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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

man in a suit Sales Best Practices | October 28, 2021

3 Tips for Presenting to a Public Pension Board

Walking into a board meeting to pitch a final presentation to the public pension board can be...

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people at a conference table Sales Best Practices | October 15, 2021

3 Ways to Establish a Growth Mindset Across Your Investment Sales Team

If you’re in the investment sales industry, then you already know that getting a meeting, building...

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Technology | October 6, 2021

The 3 Types of Metrics That Will Drive CRM Adoption Across Your Investment Sales Team

Picture this: it’s Monday morning and your boss is asking to review your activity reports for the...

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Sales Best Practices | September 24, 2021

7 Common Mistakes Investment Salespeople Make — And How to Fix Them

If you’re in investment sales, you’re no doubt already familiar with the prolonged, high-stakes,...

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Two computer monitors on desk Technology | September 24, 2021

The Top 13F Filing Databases: Whalewisdom vs. Opportunity Hunter vs. SEC-API

If you sell in the RIA channel, you already know that there are no shortage of firms to call on...

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Businesswoman working at desk CRMs | September 17, 2021

The 8 Best CRMs for Private Equity Firms

Have you ever found yourself scrambling, trying to remember who you met with last week, two weeks...

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