PODCAST · business
Behind The Numbers With Dave Bookbinder
by Behind The Numbers With Dave Bookbinder
Behind The Numbers With Dave Bookbinder is the premier corporate finance and leadership podcast uncovering what truly drives business valuation, strategic growth, and enterprise value.You’ve heard the saying, “You can’t manage what you can’t measure.” Performance, company worth, and strategy are driven by metrics—but the real story happens behind the spreadsheets. Hosted by business valuation expert and best-selling author Dave Bookbinder, this show goes beyond traditional financial statements to explore the operational leadership, execution, and hidden factors that maximize business asset value.In each episode, Dave sits down with global CEOs, entrepreneurs, and financial thought leaders to unpack real-world insights on corporate finance, mergers and acquisitions (M&A), and scaling intangible assets. Whether you are a business owner looking toward exit planning, a CFO managing financial strategy, or an executive driving growth, this podcast will change the way you calculate true org
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Why Companies Lose Their Best Innovators - Shannon Lucas
In this episode of Behind The Numbers With Dave Bookbinder, Dave talks with Shannon Lucas, co-founder and co-CEO of Catalyst Constellations and co-author of Move Fast. Break Stuff. Burn Out., about the people who drive organizational transformation from the inside. Drawing on her leadership experience at Vodafone and Ericsson, Shannon explains why every company has "Catalysts" - employees who naturally challenge the status quo, inspire innovation, and accelerate change and why so many organizations unintentionally silence or lose them. Dave and Shannon explore how leaders can identify and support these high-impact contributors, the critical roles of recognition, trust, and psychological safety in fostering innovation, and why traditional performance management systems often fail to recognize transformational talent. They also discuss the warning signs of burnout, practical strategies for creating sustainable high performance, and the leadership skills that will become even more valuable as AI continues to reshape the workplace. In this episode, you'll learn: How to identify the hidden change-makers already inside your organization. Why recognition and psychological safety are essential for innovation. Practical ways leaders can empower employees without creating chaos. How to recognize and prevent burnout before it impacts performance. Why curiosity, adaptability, and other uniquely human "power skills" will define successful organizations in the age of AI. Whether you're a business owner, executive, or advisor leading through change, this conversation offers actionable insights for building a culture where both people and performance thrive. About Shannon Lucas: Shannon Lucas, Co-Founder of Catalyst Constellations, is a former Executive Vice President, Head of Emerging Business at Ericsson, is a global thought leader on intrapreneurship and corporate innovation frameworks. For over twenty years she’s driven innovation into Fortune 500 businesses and cutting-edge startups, launched her own companies, and served on the board of several non-profits. In her time at Vodafone, she created the groundbreaking innovation Champion program. Starting with a small group of passionate individuals, Shannon expanded the initiative into a global, CEO-sponsored movement. Despite her successes, she struggled with burnout and longed for a community that understood her challenges. This led to the creation of the Global Intrapreneur Salon, a space for intrapreneurs to share thought leadership and support each other. Shannon is the author of Move Fast. Break STUFF. Burn Out. About the Host: Dave Bookbinder is known as a trusted provider for independent business valuations, corporate asset appraisals, and exit planning advisory and he is the person that business owners and their advisors reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” Dave’s book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries. 🔸 Grab Dave’s Books: The New ROI: Return on Individuals | The NEW ROI: Going Behind The Numbers | A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube BEHIND THE NUMBERS WITH DAVE BOOKBINDER IS AN AWARD-WINNING PODCAST THAT IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY! ----more---- Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show!
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The Founder Is the Bottleneck - and the Breakthrough - Andrew Poles
Founder success isn't just about scaling a business -it's about scaling the person leading it. In this episode of Behind The Numbers, host Dave Bookbinder sits down with founder coach Andrew Poles to explore the often-overlooked connection between personal growth and business growth. Drawing from his experience coaching entrepreneurs, Andrew shares the common blind spots that hold founders back, including assuming others think the way they do, hiring generalists when specialists are needed, and failing to build systems that support sustainable growth. The conversation dives into practical strategies for managing time, energy, and constant interruptions, as well as how to make better hiring decisions in the early stages of a company. Andrew also discusses the importance of addressing the founder's inner world -helping leaders move beyond fear-based decision-making and develop the clarity needed to lead effectively. Andrew also offers a preview of his forthcoming memoir, Over the Gate, sharing the personal experiences that shaped his leadership philosophy and the lessons he's learned about resilience, transformation, and growth. Listeners will gain actionable insights on preventing burnout, making difficult trade-offs with confidence, and reducing overwhelm by shifting from emotional reactivity to intentional prioritization. Whether you're launching a startup, leading a growing company, or simply looking to become a more effective leader, this conversation offers valuable lessons on building both a better business and a better version of yourself. About Our Guest: Andrew Poles is an executive coach, leadership strategist, and ultra-endurance athlete dedicated to helping visionary founders scale their businesses without burning out. With 20+ years of experience, Andrew has coached over 10,000 leaders from companies like NASA, Dell, Schwab, Epic Games, and Netflix. After leading and turning around multi-million-dollar businesses, he left the corporate world to launch his coaching practice—hitting six figures in six weeks and doubling year over year since. Andrew’s approach blends neuroscience, leadership psychology, and storytelling, helping first-time founders navigate the leap from individual contributor to visionary CEO. As an ultra-endurance athlete, Andrew also understands high performance on a whole different level—training for and completing the grueling Telluride 100 Mountain Bike Race at 10,000 feet elevation. His upcoming book explores what endurance sports teach about leadership, mindset, and breaking past self-imposed limits. About the Host: Dave Bookbinder is known as a trusted provider for independent business valuations, corporate asset appraisals, and exit planning advisory and he is the person that business owners and their advisors reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” Dave’s book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries. 🔸 Grab Dave’s Books: The New ROI: Return on Individuals | The NEW ROI: Going Behind The Numbers | A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube BEHIND THE NUMBERS WITH DAVE BOOKBINDER IS AN AWARD-WINNING PODCAST THAT IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!
