Fastlane Founders and Legacy with Jason Barnard: Personal Branding, AI Strategies, and SEO Insights

Fastlane Founders and Legacy with Jason Barnard: Personal Branding, AI Strategies, and SEO Insights


Helping Investment Firms Thrive – Fastlane Founders with Gui Costin

December 28, 2024

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

The event is 100% free:

Eventbrite >>

Watch on YouTube >>

Organised by Kalicube.