Montag & Caldwell’s Post

The real winners in investing avoid the hype and focus on strategic planning and synergy. Like a championship-winning sports team, a well-constructed investment portfolio is built on thoughtful decisions, careful planning and a clear understanding of the end goal.

The real winners in investing avoid the hype and focus on strategic planning and synergy. Like a championship-winning sports team, a well-constructed investment portfolio is built on thoughtful decisions, careful planning and a clear understanding of the end goal. https://lnkd.in/eXkK4Q4M

Investing is a long-term process. It starts with understanding the why (your values), then moves to the what, then to how. And finally reviews (life changes).

The key to being a great investor is not just to read investing books. I loved Seth Godin's book "Purple Cow: Here are my 7 favorite sentences from the book: · You are a post-consumption consumer. You have everything you need except time. · Remarkable marketing is the art of building things worth noticing into your product or service. · Differentiate your customers. Find the group that’s most profitable. Figure out how to develop /advertise/reward either group. Ignore the rest. · If you could pick one underserved niche to target (and to dominate), what would it be? · What makes an experience remarkable is if it’s horrible beyond belief or if the service is so unexpected that you need to share it. · Go for the edges. Challenge yourself and your team to describe what those edges are and then test which edge is most likely to deliver the marketing and financial results you seek. · Marketing in a post-TV world is no longer about making a product attractive or interesting or pretty or funny after it’s designed and built—it’s about designing the thing to be virus-worthy in the first place. Interested in reading more? Join 82,000+ others who read my latest on investing, philosophy, life, and more: https://lnkd.in/eUSdWAw4

The real winners in investing avoid the hype and focus on strategic planning and synergy. Like a championship-winning sports team, a well-constructed investment portfolio is built on thoughtful decisions, careful planning and a clear understanding of the end goal. https://lnkd.in/ehm4PDmY

Expensive or Inexpensive? I'm an expense 💸💸💸 when someone doesn't think of themself as an investment. I'm an investment 💰💰when that someone knows to get to where they want to be, they can't do it on their own. Years ago (okay a few decades 🧨📅📅) I had to make that same decision. I have a library of personal development books, but I wasn't putting together actions that would get me to where I wanted to grow. Then, I went to a conference and made the INVESTMENT. I hired the legendary Bob Proctor 😯. For those of you lucky to have worked with him, you understand that significant decision. I invested in the belief that he could help me get to where I wanted to. And that was one of the best decisions (and investments) I have ever made. So much, that when given the opportunity to be mentored and learn from Bob, I left decades of service in one profession to serve another. What was the best investment you have made in yourself? What is the next investment? #investment #personalgrowth #decision

The planning should go ahead of the investing. Often people take short cuts and then there is a shortfall. #planning #allocation #investments #goals #nobodyhastradedtheirwaytosuccess #longtermthinking

People love the feeling of uniqueness that comes with being part of something exclusive (think VIP memberships, early access, limited editions, etc), though I think that people need to check this feeling when it comes to investments. I had a conversation last week with a good friend who was offered an opportunity to become a part owner in a professional sports team. As a major sports fan himself, he was talking about it so excitedly that it was infectious. About 10 minutes into our conversation, the emotional high had slowed down, and he realized he was much more excited about the idea of the investment than the investment itself. There are great investment opportunities in both public and private markets, and there is nothing wrong with taking advantage of exclusive investment opportunities. However, if part of the reason that an investment is attractive to you is because of its exclusivity (or any reason other than investment fundamentals), give it some extra scrutiny!

What’s the point? No matter if you’re an athlete, investor, mom, dad or ceo, we should all have a finish line! 🏁 💰👩🏫 We are all working towards something. As an investor, it’s important that who you choose to partner with knows your why and is aligned with you in that way. Not all investment opportunities are for everyone. Your strategy will ebb and flow depending on where you are on your journey. Having a finish line allows you to form a plan with the end in sight. This helps provide more clarity, guiding your decision making process ⬇️⬆️➡️⬅️ 👂🏽I’ve heard several different “finish lines” and reasons as to why people invest. Some want more time to do the things that bring them joy. Some have retirement in sight. Some are saving for college. I love learning where an investor has been, where they want to go and how I can play a part in helping them get there. It also means the world when I can see them achieve their goals. Their wins are my wins. It brought me incredible joy when I found out this investor’s daughter passed her driver’s test and then a few years later got accepted into Baylor 🐻 We can’t be 100% all the time, but if we remember what’s at the finish line it may just be what we need to propel us forward that day 📣😀 Who do you do it for? What is your why? PS my goal is to help investors feel more educated about their investment decisions. 👍🏽Like 💬Comment 🗣️Share 💌Message 🔔 Subscribe

I'm going to teach you how to invest.....👇 it's wrapped in simplicity... as all good advice should be. You can draw parallels with investing in the market... and investing in yourself. I heard a Billionaire say the other day... when the markets dropped... "Being in the market is better than timing the market" You're better off getting in and staying in... than you are trying to time it. NOTE: For those that have a Pickleball Partner that was able to time the market and make a killing... this post isn't for you, but.... congratulations on your proximity to such brilliance.😘 Investing in yourself, as I'm realizing, requires an identical approach to financial investing. Being in "the market" is better than trying to wait for the perfect time to invest in yourself. The sooner you get going on developing the skills you need to get to where you want to go, the better. The timing will never be perfect, but you can always be late. Over the LONG run... you'll be better off making the commitment to invest in yourself... than you are trying to time up your commitment. There's an opportunity cost involved here. And to be brutally honest... It's the difference between winners and losers. Be on time. 👊 I post every M-F at 0815 EST Click the 🔔 on my profile to follow along Book an Appointment to not be late #investing #sales #medicaldevicesales #future #careers #jobinterviews #motivation #bestadvice #culture #leadership