Podcasts about sarti

BIO: Jeff Sarti, CEO of Morton Wealth, leads a firm managing over $3 billion in assets. With a mission to empower better investors, Jeff helps clients achieve their financial goals while supporting employees in their career growth.STORY: Jeff bought a few dot-com companies, thinking it was smart and safe because he bought the big brands. All of the companies dropped 90%+.LEARNING: Don't let greed, FOMO, and a lack of imagination drive you to a bad investment. “Don't take shortcuts. If you do, at least know that you're gambling and speculating. That's different from investing.”Jeff Sarti Guest profileJeff Sarti, CEO of Morton Wealth, leads a firm managing over $3 billion in assets. With a mission to empower better investors, Jeff helps clients achieve their financial goals while supporting employees in their career growth. A CFA charterholder, Jeff shares his insights through his Perspective newsletter. His expertise emphasizes challenging the status quo and fostering long-term, resilient investment strategies.Worst investment everIn the late 90s, during the dot-com boom, Jeff had just started making a bit of money. He bought a few dot-com companies, thinking it was smart and safe because he bought the big brands. All of the companies dropped 90%+ after a while.Lessons learnedDon't let greed, FOMO, and a lack of imagination drive you to a bad investment.Always do your research.Andrew's takeawaysWhen prices get untethered from earnings growth, our expectation of the future is what matters.Actionable adviceThe only way you can learn is by doing and making mistakes. But before you start doing, do the research, understand the underlying risk factors of your investments, and don't take shortcuts.If you do, at least know you're speculating and not investing. Keep that speculative piece of your portfolio small. It's always a good idea to balance speculative investments with more traditional, long-term investment strategies for a more secure financial future.Jeff's recommendationsJeff recommends checking out resources on his website, such as his investment guides and market analysis, and signing up for his quarterly newsletter if you want financial education.He also recommends reading Thinking Fast and Slow by Daniel Kahneman and books by Morgan Housel to understand how emotions drive investment decisions.No.1 goal for the next 12 monthsJeff's number one goal for the next 12 months is to continue traveling the country with his investment team, uncovering some new niche opportunities.Parting words “I really enjoyed the conversation. It was a lot of fun.”Jeff Sarti [spp-transcript] Connect with Jeff Sarti

My guest this week is Jeff Sarti, CEO of Morton Wealth. Jeff is a CFA charterholder managing over $3 billion in assets, and the author of the Healthy Skeptic newsletter where he challenges conventional investing wisdom. We talked about true diversification, the risks of outdated strategies, and why alternative assets are stealing the spotlight.https://www.stocksforbeginners.net/blog/jeff-sarti-morton-wealthSharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners. Get 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

My guest this week is Jeff Sarti, CEO of Morton Wealth. Jeff is a CFA charterholder managing over $3 billion in assets, and the author of the Healthy Skeptic newsletter where he challenges conventional investing wisdom. We talked about true diversification, the risks of outdated strategies, and why alternative assets are stealing the spotlight. Blog post available at: https://www.sharesforbeginners.com/blog/jeff-sarti-morton-wealthPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersTony Kynaston is a multi-millionaire professional investor thanks to his QAV checklist. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT for a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Giuseppe Sarti - Now the Powers of HeavenSouth Dakota ChoraleBrian A. Schmidt, conductorMore info about today's track: Gothic G-49279Courtesy of Naxos of America Inc. SubscribeYou can subscribe to this podcast in Apple Podcasts, or by using the Daily Download podcast RSS feed.Purchase this recordingAmazon

What if everything you thought you knew about diversification was wrong? Join us for a compelling conversation with Michael Gayed, Publisher of The Lead-Lag Report, and Jeff Sarti from Morton Wealth as we challenge the status quo on what it means to truly diversify an investment portfolio. In a world of unpredictable markets, we discuss the vital importance of holding assets that may not always be in vogue but can safeguard against economic downturns. From the shifting reliability of bonds to the necessity of strategic asset weighting, this episode offers a fresh perspective on achieving consistent performance and managing risk in today's financial landscape.But that's not all. We also shed light on the often-overlooked private credit market, where Jeff shares insights on navigating its complexities and potential pitfalls. With concerns about liquidity and weakened underwriting standards in the spotlight, discover how exploring less crowded markets might just be the key to mitigating risks. Drawing on the work of behavioral finance experts like Daniel Kahneman, we tackle the familiarity bias that can cloud investment judgment, using Apple as a prime example of how brand recognition can lead to overconfidence. It's a reminder to always seek genuine understanding over mere comfort when making investment decisions.Rounding out our conversation, we scrutinize the speculative excesses and valuation concerns permeating the current market scenario. With an eye toward long-term investment strategies, we emphasize the need for a value-oriented approach amidst macroeconomic challenges. While navigating the pressures and perplexities of fiscal policies, excessive liquidity, and changing trading mentalities, we stress the importance of staying grounded in fundamentals. Don't miss this episode's engaging discourse on behavioral finance and the wisdom of adopting a cautious yet strategic approach to investing.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.Today's sponsor is Deftform, the simplified form builder you've been waiting for. Stop using overpriced and bloated alternatives. Deftform gives you everything you need to create unlimited forms and collect unlimited responses.Visit deftform.com and use the code LEADLAG to get 20% off the Lifetime package. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Beatrice Sarti, giornalista di Radio Rossonera, analizza l'attuale momento del #milan nell'editoriale odierno tra #calciomercato, #juventusmilan in arrivo e le necessità di #conceicaoDiventa un supporter di questo podcast: https://www.spreaker.com/podcast/radio-rossonera--2355694/support.