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How to Turn Words into Wealth: The Neuroscience of 27X Storytelling - Aurora Winter
How do you cut through the noise when text is cheap, AI is everywhere, and human attention spans are shorter than ever? In this episode, host Dave Bookbinder sits down with Aurora Winter - former Hollywood TV executive, serial seven-figure entrepreneur, and founder of Same Page Publishing - to crack the code on persuasive communication. Aurora bridges the gap between Hollywood storytelling and Silicon Valley business metrics, breaking down the exact neuroscience required to trigger action, command authority, and scale your business revenue. Whether you are an entrepreneur, executive, or aspiring author, this conversation delivers the exact frameworks you need to turn your expertise into a million-dollar messaging engine. Key Takeaways From This Episode: The 27X Value Effect: How shifting from a product pitch to a strategic narrative can increase your perceived value and revenue by up to 2,700%. The 3-Step Brain Model: How to bypass the protective "reptilian brain," engage the social midbrain, and logically win over the cerebral cortex. The $3 Million Formula: The story behind the exact seven-word message Aurora used to generate $3M in just one week—and how to audit your own messaging for maximum leverage. The "Hell-to-Heaven" Transformation: How to map your customer's journey using classic Hollywood story arcs to make your offer irresistible. The Spoken Author™ Method: How busy leaders can leverage pre-launch marketing strategies to create and launch bestselling books without spending years writing them. The Human Moat vs. AI: How to use generative AI to scale your operations without hollowing out your brand. Discover why your unique stories, style, smile, and Socratic questioning are your ultimate competitive advantages. Connect with Aurora: SamePagePublishing.com Get the Book: Grab your copy of Turn Words Into Wealth at TurnWordsIntoWealth.com About Our Guest: Aurora Winter is a media strategist, bestselling author, award-winning screenwriter-producer, and the founder of Same Page Publishing. She is the creator of three proprietary frameworks: the Strategic Showrunner™, the Movie Trailer Mindset™, and the Spoken Author™ method, which help CEOs, founders, and established experts turn their expertise into premium authority and scalable revenue. Her book Turn Words Into Wealth: 7 Ways to Make 7 Figures as a Thought Leader (Same Page Publishing, 2026) lays out a complete system for building a personal brand, launching a book, and generating seven-figure income as a thought leader in the age of AI. A former television executive, Aurora has been featured on ABC-TV, CBS-TV, KTLA-TV, and CBC-TV, and in Success, Elle, and The Huffington Post. She hosts the YouTube channel Strategic Basics and has appeared on hundreds of podcasts as a guest expert on messaging, publishing, and personal branding. Aurora Winter is also the author of the Magic, Mystery, and the Multiverse fantasy series, an enchanting adventure for readers of all ages, already coming to life through the animated Ana Zest Series on YouTube. Connect with Aurora: https://www.aurorawinter.com Get your free copy of Turn Words Into Wealth eBook: https://dl.bookfunnel.com/mq5wmvplbz About the Host: Dave Bookbinder is known as a trusted provider for independent business valuations, corporate asset appraisals, and exit planning advisory and he is the person that business owners and their advisors reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” Dave’s book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries. 🔸 Grab Dave’s Books: The New ROI: Return on Individuals | The NEW ROI: Going Behind The Numbers | A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube BEHIND THE NUMBERS WITH DAVE BOOKBINDER IS AN AWARD-WINNING PODCAST THAT IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY! Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show!
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Why Cybersecurity Is Really About People - Robert Sicilian
Cybersecurity is no longer just an IT issue - it’s a leadership issue, a risk management issue, and increasingly, a business value issue. In this episode of Behind The Numbers With Dave Bookbinder, cybersecurity expert, author, and security analyst Robert Siciliano explains why the greatest threat to most organizations isn't technology -it's human behavior. Drawing on decades of experience investigating cybercrime and helping organizations protect themselves, Robert shares how criminals exploit what he calls the "human blind spot" through fear, urgency, trust, and manipulation. From the early days of AOL scams to today's AI-powered voice cloning, deepfakes, and sophisticated phishing attacks, he reveals how cybercriminals continue to evolve their tactics while targeting the same human vulnerabilities. Dave and Robert discuss why cybersecurity awareness training often fails, how organizations can build a Strategic Human Firewall, and why security must become personal before it becomes organizational. They also explore practical strategies business owners and leaders can implement immediately, including stronger authentication practices, better employee education, and creating a culture of situational awareness. Whether you're a business owner, executive, advisor, or anyone concerned about protecting digital assets and organizational trust, this conversation offers valuable insights into managing risk in an increasingly complex cyber landscape. Key Topics Discussed: Why human behavior remains the biggest cybersecurity vulnerability The psychology behind phishing, scams, and social engineering How AI, deepfakes, and voice cloning are changing cybercrime The Strategic Human Firewall approach to security awareness Building a culture of cybersecurity and situational awareness Practical steps to reduce organizational risk today Why cybersecurity is now a boardroom and leadership responsibility About Our Guest: Recognized as the media’s go-to cybersecurity expert and creator of The Strategic Human Firewall™, Robert Siciliano is a private investigator, Certified Speaking Professional (CSP), and the CEO of Protect Now, LLC. As one of the nation’s most trusted voices on cybercrime and identity theft, he has built an unparalleled media track record, appearing on over 500 television shows, contributing to over 1,000 radio programs, and being featured as an expert source in over 3,000 articles. A fierce advocate for personal and professional security, Robert is the architect of the CSI Protection certification and a bestselling author who strips away technical jargon to deliver "straight talk" solutions. His expertise is regularly sought by every major network—including CNN, Fox News, MSNBC, and The Today Show—where he empowers millions of viewers to protect their data, privacy, and wealth from modern threats. The Strategic Human Firewall™ moves beyond technical cybersecurity training to behavioral governance, acknowledging that software alone cannot stop AI-driven "perfect lies". It addresses the "Human Blindspot," a vulnerability where humans are hardwired to trust digital senses (eyes and ears) that AI now easily exploits. Grounded in the reality that "All Security is Personal," this approach defines security not as abstract compliance, but as fundamental safety—akin to physical security measures designed to prevent violence. Because nothing is more personal than an identity, when individuals learn to defend their personal lives against "Digital Frankensteins" or deepfake family emergencies, engaging in security in a professional environment becomes instinctive rather than forced. By translating these personal instincts into corporate habits, protecting company data is more achievable. Connect with Robert here: https://www.linkedin.com/in/robertsiciliano/ About the Host: Dave Bookbinder is known as a trusted provider for independent business valuations, corporate asset appraisals, and exit planning advisory and he is the person that business owners and their advisors reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” Dave’s book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries. 🔸 Grab Dave’s Books: The New ROI: Return on Individuals | The NEW ROI: Going Behind The Numbers | A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube BEHIND THE NUMBERS WITH DAVE BOOKBINDER IS AN AWARD-WINNING PODCAST THAT IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY! Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show!
