Internal Use Only
For Financial Professionals, By Financial Professionals. Featuring characters in the financial sales world, their experiences and insights. Follow us on Instagram @InternalUseOnlyPodcast. Episodes launched monthly.
Internal Use Only
Gui Costin - Dakota Founder & CEO
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Dan S.
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Episode 53
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Gui 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-up
- Career advice for investment sales professionals
- The latest offerings and updates from Dakota
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