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Video Gui Costin, Founder, CEO | March 4, 2022

6 Tips for Taking Your Video or Webinar Presentation to the Next Level

Even after two years on Zoom, we’ve all had moments where presenting or sharing on video has felt...

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Sales Best Practices Gui Costin, Founder, CEO | February 18, 2022

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Technology Gui Costin, Founder, CEO | February 17, 2022

Money Market Directory 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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Sales Best Practices Gui Costin, Founder, CEO | 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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Technology Gui Costin, Founder, CEO | 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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RIA Insights Gui Costin, Founder, CEO | 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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Technology Gui Costin, Founder, CEO | 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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