Strategy Meets Finance

Want to grow your business? Download your free roadmap today: coltivar.com/growth We’ve all been there, listening to a presentation that just doesn’t drive your interest, or seem to deliver the tools that you need in order to take action. What’s even worse is when you are the person giving that presentation. Our guest today, Nancy Duarte, helps us expound on the idea that the role of a presenter is to mentor, with the main purpose of transferring information to your audience that they did not have before. In order to deliver, she discusses the Duarte Method, where communicating your ideas as three-act stories will only strengthen your power of persuasion. Nancy is a communication expert who has been featured in Fortune, Time Magazine, Forbes, Fast Company, Wired, Wall Street Journal, New York Times, Cosmopolitan, LA Times, and on CNN. Her firm, Duarte, Inc., is the largest communication firm in Silicon Valley, one of the top woman-owned businesses in the area and is the global leader behind some of the most influential visual messages in business and culture. As a persuasion expert, she cracked the code for effectively incorporating story patterns into business communications. Nancy has won several awards for communications, entrepreneurship, and her success as a female executive. On the list of top 250 Women in Leadership, Duarte ranks #67 and on World’s Top 30 Communication Professionals for 2017, Duarte ranked #1. She has been a speaker at conferences and a number of Fortune 500 companies, and counts many more among her firm’s clientele. Her TEDx talk has over two million views. She speaks at business schools and has lectured at Stanford University several times, and has written six best-selling books, five of which have won awards._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

Want to grow your business? Download your free roadmap today: coltivar.com/growth Investing in your future while you're young is important for several reasons. First, by starting early, you cab take advantage of the power of compounding, which means that your money has more time to grow and earn returns. This can result in a significantly larger portfolio when you reach retirement age. Second, investing at a young age allows you to take greater risks with your money, as you have more time to recover from any potential losses. Regardless of your current financial position, by starting early you can develop good financial habits and discipline that will serve you well throughout your life. Join me for this special episode where I talk with my friends--Trevor, Karina, and Coleman and answer pressing questions on the minds of college students. You'll learn how investing in your future while you're young can help provide a sense of financial security and freedom later on in life._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

Want to grow your business? Download your free roadmap today: coltivar.com/growth Profit is the amount of money that's left over after all the expenses of running a business have been paid, such as salaries, rent, and supplies. Without profit, a business can't grow or invest in new products or services. It also can't reward its employees or shareholders for their hard work and investment. Profit is also important because it helps a business stay competitive. If a company is consistently making more profit than its competitors, it can reinvest that money into research and development, marketing campaigns, and other initiatives that promote growth and increase firm value. However, most companies look at profit backwards, taking the left overs after paying all costs. In this episode I talk with Rocky Lalvani, a Chief Profitability Adviser for business owners, about a contrarian approach to putting profit first. Join me for this conversation and learn how you can increase profitability in your business by putting first things first._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

Want to grow your business? Download your free roadmap today: coltivar.com/growth Having a good relationship with money is important for multiple reasons. First,  it allows us to feel more in control of our finances and make better financial decisions. Second, it can help alleviate stress and anxiety related to money matters. Additionally, having a healthy relationship with money can lead to greater financial stability and security in the long run. Join me for this special episode where I talk with my friends Bobby, Natalie, and Sai about techniques for improving our relationships with money so we can use our resources more effectively and achieve our most important financial goals._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

Want to grow your business? Download your free roadmap today: coltivar.com/growth Life is becoming a lot less predictable, meaning businesses need to start evolving their preparation for the future by turning unforeseen circumstances into something they already saw coming. However, with Excel spreadsheets really requiring a master of both the program and finance to undertake such a project, many are deterred away from including uncertainty in their number crunching. Our guest today, Taimur Abdaal, introduces his product, Causal, a clearer way to tackle those frustrating spreadsheets, and reasons for why every employee should be up to speed with the finances at hand. Taimur is a graduate of the University of Oxford with a degree in Mathematics and Statistics. He’s been awarded the OxTALENT Student Innovation Award, for his online arthritic game Speedsums,  as well as the CREST Gold Award.He currently serves as the founder and CEO of the start up Causal, an all-in-one FP&A tool for modern finance teams. _______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

