Shows
All Things FundraisingMichael Sidgmore on Winning the Wealth ChannelIn this episode of The Rainmaker Podcast, Gui Costin sits down with Michael Sidgmore, Partner and Co-Founder of Broadhaven Ventures and Founder of Alt Goes Mainstream, to unpack one of the most important structural shifts in asset management today: the convergence of private markets and private wealth.Michael begins by walking through his path from growing up outside Washington, D.C., to studying at the London School of Economics, where he first gained exposure to private markets by leading one of the world’s largest student-run hedge fund and private equity conferences. That early immersion led to ro...
2026-02-1751 min
Dakota Rainmaker PodcastMichael Sidgmore on Winning the Wealth ChannelIn this episode of The Rainmaker Podcast, Gui Costin sits down with Michael Sidgmore, Partner and Co-Founder of Broadhaven Ventures and Founder of Alt Goes Mainstream, to unpack one of the most important structural shifts in asset management today: the convergence of private markets and private wealth.Michael begins by walking through his path from growing up outside Washington, D.C., to studying at the London School of Economics, where he first gained exposure to private markets by leading one of the world’s largest student-run hedge fund and private equity conferences. That early immersion led to ro...
2026-02-1751 min
All Things FundraisingThe Emerging Manager Growth Show - Episode 40In Episode #40 of the Emerging Manager Growth Show, Gui Costin and the Dakota team explore how the rise of new media is reshaping fundraising and why content has become a critical growth lever for emerging managers. The discussion blends practical fundraising advice with timely market insights, covering how managers can use content marketing more effectively, what family offices are prioritizing today, and where allocators and managers should be showing up in 2026. Gui also walks through the core principles behind The Dakota Way, sharing lessons on setting expectations, targeting the right investors, sharpening messaging, and executing disciplined follow-up. The episode...
2026-02-1030 min
All Things FundraisingHow Cold Email Really Works Today with Adam RosenIn this episode of The Rainmaker Podcast, Dakota Founder and CEO Gui Costin sits down with Adam Rosen, founder of an email marketing agency that helps startups, unicorns, and large enterprises generate sales through cold email. The conversation offers a practical, experience-driven look at how cold outreach has evolved, and why it remains one of the most effective tools in modern sales when executed correctly.Adam begins by walking through his entrepreneurial origin story, from studying sport management in college to discovering entrepreneurship late in his academic career. That pivot led to his first startup, a college...
2026-02-0332 min
Dakota Rainmaker PodcastHow Cold Email Really Works Today with Adam RosenIn this episode of The Rainmaker Podcast, Dakota Founder and CEO Gui Costin sits down with Adam Rosen, founder of an email marketing agency that helps startups, unicorns, and large enterprises generate sales through cold email. The conversation offers a practical, experience-driven look at how cold outreach has evolved, and why it remains one of the most effective tools in modern sales when executed correctly.Adam begins by walking through his entrepreneurial origin story, from studying sport management in college to discovering entrepreneurship late in his academic career. That pivot led to his first startup, a college...
2026-02-0332 min
The National Squash League PodcastDakota CEO Gui Costin, ATL Tornadoes' Nick Matthew, NSL Draft Review, Preview of NSL Season and Week 1 MatchesSend a textWith new Co-Host Spencer Lovejoy, we sit down with the CEO of Dakota, the new presenting sponsor of the National Squash League, Gui Costin (1:38 - 15:38). We talk about his path to the founding of Dakota, how they've evolved since 2006, and why he is excited about this partnership with the National Squash League.Next, Spencer gives a quick State of the Union on the NSL, a review of the NSL Draft, and a preview of the Men's and Women's NSL Seasons and Week 1 Matchups (15:44 - 52:00).We wrap up with the Atlanta...
2026-01-271h 12
All Things FundraisingThe Emerging Manager Growth Show - Episode 39In Episode 39 of The Emerging Manager Growth Show, Gui Costin breaks down how banks and broker-dealers fit into an emerging manager’s fundraising strategy—and how to engage them effectively.Gui explains why execution matters more than market conditions, emphasizing early-year planning, disciplined outreach, and consistent activity as the true drivers of momentum. He debunks common myths around needing $500M+ in AUM or a large wholesaling team, and outlines how early engagement with home offices can shorten future sales cycles. The episode also covers city scheduling, cold outreach as a long-term brand builder, and why combining top-down and...
2026-01-1317 min
Strategic Counsel by ForthRight BusinessQuick Hits: How to Build Unconventional Cultures That Thrive with Gui Costin, DakotaIt’s a unique time for company culture. From dilemmas about flexible work schedules to generational gaps, leaders are throwing up their hands trying to figure out how to motivate without micromanaging. It might just take an unconventional culture to thrive. In this Quick Hit, you’ll hear from a thought leader who’s built just that, Gui Costin, the Founder & CEO of Dakota and Author of The Dakota Way and Millennials Are Not Aliens. Listen to the full episode here
2025-12-3112 min
Light Up Your BusinessLeading with Kindness Creates Stronger Companies: Interview with Gui CostinSend us a textHow do you build a company where people thrive without micromanagement while still maintaining high performance? In this revealing conversation, Gui Costin, founder and CEO of Dakota, shares the leadership principles that have helped him grow from a single client to a 90-person organization that has raised over $40 billion for investment firms.Costin's entrepreneurial journey began after being fired from his 13th job, when he discovered the power of getting paid to provide a service. With refreshing candor, he explains how focusing on solving real problems for clients became the foundation...
2025-12-151h 15
All Things FundraisingThe Emerging Manager Growth Show - Episode 38In Episode 38 of The Emerging Manager Growth Show, Gui Costin shares why RIAs are the top fundraising channel for emerging managers—and how to break in effectively.He debunks myths about needing large AUM, long track records, or fee flexibility, and explains why cold outreach is essential to success. Gui walks through city scheduling, crafting strong email invites, and using quarterly webinars to drive awareness. He also outlines how to leverage CRM for pipeline tracking and why asking two key questions in every meeting helps qualify real opportunities.A must-watch for fundraisers looking to scale sm...
2025-12-0918 min
Growth AmplifiersTransformational Leadership & Sales with Gui CostinTransformational Leadership & Sales with Gui Costin | Growth Amplifiers Podcast
Join host Manny Torres on Growth Amplifiers as he interviews Gui Costin, CEO and founder of Dakota, an innovative investment services company. With Dakota having helped clients raise over $40 billion, Gui shares his unique approach to building successful workplace cultures in the finance industry
As the author of 'Millennials Are Not Aliens' and 'The Dakota Way', Gui discusses his insights into marketing, sales, and leadership, emphasizing the importance of kindness and people-focused strategies.
He also sheds light on embracing generational differences, leveraging modern sales tactics, and the critical role of leadership...
2025-11-3017 min
All Things FundraisingThe Emerging Manager Growth Show - Episode 37In Episode 37 of The Emerging Manager Growth Show, Gui Costin unpacks the realities of cold outreach and city scheduling for emerging managers looking to raise capital. The conversation dives into why disciplined outreach—especially through the RIA channel—remains the most effective path to building a fundraising pipeline, no matter your track record or fund size.Listeners will learn how to structure five-meeting days across key metro areas, craft high-conversion cold emails that make it effortless for allocators to say yes, and avoid common myths like “no reply means no interest.” Gui also share how to use CRM trac...
