Meet 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 had him featured in Forbes, Inc., and appearing on Yahoo Finance's morning show!) His "no-policy policy" fosters autonomy and trust, while his talent for engaging millennial and Gen Z workers challenges traditional management styles. Gui's journey—from his initial career in real estate to founding Dakota—is filled with insights on building strong company cultures, modernizing sales processes, and adapting leadership styles that motivate and inspire teams across generations. —Cultivating a Culture of Calm: How Trust and Autonomy Drive High Performance —The No-Policy Policy: Empowering Employees in The Modern Workplace —Selling in The Digital Age: Leveraging Content and Relationships to Reach RIAs —Bridging The Generational Divide: Leadership Strategies for a Multigenerational Workforce —From Founder to Coach: Guiding Your Sales Team to Success Through Mentorship 00:00 Introduction to Gui Costin and Dakota 02:23 Leveraging Content for Business Growth 04:02 Learning from Failure: The Birth of a New Business 06:09 Generational Perspectives in the Workplace 08:05 Results Over Reasons: A Mindset for Success 08:58 Transitioning from Employee to Entrepreneur 12:19 The Importance of Leadership and Mentorship 15:20 Creating a Positive Work Culture 18:11 Kindness vs. Niceness in Leadership 19:51 The Importance of Continuous Feedback 22:42 Hiring for Culture and Team Dynamics 23:58 Iterating on Existing Ideas 27:30 Identifying and Solving Acute Problems 28:18 Overcoming Excuses and Taking Action 32:32 Learning from Failures and Adjusting Strategies 34:12 The Value of Responsiveness in Business 38:41 Final Thoughts and Resources for Entrepreneurs Join The Inner Circle: https://info.wesschaeffer.com/inner-circle-silver Market like you mean it. Now go sell something. SUBSCRIBE to grow your sales. https://www.youtube.com/@TheSalesWhispererWes ----- Connect with me: Twitter -- https://twitter.com/saleswhisperer LinkedIn -- http://www.linkedin.com/in/thesaleswhisperer/ Podcast -- https://feeds.libsyn.com/44487/rss BUSINESS GROWTH TOOLS https://12WeeksToPeak.com https://CRMQuiz.com https://MakeEverySale.com

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related