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 Costin
00:00 Gui Costin and Jason Barnard
01:24 Gui Costin’s Brand SERP
01:44 What is Google’s New AI Experiment?
01:51 What Does Gui Costin’s Brand SERP Reveal?
02:04 What Does Gui Costin’s Left-Hand Side of His Brand's SERP Show?
02:17 What is the Process That Gui Did Not Know He Had Already Implemented?
02:20 What is the Kalicube Process About?
03:05 Why Does Gui Think That His Personal Brand is the Foundation of His Business as an Investment Firm?
04:23 What Made Gui Change His Mind About Being the Face of His Business?
05:15 Why Does Personal Brand Matter to Any Investment Firm?
06:20 How Can Investment Firms Balance Personal Branding With Effective Succession Planning?
07:24 What Strategies Can Investment Firms Use to Build a Solid Future and Thrive?
07:30 Strategy 1: Video
11:41 Strategy 2: Consistent Communication
13:16 Strategy 3: Always Be Available and Responsive
14:46 Strategy 4: Be Proactive and Anticipatory
14:55 How Can Businesses Proactively Serve Potential Clients?
15:46 How Can Businesses Streamline Client Onboarding?
16:13 How Can Businesses Align Their Client Messaging With AI-Driven Brand Representation?
18:55 Strategy 5: Prepare Strategically and Craft Clear, Retellable Narratives
19:36 What Is the Secret to Client Retention and Keeping Clients on Board After They’ve Signed Up?
This episode was recorded live on video December 31st 2024
https://youtube.com/live/I8vZdC6CCvw
Links to pieces of content relevant to this topic:Gui Costin
Transcript from Helping Investment Firms Thrive - Fastlane Founders with Gui Costin
[00:00:00] Narrator: Fastlane Founders and Legacy with Jason Barnard. Each week, Jason sits down with successful entrepreneurs, CEOs and executives and get them to share how they mastered the delicate balance between rapid growth and enduring success in the business world. How can we quickly build a profitable business that stands the test of time and becomes our legacy. A legacy we're proud of. Fastlane Founders and Legacy with Jason Barnard.
[00:00:31] Jason Barnard: Hi everybody and welcome to another Fastlane Founders and Legacy with me, Jason Barnard. And a quick hello and we're good to go. Welcome to the show, Gui Costin.
[00:00:45] Gui Costin: Thanks for having me. So excited to be here.
[00:00:48] Jason Barnard: Brilliant. Yeah, I saw Gui and thought, oh, French and Costin. I thought, ooh, French. But it's actually William.
[00:00:55] Gui Costin: Yep, it's William. And then of course Guillaume is William in French. And then I'm the fourth and so they nicknamed me Gui for Guillaume.
[00:01:04] Jason Barnard: and you use Gui absolutely everywhere.