Beatrice Sarti, giornalista di Radio Rossonera, analizza l'attuale momento del #milan nell'editoriale odierno tra i problemi a livello difensivo, la classifica di #seriea e l'ultima gara in #championsleagueDiventa un supporter di questo podcast: https://www.spreaker.com/podcast/radio-rossonera--2355694/support.

Nākamās četras nedēļas ik piektdienu pieskarsimies ukraiņu mūzikai — 19. novembrī apritēs 1000 dienas kopš Krievijas iebrukuma Ukrainā. Šoreiz jautāšu — vai zini, ka tas, ko mums skolā mācīja kā krievu kora koncerta žanru, īstenībā dzimis Ukrainā?* 17. gadsimtā dzīvoja tāds Nikolajs Dileckis — nozīmīgs komponists un mūzikas teorētiķis, kurš uzrakstījis, iespējams, pirmo mūzikas teorijas traktātu Austrumeiropā. Ar Dilecka vārdu saista daudzbalsības veidu, ko varētu latviskot kā partiju dziedājumu (партесний спiв). Tas ieviesās pareizticīgo baznīcā kā jaunas labskanības simbols, vieni to pieņēma ar labpatiku, turpretim tradīciju cienītājiem tā likās bezmaz zaimošana. Šā vai tā Dileckis palicis mūzikas vēsturē kā ukrainis, taču viņa aprakstītais partiju dziedājuma stils pamazām pārtapa par kora koncertu un līdz ar Ukrainas koristiem pārcēlās uz Maskavu un Sanktpēterburgu, un žanra izcelsme, liekas, ne vienmēr tika uzsvērta, taču mums gan jāatceras, ka tas ir tieši Kijivas daudzbalsības paraugs, kas guļ pamatā kora koncertam no Bortņanska un Vedeļa līdz Rahmaņinovam un Šnitkem. Rakstnieks Ivans Franko teicis, ka jau 17. gadsimtā maskavieši sākuši uzsūkt labākos ukraiņu spēkus, lai ar to palīdzību no novecojušas pusaziātiskas valsts pārtaptu par militāru birokrātiju ar eiropeiskām formām. Citstarp tas sakāms arī par Pēterburgas Galma dziedāšanas kapelu, uz kuru Bortņanskis saaicinājis virkni tautiešu no Hluhivas kora skolas. Te esam nonākuši līdz 18. gadsimtam, kad Kijivas muzikālā ietekme mazinās, Krievija pamazām absorbē ukraiņu skolas vērtības un Ukrainā nāk pasaulē Dmitro Bortņanskis, Artemijs Vedelis un Maksims Berezovskis. Divi pēdējie mazāk zināmi, taču ne mazāk talantīgi par labāk pazīstamo Bortņanski. Dmitro Bortņanska (1751–1825) tēvs no Ukrainas rietumiem pārcēlās uz dzīvi Ukrainas ziemeļu pilsētā Hluhivā (savulaik teicām — Gluhova), kas 18. gadsimtā bija nozīmīgs hetmaņu centrs un kur 1738. gadā tika atvērta kora skola. Mazais Dmitro mācījās šajā skolā, bet jau diezgan agros gados viņu uzņēma Pēterburgas Galma dziedāšanas kapelā. Dziedāja baznīcā kopā ar visiem, dziedāja solo itāļu ermitāžās jeb koncertizrādēs. Viņa talants tikai novērtēts ar stipendiju mācībām Itālijā, Bortņanskis izvēlējās Venēciju, kur mita viņa kādreizējais Pēterburgas skolotājs Baldasāre Galupi, Boloņā satikās ar padri Martīni, pēc tam atgriezās Pēterburgā, kur strādāja Galma kapelā un līdz ar augstas kvalitātes kora izveidošanu nostiprināja Krievijā ukraiņu baznīcas dziedāšanas tradīciju. Hluhivas kora skolā mācījās arī Bortņanska laikabiedrs Maksims Berezovskis (1745–1777), kura nāves vai pašnāvības apstākļi palikuši nenoskaidroti, un arī Berezovskis tika uz Itāliju, mācījās pie padres Martīni un nolika eksāmenu, pēc kura tika uzņemts par Boloņas akadēmijas ārvalstu biedru. Vienā dienā ar viņu tika eksaminēts Jozefs Mislivečeks un gadu pirms tam Volfgangs Amadejs Mocarts. Berezovski nosauca par krievu Mocartu, viņš laimīgi nodzīvoja Itālijā četrus gadus, tāpat kā Bortņanskis uzrakstīja pa operai un arī citādu mūziku, pēc tam atgriezās Pēterburgā, kur dabūja darbu galma kapelā. Trešais vīrs ir Kijivā dzimušais Džuzepes Sarti audzēknis Artemijs Vedelis (1767–1808). Viņa dzīve saistīta ar Kijivu, Harkivu un Maskavu. Pamatnodarbošanās — ierēdņa darbs militārajā jomā. Kā komponistu Vedeli augstu vērtēja Harkivā un atskaņoja arī Kijivā, bet pats viņš nelikās īsti apmierināts ar dzīvi, jo, liekas, jutās sadalījies un neīstenojies ne vienā, ne citā jomā. Galu galā Vedelis kļuva par Kijivas Pečeru klostera brāli, un likās, ka dzīve nupat sakārtojusies, bet 1799. gadā Vedeli apcietināja, jo viņš bija nez kā pamanījies pareģot cara Pāvela I noslepkavošanu (kas patiešām notika 1801. gadā). Vedeli atzina par plānprātīgu, nosūtīja atpakaļ uz Kijivu un lika turēt trakonamā. Tur viņš pavadīja deviņus gadus un tēva mājā atgriezās neilgi pirms nāves. Visu šo triju vīru mūzika ir visaugstākās kvalitātes devums, ko var klausīties ar aizrautību. Bortņanskis elegantākais no trim, Vedelis — ekspresīvākais, Berezovskis — liriskākais. Uz šī ukraiņu triumvirāta balstās krievu kora koncerta tradīcija. * Portālā 24tv.ua 2022. gada gada rudenī tika publicēti vairāki raksti par ukraiņu vērtībām, ko piesavinājusies Krievija — no boršča un trim spēkavīriem līdz slavenajai dziesmai “Svētais karš”. Visam pa vidu šajā rakstu sērijā parādījās arī Maričkas Križaņivskas teksts par komponistiem, un šī raksta motīvi izmantoti "Vai zini?" epizodē. ***