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Beyond the Paycheck: Why Corporate Recognition Fails and Genuine Appreciation Wins - Dr. Paul White
Why do expensive corporate recognition programs, automated anniversary emails, and branded company swag so frequently fail to keep employees from walking out the door? In this episode, host Dave Bookbinder sits down with renowned psychologist, leadership expert, and bestselling author Dr. Paul White. Together, they pull back the curtain on the global phenomenon he co-authored with Dr. Gary Chapman: The 5 Languages of Appreciation in the Workplace (over 800,000 copies sold at the time of recording). Dave and Dr. White dive deep into the data-backed science of human motivation, drawing a sharp line between performance-based recognition and person-based appreciation. Whether you are managing a Fortune 500 team, navigating a complex family business, or leading a fully remote workforce, this episode provides the ultimate roadmap to drastically reducing turnover and boosting discretionary effort. 🎧 What We Cover in This Episode: The ROI of Feeling Seen: Why authentic appreciation has three times more influence on employee retention than traditional compensation. The 5 Languages Deep Dive: A breakdown of how Words of Affirmation, Quality Time, Acts of Service, Tangible Gifts, and Physical Touch manifest in a professional environment. Why the "Points Catalog" Backfires: The psychological reason automated, transactional reward programs make employees feel less valued. Actionable Advice for Leaders: How to craft hyper-specific praise, offer help without micromanaging, and implement the Motivating By Appreciation (MBA) Inventory across your team. "People don't just want to be recognized for what they do for the company's bottom line; they want to be valued for who they are as human beings." ----more---- About Our Guest: Dr. Paul White is a psychologist, author, and speaker who “makes work relationships work.” He has written articles for and been interviewed by the BBC News, Business Week, the New York Times, Entrepreneur.com, Fast Company, and Forbes. Dr. White is the coauthor of the best-selling book, The 5 Languages of Appreciation in the Workplace, which has sold over 800,000 copies (written with Dr. Gary Chapman, author of the #1 NY Times bestseller, The 5 Love Languages) and has been translated into 25 languages. As a speaker and trainer, Dr. White has taught around the world, including North American, Europe, South America, Asia, and the Caribbean. His expertise has been requested by PepsiCo, Microsoft, NASA, L’Oreal, the Mayo Clinics, Princeton University, the Salvation Army, and numerous other multinational organizations. Based on extensive research, Dr. White has developed practical ways for leaders and employees to communicate authentic appreciation that leads to increased employee engagement, lower staff turnover, more positive work environments, and higher productivity. Additionally, Dr. White and Dr. Chapman have created an online assessment (taken by 475,000 individuals and available in nine languages) to identify the specific ways each person prefers to be shown appreciation. You can email him here: [email protected] About the Host: Dave Bookbinder is known as a trusted provider for independent business valuations, corporate asset appraisals, and exit planning advisory and he is the person that business owners and their advisors reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” Dave’s book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries. 🔸 Grab Dave’s Books: The New ROI: Return on Individuals | The NEW ROI: Going Behind The Numbers | A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube BEHIND THE NUMBERS WITH DAVE BOOKBINDER IS AN AWARD-WINNING PODCAST THAT IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY! ----more----Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show!
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Why Most Companies Aren’t Really Strategic - Rich Horwath
What separates companies that thrive from those that slowly lose relevance? Often, it comes down to strategy - not just having a plan, but developing the insight and discipline to make better decisions over time. In this episode of Behind The Numbers With Dave Bookbinder, Dave speaks with strategy expert Rich Horwath, founder of the Strategic Thinking Institute, about what it really means to “be strategic” in today’s business environment. Rich explains why strategy is not the same as goals, planning, or tactics, and shares his definition of strategy as “possessing insight that leads to advantage.” The conversation explores the biggest reasons strategy breaks down inside organizations, how leaders get trapped in tactical thinking, and the warning signs that indicate a company may be operating without true strategic direction. Rich also introduces his framework built around acumen, allocation, and action - and explains how leaders can apply it to improve decision-making and long-term performance. Dave and Rich discuss the connection between strategic clarity and enterprise value, the role of tradeoffs in leadership, lessons from companies like Blockbuster, and how AI may accelerate both opportunity and competitive risk. Rich also shares practical habits leaders can implement immediately, including insight journaling, accountability around learning, and creating a shared language of strategy across the organization. To learn more about Rich Horwath, visit Strategy Skills or connect with Rich Horwath on LinkedIn. Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show! About Our Guest: Rich Horwath is the founder and CEO of the Strategic Thinking Institute where he serves leadership teams as a strategy workshop facilitator, strategic executive coach, and keynote speaker. His mission is to help executive teams think, plan, and act strategically to set direction, create advantage, and achieve their goals. Rich is a New York Times, Wall Street Journal and USA Today national bestselling author of eight books, and his work has been featured in publications including Fast Company, Forbes, and the Harvard Business Review. He has been described by Chief Executive Magazine as “the world’s foremost expert on strategic thinking.” As a former chief strategy officer and professor of strategy at the graduate level, he is able to bring a practical, real-world approach based in strong foundational principles to help executives develop their strategic capabilities. Rich has appeared on ABC, NBC, CBS, and FOX TV to share his perspectives on current business strategy issues. In addition to his work facilitating strategy workshops for leadership teams and providing executive coaching services and strategic counsel, he is a highly sought-after keynote speaker for groups ranging from 10 to 10,000. Rich has helped more than a quarter million leaders around the world develop their strategic capabilities in pursuit of his vision to teach the world to be strategic. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and their advisors reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” Dave’s book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries. 🔸 Grab Dave’s Books: The New ROI: Return on Individuals | The NEW ROI: Going Behind The Numbers | A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube BEHIND THE NUMBERS WITH DAVE BOOKBINDER IS AN AWARD-WINNING PODCAST THAT IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!
