Gui Costin, Founder, CEO

Gui Costin is the Founder and CEO of Dakota.

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Blogs By Gui Costin, Founder, CEO

Milwaukee, Wisconsin | January 11, 2022

Top 10 RIAs in the Milwaukee Metro Area

If you're in investment sales, you likely already know that one of the biggest problems of selling...

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St. Louis, Missouri | January 7, 2022

Top 10 RIAs in the St. Louis Metro Area

If you're in investment sales, you likely already know that one of the biggest problems of selling...

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Cincinnati, Ohio | January 6, 2022

Top 10 RIA Firms in the Cincinnati Metro Area

If you're in investment sales, you likely already know that one of the biggest problems of selling...

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iMac on a desk | November 29, 2021

Why Your Investment Sales Team is CRM-Resistant — And How to Change That

As an investment sales person, you’re probably tired of hearing that you have to keep your CRM data...

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Person taking notes with phone and laptop | November 18, 2021

10 Salesforce Integration Apps to Improve Investment Sales Productivity

If you're in investment sales, you already know how critical it is to keep your CRM updated. We...

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two women looking at laptops | November 3, 2021

5 of the Best Investment Sales Training Programs to Kick Off 2023

Think of the last time you started a new job. What was your training like? Did you have the...

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