Jan 07 2025 47 mins 2
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“Go for it and swing hard.” - Kristian Marquez
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Kristian Marquez, founder and CEO of Finstrat Management, shares his journey from early leadership roles to creating a leading financial management firm. Discussing the importance of proper financial planning, he delves into balancing growth and efficiency in today's market. Marquez emphasizes understanding market demands, prioritizing financial planning, and utilizing AI for productivity.
00:00 Introduction to Kristian Marquez and Finstrat Management
04:10 Kristian Marquez's Journey and Background
09:59 Lessons from Success and Failure
11:50 Understanding the Market and Customer Needs
21:16 The Importance of Accurate Financials
26:29 Validating Your Business Idea
31:58 The Importance of Realistic Forecasts
34:26 Due Diligence and Safeguarding Assets
36:55 The Impact of AI on Financial Management
Click here for full show notes, transcript, and resources:
https://podcast.deepwealth.com/402
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