11-02-24See omnystudio.com/listener for privacy information.

Beatrice Sarti, giornalista di Radio Rossonera, analizza l'attuale momento del #milan nell'editoriale odierno. #MilanNapoli allontana i rossoneri ancora di più dalla vetta della classifica di #seriea, poche certezze, tanti dubbi irrisolti, problematiche che sia #Fonseca che la dirigenza non riescono a risolvere.Diventa un supporter di questo podcast: https://www.spreaker.com/podcast/radio-rossonera--2355694/support.

On this week's episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes CEO Jeff Sarti to review our 2024 Investor Symposium, and the topics discussed at the event.Here are some key takeaways from their discussion:- Grant Williams, our keynote speaker and author of Things That Make You Go Hmmm…, highlighted his thoughts on the election, the polarization in the U.S., concerns over rising debt levels globally, interest rate policies, and gold as a source of value against currency debasement. - Jeff and Chris also touch on Sasan Faiz's panel with Gus Araya from Cordillera, “New Trends in Investing.” They talked about niche investments like agricultural lending, whiskey aging, and boat marine investments, outside of traditional stocks and bonds.- Another session led by Mikey Taylor, Brian Farwell and Chris, explored California's housing shortage. The state only builds around 100,000 to 150,000 new housing units a year, far below what is needed to meet the demand. - One of the most popular sessions was “Estate and Tax Law Changes Coming Down the Pipeline” led by Brian Standing, Scott Gilmore and Stacey McKinnon. They discussed how the Tax Cuts and Jobs Act is set to expire in 2025, reducing the estate tax exemption limit. The speakers highlighted the importance of considering tax-efficient strategies and staying aware of estate taxes as laws begin to sunset and inflation grows. Thank you to everyone who attended our symposium! We hope you were able to leave the event with more knowledge and confidence in your financial future. We plan to release recordings of the sessions on our YouTube channel in the coming months. Please keep an eye out for these videos if you were not able to attend or would like to rewatch the conversations.  

Beatrice Sarti, giornalista di Radio Rossonera, analizza l'attuale momento del #milan nell'editoriale odierno. Le scorie portate dalla sconfitta dei rossoneri in #fiorentinamilan, le ultime riguardo il rinnovo di #theohernandez e il clima intorno a Paulo #Fonseca.Diventa un supporter di questo podcast: https://www.spreaker.com/podcast/radio-rossonera--2355694/support.

Jeff Sarti of Morton Wealth in Calabasas, CA joins me for a discussion around the ever-evolving dynamic between investor and manager the difficulties inherent in navigating changing economic circumstances through a more unconventional, more resilient approach to investing. Jeff explains how he and his colleagues try to think differently about investment strategies and portfolio diversification, particularly in the current economic environment. Jeff's focus on building resilient portfolios that can withstand market volatility, rather than just chasing returns can be a difficult proposition in a world where quarterly returns against a benchmark have become many investors' most important yardstick. We discuss the the importance of educating investors on long-term thinking and owning their portfolios, not just renting them and follow the breadcrumbs to how the impact of central bank policies and the growing debt burdens facing many countries, influence investment strategies focused on hard assets and hedges against inflation. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.  Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