2025-11-1129 min
Gemba Academy Podcast: Lean Six Sigma | Toyota Kata | Productivity | LeadershipGA 603 | The Culture of Calm with Gui Costin
This week’s guest is Gui Costin. Ron and Gui discuss fostering a calm company culture, bringing out the best in people, dealing with different generations and personality types in the workplace, and more. An MP3 audio version of this episode is available for download here.
In this episode you’ll learn:
Gui’s favorite quote (2:49)
His background (4:22)
The concept of continuous improvement culture (5:45)
The definition of kindness (10:46)
Gui’s take on personality types (13:53)
The culture of calm (18:01)
Managing employees of a younger generation (21:04)
Some actionable steps you can take to improve your company’s culture...
2025-10-2337 min
All Things FundraisingEmerging Manager Growth Show - Episode #36In Episode 36 of The Emerging Manager Growth Show, Gui Costin and Dan DiDomenico dive into best practices for cold email outreach and authentic communication with allocators.The episode highlights why authenticity and personalization win over automation in today’s fundraising environment. Gui and Dan share how to craft thoughtful, human emails that cut through the noise, structure a consistent meeting cadence across top RIA markets, and use quarterly webinars as an effective brand-building engine.Listeners will learn how to gamify their outreach schedule, avoid common fundraising myths, and treat cold outreach as a long-term relationship-building st...
2025-10-1433 min
All Things FundraisingUnlocking Differentiation: How to Make Your Investment Strategy Stand OutIn this episode of the Rainmaker Podcast, host Gui Costin speaks with Mark Levy, a differentiation expert and founder of Levy Innovation, known for helping individuals and organizations stand out through what he calls “big sexy ideas.” Levy has worked with major companies and thought leaders, including Simon Sinek, and emphasizes the power of clarity, surprise, and storytelling in business communication.The episode centers around the critical importance of differentiation in the investment business, especially for fundraisers and marketers constantly facing competition. Levy explains that being “better” than competitors often leads to vague or forgettable comparisons, whereas being “d...
2025-10-1439 min
Dakota Rainmaker PodcastUnlocking Differentiation: How to Make Your Investment Strategy Stand OutIn this episode of the Rainmaker Podcast, host Gui Costin speaks with Mark Levy, a differentiation expert and founder of Levy Innovation, known for helping individuals and organizations stand out through what he calls “big sexy ideas.” Levy has worked with major companies and thought leaders, including Simon Sinek, and emphasizes the power of clarity, surprise, and storytelling in business communication.The episode centers around the critical importance of differentiation in the investment business, especially for fundraisers and marketers constantly facing competition. Levy explains that being “better” than competitors often leads to vague or forgetta...
2025-10-1439 min
Bourbon & BusinessEpisode 135 - Gui Costin - sales, sales, salesSend a textIn this episode of the Bourbon and Business Podcast, hosts Tyler and Dakota welcome Gui Costin, founder and CEO of Dakota. The conversation covers Gui's diverse career path, the founding of Dakota, and the importance of company culture. They discuss the challenges of building a business, the significance of kindness in leadership, and the evolution of Dakota's business model. Gui shares insights from his books, the traits of successful salespeople, and the role of AI in enhancing business operations. The episode concludes with a bourbon review and final thoughts on the conversation....
2025-10-0931 min
The Find Your Leadership Confidence Podcast with Vicki NoethlingGui Costin on Implementing a Sales Process That Prioritizes Relationships and AuthenticityTitle: Implementing a Sales Process That Prioritizes Relationships and Authenticity | Gui Costin | FYLC Podcast
Description:
In this episode of the Find Your Leadership Confidence Podcast, host Vicki Noethling interviews Gui Costin, CEO and founder of Dakota, who has helped clients raise over $40B while transforming what it means to build authentic, people-first sales processes.
Gui shares insights from his books Millennials Are Not Aliens and The Dakota Way, highlighting how leaders can:
Build sales processes rooted in trust and authenticity
Create a workplace culture that inspires across generations
Engage Millennials and Gen Z...
2025-10-0435 min
GrownlearnHow Dakota CEO Gui Costin Turned Weekly Sales Meetings into “Dakota Live” and Deal FlowLegendary operator and author Gui Costin (Founder & CEO, Dakota) breaks down how a failed content bet became a growth flywheel: Dakota Live—a weekly sales meeting turned show that shares real investor intel and creates trust at scale. We get into raising from RIAs, sales coaching (his 4 principles of fundraising), and the “no-policy policy” that built a high-trust culture. Gui also shares why kindness + clear expectations outperform, how hiring for culture compounds, and how to convert content into pipeline without the gimmicks.
Host: Zorina Dimitrova
Books referenced: Millennials Are Not Aliens, The Dakota Way, and Gui’s new leadership book Be Kind...
2025-09-2521 min
Imagining Bridges to Better LeadershipGui Costin: Building a Culture of Kindness and High Performance: Leadership Lessons from DakotaAbout Gui Costin: Gui Costin is the Founder and CEO of Dakota, a financial software, data, and media company based in Philadelphia, PA.Dakota’s flagship product, Dakota Marketplace, is a database of institutional investors used by over 6,000 fundraisers and many of the leading global investment firms.Prior to starting his entrepreneurial career, Gui earned his Bachelor of Science in Rhetoric and Communications from the University of Virginia. In 2001, he relocated to Philadelphia, working for a number of firms in the area before founding Dakota in 2006....
2025-09-1829 min
Go To MarketGui Costin: AI Can't Shake Your Hand: Why Human Connection Still Wins in SalesIn this episode, Dr. Amy Cook sits down with Gui Costin, founder of Dakota and author of The Dakota Way, to talk about what really drives sales in a world obsessed with technology. Here's what you'll learn: Why face-to-face connection will always beat AI The secret to cold emails that actually get answered How to scale teams without losing culture The career hack millennials and Gen Z can't ignore Why kindness—not niceness—creates high-performance teams F...
2025-09-1021 min
All Things FundraisingThe Emerging Manager Growth Show - Episode #35In Episode 35 of The Emerging Manager Growth Show, Gui Costin and Tim Dolan share actionable strategies for emerging managers looking to raise capital through consultants, RIAs, and family offices.The episode emphasizes the importance of consistent outreach, city scheduling, and cold emailing to get in front of qualified investors. Gui and Tim break down the different consultant categories—including dedicated emerging manager consultants, large firms with EM programs, and OCIOs—and explain how to approach each effectively.Family offices and RIAs are highlighted as critical channels for early capital, discretion, and referral opportunities. The conversation also...
2025-09-0914 min
All Things FundraisingThe Emerging Manager Growth Show - Episode 34In Episode #34 of The Emerging Manager Growth Show, Gui Costin and Tim Dolan dive deep into strategies for emerging managers, focusing on how to successfully engage with Family Offices and RIAs.Gui shares his wealth of experience in raising capital, emphasizing the importance of cold outreach and consistent city scheduling. The episode covers leveraging time effectively rather than spending large amounts of money, with practical insights on managing cold outreach and setting up face-to-face meetings.Family offices are highlighted as an ideal target, offering emerging managers the opportunity to access discretionary capital early in their...
