investment firm

In today's episode of Working Girls Don't Gatekeep, we sit down with Amy Edgren - the president of Woodhill Financial.

She is a financial advisor, corporate insurance advisor, and business owner!

We discuss the flexibility that this type of 100% commission type of role can provide, as well as strategies to find and retain clients.

To be an insurance advisor and to be a financial advisor requires you to take and pass tests, but doesn't require a specific education path.

We also discuss what it is like to work with family. Her dad used to own the business and had a list of requirements for her to complete before she started working for him. I liked this because it showed her dad the type of commitment that she had to the industry and to his business.

This is a very male dominated industry and women are really needed as advisors! When we think of who normally discusses money and financials and investing, we often think of men.

This narrative needs to shift to encourage women to be in the ballfield of this and having a female advisor could encourage more women to step into the arena.

This career path really allows for financial freedom, ownership of your schedule and time, and unlimited success as long as the passion is there.

She also shares the importance of having a professional network. She has joined an accountability network who are in different industries and she meets with monthly to make their goals known and accounted for.

Woodhill Financial is currently hiring another advisor in the Twin Cities area! Reach out to Amy if you are a fit and mention this podcast!

You can find Amy on her website below:

https://www.woodhillfinancial.com/

I've just wrapped up an incredible chat with Stefan Tsvetkov, the mastermind behind RealtyQuant. I'm thrilled to share some eye-opening insights from our latest podcast episode that I'm sure will pique your curiosity and maybe even transform the way you think about property investment.

🏢 The Art of Data-Driven Deals
Stefan, a whiz in financial engineering, has taken the leap from Wall Street to Main Street, applying his quantitative prowess to the real estate market. He's all about finding those hidden gems with minimal fuss but maximum returns. Imagine snagging a 26-unit apartment complex without the headache of major renovations and watching your investment soar – that's Stefan's playground.

🔍 On-Market vs. Off-Market Secrets
We dove deep into the nitty-gritty of sourcing deals. Stefan's got a knack for sifting through on-market listings to uncover undervalued opportunities that many might overlook. But it's his strategy for off-market deals that's truly ingenious – a blend of data analysis and personal outreach that pinpoints properties ripe for value addition.

📊 Risk and Reward Reimagined
Risk is a big deal in investing, and Stefan doesn't shy away from it. He's developed a methodical way to score risk across 11 categories, ensuring that every investment is not just about the potential gains but also about understanding and managing the potential downsides.

🎲 Betting on Real Estate?
Ever heard of the Kelly Criterion? Stefan's adapting this betting strategy to real estate, balancing the scales between risk and reward to optimize investment returns. It's about making smart bets in the property market, and Stefan's approach could be a game-changer.

🧠 Intuition Meets Data
In a world where data is king, Stefan still values the human touch. He believes in the power of gut instinct, especially when it's backed by years of experience and a deep understanding of the market. It's about aligning that instinct with hard data to make decisions that are both smart and insightful.

🌆 Navigating Market Valuations
Stefan's not just playing the game; he's predicting the next moves. He's got a keen eye for spotting overvalued and undervalued markets, using data to navigate through economic ebbs and flows. His insights into market dynamics could be your compass in a stormy economy.

I'm beyond excited to have shared this conversation with Stefan, and I can't wait for you to dive in and discover the power of data-driven real estate investing. If you're itching to learn more and join a community of like-minded investors, this episode is your golden ticket.

Next Steps

• Share your thoughts with a review - https://www.creprinciples.com/reviews/
• Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/
• Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCKrylNlTuKDXegxjPe8hw8w

Steve Schabacker is a seasoned entrepreneur and master strategist with experience spanning over a dozen startups across various industries. His road-tested knowledge and experience have kept his doors open and businesses in the black, even when the world delivered what could have been a crushing blow. Steve is committed to constantly growing, shifting, and learning to answer the question that propels him forward: What kind of success would I find if I never quit?

With expertise in cyber, electronic, and physical security, as well as security planning, Steve is an expert in many areas of security. He has authored a best-selling book for entrepreneurs and co-authored two best-selling books on cybersecurity. Steve is also the host of the top-rated Tactical Entrepreneur Podcast, where he shares insights and strategies to help entrepreneurs grow their businesses.