Beatrice Sarti, giornalista di Radio Rossonera, nell'editoriale odierno fa il punto sulla situazione del #milan dopo l'importante vittoria in #intermilan alla vigilia di #milanlecce. Riusciranno i rossoneri a confermarsi in #seriea dopo i 3 punti conquistati nel #derbymilano ?Quest'anno mostra ai tuoi amici la passione per il Milan con il pratico Set Cancelleria di Euro Publishing: matite, penne, gomma, temperino… 14 utilissimi accessori rossoneri da portare sempre con te! https://www.amazon.it/EURO-PUBLISHING-Milan-Prodotto-Ufficiale/dp/B0CB3NHTTJ?ref_=ast_sto_dp --------- Passate a trovarci e a scoprire il vero SUBBUTEO (di una volta!) https://subbuteolab.com/  SCARICA FANTALGORITMO, L'APP CHE TI AIUTERA' CON DATI, STATISTICHE E CONSIGLI A VINCERE IL FANTACALCIO! https://app.fantalgoritmo.it/ref/radiorossoneraDiventa un supporter di questo podcast: https://www.spreaker.com/podcast/radio-rossonera--2355694/support.

Beatrice Sarti, giornalista di Radio Rossonera, analizza l'attuale momento del #milan nell'editoriale odierno tra la situazione a centrocampo, il #derby in arrivo e il clima della piazza alla vigilia di questo ciclo di gare. #cardinaleDiventa un supporter di questo podcast: https://www.spreaker.com/podcast/radio-rossonera--2355694/support.