2025-08-1222 min
Evolve: Reinventing Leadership - Building Freedom CulturesThe No Policy, Policy with Gui CostinWhat happens when organizations choose not to write policies for every possible scenario?
In our latest episode of Evolve, we explore “The No Policy, Policy” — a conversation about building workplace cultures rooted in trust, accountability, kindness, and mission-driven leadership.
Rather than leading with rules, our guest talks about what it means to lead with values — trusting people to do the right thing, empowering teams to act with integrity, and staying aligned with a clear purpose.
This episode is especially relevant for leaders rethinking how to scale culture, not control it.
If you’re i...
2025-07-0638 min
Grow Your Business and Grow Your WealthCulture, Content, and the Future of Investment SalesWhat happens when you start your company after 14 jobs in 17 years? And how do you turn that into $40 billion raised?
In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt interviews Gui Costin, the energetic founder and CEO of Dakota. Gui opens up about the winding path that led him to success, the leadership missteps he corrected, and how he built a culture of mentorship, kindness, and high performance. You’ll also hear his take on the future of investment sales, the impact of AI, and the importance of consistency in content creation—even f...
2025-06-1121 min
Grow Your Business and Grow Your WealthEpisode 271: Culture, Content, and the Future of Investment SalesWhat happens when you start your company after 14 jobs in 17 years? And how do you turn that into $40 billion raised?
In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt interviews Gui Costin, the energetic founder and CEO of Dakota. Gui opens up about the winding path that led him to success, the leadership missteps he corrected, and how he built a culture of mentorship, kindness, and high performance. You’ll also hear his take on the future of investment sales, the impact of AI, and the importance of consistency in content creation—even f...
2025-06-1121 min
All Things FundraisingThe Emerging Manager Growth Show #32In Episode 32 of The Emerging Manager Growth Show, Gui Costin shares why RIAs are the top fundraising channel for emerging managers—and how to break in effectively.He debunks myths about needing large AUM, long track records, or fee flexibility, and explains why cold outreach is essential to success. Gui walks through city scheduling, crafting strong email invites, and using quarterly webinars to drive awareness. He also outlines how to leverage CRM for pipeline tracking and why asking two key questions in every meeting helps qualify real opportunities. A must-watch for fundraisers looking to scale smartly....
2025-06-1019 min
Sales POP! Podcasts: Insights from Top Experts in Sales, Marketing, Leadership & More.Mastering Sales Targeting & Outreach with Gui CostinJohn Golden of Sales POP and Gui Costin of Dakota Financial Software recently explored the essentials of sales success in today's landscape. Key themes included the critical need for specific audience targeting, with Golden warning against the inefficiency of broad approaches. Both stressed quality over quantity in sales pipelines, challenging the "feel good funnel" mentality. Costin detailed the importance of intentional, professional outreach—whether by email or phone—backed by thorough preparation and active listening. Ultimately, they underscored that managing expectations, defining target buyers precisely, and having the confidence to ask direct questions are foundational to driving sales and buil...
2025-06-0423 min
Transition To SalesSales Confidence, Culture & Connection with Gui CostinIn this episode, Heather is joined by Gui Costin, accomplished author, business leader, and founder of Dakota. Gui shares his insights on creating a trust-driven workplace culture, building effective sales processes, and navigating career growth in sales. This episode is packed with tips and strategies for women, mothers, and career changers who are breaking into sales or navigating their career growth. Heather and Gui dive into the intersection of values, leadership, and success, offering actionable advice for sales professionals and business leaders alike.About Gui Costin:Gui Costin is an entrepreneur, a...
2025-05-2632 min
Chasing The InsightsGui Costin on how to create a high performing sales teamIn this episode of Chasing the Insights, I talk to sales legend Gui Costin. Gui talks to us about how to create a high performing sales team. Gui Costin is the Founder and CEO of Dakota, a leading financial, software, data, and media company based in Philadelphia, Pennsylvania. Under his leadership, Dakota launched Dakota Marketplace, a premier database of institutional investors trusted by over 6,000 fundraisers and more than 1,400 global investment firms. Before his entrepreneurial journey, Gui earned a Bachelor of Science in Rhetoric and Communications from the University of Virginia. He began his c...
2025-05-1337 min
Sales Made EasyEp 214 | How To Win More Deals with Effective Cold Email Techniques with Gui CostinIn this episode, we dive deep into the world of selling by cold outreach with special guest Gui Costin, CEO and founder of Dakota, an innovator in investment services and expert in outbound sales. Join host Harry Spaight as he uncovers actionable strategies to master cold email outreach, book more sales meetings, and stand out in today’s crowded marketplace.Discover the secrets to successful outbound sales, including how to craft personalized cold emails that get results, the importance of consistency in prospecting, and why quality data is crucial for effective lead generation. Guy shares proven tactics fo...
2025-04-2822 minStrategic Counsel by ForthRight BusinessHow to Build Unconventional Cultures That Thrive with Gui Costin, DakotaIt’s a unique time for company culture. From dilemmas about flexible work schedules to generational gaps, leaders are throwing up their hands trying to figure out how to motivate without micromanaging. It might just take an unconventional culture to thrive. We wanted you to learn from a thought leader who’s built just that, so we welcomed on Gui Costin, the Founder & CEO of Dakota and Author of The Dakota Way and Millennials Are Not Aliens. Dakota is a sales and marketing company for investment firms that has raised over $40 billion since 2006.And as a...
2025-04-2158 min
High Octane LeadershipLeading with Kindness: Building a High-Performance Culture Without Burnout with Gui CostinIs it possible to drive high performance without sacrificing humanity? Donald sits down with Gui Costin—entrepreneur, author, and founder of Dakota—to prove that the answer is a resounding yes. From 14 jobs in 17 years to building a $25 million business, Gui shares how he went from chasing success to leading with purpose.You’ll hear Gui’s refreshing take on developing Gen Z talent, why structure and kindness aren’t mutually exclusive, and how face-to-face networking powers his company’s rapid growth. Plus, Gui reveals his “Be Kind” leadership philosophy, why Division I athletes make great sales hires, and why e...
2025-04-1732 min
The Marketing StirThe Dakota WayOn this week's episode of The Marketing Stir, Vincent is joined by Gui Costin, to discuss his experiences as Founder and CEO at Dakota, the importance of good company culture, as well as Gui's new book "The Dakota Way".Check out "The Dakota Way" at https://thedakotaway.com
2025-04-0128 min
The Ty Brady WayMastering Sales with Data Driven Growth with Gui Costin | The Ty Brady WayOn this episode of The Ty Brady Way, Ty is joined by Gui Costin, founder of Dakota, as he shares his journey from launching a fundraising business in 2006 to building a $20M revenue company serving over 1,300 investment firms. Gui highlights the power of data in sales and how having the right investor information can make all the difference.
Gui speaks about the importance of strategic follow-ups in long sales cycles. Instead of vague check-ins, Gui emphasizes scheduling the next touchpoint before leaving a meeting. Gui explains how this simple shift, agreeing on a specific follow-up time and...
