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

| August 13, 2021

How to Hire, Train, Lead, and Manage for Real Success in the RIA Industry

Have you ever felt like you should be raising money with RIAs, only to wonder whether or not it’s...

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laptop on a desk | July 16, 2021

9 Things Every Investment Firm's Tech Stack Should Include

If you work at an investment firm, you know that every meeting matters. What you do before, during,...

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planner, pen, mug, and laptop on desk | July 9, 2021

7 Trends Driving Alternative Investments in RIAs and MFOs

If you’re in the Alternative investment industry and wonder if calling on RIAs is worth the effort,...

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window asking your story | June 25, 2021

How to Bring Your Investment Firm's Story to Life

In investment sales, there’s a huge focus on getting the meeting, often at the expense of crafting...

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Business professionals working on desktop monitors | June 18, 2021

What is TAM and How Does It Relate to Sales?

If you’re a salesperson, you already know exactly how important it is to always have a pool of...

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Business professional analyzing laptop | June 10, 2021

5 Reasons Your Investment Sales Emails Aren’t Getting Read — And How to Fix It

As the world slowly opens back up and more in-person meetings are being set, it’s important to know...

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