The Sales Podcast With Wes Schaeffer, The Sales Whisperer®

Gui Costin's Proven Formula for Coaching Sales Teams to Success


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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
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The Sales Podcast With Wes Schaeffer, The Sales Whisperer®By Wes Schaeffer

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