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How IT Strategy Impacts Business Value, Risk, and Exit Readiness - Keith Tessler
Technology problems rarely start with technology. They start with leadership decisions, culture, and treating IT as an afterthought instead of a strategic asset. In this episode of Behind The Numbers With Dave Bookbinder, Dave speaks with Keith Tessler of CMIT Solutions about why smart companies are shifting from reactive IT support to proactive technology management and how those decisions directly impact risk, resilience, scalability, and enterprise value. The conversation explores the biggest cybersecurity threats facing small and mid-sized businesses today, including phishing attacks, business email compromise, and the growing misuse of remote-control software by bad actors. Keith shares practical, low-cost protections every business should implement, including two-factor authentication, password managers, employee awareness training, and stronger internal controls. Dave and Keith also discuss: When companies should move from “break/fix” IT support to a managed services model How IT infrastructure and documentation can affect M&A due diligence and succession planning Why clean, accessible data matters more than most owners realize The role culture and people play in cybersecurity and operational risk Practical applications for AI in business and where the hype exceeds reality A simple IT checklist business owners can use to improve resilience and reduce risk Whether you’re preparing your company for growth, protecting it from disruption, or thinking about a future exit, this episode delivers actionable insights on how technology decisions can strengthen both operational performance and business value. Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show! About Our Guest: A fourth-generation entrepreneur, Keith says he learned more at the family dinner table than from his MBA courses. So it's no surprise he dove into the family business with gusto, taking it from a small, regional player to a nationwide company that became the largest firm in that industry. But after 25 years of 100-hour weeks, he sold that business and spent a couple of years coaching CEOs - leaders of companies that ran the gamut from small tech start-ups to $3 billion corporations. While he loved that work, he couldn't shake the technology itch. So today, Keith has hit his stride as the owner of CMIT Solutions in Philadelphia and Cherry Hill, a business that marries his love of technology with his passion for helping businesses find better paths to successful growth. If you want fresh perspectives on leadership, tech, and business, follow Keith on LinkedIn. And if you want to put tech headaches in the rearview mirror and work with an IT team you can love, reach out to Keith here. He's always ready to talk tech support, business growth, cybersecurity, regulatory compliance, and much more. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and their advisors reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” Dave’s book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries. 🔸 Grab Dave’s Books: The New ROI: Return on Individuals | The NEW ROI: Going Behind The Numbers | A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube BEHIND THE NUMBERS WITH DAVE BOOKBINDER IS AN AWARD-WINNING PODCAST THAT IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!
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How to Build a Team That Runs Without You - Daria Rudnik
Why do businesses stall - even when demand is strong? Often, it comes down to leadership bottlenecks. In this episode of Behind The Numbers With Dave Bookbinder, Dave speaks with executive coach and author Daria Rudnik about what happens when leaders become the constraint on growth—and how to fix it. Daria shares how to recognize an overloaded leader, the impact it has on team performance and business value, and why so many organizations struggle to build truly self-sufficient teams. The conversation breaks down her CLICK framework: Clear Purpose, Linking Connections, Integrated Work, Collaborative Decisions, and Knowledge Sharing; with practical examples from a cybersecurity team and a telecom call center. She also offers a simple question leaders can use immediately to start shifting how their teams operate. Dave and Daria explore how AI is changing team dynamics, decision-making, and communication—and why human judgment and critical thinking are becoming even more valuable. If you’re a business owner, executive, or advisor, you’ll walk away with actionable insights on building stronger teams, developing leaders, and creating a business that can scale beyond you. About Our Guest: Daria Rudnik is a Team Architect and Executive Coach who helps overloaded leaders build high-trust, self-sufficient teams so they get better results with less burnout. She’s the award-winning author of CLICKING and co-author of The AI Revolution, and the creator of Aidra.AI, an AI-powered coach for leaders. A former Chief People Officer and ex-Deloitte pro, Daria brings her many years of global leadership experience to every conversation. Connect with her here: https://dariarudnik.com/ About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and their advisors reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” Dave’s book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries. 🔸 Grab Dave’s Books: The New ROI: Return on Individuals | The NEW ROI: Going Behind The Numbers | A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube BEHIND THE NUMBERS WITH DAVE BOOKBINDER IS AN AWARD-WINNING PODCAST THAT IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY! ----more----Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show!
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318
Turning Employee Engagement Into Shareholder Value - David Van Adelsberg & Bart Houlahan of Irrational Capital
In this episode of Behind the Numbers, host Dave Bookbinder sits down with David Van Adelsberg and Bart Houlahan from Irrational Capital to explore the game-changing role of human capital in business valuation and investment strategies. Irrational Capital is at the forefront of quantifying the employer-employee relationship’s impact on a company's equity value. David and Bart introduce the human capital factor, a groundbreaking investment metric independently validated by leading financial institutions like J.P. Morgan. Key Topics Covered: ✅ The science behind the human capital factor and why it matters to investors ✅ How intrinsic motivators—pride, trust, appreciation—drive stock performance ✅ The rigorous validation process that links employee engagement to financial returns ✅ The shift in investment strategies to integrate human capital metrics Join us for this fascinating discussion on how people truly are a company’s most valuable asset—not just in words, but in measurable financial impact. 🔹 Listen now and rethink the way you value human capital! Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show! About Our Guests: David Van Adelsberg is a Founding Partner and CEO of Irrational Capital LLC, the investment research and development firm that has discovered and quantified the Human Capital Factor® and is enabling investable access for investors. Previously, David’s team led the rapid growth of a large-scale, international finance firm. Prior to that he co-founded and led Context Capital Partners, the alternative asset sponsorship firm. Earlier in his career, David was Managing Director of Scudder Kemper Investments private equity and venture group and CEO of the European division of the training and strategy firm Forum Corporation prior to its sale to Pearson. David began his career at IBM where he held business development roles and was part of the teams that established several new, large-scale businesses. Bart Houlahan became a Partner at Irrational Capital in 2023. Irrational Capital has identified and quantified the Human Capital Factor®, a new investment factor (like Growth or Value) that is connected to future equity value creation. The Company currently offers three ETF’s traded on the NYSE (HAPI, HAPS, HAPY). Bart joined the firm to launch the Human Capital Factor® Ratings System, providing companies detailed benchmarking on their Human Capital Factor® with actionable insights on how they can align their corporate culture with equity value creation. Prior to Irrational Capital, Bart co-founded B Lab in 2006, the non-profit organization behind the B Corporation movement. B Lab is working to build a movement of people using business as a force for good by certifying leading sustainable businesses (Certified B Corporations) and encouraging other companies to follow by using B Lab’s tools. There are now more than 9,000 Certified B Corporations in 102 countries and 162 industries. More than 350,000 businesses have used B Lab’s B Impact Assessment to manage their social and environmental performance, and the organization has passed legislation in 56 jurisdictions creating a new legally-recognized corporate form, the Benefit Corporation. Prior to B Lab, Bart was President and one of the original partners of AND 1, a $250 MM basketball footwear and apparel company. At its peak, AND 1 was the second largest basketball company in the world with distribution in 82 countries. The company also scaled an entertainment business, the AND 1 Mix Tape, that included a global tour, videogame, and television show. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” Dave’s book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries. 🔸 Grab Dave’s Books: The New ROI: Return on Individuals | The NEW ROI: Going Behind The Numbers | A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube Don’t forget to subscribe and leave a review to help more listeners discover the show! To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!
