Gui Costin is the Founder and CEO of Dakota.
More about Gui Costin, Founder, CEO
RIA Insights
| March 29, 2021
One of the biggest problems when selling to RIAs is the size of the market — it can be overwhelming...
Read More
Video
| March 19, 2021
In a world without in-person meetings, you’ve likely already been told how important it is to...
Read More
Sales Best Practices
| March 17, 2021
If you’ve ever found yourself staring down a pipeline of prospects, unsure what to do next or who...
Read More
Technology
| March 5, 2021
If you’re in the investment industry, you know how hard it can be to trust a database that promises...
Read More
Technology
| February 26, 2021
If you’ve ever looked at your CRM or your database of accounts and contacts and felt overwhelmed by...
Read More
Sales Best Practices
| February 19, 2021
These days, we’re all trying to maximize our time and become the best, most efficient versions of...
Read More