13 - Building Authentic Connections: The Human Side of Financial Consulting with Kurt William Gerwitz

In this episode of Bridging Success, Bo Jakins interviews the Fractional CFO, Kurt William Gerwitz. Kurt discusses his passion for financial education, his use of tools like QuickBooks and Excel, and his approach to authentic marketing and client engagement. Kurt shares insights on the emotional side of finance, the importance of data visualization, and his commitment to helping clients make better business decisions through education, technology, and genuine human connection.Think you'd be a great guest on the show? Apply HERE.Check out Kurt's work HERE.Connect with Kurt on LinkedIn HERE.

Episode metadata supplied by the publisher feed · Published Aug 29, 2025

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13 - Building Authentic Connections: The Human Side of Financial Consulting with Kurt William Gerwitz

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