Steve is now focused on giving back by helping others succeed in business through his coaching programs at the Tactical Entrepreneur Academy. His online courses, group, and individual coaching provide entrepreneurs the help they need to excel in any industry.

Steve's current business holdings include Sheepdog Firearms Inc., a multi-location brick-and-mortar and online firearms retailer and training center, Valhalla Research, a custom firearms manufacturer specializing in built-to-order modern sporting rifles for all applications, We Secure Cybersecurity Inc., an MSP/MSSP focused on helping Physicians, Dentists, Lawyers, and Accountants secure and grow their business by leveraging technology, Naturalis Holdings, a supplement company in the human performance and pet spaces, and Far Behind Ventures, an investment firm focusing on the real estate and cryptocurrency spaces.

Steve's mission is to help entrepreneurs grow and protect their business without sacrificing their family, time, and marriage. To connect with Steve or learn more about his work, listeners can visit his podcast website at https://www.tacticalentrepreneurpodcast.com.

Thank you for support Building Great Sales Teams!

If you want to learn more about our host Doug Mitchell or get free BGST resources go to www.salesprogrambuilder.com.

 In a market focused on revenue and notoriety, how can modern businesses find the right footing to make an impact? Rachel Konrad, Chief Brand Officer at The Production Board, claims that by focusing on the mission that matters, companies can make a positive impact on the world around them. Tune in to hear how Rachel aims to help prepare the next generation of business leaders by pushing to fix the current climate change issue. 

Tune in to learn:

• How Rachel approaches companies to build their brand (6:53)
• What lessons were learned while Rachel worked at Tesla in the company’s infancy (15:35)
• Why Rachel never had an ‘aha’ moment about sustainability (22:46)
• About advice for upcoming business leaders (33:45)

Mentions:

• Morgan Stanley, Alice Milligan Episode
• Molson Coors, Marcelo Pascoa Episode
• Cana Beverage Machine
• Dave Friedberg, Founder and CEO of Production Board
• The Climate Corporation
• Mark Washington, Founder and CEO of Supergut
• Supergut
• Tiny Wins
• Rachel Konrad’s LinkedIn Bio
• Al Gore, “Earth in the Balance” 
• Elon Musk
• Brookings Institute 
• “The Population Bomb” Book By Dr. Paul R. Ehrlich
• Norman Borlaug

Marketing Trends is brought to you by Salesforce Marketing Cloud. For more great marketing insights, sign up for The Marketing Moments newsletter. You'll get ideas to help you build better customer relationships, invites to upcoming events, and access to the latest industry research. Subscribe at https://sforce.co/MarketingMoments

Some like to be a big fish in a small pond, while others enjoy the hustle of being a small fish in a big pond. For the founder of Two Small Fish Ventures, Eva Lau, swimming with the sharks of Silicon Valley was more her speed. Along with her husband Allen Lau, the co-founder and CEO of Wattpad, Eva launched the investment firm to give back and help nurture the startup ecosystem in Canada, and has since raised $12 million for the fund. As part of her role at Two Small Fish Ventures, Eva mentors startup founders to share the lessons she’s learned in her own career and pass the torch to the next generation of business leaders.

Give a little bit

Eva explained that the philosophy behind Two Small Fish Ventures is backed by a strong desire to reinvest in Canada’s startup ecosystem, not only through financial means but by sharing wisdom gleaned from years of experience. Silicon Valley grew into the ecosystem it is today as a result of this ideology of giving back, and Eva suggests it’s time we adopt a similar mindset north of the border. What you give, you tend to get back, and Two Small Fish Ventures lives by this mandate.

Learn from mistakes

In her role as a mentor to other startup founders, Eva believes in sharing all the benefits of her experience—not just the success stories. She notes that during her career, she’s often learned more from her mistakes than her wins, and she considers it part of her duty as a mentor to provide these insights to other aspiring leaders. The key to learning from mistakes, according to Eva, is understanding the thought process behind your decisions so you can make more informed choices moving forward.

