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

| November 14, 2023

How to Leverage Cold Calling in Investment Sales

Cold calling is an intimidating task, especially if you haven’t made any before. As a salesperson,...

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city skyline | August 18, 2023

The Top Databases of RIAs and How to Get the Most Out of Them

At Dakota we have been raising capital within the RIA space since 1997 and have raised over $9...

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| June 8, 2023

May 2023 Public Plan Commitment Summary

The month of May saw: Subdued markets in May led to a small increase in funded status from 74.5% to...

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| June 6, 2023

Q1 2023 ETF Recap

For the first time in over a year, the capital markets treated allocators well in both fixed income...

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| May 25, 2023

The Characteristics of an Elite Salesperson

If you're in the investment sales business, or you're thinking about becoming an investment...

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skyline | May 24, 2023

Second Half of April 2023 Financial Advisor and RIA Moves and Acquisitions

Independents and Banks: Dustin Mac Brown (DM Brown Financial Services) in Scottsdale, AZ with $190...

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