In this latest episode, Carla Sarti, former VP GBS - Lear Corporation, joins Mustansir Saifuddin to share what she's learned in her decades of experience, with both business and technology, about how businesses and teams can be successful in any IT implementation. From teamwork to fundamental project management, to supplier relations, Carla dives in to highlight quick takeaways that you can implement to make an even bigger impact with your IT implementation. Carla Sarti was most recently the Vice President of Global Business Services at Lear Corporation – a position she held since April 2018.  Prior to this position she was Vice President of Non Production Purchasing and Director of Shared Services.   Prior to Lear, she served as Account Executive at ACS, a Xerox company (now Conduent) where she acted as chief strategy officer and Director of Sales for many large accounts in the Finance and Accounting Outsourcing area.  She spent five years at Delphi Corporation in numerous roles of increasing responsibility including managing the SAP environment after implementation and working as a Lean expert for the Cockpits business.  She also worked as a plant and divisional financial analyst at TRW and an operational auditor at the Budd Company. Connect with us: LinkedIn Carla Sarti Mustansir Saifuddin Innovative Solution Partners  Twitter:  @Mmsaifuddin YouTube or learn more about our sponsor Innovative Solution Partners to schedule a free consultation.    Episode Transcript: [00:00:00] Mustansir Saifuddin: Welcome to Tech Driven Business brought to you by Innovative Solution Partners. Carla Sarti, a seasoned executive, shares her insights that any team can use for leading successful IT projects. From understanding business processes to the importance of transparency, teamwork, and supplier relations, Carla reveals the key ingredients for project success. [00:00:30] Welcome to Tech-Driven Business Carla. How are you? [00:00:33] Carla Sarti: I'm great. Thanks for having me. Great to see you. [00:00:38] Mustansir Saifuddin: It's great to have you on our show. And I'm glad that , you took the time out to share some of your thoughts and leadership with us today, [00:00:46] Carla Sarti: Absolutely. [00:00:48] Mustansir Saifuddin: so our topic is going to be Secrets to successful IT projects. How does it sound to you? [00:00:55] Carla Sarti: Amazing. It's 1 of my passions. [00:00:58] Mustansir Saifuddin: I know, I know. And I think that's going to be something that it will be very helpful to our listeners, especially in this day and age where technology is changing so fast. There are so many different options available. And I. T. Is in the middle of all of this. Let me start with this. You know, I want to set the stage. [00:01:15] So let's begin with this. Can you share some background on how you How did you find yourself leading I. T. Projects you started your career in a totally different arena? [00:01:29] Carla Sarti: Absolutely. So, yes, I have a business degree of my MBA. I started in audit and very specific businesses, purchasing finance, et cetera. But technology was always something that I was very curious and passionate about. When I was a co op at TRW, the vice president of finance came to me one day and I'm going to date myself a little bit here, but we were on Lotus 1, 2, 3, and he had a disc in his hand and he said, Carla or little kid or whatever he called me. [00:02:00] Here's a disk of Excel. I would like all of our reports moved from Lotus 1, 2, 3, put on Excel and let's review them next week. And I said, okay, let's go. And so I taught myself Excel and I really started to understand the power of technology. And that's just such a basic example. Right. So while I was still a co op, I got involved in an SAP implementation and That really opened my eyes to what technology can bring, and I've been into it ever since. [00:02:32] So different functional groups I've been in, I've always brought best in class processes along with the technology side, because I think it is, it goes hand in hand, but I've done everything from SAP, Coupa, SharePoint, RPA, and now dabbling in AI. [00:02:50] Mustansir Saifuddin: Absolutely. You know, it doesn't matter matter where you start? You know, even having a business degree, like you mentioned technology is always with you and it's around you. So you got to either embrace it and you got to go with the flow or you're going to fight it, right? So I, I like the approach that you mentioned that, you know, your first inital foray into this whole technology area was just, you know, just of the iceberg, right? [00:03:14] You got into this thing and now Years later, you are much ingrained in this whole technology stack. So, let's talk about your experience. You have decades of experience. What do you see as some key factors that contribute to the success of IT projects, which is so important? [00:03:33] Carla Sarti: So I'm going to start with the assumption that before you implement any sort of technology, You've really understood your business, right? And where are your business processes? What needs to be cleaned up? You're not just bringing in technology to bring in technology because I don't think that's ever usually successful, but so you've done that and then you've really understood again, the current processes. [00:04:01] The gaps that you have and what is your success criteria? I think a lot of people, a lot of companies don't look at what success looks like at the very beginning. And they say, Oh, okay. Yeah. We're just going to implement this. We heard it's the best solution and they don't think through, what are we trying to achieve? [00:04:19] That, that really starts dictating what a successful project looks like. Then you through the whole. Project. You obviously have to have the right team members on the project, having an executive sponsor that can break down roadblocks. I've seen projects that the best ones typically have a business person leading them. [00:04:44] Because they understand what's trying to be accomplished. Not that IT can't lead projects and they are definitely very integral to the process. But typically, when a business person runs them, they're implemented quicker. The understanding is there. The right process mapping has been done, et cetera. So you've got the right people. [00:05:07] Probably have suppliers in the mix, because what company has all that skill set on hand? So you have to have the right suppliers. And then through the course of it, you have to have the right governance. So the communication process, the transparency of where the project truly is, because as you know, IT projects are not a hundred percent foolproof, right? [00:05:33] Something always happens in any kind of project, whether you're building a house, you're, you're baking a cake or whatever it is, something goes wrong and you've got to have the right transparency and communication. To understand what to do next, then obviously you could have the best tool in the world. [00:05:51] The best project. It's going great. You have to have change management methodology and processes embedded in the project because if people aren't going to use it. What does it matter? Right? And I mentioned Excel when I was a co op, a lot of people still use Excel and you could put in the best shiny new toy technology. [00:06:13] People are comfortable with Excel. So you've got to explain to people how their jobs going to change and give them the appropriate training to make it a true success. In the end. [00:06:25] Mustansir Saifuddin: For sure. And I think you touched upon a lot of it. Some very key points. You know, starting with a champion, you know, has to be a business. How do they currently do the job? How can they do it better? You know, governance, such a key piece. You need to have that in place, change management, you know, I've been in technology field for so many years. [00:06:44] That's one thing that we know. If there is no good change management in place, It doesn't matter what technology, what kind of resources or what kind of supplier you're using, it doesn't go well. The end user needs to be on board. They need to really be part of the whole implementation process in order for them to adapt and then be the voice of the new tool because they are