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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

people at work Sales Best Practices | February 16, 2022

What Makes a Good Company Culture? How Dakota Sets Itself Apart

If you’ve ever left a job or spent any time on LinkedIn, chances are you’ve probably heard that...

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Man working at computer monitor Technology | February 11, 2022

Discovery Data vs. Dakota Marketplace: Which is Right For You?

It can be overwhelming to try and find the right institutional investor database for your business....

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West Palm Beach, Florida RIA Insights | February 10, 2022

Top RIAs on the East Coast of Florida

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is...

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Man using laptop Technology | February 9, 2022

The 2 Major Reasons CRMs Get a Bad Reputation (and How to Overcome Them)

As an investment salesperson, you’re probably used to rolling your eyes when the word “CRM” is...

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Laptop keyboard Technology | January 27, 2022

5 Reasons to Adopt Salesforce as Your Investment Sales Team’s CRM

So, you need a CRM for your investment sales team. You want to capture leads, report on your...

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men looking at a laptop Technology | January 21, 2022

10 Surprising CRM Adoption Stats (and how to avoid becoming one of them)

As a salesperson, you’re probably already rolling your eyes at the title of this article. You’re...

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