2025-03-2127 min
Dakota Rainmaker PodcastSales Strategy & Leadership with Jonathan Harari, Crescent CapitalIn this episode of The Rainmaker Podcast, host Gui Costin sits down with Jonathan Harari, Managing Director and Global Head of Investor Solutions at Crescent Capital Group. The discussion offers an in-depth look into the sales philosophy and strategic approach behind Crescent’s success in institutional investment sales.Harari begins by sharing his background, from growing up in Paris to studying in the U.S. at NYU and Wharton. His career has spanned roles at PIMCO and Blackstone before he took on his current leadership position at Crescent. Throughout the conversation, Harari emphasizes his commitment to the wo...
2025-03-1135 min
The Louis Shulman PodcastHow Dakota Raised $30 Billion For Their ClientsGui Costin is the Founder & CEO of Dakota, an expert in fundraising, and a trusted coach for investment firms. Dakota specializes in helping boutique investment managers raise capital and grow their businesses, providing services and software that have contributed to raising over $30 billion since 2006.In This Episode We Cover:(00:00) Why Sales is Emotionally Challenging(03:02) Mastering Cold Outreach(06:09) Gui’s Core Principles(09:28) The Importance of Believing in Your Product(12:29) Understanding Millennial Buying Behavior(15:49) Strategies for Creating a Valuable Email Newsletter (25:36) Ne...
2025-03-1038 min
The HunterEp 07 - Building Dakota: From 14 Jobs to Purpose-Driven Leadership with Gui CostinSummaryIn this episode, Steven Clark interviews Gui Costin, Founder and CEO of Dakota, who shares his non-linear path to entrepreneurship and the principles that transformed his leadership approach. After cycling through 14 different jobs in 17 years, Gui founded Dakota to create a place where people could build long-term careers and "become the best version of themselves." Gui discusses how a failed platform pivoted into a successful database business, the importance of treating people with kindness rather than just niceness, and why cold outreach remains the foundation of effective fundraising despite technological shifts. Gui also shares i...
2025-03-0534 min
All Things FundraisingMastering Institutional Sales with Allen Gray of SilvercrestIn this episode of The Rainmaker Podcast, host Gui Costin, Founder and CEO of Dakota, sits down with Allen Gray, Managing Director at Silvercrest Asset Management Group. With decades of experience in institutional sales and marketing, Allen shares insights into his career, leadership philosophy, and the evolving landscape of institutional investing.Allen begins by discussing his career journey, which started at Kidder, Peabody & Company despite having no formal business education. He quickly adapted, completing accounting courses and participating in a management training program. After the firm's acquisition by General Electric, he sought partnership opportunities and co-founded Radnor...
2025-03-0426 min
Lifetime at Work: Finding the Meaning in Our CareersWhat We’re All Missing to Be Successful at Sales and Like It with Gui CostinEpisode 81. Sales is the engine of any successful business, yet many professionals are afraid of sales, struggle to do it well without a proper system. What separates top-performing organizations and people from everyone else?In this episode of the Lifetime at Work podcast, host Greg Martin interviews Gui Costin, founder of Dakota, a firm specializing in investment sales and distribution. Costin shares his journey in sales, the lessons he’s learned about respecting the sales process, and how a structured approach can transform results.They discuss the fundamentals of winning deals, the power of persistence, and...
2025-03-0345 min
Market Impact InsightsA Culture Of Success - Gui CostinCulture is everything when it comes to inspired, motivated teams. Dakota Founder & CEO Gui Costin is all in on building a foundation of trust, leveraging employee longevity for improved efficiency, daily check-ins for maximum alignment and the curiosity to always ask "why"? Kindness is the ultimate leadership skill that transforms lives and lifts teams to give back to the communities they serve in ways they never saw possible.
2025-02-2635 min
Notable Leaders' RadioWords Matter: How Gui Costin Built a Culture of Kindness and ExcellenceToday, on Notable Leaders' Radio, I speak with GUi Costin, Founder and CEO, of Dakota. He shares his incredible journey from a young entrepreneur influenced by his mother's insightful advice to becoming a successful business owner and author. In today's episode, we discuss: Leadership & Culture: Gui delves into the essence of effective leadership, highlighting the importance of being kind versus being nice, the significance of clear communication, and creating a positive work environment. Learn what it means to remove obstacles for your team and aspire to excellence continually. The Power of Words: As...
2025-02-1925 min
All Things FundraisingFrom “Big Rocks” to Big Wins: Todd Cassler’s Growth Strategy Framework at Cerity PartnersIn this episode of The Rainmaker Podcast, Gui Costin sits down with Todd Cassler, Chief Growth Officer and Partner at Cerity Partners, to explore the strategies and mindset that have fueled Todd’s success in financial services. With over 25 years of industry experience spanning roles at Mariner Wealth Advisors, John Hancock Investments, and Manulife Investment Management, Todd shares his journey from an unexpected start in insurance to leading growth initiatives at a firm managing $130 billion in assets.Todd discusses the nuances between institutional, wealth management, and retail channels, highlighting the key differences in decision-making processes. While institutional ma...
2025-02-1127 min
All Things FundraisingComplete Capital Structure Analysis™: Penn Capital's Secret to Small-Cap SuccessIn this episode of the Rainmaker Podcast, Gui Costin interviews Eric Green, Chief Investment Officer at Penn Capital, about the firm’s innovative approach to small-cap investing. With over 25 years of experience, Eric explains Penn Capital’s Complete Capital Structure Analysis™, a strategy that examines a company’s entire capital structure, from secured debt to equity, to uncover value and manage risk. This approach enables Penn Capital to identify market inefficiencies and outperform traditional small-cap managers.Eric discusses the firm’s focus on leveraged small-cap companies, which historically deliver strong long-term performance. He also highlights key macroeconomic factors po...
2025-02-0427 min
All Things FundraisingLeadership, Longevity, and the Future of Asset Management with Brian Maute of DWSIn this Rainmaker Podcast episode, Gui Costin interviews Brian Maute, Head of U.S. Wholesale at DWS, about his career journey, leadership philosophy, and sales strategies in asset management. Brian highlights the importance of career longevity, institutional knowledge, and building strong client relationships.He shares how DWS uses a team-centric, client-focused approach, supported by CRM systems like Salesforce for operational efficiency and effective follow-up. Brian also emphasizes leadership principles such as fostering accountability, collaboration, and a clear vision tailored to client needs.For young sales professionals, Brian offers advice on curiosity, disciplined follow-up, and confidently...
2025-01-2846 min
The Manage 2 Win Podcast#250 – The $40 Billion Secret: Gui Costin on Trust, Leadership, and Redefining SalesWould your team thrive without rules, or would chaos take over? What if redefining your sales process could drive billions in revenue? Gui Costin, founder and CEO of Dakota, a trailblazing investment services company that has helped clients raise over $40 billion. Gui's revolutionary "no-policy policy" challenges conventional management wisdom, proving that trust and autonomy can transform the workplace. Discover how this celebrated entrepreneur, top salesperson, and author reshapes workplace dynamics to engage millennial and Gen Z talent while debunking sales myths. Learn his secrets to building thriving company cultures, l...