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317
The Psychology of Leadership: How Personality Shapes Workplace Culture - Anne Dranitsaris
In this episode of Behind the Numbers, host Dave Bookbinder welcomes back Anne Dranitsaris, author of Become Who You Are Meant to Be in Your Relationships, for a deep dive into the intersection of personal relationships and leadership in the business world. Anne shares her expertise as a leadership coach, exploring how personality types and brain organization shape emotional behaviors and workplace culture. She and Dave discuss the challenges leaders face in balancing authority with authenticity and how self-awareness can drive better decision-making and employee performance. Key topics include: ✅ Understanding personality types to enhance workplace relationships ✅ Overcoming imposter syndrome and embracing authenticity at work ✅ The power of mindfulness in leadership effectiveness ✅ Setting boundaries while fostering a culture of open communication ✅ Practical strategies for creating a positive, high-performing team Tune in for actionable insights that will help you strengthen your leadership skills, improve workplace dynamics, and drive organizational success! Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show! About Our Guest: Anne Dranitsaris, Ph.D., is a behavioral change expert, psychotherapist, author, and leadership coach known for her groundbreaking work in psychological type, personal and leadership development. She and her daughter, Heather Dranitsaris-Hilliard are founders of Caliber Leadership Systems and co-creators of the Striving Styles Personality System. She writes and practices in her home in Kawartha Lakes, Ontario. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” Dave’s book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries. 🔸 Grab Dave’s Books: The New ROI: Return on Individuals | The NEW ROI: Going Behind The Numbers | A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube Don’t forget to subscribe and leave a review to help more listeners discover the show! To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!
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316
Strategic Branding: Lessons from a Nonconformist - Erin Andrea Craske
In this episode of Behind the Numbers, host Dave Bookbinder is joined by Erin Andrea Craske—executive psychologist, award-winning author, and renowned brand strategist—to explore the power of brand strategy, equity, and differentiation in today’s business landscape. Erin shares her personal journey as a nonconformist in the corporate world, highlighting the challenges she faced and the lessons that reshaped her approach to business and life. She dives deep into the true meaning of brand equity, explaining why it’s more than just logos and marketing—it’s the real, measurable value of a business. Key takeaways from this episode: ✅ How strategic positioning and differentiation create lasting competitive advantage ✅ Why brand equity is a critical business asset ✅ The unique challenges (and advantages!) of nonconformists in corporate environments ✅ Erin’s expert insights on navigating business transformation and standing out in a crowded market If you’re looking to elevate your brand, challenge conventional thinking, and understand the real value behind a business, this episode is a must-listen! Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show! About Our Guest: Erin Andrea Craske, an award-winning strategist, with a 20-year career, culminating as Global Head of Consumer Brands. With expertise in strategic development, profitability, leadership, and communication, she's an ICF-certified business and leadership success coach. Leveraging 16 years of leadership, she empowers impact-driven businesses to succeed on their terms and build a profitable business while amplifying a ripple effect of goodness. She’s the author of From Purpose To Profit. Connect with Erin here: https://www.erinandreacraske.com/ About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries. 🔸 Grab Dave’s Books: The New ROI: Return on Individuals | The NEW ROI: Going Behind The Numbers | A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube Don’t forget to subscribe and leave a review to help more listeners discover the show! To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!
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315
Decision Support & Entrepreneurial Resilience with Jodi Hume
Welcome to another episode of Behind the Numbers! In this episode, we're joined by Jodi Hume, a seasoned expert in "on-call decision support" — a unique service she developed from her extensive career and entrepreneurial upbringing. Jodi shares her inspiring journey from marketing to becoming the COO of an architecture firm, where she sharpened the skills that now help entrepreneurs make pivotal decisions. She dives into the importance of having a trusted sounding board, especially during times of heightened uncertainty. Key topics covered in this episode: Navigating Business Exits & Acquisitions: Jodi offers practical advice on managing the emotional and psychological complexities of due diligence and post-sale transitions. Personal and Business Alignment: Learn how to balance personal goals with critical business decisions. Energy, Hope & Adaptation: Gain wisdom from Jodi’s insights rooted in neuroscience and psychology to stay motivated and adaptable amid uncertainty. Whether you're scaling a business, contemplating an exit, or simply seeking better decision-making strategies, Jodi's insights will empower you on your entrepreneurial journey. Tune in to discover how embracing decision support can help you achieve a deeper, more fulfilling balance between business success and personal aspirations. Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show! About Our Guest: After a 15-year career as COO of a growing architecture firm, Jodi Hume shifted gears and made a name for herself over the last decade providing on-call decision support and facilitated leadership conversations for startup founders and entrepreneurs throughout North America, Europe and Australia. While Jodi works 1:1 with a small number of clients, she also convenes roundtable conversations for entrepreneurs & founders, and each week, she hosts an anonymous Q&A for entrepreneurs she is (half-jokingly) calling the “Business Confessional.” You can also find her at the mic as lead singer of her band, The Wafflers – and if you ask nicely, she might tell you about the time she won 1st place in a Truck Pull. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries. 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube Don’t forget to subscribe and leave a review to help more listeners discover the show! To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!
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314
Mastering Sales Funnels & Busting Sales Myths - Liz Heiman
Welcome to Behind the Numbers, where host Dave Bookbinder explores the power of sales in business with expert guest Liz Heiman, CEO and Chief Sales Strategist at Regarding Sales. With over two decades of experience since 2002 in building sales infrastructures, Liz shares actionable strategies for creating successful sales systems in midsize companies. In this episode, Liz reflects on her career, starting at Miller Heiman, famous for the Strategic Selling methodology, and discusses why everyone in a company is involved in sales, from accountants to facilities managers. Together, they debunk common sales misconceptions, including the importance of a growth mindset, thorough sales preparation, and how focusing on problem-solving is more effective than the traditional "hard sell." Liz dives into the key elements of the sales funnel, emphasizing how to leverage meaningful conversations, understand sales metrics, and integrate marketing and sales to boost business growth. She also offers valuable insights on building trust and credibility in sales relationships and explains why a customer-centric approach is critical for success. Whether you're looking to refine your sales techniques, enhance your sales funnel, or better understand your customers' needs, this episode is packed with practical sales strategies and insider tips that will help you elevate your sales game. Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show! About Our Guest: Liz Heiman is the Sales Operating System Architect and the founder of Re: Sales™. Liz guides “Ready-to-Scale” founders and CEOs to take the chaos out of sales so they can create a more sustainable growth strategy that strengthens the pipeline and streamlines their process to increase revenue on a predictive basis. Early in her career, Liz trained some of the world’s powerhouse sales organizations. Using Strategic Selling and Conceptual Selling, she helped them boost sales by improving their sales processes and systems. Now her focus is start-up and mid-sized companies selling into complex B2B environments, including medical, government, and enterprise. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” He’s also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries. 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube Don’t forget to subscribe and leave a review to help more listeners discover the show! To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!
