clean, accurate) data...

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