In this engaging conversation, Greg McKeown, CEO of McKeown Inc. and bestselling author of 'Essentialism' and 'Effortless,' dives into the art of prioritizing what truly matters. He discusses how to navigate the paradox of success by focusing on essential commitments while avoiding burnout. Greg emphasizes the power of selective opportunities, the importance of embracing stillness, and the need for long-term thinking in achieving personal fulfillment. His insights will inspire listeners to simplify their lives and achieve more with less.

Want to grow your business? Download your free roadmap today: coltivar.com/growth In the past year, the stock market has made headlines with its unexpected ebbs and flows, signaling to people who otherwise had their money elsewhere to try their hand at investing, while setting off alarms of panic in others. With the feeling of so much riding on each decision you make with your money, ‘weathering the storm’ that is the stock market certainly tests the resilience of the investor and their funds. Natural responses of fight or flight, risk versus reward and confirmation biases all play a part in how far an investment can go, as well as just simply knowing the rules around fees and taxes on investments. This ‘behavioral finance’ is what Gil Baumgarten explores in his new book, Foolish: How Investors Get Worked Up and Worked Over by the System.Beginning his career at the venerable EF Hutton in the early 1980s, Gil became a top portfolio manager for UBS and Citigroup Smith Barney, becoming one of only a handful of professional money managers with a 15-year all-ETF portfolio track record.  After decades of working with brokerage firms and feeling more like a number with dollar signs and less like a true advocate for his clients, he transitioned to working independently, starting his firm Segment Wealth Management in 2010 as a Fiduciary Financial Advisor._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

Want to grow your business? Download your free roadmap today: coltivar.com/growth Be it the cost of living continuing to climb while salaries remain stagnant, or the hope of owning a house and retiring becoming more far fetched, managing our personal finances feels like an incredibly daunting task. We are told we need to prepare for the future with its abundance of confusing options while trying to also account for unforeseen circumstances. But with the lack of early education, few of us actually come into this system knowing anything about it.That’s why our guest today is here to ease the stress. Alok Deshpande educates us on how with baby steps, one can grab hold of their finances with better understanding of their decisions and capitalism as a whole. After earning degrees at Emory and Harvard University, Alok began working at Bain & Company as a consultant and later manager. Recognizing that only 4 of 50 states require financial education to graduate from high school, he eventually left his job to follow his passion of teaching personal finance. Inspired by his mother, who immigrated to the US, and watching her grow her $8 into a million, Alok published his own system called Financial Fuel and the 7-Tank System, which has since transformed into what is today SmartPath, where he is Co-Founder and CEO._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

Want to grow your business? Download your free roadmap today: coltivar.com/growth As talk about digital currency continues to make its way into headlines, many investors are debating the viability, feasibility, and longevity of this new form of money. As a speculative investment, with the potential to replace currency as we know it, individuals need to carefully navigate this new environment from both a finance and legal perspective. In this episode of Strategic Financial Leadership, Steve talked with Max Nurov, the CEO and founder of Digital Finance, LLC and an expert in the digital asset space.  Maxim has over 15 years of diverse experience in banking & finance._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

Want to grow your business? Download your free roadmap today: coltivar.com/growth What if it was possible to harness large exchanges of data and use it to make informed decisions at every level of the organization? The future of a successful company strategy is founded upon effective management and interpretation of key business analytics.This week, Steve had the pleasure of interviewing a true expert and brilliant mind in the fields of strategy, economics, and data analytics. Jeremy Petranka is the Assistant Dean of the Master of Quantitative Management(MQM) program at the Fuqua School of Business at Duke University. He received his Ph.D. in Economics from the University of North Carolina -Chapel Hill and has a Bachelors in Mechanical Engineering from Virginia Tech._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com