the ones who will be actually living with it, doing it on a daily basis. [00:07:15] So great point. [00:07:15] Carla Sarti: And people get scared. I mean, they get really nervous when a new project's coming, right? And especially in the age of AI, people think they're going to lose their jobs and companies need to do a really good job explaining. No, no, no. So you do this today, but tomorrow we need you to do that. And actually you'll probably be more fulfilled doing. [00:07:36] The new, but it's just that, that way of explaining and coaching them through it and not just dumping something on their lap. [00:07:45] Mustansir Saifuddin: Absolutely. And that's the key, right? How is it helping the real users of the system that this implementation or this piece of software doesn't matter? You're doing an E. R. P. implementation. You do some kind of data analytics project or any other systems that you're putting in place. It is there to help the business move to the next level. [00:08:08] How can we be more profitable? How can we make it easier for our customers to deal with us? different scenarios, right? And this and all of these are bundled together to give you the next level of the best, right? How can you do your job a better way than what you're currently doing? So totally agree with you. Now you touched upon one key fact, right? The idea of finding the right supplier. So how do you find the right supplier to support your initiatives? Can you share examples of successful IT projects? Where your supplier collaboration was very effective. [00:08:44] Carla Sarti: Finding the right supplier is key to the equation. I've always looked for a valued, trusted business partner. And. You know, there's, there's a lot of ways to get there. And I think a lot of it is being up front in the initial RFP process. [00:09:03] And you've got to have as much information for the supplier as possible to bid on because what you don't want is. Death by change order later because they didn't understand the project. You didn't understand the project as the business. That breaks down a relationship really, really fast. So again, more of that transparency, the collaboration. Some of the best projects I've had and I can't go into a lot of detail on them, but we implemented a tool in 18 months at one of my companies and really the success of the project was a lot. [00:09:39] on the supplier side. We brought somebody in with a great skill set in the tool that we were building. They had a road map. They had this amazing design methodology and the right questions were asked. The right people were brought by us as the company and, you know, we got off to a great start when things did go wrong. [00:10:02] They were very, very transparent. They said, okay, we need to get together. Let's pull everyone together. Let's get these questions answered. And they didn't hide things. We didn't hide things. It was probably the best project I've ever implemented. And that's what it takes. Again, that collaboration, transparency, and that win win from both sides. [00:10:25] Mustansir Saifuddin: Absolutely. I think you touched upon all the things that a successful project should look like, especially from a practices point of view, the strategy point of view and the relationships standpoint. Right? All of these work together and. You know, I, I just use the example of many different projects that I've done. [00:10:44] And, you know, especially when you're working with clients, transparency up front really helps. It sets the stage and make sure that both the client and the supplier are on the same page. And when you start off with that approach, things, like I said, things can go wrong, but you have a plan in place how to mitigate those issues, how do we get on the same page and make sure that whatever things that are an obstacle to the project are taken care of working collaboratively versus, you know, us versus them. [00:11:18] Carla Sarti: Right. Exactly. That's the last thing you want to get into in a project. It's already complex enough, [00:11:24] Mustansir Saifuddin: Yeah. And, like you mentioned earlier, right, that always something that comes up. You, you have the best of the intentions, but it can be a business challenge. There can be a technology challenge. There can be integration challenges. All different factors play a role into things can go in a different direction very quickly. [00:11:46] Carla Sarti: right? Oh, we didn't know this site had this approval process in here. And oh, this one has a different one. You find things as you get the project going and you have to be agile. You have to be flexible. You can't have. You know, the last thing you want is a supplier that's like, Oh no, you know, this, this is what we were brought in for. [00:12:06] I mean, we can talk about commercials, but you know, let's just all collaborate and get it done. That's where you need that trusted relationship because you don't want the supplier thinking, Oh, okay. They're going to ask me to do this for free. And you don't want the customer to be like, okay, they're not going to be able to do it. [00:12:23] So you've got to have that open dialogue going. [00:12:26] Mustansir Saifuddin: For sure. So, on a personal note, how do you stay on top of this fast changing pace of technology? What's, what's your secret sauce? [00:12:36] Carla Sarti: I've always been a constant learner always right? I mean, and I think being a co op at 18 years old, really drove that in me. It was the time, I kind of want to date myself it was the time when computers were kind of just starting to be used and I saw people just fumbling with the mouse. I mean, think of that in today's day and age, right? [00:13:01] I mean, back then people were fumbling with mice. I was like, oh my goodness, I never want to be in a position where, I'm not kind of at the forefront of technology. And I'm just a learner anyway. So, you know, whether it be books podcasts really from a technology standpoint, I think is what keeps me up to date. [00:13:21] I love the podcast. It's called All in One it's for billionaires that. Actually have very different views on things, whether it be politics or technology or science, and they talk about everything under the sun. Nvidia actually has an AI podcast. It's called the AI podcast, and then there's AI today. [00:13:44] And then being in GBS and shared services, a lot of my career, I stay on top of those things with SSO next. And they talk about technology, tons of technology within that realm as well. I read tons of articles on LinkedIn, the Wall Street Journal, and then definitely leadership books. I know that's not necessarily technology, but. [00:14:05] When you're talking about leading people again through change, and, you know, the best way to be collaborative, I find that to be extremely helpful. Patrick Lencioni is one of my favorite authors The 5 Dysfunctions of Team, one of my favorite authors. Favorite books. And he writes very much like fiction. [00:14:23] So it's really easy to get through. I don't know if you've ever listened to or read Jocko Wilnick's books, but he has extreme ownership and a couple others, phenomenal books, right? I mean, just kind of look at yourself in the mirror and it, it goes to project management, so extreme ownership. Am I doing everything I possibly can to be successful? [00:14:44] Have my team be successful. So really good one for project management. Mustansir. [00:14:50] Mustansir Saifuddin: Nice, I think you've got a whole slew of resources available at your fingertips that's good. I think like one thing that I really liked about your approach, I mean, you've seen it all, you've played different roles, It's refreshing to see someone like you in your space that you still find yourself as a student, you know, still keep on learning and be able to keep yourself ahead of the curve. [00:15:12] And I think that's the key, right? The different roles we play depending on what you're doing your daily job, but at the same time, looking around and seeing what else is going around you. We live in the space of, and the times of Gen AI. AI being disruptive and how it will change our lives. It's already is changing, you know how do you stay ahead or at least keep up with the technology? [00:15:39] I think is