2025-01-211h 03
Fastlane Founders and Legacy with Jason Barnard: Personal Branding, AI Strategies, and SEO InsightsHelping Investment Firms Thrive - Fastlane Founders with Gui CostinGui Costin talks with Jason Barnard about helping investment firms thrive.
Gui Costin is the Founder and CEO of Dakota, a powerhouse in the investment services industry. Dakota has helped clients raise over $40 billion since its inception in 2006. Gui leads with a singular, profound mission at heart, mentoring and fostering career growth. He is a leader in sales and marketing, and works to help educate investment firms on the processes and procedures they can implement to scale their business.
Gui explained the necessity of personal branding with clarity and authority, emphasizing how his own brand serves as the foundation for...
2024-12-2823 min
The Sales Leaders Operating System™Embracing Accountability in Sales with Gui CostinIn this episode, host Matthew McDarby sits down with Gui Costin, author and the CEO of Dakota to discuss essential strategies for effective leadership in sales. Gui shares valuable insights on taking responsibility for business processes, the importance of daily check-ins, and the positive impact of kindness and vulnerability in leadership. He emphasizes the need for detailed process documentation to keep teams accountable and reduce turnover. He also outlines how consistent sales processes can enhance product quality and foster long-term employee retention. Sales leaders will appreciate Gui's practical advice on managing team expectations and fostering...
2024-12-1842 min
All Things FundraisingBreaking Down Barriers: Jeff Carlin on Nuveen’s Shift to De-Channelized Sales ModelsIn this Rainmaker Podcast episode, host Gui Costin interviews Jeff Carlin, CFA, Senior Managing Director and Head of Global Wealth Advisory at Nuveen. Jeff shares his career journey and insights into Nuveen’s innovative approach to wealth distribution.Key takeaways include Nuveen’s shift to de-channelized sales structures, focusing on advisor segmentation and building efficient, team-oriented frameworks. Jeff emphasizes the importance of communication, CRM tools, and creating “indispensable partnerships” with advisors by solving their challenges.For aspiring professionals, Jeff advises patience, continuous learning, and embracing mentorship. He concludes with insights on fostering sustainable, collaborative teams to drive...
2024-12-101h 04
Proximity with Ken JoslinGui Costin | The Power of KindnessDiscover how kindness can revolutionize leadership in our latest episode featuring Gui Costin, the visionary founder and CEO of Dakota. Gui shares his impactful journey of establishing a thriving sales organization within the fiercely competitive investment sector. Since its inception in 2006, Dakota has flourished, amassing a powerful network of institutional investors and facilitating over $40 billion in capital. Gui opens up about the transformative power of fostering a positive company culture, where kindness and respect are not just traits but essential components of success. He emphasizes the critical role of clear communication and professionalism in nurturing a dedicated, high-performing team...
2024-12-0629 min
All Things FundraisingRevolutionizing Sports: Wayne Kimmel of SeventySix Capital on Innovation, Tech, and the Future of Fan EngagementIn this episode of the Rainmaker Podcast, host Gui Costin interviews Wayne Kimmel, CEO of SeventySix Capital, a venture capital firm transforming the sports industry through technology and innovation. Founded in 1999, SeventySix Capital has invested in companies like SeamlessWeb and Take Care Health Systems before pivoting to focus on sports.Kimmel highlights the firm’s mission to back entrepreneurs leveraging technologies like AI, data analytics, and augmented reality to enhance both athletic performance and fan experiences. He shares success stories, including the development of the NFL’s pylon cam and smart baseball bats by portfolio company Diamond Kine...
2024-11-2643 min
Dakota Rainmaker PodcastRainmaker Live! November 2024In this episode of Rainmaker Live!, Gui Costin, Founder and CEO of Dakota, and Tim Dolan break down the Four Core Principles of the Dakota Sales System, offering a step-by-step guide to achieving sales success in the investment management industry. They discuss the launch of Dakota Talent, a specialized job board connecting talent and employers, and introduce the Rainmaker Podcast, a platform where industry leaders share their strategies. Gui and Tim dive into key topics, including setting clear sales expectations, identifying high-impact target markets, mastering sales meetings, and building a robust follow-up system using CRM tools. Packed with actionable...
2024-11-2139 min
Sales Talk for CEOsThe Dakota Way: Why it Matters with Gui CostinChapters01:06 Guest Introduction01:13 Dakota's Dual Business Model02:39 Origin Story of Dakota03:10 Transition from Employee to Entrepreneur05:06 Early Days and Initial Client Acquisition06:37 Growing the Company and Sales Team Development07:42 Implementing the 'Dakota Way'09:01 CEO's Role in Sales Process10:32 Sales Team Expansion and Developing Leadership12:07 Introducing AI in Sales13:14 Utilizing AI for Enhanced Customer Targeting16:03 Cold Outreach Strategies18:50 Building a Sales Culture Focused on Belief and Persistence20:28 Importance of the Human Element...
2024-11-1928 min
All Things FundraisingThe Power of Cold Outreach in Private Markets with Valentine Whittaker of Epic FundsIn this Rainmaker Podcast episode, Gui Costin interviews Valentine Whittaker, Director at Epic Funds, who shares insights from his 20-year career in private markets. Valentine discusses his role in managing investor solutions at Epic, where he combines sales, investor relations, and business development. He emphasizes a highly organized, process-driven approach to sales, leveraging tools like Dakota’s technology to efficiently target client meetings and track market changes. Valentine highlights the importance of cold outreach and personal engagement, even in a digital age, underscoring the effectiveness of tools like LinkedIn and CRMs to foster authentic client relationships. He sha...
2024-11-1240 min
Enlightenment of ChangeSales Leadership in the Investment Industry with Gui Cos (episode 356)"Good business leaders create a vision, articulate the vision, passionately own the vision, and relentlessly drive it to completion." – Jack Welch. Business growth doesn't happen by accident. I love this quote because it dials into the components that help an organization grow and scale using clear and passionate leadership with a measure of accountability. YouTube: https://youtu.be/IRoOq2p3aDE About Gui Costin: Gui is the Founder and CEO of Dakota, a powerhouse in the investment services industry. Since its inception in 2006, Dakota has helped clients raise over $40 billion. At the hear...
2024-11-1237 min
The Leadership HabitA Modern Leader’s Guide to Sales Success with Gui CostinIn this episode of The Leadership Habit podcast, host Jenn DeWall talks to Gui Costin, CEO and founder of Dakota, sharing practical advice on building a winning sales strategy and creating a strong workplace culture. This episode is full of tips that any leader, sales professional, or sales rep can use to improve their approach and team culture.
Meet Gui Costin, CEO & Author
With over 35 years of experience in sales and leadership, Gui Costin has developed unique practices that have helped Dakota raise over $40 billion for its clients. But Gui’s story goes be...
