Gui Costin is the Founder and CEO of Dakota.
More about Gui Costin, Founder, CEO
RIA Insights
| January 6, 2022
If you're in investment sales, you likely already know that one of the biggest problems of selling...
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Technology
| November 29, 2021
As an investment sales person, you’re probably tired of hearing that you have to keep your CRM data...
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Technology
| November 18, 2021
If you're in investment sales, you already know how critical it is to keep your CRM updated. We...
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Sales Best Practices
| November 3, 2021
Think of the last time you started a new job. What was your training like? Did you have the...
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Sales Best Practices
| October 28, 2021
Walking into a board meeting to pitch a final presentation to the public pension board can be...
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Sales Best Practices
| October 15, 2021
If you’re in the investment sales industry, then you already know that getting a meeting, building...
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