the key to your success. So that's what it seems like you you've been very much in tune with it. [00:15:46] Carla Sarti: Absolutely. One of the coolest things I ever did was reverse mentoring. So I had someone younger in the organization mentoring me, right? And then it helps you get into their shoes and understand what drives the next generation. What tools and technology are they using? It's really fascinating. And of course I, I use my kids too. [00:16:08] You know, I have a 19 year old and a 17 year old and just understanding: How they think, what they're looking at, what they're using, chat, what's GPT 4 all about. You know, you got to stay on top of things. [00:16:21] Mustansir Saifuddin: Yeah, they are the best teachers. I mean you think about technology I mean this younger generation is amazing and how they are adapting and all that. Let's get into the conversation about you know, we talked about successful supplier collaborations very key, right, important but what are some of the common challenges companies face? [00:16:41] With IT suppliers during a project. Can you share some ideas on thoughts on that? [00:16:49] Carla Sarti: I think one of the ones I've seen is where someone's oversold their capabilities, right? You've got a supplier, maybe they did a really good job on one project and they're asked to bid on another. And as a company, and again, trying to find that trusted supplier, it's very easy to fall into, well, let's just use these guys that were successful before. [00:17:13] You've really got to evaluate, are they going to be successful for this project? And of course they want business. Everyone wants business, but you've really got to look and say, okay, can I deliver on this project? Because if I can't. I'm actually going to ruin my reputation within the company. So just being honest and making sure again, from the company's standpoint, you're choosing the right supplier and that the suppliers. [00:17:42] Again, understanding the project that you're trying to implement and maybe they don't understand at first and they think they can deliver on the project. So, as a supplier, I would say, make sure you ask the questions. Be curious. Why are you doing this project? What exactly are you looking for? Oh, okay. [00:18:02] It's in this space. Okay. We don't have people in that space. Well, I can maybe bring people in to do that. You know, really understanding, that side to me, can really change the dynamic there. And then again, I'm not gonna, I'm going to keep talking about the transparency. If the supplier cannot be transparent when there is an issue, it's not going to be good.. I've always told people whether they work for me or a supplier, Bad news doesn't get better with time. You've got to bring these things forward. We've got to come up with solutions together. I don't care whose fault it is. [00:18:38] Mustansir Saifuddin: Yeah, [00:18:39] Carla Sarti: Like, ultimately, I want this project to be successful. So let's work together to get that done. [00:18:45] Mustansir Saifuddin: absolutely Absolutely. I think and and that's where I my question to you is how do you mitigate those issues? Everybody wants a smooth and successful implementation. It's just Everybody thinks that's how it should go, but we all know there are challenges. [00:18:59] Carla Sarti: Mm hmm. [00:19:00] Mustansir Saifuddin: you maybe share some ideas, thoughts on how do you mitigate those issues or something that you may have seen in the past? [00:19:08] Carla Sarti: So we, a lot of times, use just basic project management. Fundamentals, right? You've got your project plan. Are you on plan or not? Then you look at what can go wrong. Okay, you list out all the things that you think could go wrong and you start putting mitigating plans together on that, right? And having meetings around those things. [00:19:31] Okay, guys, how are we doing? Are we getting the data? That's going to be a big thing here. Did we get it? Did we not? What do we need to do? And again, having the right people on the project. So do you have somebody who can go in, break down those roadblocks if things aren't getting done, building the right relationships, again, you got to have the right people who can build relationships. [00:19:53] Project management, as you know, It's almost more about being a psychologist than anything else. I mean, you've got to bring people together that maybe don't normally work together. They have very different personalities. You've got people on the IT side that have different personalities than the project side. [00:20:11] So you've got to make sure that you understand those factors and use project management methodology. It's there for a reason. I mean, I've seen people, they're like, Oh, we don't need a project plan. Yeah. Like what? What are you talking? How do you do a successful project without a project plan? You don't even know what's coming next. [00:20:31] You don't even know where you are in the cycle. Are you on track? Are you not? So I think those things, honestly, like don't overlook the fundamentals. [00:20:41] Mustansir Saifuddin: No, I think that's a great advice. I one thing I, I, I like about your approach or your thinking is a project manager being a psychologist. You know, how many times you go through these, these iterations of projects after projects, you know, being a.supplier ourselves. I mean, I, I really appreciate your thought process on that because there's so many different stakeholders in any given time and project where you may have one stakeholder on board, but you may have someone else either business, I. [00:21:11] T. Whatever else you're working with. They may be either lost. They don't agree with your approach or there's something else that in this space. And you needs someone who can actually mitigate all those different pieces of the, [00:21:25] Carla Sarti: Mm [00:21:26] Mustansir Saifuddin: puzzle and bring it all, all of them together in a way they see the value. [00:21:30] It's all about value proposition and making sure that the end product is what the customer is asking for. Can we deliver? If we can deliver, what is the game plan? How do we go about making sure that we are all on the same page? Because at the end of the day, Once it is delivered correctly, It's a win win, you know. so [00:21:48] Carla Sarti: Hmm. [00:21:49] Mustansir Saifuddin: Do appreciate that insight into it and I know we talked about a lot of different things. I like to ask this one parting question. [00:21:58] What is that one key takeaway? You want to leave with our listeners today. [00:22:05] Carla Sarti: IT projects are very complex. So again, I would say the fundamentals are key. Understand what you're trying to accomplish. That is number one, understand the processes, get the right team involved, the right supplier, and set yourself up for success. So fundamentals. Use project management. Methodology for sure. [00:22:33] I mean, it's there for a reason and have the right, the right people on the project is key. I know I'm doing like five different key takeaways here in Mustansir, but really again, it's just so complex and the fundamentals, the right people and, and the right methodology, key, [00:22:51] Mustansir Saifuddin: No, thank you. Great advice and great takeaways. And I think once we have all these different pieces of the puzzle together, it's a recipe for success. So with that I'd like to conclude our session and I'd like to thank you for coming on on our show It was a pleasure having you. [00:23:08] Carla Sarti: likewise. Thank you for having me. [00:23:10] Mustansir Saifuddin: Thanks for listening to Tech Driven Business brought to you by Innovative Solution Partners. Carla shared valuable insights that can be used immediately by your IT team her main takeaway, focus on the fundamentals that include understanding your objectives, involving the right team of staff and suppliers, and stick to solid project management methodologies. [00:23:33] We would love to hear from you. Continue the conversation by connecting with me on LinkedIn or Twitter. Learn more about Innovative Solution Partners and schedule a free consultation by visiting isolutionpartners. com. Never miss a podcast by subscribing to our YouTube channel. Information is in the show notes.