2024-11-0842 min
Dakota Rainmaker PodcastClient-Centric Leadership at Vanguard with Jane GreenfieldIn this episode of The Rainmaker Podcast, host Gui Costin interviews Jane Greenfield, the head of consultant engagement at Vanguard, a leader in investment and wealth management with over $9 trillion in assets. Jane shares insights into her career journey from banking to her current role, emphasizing Vanguard's unique client-centered culture. With a mission-driven focus, Jane highlights how Vanguard’s client-owned structure, established by founder Jack Bogle, creates a strong emphasis on long-term client relationships, which she has been a part of for over 23 years.A major theme of their discussion is the value of institutional knowledge gained th...
2024-11-0547 min
All Things FundraisingClient-Centric Leadership at Vanguard with Jane GreenfieldIn this Rainmaker Podcast episode, Gui Costin speaks with Jane Greenfield, head of consultant engagement at Vanguard. Jane discusses her 23-year journey at Vanguard, a client-owned investment firm managing over $9 trillion in assets. Emphasizing Vanguard's client-first culture, Jane explains how their unique structure drives long-term relationships, fostering a collaborative and client-centered environment.They explore the value of institutional knowledge, with Jane noting that longevity within a company helps build deeper connections and insight. She outlines Vanguard’s structured sales approach, which involves a strategic, discovery-focused relationship-building process and a tactical focus on preparation, listening, and follow-up.
2024-11-0547 min
The Sales Podcast With Wes Schaeffer, The Sales Whisperer®Gui Costin's Proven Formula for Coaching Sales Teams to SuccessMeet Gui Costin, founder and CEO of Dakota, an investment services company that has helped clients raise more than $40B since its launch.
But Gui's story goes beyond just numbers—he's an innovator who's transforming what it means to build a successful workplace culture in the world of finance.
As the author of "Millennials Are Not Aliens" and "The Dakota Way," Gui brings new perspectives to marketing, leadership & sales in the investment world.
His people-focused approach has led him to build two companies generating $20 million every year by prioritizing what he believes matters most: people. (A strategy that has ha...
2024-11-0143 min
Preferred ReturnHow Dakota’s Gui Costin Masters Capital Raising"We grow apples and sell to apple buyers—don’t waste time convincing orange buyers." - Gui Costin, Founder & CEO of Dakota.
In this episode of Preferred Return, we revisit former host Jeff Williams’ conversation with Gui Costin, Founder and CEO of Dakota. Together, they explore the art of capital raising and how Dakota became a leading data platform for investment firms. Gui dives into Dakota's journey, the importance of consistency in sales, and why building a transparent, high-performance culture matters as much (if not more) now as it did when this conversation was origina...
2024-10-2435 min
The Deal ScoutCapital Raising Campaign Strategies with Gui CostinCapital Raising and Culture in Investment FirmsFeaturing Gui Costin, on the topic of capital raising and leadership within investment groups. This episode is packed with valuable lessons and strategies that can transform your approach to investment sales. Here’s a sneak peek of what we covered:Key Takeaways from the Episode:Mastering Capital Raising: Cold Outreach: Guy emphasizes the power of cold outreach and the necessity of a precise and accurate database of potential investors. Persistence and Storytelling: Learn how persistence and sophisticated storytelling can turn complex investment strategies into compel...
2024-10-0241 min
All Things FundraisingNavigating the World of Alternative Investments: Insights from Mark Allan of New Republic PartnersIn this Rainmaker Podcast episode, Gui Costin interviews Mark Allan, Managing Director at New Republic Partners, about the challenges and opportunities in alternative investments. Allan, with a background in hedge funds, discusses the rise of private fund managers across asset classes like credit and real estate, and the growing need for RIAs and family offices to navigate these opportunities.He explains how New Republic Partners offers tailored solutions, focusing on middle-market managers, and addresses the complexities of managing liquidity and capital calls. Allan also shares leadership insights and encourages young professionals to embrace risk-taking and continuous learning...
2024-09-2529 min
All Things FundraisingTeam-First Leadership: John Halaby of Harbor Capital on Building Winning Sales TeamsIn this episode of the Rainmaker Podcast, host Gui Costin interviews John Halaby, Executive Vice President and Head of Distribution at Harbor Capital. Halaby shares insights from his 32-year career in financial distribution, highlighting his leadership philosophy of building trust and fostering a team-first culture.He explains Harbor Capital's distribution strategy, which involves partnering with boutique managers globally and leveraging a combination of sales, marketing, and data analytics to drive success. With a growing team of 85, Harbor Capital focuses on freeing salespeople from administrative tasks, allowing them to focus on building relationships and closing deals....
2024-09-1727 min
All Things FundraisingBehind the Scenes of Collaborative Sales Leadership with FS InvestmentsIn this episode of the Rainmaker Podcast, host Gui Costin interviews Kirsten Pickens and Ryan Robertson, co-heads of U.S. distribution at FS Investments. Kirsten shares her career journey, highlighting her passion for empowering women and diverse talent in the finance industry. Ryan, a former NBA player, discusses how the teamwork and competitive drive from his basketball days have influenced his leadership style.The duo explains their approach to leading FS Investments' distribution team, emphasizing the importance of collaboration, accountability, and communication. They describe their consultative sales process, focused on building strong client relationships and providing value...
2024-08-2753 min
Dakota Rainmaker PodcastFlexible Leadership and Data-Driven Sales with abrdn’s Steve DunnIn this episode of the Rainmaker Podcast, host Gui Costin sits down with Steve Dunn, the Head of U.S. Distribution and Exchange Traded Funds at abrdn. The discussion opens with Steve sharing his journey into the financial services industry, noting that like many in distribution, his entry was somewhat accidental. Starting his career at Vanguard, Steve quickly recognized his passion for the client-facing side of the business and the investment aspects that kept him engaged. A pivotal moment early in his career occurred when a client introduced him to the concept of ETFs, sparking his interest and eventually...
2024-08-2044 min
All Things FundraisingFlexible Leadership and Data-Driven Sales with abrdn’s Steve DunnIn this Rainmaker Podcast episode, host Gui Costin interviews Steve Dunn, Head of U.S. Distribution and Exchange Traded Funds at abrdn. Steve shares his journey from starting at Vanguard to building a 25-year career in the ETF industry, with roles at iShares, Deutsche, and Abrdn. A key takeaway is Steve’s focus on flexibility within distribution teams. He advocates against rigid territorial structures, instead ensuring the right person is matched to the right opportunity for better client service.Steve also emphasizes transparency and compassion in leadership, treating each team member based on their individual needs. His ap...
2024-08-2044 min
All Things FundraisingFormula to Success: Innovation and Client Focus with Todd MyersIn the latest Rainmaker Podcast episode, host Gui Costin interviews Todd Myers, the Chief Operating Officer of Private Wealth Solutions at Blackstone. The discussion covers Todd’s impressive career, which spans from his beginnings in investment banking to strategic roles at Merrill Lynch, and ultimately to his position at Blackstone. Todd highlights the importance of discipline, analytical thinking, and client engagement, which have been pivotal throughout his career.Todd provides insights into Blackstone's success, attributing it to a culture of entrepreneurship and innovation instilled by founders Steve Schwarzman and Pete Peterson. Blackstone’s consistent investment process and team...