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313
Corporate Anthropology: Driving Innovation with Andi Simon
Welcome to another episode of "Behind the Numbers" with your host Dave Bookbinder. This week, we have the pleasure of chatting with Andi Simon, a pioneering corporate anthropologist, renowned podcaster, and author of "Women Mean Business". Dive into the world of corporate anthropology and discover how Andi aids organizations in navigating transformative changes by understanding the data behind their operations in a new light. During our conversation, Andi shares her fascinating journey from academia to finance and healthcare, ultimately leading to the creation of her own business. With over 23 years of experience, she reveals how companies hire her not just for what she does, but for what they need: to unlock the potential behind data and push beyond the obvious, identifying gaps and opportunities for innovation. Andi explains how anthropologists uniquely explore company dynamics, emphasizing observation and ethnographic methods to gain profound insights. From embedding herself in senior living communities to analyzing healthcare strategies, she discusses her innovative methods of understanding client requirements and enhancing business performance. Additionally, familiarize yourself with Andi's authored works, "On the Brink: A Fresh Lens to Take Your Business to New Heights" and "Women Mean Business", and gain valuable strategies on how to look at business data from a strategic perspective. Tune in to understand how corporate anthropology can be a game-changer in deciphering complex data landscapes and shaping future business success. Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show! About Our Guest: Andi Simon PhD is the founder of Simon Associates Management Consultants LLC (SAMC). She launched SAMC in 2002 to apply anthropology’s methods, tools, and theory to businesses in need of change. As a Corporate Anthropologist she helps executives see their companies with more observant eyes, achieve “aha!” moments, allowing them to discover new and profitable opportunities. By applying the concepts, methods, and tools of anthropology to business environments, she turns observation into innovation and revitalizes businesses seeking growth. She is author of two-award winning books: “On the Brink: A fresh lens To Take Your Business to New Heights” and “Rethink: Smashing the Myths of Women in Business.” Andi has co-authored a new book published in September 2023 entitled “Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success”. Her work as a corporate anthropologist has led to clients across the globe delivering both keynotes and conducting workshops. As a trained practitioner of Blue Ocean Strategy and Innovation Games, she has conducted almost five hundred workshops on Blue Ocean Strategy and Culture Change. Dr Simon has also developed and run Leadership Academies for her clients. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” He’s also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries. 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube Don’t forget to subscribe and leave a review to help more listeners discover the show! To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!
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Risk Management Redefined: Insights from Steve Kantor
Welcome to another engaging episode of Behind the Numbers, where host Dave Bookbinder is joined by Steve Kantor, Executive Vice President at KEH Insurance. In this episode, Steve dives into the intricacies of managing risk in the dynamic world of business insurance, offering invaluable insights into both the "have-tos" and "shoulds" of insurance coverage for small to mid-sized companies. The conversation explores the evolving landscape of risk management, touching on the critical role of intangible assets and the increasing impact of artificial intelligence. Steve highlights the need for proactive advisory strategies, emphasizing the importance of ongoing communication with legal and accounting professionals to keep pace with changing risk profiles. Steve also shares the inspiration behind his successful community-building initiatives, which create valuable networking opportunities for innovators and investors in the tech and life sciences sectors. The episode concludes with practical advice for navigating insurance challenges while fostering personal and professional relationships. Join Dave and Steve in this informative discussion that uncovers the ever-changing facets of risk management and the importance of relationship-building in business. Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show! About Steve Kantor: Steven Kantor is Executive Vice President of KEH Insurance Agency. The focus of his work is providing insurance programs to innovative companies and their investors. He has a vast background in professional service sales and business development. His leadership positions have included Managing Director of Jefferson Wells International’s Philadelphia office, Director of Business Development for SMART, LP and VP of Venture Development for Alpha Medical Services. He was co-founder of Eldersearch.com which was sold to Fischer Foundation for Research. Steve received the “40 Under 40” award from the Philadelphia Business journal and the Amore Award for Community Impact from the Liguori Academy (www.liguoriacademy.org) in Philadelphia. He has been the founder and leader of numerous CEO/Investor forums including the Philadelphia Board for Corporate Governance, the Technology Leaders of the Delaware Valley (www.techleadersdv.com), the Life Sciences Collaborative (www.lifesciencescollaborative.org) with chapters in Boston, Princeton and Philadelphia and Innovators and Investors Executive Leaders Forum where he works closely with high net-worth individuals that have successfully exited businesses and are now investing or advising emerging companies. As a community impactor, Steve created the Calling All Angels Gala to benefit the CARES Institute to support families impacted by child abuse. The gala ran for ten years and raised over $ 1.5 million dollars. He’s also been the Chair of the Gala to benefit the YMCA of Gloucester County and currently serves on the LIFT Committee of the Liguori Academy in Philadelphia. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” He’s also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries. 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter X 🔸Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube Don’t forget to subscribe and leave a review to help more listeners discover the show! To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!