Il basket giocato è finito da qualche giorno e i vostri Andrea chiamano a rinforzo una vecchia conoscenza per parlare di ciò che si è visto, di quello che non ci si aspettava, e di tante altre divagazioni. Cosimo Sarti torna a trovarci per parlare di Boston, di Dallas, ed ovviamente non solo. Si spazia da basket giocato, a libri di filosofia orientale e consigli per come ammazzare le zanzare, a riferimenti immancabili all'Apocalypse Draft, a una leggerissima polemica sul (secondo) miglior centro francese della storia. Buon ascolto!

(Gaia House)

(Gaia House)

(Gaia House) Dharma Talk

(Gaia House)

(Gaia House)

(Gaia House) Dharma Talk

(Gaia House) Dharma Talk

(Gaia House)

(Gaia House) Dharma Talk

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(Gaia House)

The leaders of Morton Wealth Management have a different way of thinking about growth and success in the RIA industry. Building and maintaining a firm that empowers its employees and values growth starts at the top - and it requires a unique balance of learning and leading. In this episode of RIA+, Jeff Sarti, the CEO of Morton Wealth, and Stacey McKinnon, the COO and CMO of Morton Wealth, share their personal stories and journeys as leaders in the RIA industry. More specifically, they reflect on some of the most important shifts they have made in their personal leadership styles and how it has directly translated to Morton's impressive growth and vibrant culture. 

Kátia Sarti is a highly experienced digital marketing and e-commerce professional with over 15 years of experience successfully growing retail brands through innovative and integrated digital marketing strategies. She has led performance marketing for the likes of 1-800-flowers.com and Clinique and is currently the Head of Consumer Marketing for Priority Pass in the Americas. Her professional arsenal is marked by a high level of adaptability and flexibility, consistently paired with leadership acumen, strategic thinking and a results-driven mentality. She's fluent in English, Portuguese and Spanish and enjoys being able to engage in multicultural environments both professionally and personally. On this episode, Katia talks with Loree Lash Valencia about how she's reached a pivot point in her career and her thoughts on what she will do next.

Descubra a inspiradora jornada de Aecio Sarti, um artista cuja trajetória desde uma infância tumultuada até o reconhecimento artístico é um testemunho de perseverança. Nesta emocionante entrevista, Aécio compartilha como sua vocação artística o guiou através de desafios financeiros e obstáculos, moldando sua abordagem à arte. Desde os primeiros passos na pintura até o encontro com seu mentor e a decisão de estudar arte nos Estados Unidos, sua determinação se destaca. Ao longo de sua história de 50 anos, Aécio revela como a arte vai além da criação, sendo uma força misteriosa que cura, conecta e guia. —————————— Aécio Sarti no Instagram: @galeria.aeciosarti —————————— Conheça os cursos, assista as aulas gratuitas e entre para a lista de emails Arte Academia: arteacademia.com.br —————————— Mande uma alô no @emersonferrandini lá no Instagram. —————————— Mande um alô por email: emerson@arteacademia.com.br —————————— Apoie o Arte Academia Podcast Se você NÃO está na América do Sul, apoie diretamente aqui no Spotify --- Support this podcast: https://podcasters.spotify.com/pod/show/arte-academia/support

Notes here: https://jackedathlete.com/podcast-90-basketball-skills-with-nate-sarti/

In this episode of the PowerShell Podcast, Glen leads us on the journey of his wide-ranging career, sharing stories about his beginnings in the Powershell world and addressing his brave decision to move across the globe for his dreams. He unravels the complex world of DevOps, recounts experiences from his first talk on “DevOps, Desktop, and Odd Socks,” and offers valuable insights into building effective mentoring relationships. At the heart of the episode is his take on driving cultural change within organizations and his compelling comparison of technical versus social skills in the tech industry. This episode encapsulates numerous nuggets of wisdom from Glen, adding value and insights for listeners at all stages of their tech career.   Bio: Glenn is a former Desktop Support Engineer turned DevOps advocate turned Software Engineer turned international public speaker turned Software Testing advocate. Currently at Hashicorp as a Senior Engineer on the Terraform Compliance team   Links:  Watch the PowerShell Podcast on YouTube: https://www.youtube.com/watch?v=kxbbWDi_GBQ PowerShell Weekly - https://psweekly.dowst.dev/ Beyond Pester 101: Applying testing principles to PowerShell by Glenn Sarti: https://www.youtube.com/watch?v=NrUxgSaFvtk Beyond Pester 102: Acceptance testing with PowerShell by Glenn Sarti: https://www.youtube.com/watch?v=L-1nXtaQ6YM Beyond Pester 103: Applying a Testing Mindset by Glenn Sarti - https://www.youtube.com/watch?v=dbb4Gm76-Ug The Five Dysfunctions of a Team: A Leadership Fable - https://www.amazon.com/Five-Dysfunctions-Team-Leadership-Fable/dp/0787960756 Sharing - What's In It For Me!?: https://www.youtube.com/watch?v=uKfgmoI2Pz0&pp=ygUKZ2xlbiBzYXJ0aQ%3D%3D