2024-07-3038 min
Dakota Rainmaker PodcastManulife's Winning Sales Formula: Specialist Models and Strategic CommunicationIn this episode of the Rainmaker Podcast, Gui Costin, Founder and CEO of Dakota, hosts a special discussion featuring Jennifer Lundmark and Alex Catterick from Manulife Investment Management. Jennifer, Head of Institutional Distribution North America, and Alex, Senior Managing Director, Head of Alternative Investment Solutions, bring their extensive experience to the table, making this a unique episode with two guests from the same company.The episode kicks off with introductions. Jennifer oversees institutional distribution activities, covering both public and private market business development and investor relations. She leads a team focused on providing solutions for institutional investors...
2024-06-1848 min
All Things FundraisingManulife's Winning Sales Formula: Specialist Models and Strategic CommunicationIn this episode of the Rainmaker Podcast, Gui Costin, Founder and CEO of Dakota, hosts Jennifer Lundmark and Alex Catterick from Manulife Investment Management. Jennifer, Head of Institutional Distribution North America, oversees both public and private market business development. Alex, Senior Managing Director, leads the alternative investment solutions team, focusing on private markets and retail strategies.They discuss the importance of communication and the specialist model in their sales teams. Jennifer emphasizes biweekly meetings and the use of Salesforce for managing relationships, while Alex highlights the integration of alternative investments into existing processes. Both stress the need...
2024-06-1848 min
All Things FundraisingVoya Investment Management's Data-Driven Success: Troy Chakarun's Blueprint for Sales LeadershipIn this episode of the Rainmaker podcast, Gui Costin interviews Troy Chakarun, Managing Director and Head of Private Wealth and Alternative Distribution at Voya Investment Management. Troy discusses his journey from roles at Merrill Lynch and Bank of America to leading sales teams at Voya. He emphasizes the critical role of data in driving sales strategies and introduces his innovative roundtable approach, which enhances market intelligence and builds valuable relationships. Troy also explains Voya’s standardized sales process, the importance of effective communication, and the use of CRM systems to streamline operations. His leadership style, characterized by open communication an...
2024-06-1132 min
Dakota Rainmaker PodcastScaling Success: Madeleine Sinclair's Insights on Leadership and Growth at Blue Owl CapitalWelcome to a detailed summary of the "Rainmaker Podcast" episode featuring Gui Costin and special guest Madeleine Sinclair, hosted by Dakota. In this episode, Gui and Madeleine delve into intricate discussions about sales strategies, team dynamics, leadership, and much more, tailored especially for professionals in sales and distribution roles.The episode kicks off with Gui Costin, the founder and CEO of Dakota, introducing the podcast's focus on sharing profound insights from leading sales and distribution executives. This session is particularly engaging as it features Madeleine Sinclair, the Head of Distribution for North America at Blue Owl Capital...
2024-04-3043 min
All Things FundraisingScaling Success: Madeleine Sinclair's Insights on Leadership and Growth at Blue Owl CapitalIn this insightful episode of the "Rainmaker Podcast" hosted by Dakota, Gui Costin chats with Madeleine Sinclair, Head of Distribution for North America at Blue Owl Capital. The discussion centers around innovative sales strategies and team dynamics in the financial services industry. Madeleine shares her extensive background, detailing her journey from BlackRock to her pivotal role at Blue Owl. She emphasizes the importance of structured team dynamics and strategic sales processes that focus on both deepening relationships with existing clients and expanding the client base by targeting new producers.Key points include the use of comprehensive Market...
2024-04-3043 min
Dakota Rainmaker PodcastThe Blueprint to Long-Term Growth Strategies with Baillie Gifford's Nick WoodIn the latest Rainmaker Podcast episode, Gui Costin, Founder and CEO of Dakota, sits down with Nick Wood from Baillie Gifford, exploring the intricacies of long-term growth investing and the power of the partnership model. Costin and Wood dive into the challenges faced in fundraising, emphasizing the podcast's aim to shed light on best practices and insights in a sector lacking public guidance.Wood shares insights into Baillie Gifford's ethos, a firm with a century-long legacy prioritizing innovative businesses poised for societal impact and significant returns. With $290 billion in AUM, Baillie Gifford's global footprint and commitment to...
2024-04-0927 min
All Things FundraisingThe Blueprint to Long-Term Growth Strategies with Baillie Gifford's Nick WoodIn the latest Rainmaker Podcast episode, Gui Costin, Founder and CEO of Dakota, sits down with Nick Wood from Baillie Gifford, exploring the intricacies of long-term growth investing and the power of the partnership model. Costin and Wood dive into the challenges faced in fundraising, emphasizing the podcast's aim to shed light on best practices and insights in a sector lacking public guidance.Wood shares insights into Baillie Gifford's ethos, a firm with a century-long legacy prioritizing innovative businesses poised for societal impact and significant returns. With $290 billion in AUM, Baillie Gifford's global footprint and commitment to...
2024-04-0927 min
All Things FundraisingElevating Private Wealth Strategies with Hamilton Lane's Steve BrennanIn this episode of the Rainmaker Podcast, Gui Costin interviews Steve Brennan of Hamilton Lane, exploring the evolution of sales strategies in the investment management industry. Steve shares insights from his journey starting in the operations department at Bank of New York, moving through relationship management at Goldman Sachs, to leading Hamilton Lane’s global private wealth solutions.The discussion delves into the nuances of private wealth versus institutional clients, the importance of education in sales, and building a successful sales team from the ground up. Steve emphasizes the significance of relationship building, the strategic direction of Ha...
2024-03-1940 min
All Things FundraisingLeading By Example with Bridge Investment Group’s Pete LaMassaIn the Dakota Rainmaker Podcast episode, Gui Costin interviews Pete LaMassa on storytelling's significance in finance. Pete discusses his journalism background and how narrative skills have benefited his finance career, especially in sales and fundraising. They delve into transitioning journalistic storytelling to finance, emphasizing communication, effective pitching, and personal storytelling to forge client relationships. The episode also covers teamwork, supportive work environments, and strategies for client engagement in wealth management and institutional fundraising. Pete's insights demonstrate storytelling's crucial role in building trust and success in finance, offering valuable communication and relationship-building tips for finance professionals.
2024-03-1238 min
All Things FundraisingAdapting to Win: Sales Strategies for the Financial World with Artisan PartnersIn this engaging Dakota Rainmaker Podcast episode, Gui Costin converses with Chris Krein from Artisan Partners, delving into the evolving strategies of sales and distribution in the financial sector. Chris emphasizes the significance of talent acquisition, a diverse team environment, and Artisan's unique distribution model that aligns dedicated commercial teams with investment teams for optimized client service. They explore the essentials of impactful first impressions, integrity in recruitment, the benefits of CRM systems like Salesforce, and the importance of belief in one's product. Chris also highlights mentorship and continuous learning as keys to a successful sales career in investment...
2024-03-0541 min
All Things FundraisingBoston Partners' Strategy to Winning in a Competitive Landscape with Paul HeathwoodIn this episode of the Rainmaker Podcast, Paul Heathwood, Head of Distribution at Boston Partners, and host Gui Costin engage in a thoughtful discussion on Heathwood's journey in the asset management industry. Paul shares insights into his transition from an equity trader to a leadership position emphasizing the crucial role of understanding the business's nuances and the importance of a consistent investment philosophy. The conversation dives deep into the art of relationship building, the perseverance required in the sales process, and the critical role of strategic alignment within the competitive investment community.Listeners will gain valuable insights...
