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

| July 21, 2022

How to Host an Effective Quarterly Update Webinar for Your Investment Firm

As one quarter wraps up and another begins, many money managers are finalizing last quarter’s...

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| July 14, 2022

How Investment Sales Teams Can Use Social Media to Grow Their Business

Social media might not be the first thing investment sales people think of when talking about their...

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| June 30, 2022

The Top 10 Holders of Energy ETFs in 2022

It was not that long ago in April 2020 when US crude oil had gone negative ( below $0) as the Covid...

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| June 23, 2022

How to Use Custom Lists in Your CRM to Improve Sales Efficiency

By now, if you’re a salesperson, you already know the importance of entering (clean, accurate) data...

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hands on a macboook | June 8, 2022

The True Cost of Clean Investment Sales Data: A Breakdown

As a salesperson or a sales leader, you have one enemy greater than all the others. Sure,...

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skyline | May 27, 2022

The Top 10 RIAs in Stamford

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

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