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Elevating Leadership and Workplace Dynamics with Dave Nast
In this episode of Behind the Numbers, host Dave Bookbinder sits down with Dave Nast—three-time CEO, award-winning business coach, and workplace behavior expert—for an engaging conversation on leadership, workplace dynamics, and the evolving business landscape. 🔑 Key Takeaways: The Power of Peer Advisory Groups: Discover how Vistage, the original CEO peer advisory group, is transforming leadership through peer interactions. Workplace Dynamics: Learn about the challenges CEOs face, including the importance of having the right people in the right roles for business adaptability. AI’s Impact on Business: Explore the transformative role of AI and predictive index tools in aligning talent with organizational goals to boost engagement and productivity. Post-Pandemic Workforce Challenges: Gain insights into navigating return-to-office dynamics and fostering team inspiration in a shifting workplace. This episode is a treasure trove of actionable insights for CEOs, business leaders, and professionals seeking to stay ahead in today’s fast-paced world. Listen now to gain strategies for aligning talent, leading effectively, and embracing innovation in your organization. Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show! About Dave Nast: Dave Nast is a 3-time CEO, a Workplace Behavior Expert, and an Award-Winning Business Coach with over 30 years of experience in Human Capital Management, Leadership Development, Executive Coaching, Talent Optimization, Sales, Change Management, Talent Acquisition, Training, Talent Management, and Executive Search. Dave holds certifications as a Workplace Behavioral Analyst, Business Coach, Talent Optimization Consultant, Corporate Trainer, Leadership Architect, Organizational Health Implementor, and Interview Architect. As a Recruiter, he placed over 500 CEOs in his career, and as a Coach he has worked with thousands of CEOs, Business Owners, and Executives. Dave is a Top-Ranked Influencer on LinkedIn with over 28,000 followers. He writes for Talent (TLNT.com), Raconteur, and the Business Section of The Huffington Post. Dave is also a collaborator on the #1 Best-Seller, “The New ROI (Return on Individuals)” and he has been featured in Money Magazine, Fortune Magazine, and Men's Health. https://www.nastpartners.com/ [email protected] 856-489-6233 About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” He’s also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries. 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube Don’t forget to subscribe and leave a review to help more listeners discover the show! To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!
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310
The Art of Communication: Lessons from Dr. Candy Campbell’s Improv for Leadership
In this episode of Behind the Numbers, Dave Bookbinder welcomes Dr. Candy Campbell, an award-winning actor, author, filmmaker, and artist, to discuss the crucial role of communication skills in business. The conversation navigates through Dr. Campbell's unique career journey from an actor and flight attendant to a distinguished nurse and educator. She shares her insights on how comedy, and specifically improv, can significantly improve communication within organizations. Dr. Campbell delves into the root problems of workplace miscommunication, especially in risk-averse industries, and highlights how these issues can lead to safety concerns, employee dissatisfaction, and even affect an organization's brand. Through her applied improv curriculum, she provides practical tips on enhancing workplace communication and the importance of creating a psychologically safe environment for employees to express themselves. The discussion also touches on effective leadership, authenticity, and the impact of attitude in professional settings, offering valuable advice for young professionals on upward communication. Additionally, Dr. Campbell shares her experiences with award-winning film production, her portrayal of Florence Nightingale, and her passion for fine arts. About Candy Campbell: Dr. Candace (Candy) Campbell, award-winning actor author, filmmaker, and fine artist, has good news for leaders tearing out their hair because of employee disengagement---or worse, poor employee retention! Her doctoral work, completed with interprofessional groups at Stanford and subsequent books* address workplace miscommunication which is at the root of employee quiet quitting and increased resignation problem. The solution? Candy uses her 20+ years experience as an actor/director/coach/facilitator and her 40 years in the healthcare industry to help leaders create a culture where everybody WANTS to work and nobody wants to leave. *Improv to Improve Healthcare" and "Improv to Improve Your Leadership Team" But Wait! There's more! For you nurses, statisticians, social consciousness wonks, or other masses yearning to learn from history, Candy's third solo show, 'Florence Nightingale: The Reluctant Celebrity, ' has been enjoyed by audiences off-Broadway, several US states, and 3 countries, so far. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” He’s also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries. 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!
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From the Cockpit to the Boardroom: Trust as the Key to Leadership - Captain George Dom
Welcome to Behind the Numbers with Dave Bookbinder! In this episode, we dive deep into the critical role of trust in building high-performance teams with Captain George Dom, founder of the High Trust Leadership Network and author of High Trust Leadership. Drawing on his remarkable 26-year Navy career, including flying fighters off aircraft carriers and leading the iconic Blue Angels, George offers unparalleled insights into how trust drives success in teams. Key Topics Covered: The Five C's of Trust: Learn how Character, Commitment, Competence, Connection, and Communication create the foundation for trust in any team. Military-Grade Lessons for Business: George shares actionable strategies for translating military lessons on trust, leadership, and collaboration into corporate environments. Post-Project Debriefs: Discover the power of candid feedback and open communication to foster continuous improvement and a culture of trust within your organization. Retention and Innovation: Understand how trust fuels resilience, retention, and creative problem-solving, helping your team thrive under pressure. Dave and George unpack real-world examples and offer practical advice to help leaders integrate trust-building strategies into their daily practices. Whether you’re managing a small team or a large organization, this episode provides the tools to create a culture where trust unlocks your team’s full potential. Don’t miss this engaging and inspiring conversation. Tune in now and learn how trust can transform your team dynamics and drive extraordinary results. Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show! About George Dom: Captain George Dom USN(Ret), founder of the High-Trust Leadership Network, is a former naval officer and aviator with a career spanning key leadership roles in high-performance organizations, including Topgun instructor, Blue Angels flight leader, and combat strike leader. Today, he’s COO of a California aviation company, author, speaker, and leadership consultant for Fortune 500 corporations. Dom emphasizes the importance of ‘High-Trust’ Leadership and Personal High Performance in achieving exceptional results. With a background in high-performing military and civilian organizations and coaching at the Human Performance Institute, he offers proven methods for leaders to achieve High-Trust Teamwork and Personal High Performance. Dom's keynotes, workshops, and coaching engagements aim to unleash human talent for outstanding organizational success. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” He’s also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries. 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!
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Revolutionizing Non-Tech Industries with AI: A Conversation with Faisal Abid
In this episode of Behind the Numbers, host Dave Bookbinder dives deep into the transformative power of artificial intelligence (AI) with special guest Faisal Abid, co-founder of Irene Cremations. Faisal shares his incredible journey from the tech world to reshaping the funeral services industry through innovation and technology. Discover how Irene leverages AI to streamline funeral services, enabling professionals to focus on supporting families during their time of need. Faisal offers unique insights into the role of AI in revolutionizing non-tech industries, from nonprofits to public policy, showcasing how technology can enhance human-centered services. Key Discussion Points: AI and Innovation: How AI is disrupting industries traditionally untouched by tech. Job Market Insights: The truth about AI’s impact on jobs and efficiency. AI in Education: Rethinking how we teach and assess learning in the AI era. Entrepreneurship Tips: Building financial security and embracing failure as a path to success. Faisal’s candid advice for aspiring entrepreneurs and his passion for AI’s potential to balance efficiency with human connection make this a must-listen episode for innovators, business leaders, and anyone curious about the future of technology. About Our Guest: Faisal Abid is an entrepreneur, company founder, CTO, Google Developer Expert and Google Cloud Certified Architect, who speaks about leveraging the use of technology to drive business success. Faisal is also passionate about the power of embracing technology in traditionally non-tech industries. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” He’s also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries. 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!
