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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

San Antonio, Texas RIA Insights | January 14, 2022

Top 5 RIA Firms in San Antonio

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

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Charlotte, North Carolina RIA Insights | January 12, 2022

Top 10 RIA Firms in the Charlotte 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 RIA Insights | 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 RIA Insights | 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 Technology | 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 Technology | 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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