Invest in homegrown talent

According to Eva, Canada is equipped with all the talent, support and infrastructure required to see massive success, but the country’s startup ecosystem needs more investment. In order to harness this potential, more people need to invest in early stage startups here at home. Eva says that whenever there's an inflection point in the ecosystem, we will see a new breed of companies that are in the making to help advance the world in a new model, which is why now is the best time to invest.

CIBC Innovation Banking is a trusted financial partner to entrepreneurs and investors. Get in touch with our team at cibc.com/innovationbanking.

This episode of The CIBC Innovation Banking Podcast was produced by Quill.

This episode is brought to you by PostMBAPivot.com

Hi, I'm Victoria Hefty, and welcome to the Post-MBA Pivot podcast, where I share stories of professionals who took unexpected, interesting, or unique paths after graduating from business school.

Today, you will hear from a guest who, unlike his classmates who took corporate roles, decided to jump straight into entrepreneurship by starting an investment firm just months after graduating from Chicago Booth. Six years later, the firm continues to be successful. 

Listen as he shares the motivations, lessons, and advice he would give to other MBAs interested in pursuing entrepreneurship in the investment space.  

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If you liked this episode, please leave a rating or short review! 

Watch my interview with Seth Godin

Connect with me on LinkedIn

David Rubenstein is the co-founder and co-Executive Chairman of The Carlyle Group, one of the world’s largest and most successful private investment firms with over $217 billion of assets under management, which he started in 1987.

In this episode, we spoke with David about his humble beginnings growing up in Baltimore, what it was like working at the White House during the Carter Administration, how he started The Carlyle Group with zero investing experience, his philosophies on life and thoughts on leadership, being one of the original signers of The Giving Pledge and the impact he hopes it can make, his unique approach to fundraising, and some of the biggest business mistakes he’s made throughout the years.

His new book, “How To Lead”, where he shares his interviews with world leaders and CEOs such as Bill Gates, Jeff Bezos, Warren Buffett, Oprah Winfrey, and many others is available now everywhere books are found.

Get “How To Lead” book: https://www.amazon.com/How-Lead-Greatest-Founders-Changers/dp/1982132159

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Joining Cindi today is Jim Tyo, CDO at investment management firm Invesco, and the former CDO at Nationwide, where he was responsible for overall strategic vision, planning, execution, and management of all activities related to the operation of the Enterprise Data Office (EDO).

On this episode, Jim and Cindi discuss best practices and the evolution of data governance and information quality over the past decade, taking the 'digital twin' approach from the world of manufacturing and applying it to the world of data, the ethical nuances of navigating privacy laws and nontraditional inputs for complete datasets without introducing undue biases, advice for people aspiring to pursue a career in data, and much more.  

Key Takeaways:

• Strategies Jim has leveraged to properly balance data governance and information quality (for which his team has won awards), and how the conversation around data governance has changed during his decade in the field.
• How the concept of the digital twin transitioned from the world of manufacturing to the world of data, and how organizations can use it to get an even more complete picture of their organization.
• How Nationwide created an internal data marketplace for people to more easily find all the data available within the company.
• The ethical considerations of navigating privacy laws and using nontraditional data inputs like fitness wearable devices and social media to ensure fair coverage without bias.
• Why good teamwork is critical in analytics, a world where nobody knows everything. 

About Jim

Jim Tyo is CDO at investment management firm Invesco, and the former CDO at Nationwide, where he was responsible for overall strategic vision, planning, execution, and management of all activities related to the operation of the Enterprise Data Office (EDO).

With more than a decade under his belt as a senior executive in the data field, Jim has envisioned, championed, and built data analytics organizations, processes, and technologies from concept to design in implementation and through execution. His vision has created significant culture changes while shifting information delivery methodologies — including innovative agile execution approaches — ensuring appropriate controls and governance focused on a data-driven experience and empowering business outcomes.

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The Data Chief is brought to you by ThoughtSpot. For more on how the most successful data leaders are driving value in their organizations, join Cindi and the ThoughtSpot team at Beyond 2020, the leading data & analytics event of the year. Go to www.thoughtspot.com/beyond2020 for more information.

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For full show notes and more, go to thedatachief.com.