2024-02-2734 min
Dakota Rainmaker PodcastLeading By Example with Bridge Investment Group’s Pete LaMassaIn this insightful episode of the Dakota Rainmaker Podcast, Gui Costin welcomes Pete LaMassa for a deep dive into the crucial role of storytelling in the finance industry. Pete, with his background in journalism, shares how narrative techniques have enriched his financial career, particularly in sales and fundraising. The conversation explores the seamless transition from crafting stories in journalism to weaving compelling narratives that resonate with clients and stakeholders in finance. Pete emphasizes the importance of effective communication, the art of the pitch, and leveraging personal stories to build meaningful relationships.Furthermore, Gui and Pete discuss the...
2024-02-2238 min
All Things FundraisingStrategies for Market Wins: Sales Excellence with Greg StummIn the Rainmaker podcast episode, host Gui Costin interviews Greg Stumm, Senior Vice President of Sales at Resolute Investment Managers. Stumm shares his client-focused sales philosophy, emphasizing understanding individual client needs in investment advising. He advocates for an organized, efficient approach, highlighting the importance of listening and offering customized solutions.The discussion also covers the structure and dynamics of Resolute's sales team, including the benefits of a collaborative environment and the use of tools like Salesforce and Highspot for better communication and process streamlining. Additionally, Stumm addresses industry challenges like the shift from mutual funds to ETFs...
2024-02-2150 min
Dakota Rainmaker PodcastAdapting to Win: Sales Strategies for the Financial World with Artisan PartnersIn this insightful episode of the Dakota Rainmaker Podcast, Gui Costin engages with Chris Krein of Artisan Partners in a comprehensive dialogue about the evolution and strategy behind successful sales and distribution in the financial services industry. Chris shares his professional journey, emphasizing the critical role that talent acquisition and nurturing a diverse team environment play at Artisan Partners. He elaborates on Artisan's unique distribution model, which involves setting up dedicated commercial teams tailored to support each investment team, ensuring highly focused client service and efficient sales efforts.Chris and Gui delve into the nuances of creating...
2024-02-1541 min
All Things FundraisingMastering the Dakota Way: Sales Leadership with Dakota’s Dan DiDomenicoIn this episode of the Rainmaker Podcast, host Gui Costin talks with Dan DiDomenico, the seasoned president of Dakota. They explore Dan's journey from starting at Vanguard after college to leading Dakota. The conversation highlights key sales strategies, emphasizing teamwork and the effective use of CRM systems like Salesforce.Dan shares valuable insights on sales and relationship management in the investment industry, focusing on preparation, effective communication, and equipping sales teams with the right tools for success. His advice for young sales professionals underscores the importance of these elements in building a successful sales career. This episode...
2024-02-1335 min
All Things FundraisingThe Art of Storytelling: Steve Ford's Sales Approach at GQG PartnersIn the latest Dakota Rainmaker Podcast, Gui Costin, CEO of Dakota, interviews Steve Ford, Managing Director at GQG Partners. They discuss the essentials of sales leadership, team dynamics, and technology's role in the investment sector.Steve emphasizes the importance of a clear sales strategy, team alignment with firm goals, and effective leadership. They explore nurturing team culture, stressing values like humility and collaboration. The episode also covers the vital role of CRM systems, particularly Salesforce, in enhancing sales team effectiveness.Additionally, they discuss personal and professional growth, with Steve advising young professionals on the significance...
2024-01-2337 min
Dakota Rainmaker PodcastThe Art of Storytelling: Steve Ford's Sales Approach at GQG PartnersIn this engaging episode of the Dakota Rainmaker Podcast, host Gui Costin, Founder and CEO of Dakota, sits down with Steve Ford, Managing Director at GQG Partners. This insightful discussion offers a deep exploration of sales leadership, team dynamics, and the use of technology in the investment industry.The conversation begins with a focus on the structured sales process and leadership. Steve Ford underscores the importance of a well-defined sales strategy, where each team member understands their role within the larger organizational context. He stresses that effective sales leadership is not just about guiding the team but...
2024-01-1046 min
Preferred ReturnDakota + Altvia: Eliminating Stale Data with a Centralized Private Equity CRMIn this episode of Altvia’s Preferred Return Podcast, Gui Costin, founder and CEO of Dakota, returns to discuss Dakota's upcoming partnership with Altvia, integrating Dakota Marketplace with Altvia's Private Equity CRM: AIM.
Gui also offers his insights on the current market trends, how leveraging a CRM for private equity and venture capital can grow your pipeline, and the limitations of AI in alternative investments.
2023-10-2648 min
Internal Use OnlyGui Costin - Dakota Founder & CEOSend us a textGui Costin, Founder and CEO of Dakota joins today show. We cover:Gui's career influences and how that inspired him to found Dakota Dakota's sales process and the core principals for successfully booking meetings, storytelling, and follow-upCareer advice for investment sales professionalsThe latest offerings and updates from DakotaFollow us on Instagram @InternaluseonlypodcastDisclosures Support the show
2023-07-2644 min
Preferred ReturnThe Power of Consistency, Transparency, & Company CultureWelcome back to Altvia’s Preferred Return Podcast! In this episode, our host and Chief Strategy Officer, Jeff Williams, sits down with Gui Costin, founder and CEO of Dakota, to chat about the strategic partnership between Altvia and Dakota and the importance of providing premium customer service.
Gui and Jeff also offer up some industry projections including: technology automation advancements, delivering higher quality investment strategies at lower investment minimums, and increasing efficiency for transaction facilitation.
This is a must-listen episode that shines a light on how both Altvia and Dakota leverage data and a customer-centric eth...
2023-06-0547 min
Twelve Pound PodcastTwelve by Twenty Interview with Gui Costin, Founder and CEOIn the second installment of our Twelve Pound by Twenty Minute Interview, Robert welcomes Gui Costin, Founder and CEO of Dakota. Dakota provides industry and marketing expertise to make the job of an investment sales person easier, and does so through innovative and unconventional techniques that Gui has developed with the firm after years of career ups and downs. Gui and Robert discuss the challenges and successes that career change brings, as Gui shares his own mother's advice, "if you're fearful, get into action," and more. Tune in to this informative and entertaining interview with Gui Costin, entrepreneur, author, and...
2022-09-1217 min
Capability AmplifierAchieving Greater PurposeWhat if you could take your BIG ideas and turn them into something magical, profitable and fun?Where are you leaving millions of dollars on the table?What kind of creative collaborations could get you there?WHO are missing in your network or business to make all these dreams come true?The ability to take your capability and combine it with someone else's capability to create a new kind of value in the marketplace is what this episode is...
2021-08-0454 min
Issues Today PodcastIssues Today Podcast 47Scott Page discusses how to finance those costly cancer treatments. Kathleen Marquard comments on the batter going on in the beef industry and Gui Costin on the buyings habits of millennials.
2019-08-1630 min