Show notes
Gui 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 his business as an investment firm. Gui reveals 5 key strategies on how investment professionals can build a solid future. From the emphasis on professional-quality video content to the importance of consistent communication, responsiveness, proactivity and preparation.Gui also shared his journey to becoming the face of his firm and his eventual acceptance of this role. If you’re an investment professional who wants to transform your market presence through authentic personal branding and strategic client engagement, this is definitely your must-watch episode.What you’ll learn from Gui CostinThis episode was recorded live on video December 31st 2024https://youtube.com/live/I8vZdC6CCvwLinks to pieces of content relevant to this topic:Gui CostinTranscript from Helping Investment Firms Thrive - Fastlane Founders with Gui Costin[[[[[[[[It's understood that you're important. It can tell me why you're important. And then on the left hand side, you can see lots of follow up questions that I might be interested in. Early career, Dakota, Stage Investment Network, Millennial buying habits. Those are all your specialties. And what I love about this is that without even realizing, you've been implementing basically the Kalicube Process, which is all about consistent messaging with your personal brand across an entire digital footprint that makes sense to the machines. Did you know you were doing that?[[[[[[[I feel like I know you, it's nice to meet you, I've seen you on then your comfort level goes up and up and there's not that kind of weird reluctance. And then I really believe when I look at it, Jason, I think the as long as you're creating content that truly adds value to people's lives and they're whether it's personal or business and it's always coming from that place of adding value, then you can do anything. If it's all self serving, It's all about you or something like that. But if it's all about helping and serving, I think you get a lot of success.[And so you, came out saying, I'm not really sure I want to be the face of the business. What changed your mind and how did you come to terms with it in your own heart and soul?[Or what hasn't worked and keep it positive, but keep it value oriented. And then it's been. It's been a complete blast.[[But at the end of the day, when you really. Cathie Wood on Ark.On CNBC, you start to think about that. You really, at the end of the day, are investing with people and individuals. And I think for those single, those firms, large or small, one person's brand is really, important because you're buying into that person over time. That's really what you're buying into.[[