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Unlock the Secrets of Transformative Leadership with John Hewitt, Founder & CEO of Loyalty Brands
In this must-listen episode of Behind the Numbers, host Dave Bookbinder sits down with John Hewitt, an entrepreneurial legend and the mastermind behind Loyalty Brands. With a 55-year career that includes founding Jackson Hewitt Tax Service and Liberty Tax, John reveals the leadership principles and strategies that have fueled his success—and how giving back is the ultimate measure of achievement. What You’ll Learn in This Episode: 🌟 The Power of Positive Leadership: Discover how a “Thank God It’s Monday” attitude can transform your company culture. 🚀 Building Business Legacy: From taking Jackson Hewitt public to growing Liberty Tax across borders, John shares the milestones that defined his career. 💡 Lessons from Mistakes: Learn how John’s missteps became stepping stones for success. 🤝 The Role of Loyalty and Respect: Why these values are at the core of every thriving business. 📈 Exit Planning Essentials: Tips for preparing your business for a smooth and profitable exit. John’s insights into cultivating integrity, fostering innovation, and creating a culture that inspires teams to excel will resonate with leaders at every level. Whether you’re an entrepreneur, CEO, or aspiring leader, this episode offers actionable advice for achieving both personal and professional growth. Why You Should Tune In: Get inspired by John’s journey from H&R Block to building multiple successful brands. Learn how to create a company culture that energizes employees and drives results. Gain strategies for turning challenges into opportunities for growth. Don’t miss this episode! Hit play now to learn from one of the most influential figures in business and discover how you can create a positive impact while building your legacy. Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show! About Our Guest: John Hewitt is the "Hewitt" in "Jackson Hewitt Tax Service," after which he founded "Liberty Tax Service" with over 6,000 offices. John sold his interest in Liberty for nearly 500 million dollars. Now John and his partners and friends are helping Entrepreneurs discover how to become CEOs - "Building Their Empires" for the King of Kings. He is the author of the fascinating book iCompete: How My Extraordinary Strategy for Winning Can Be Yours; and the CEO of Loyalty Brands. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” He’s also the host of the highly rated Behind The Numbers business podcast which is enjoyed in more than 100 countries. 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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Navigating Business Exits: Insights from M&A Expert Sean Sands
Thinking about selling your business? The process is more complex—and more emotional—than most owners realize. In this episode of Behind The Numbers With Dave Bookbinder, I’m joined by Sean Sands, Director of Mergers & Acquisitions at Haefele Flanagan, to break down the business exit process from every angle. With over 30 years of experience in investment banking, corporate development, and M&A, Sean shares practical insights on: When to start planning for a sale to maximize value How to get your business “sale ready” by addressing financial, legal, and operational factors early Strategic vs. financial buyers and how their priorities differ Earnouts and valuation gaps, and how to navigate them effectively Assembling the right team of advisors to guide you through a smooth transaction Mental and emotional considerations owners face during the exit process Sean also offers advice for business owners who receive unsolicited inquiries from potential buyers—and how preparation can make the difference between a good deal and a great one. About Sean Sands, Director of Mergers & Acquisitions at Haefele Flanagan: With more than 30 years of experience in investment banking, corporate development and loan syndications, Sean has significant expertise in mergers & acquisitions transactions including sell-side advisory, buy-side advisory and leveraged recapitalizations. As a Managing Director at KPMG Corporate Finance and Navigant Capital Advisors, Sean closed more than sixty middle-market M&A transactions totaling over $2.2 billion in transaction value. While at Crown Castle, a publicly traded S&P 500 company, he assisted in completing $9.2 billion in fiber acquisitions including Lightower, FPL Fibernet and Wilcon Holdings LLC. Sean served as Vice President of Finance & Strategy at Sunesys LLC, which was acquired by Crown Castle for $1 billion. As a Vice President at CoreStates Investment Banking, he completed loan syndications and capital raises in excess of $1.5 billion. Sean holds a Bachelor of Science in Business Law and an MBA in Finance from Temple University in Philadelphia, Pennsylvania. He is a former Adjunct Professor at Delaware Valley University teaching finance courses including Fundamentals of Investing and Money, Banking & Credit. About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that’s been serving clients since 1967. Not your typical accounting firm, HFCO’s services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more. When you work with Haefele Flanagan, we help you realize your long-term goals. Please visit them at www.hfco.com. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” He’s also the host of Behind The Numbers podcast which is enjoyed in more than 100 countries. 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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Building Resilience and Achieving Big Goals – Jenn Drummond, World Record Mountaineer
What does it take to overcome massive challenges and achieve extraordinary goals? In this episode of Behind The Numbers With Dave Bookbinder, world record-holding mountaineer, motivational speaker, and author Jenn Drummond shares her powerful story of resilience, mindset, and purpose. After surviving a near-fatal car accident, Jenn set out to climb the Seven Second Summits—the second-highest peaks on each continent—ultimately becoming the first woman in history to complete this record-setting feat. Drawing from her experience in finance and her journey as a resilience coach, Jenn reveals the strategies that helped her redefine limits and accomplish what few have ever done. You’ll learn: Core elements of a resilient mindset that apply to business, leadership, and life How to leverage teamwork and perspective to navigate adversity Goal-setting strategies that keep you motivated through the “messy middle” of big pursuits Practical tools to transform setbacks into breakthroughs Whether you’re climbing mountains or climbing the corporate ladder, Jenn’s insights will inspire you to push boundaries, stay focused, and align your goals with your deeper purpose. Subscribe to Behind The Numbers With Dave Bookbinder on your favorite podcast platform so you never miss an episode. If you enjoyed this conversation, please share it with your network and leave a review—it helps more business owners and advisors discover the show! About Jenn Drummond: A car accident in 2018 left Jenn Drummond awestruck and emboldened. Rescue workers couldn’t imagine any scenario where she came out of it alive, but she did. That’s when she realized you don’t get to choose when you leave this life…but you sure can choose how you live it. Strengthened by this awareness, she set out to live in a more authentic and adventurous way. Inspired to climb a mountain for her birthday, her son raised the stakes by suggesting Mount Everest. Not one to back down from a challenge, she accepted the pursuit. During her training, her coach upped the ante and proposed that she go for a Guinness World Record and become the first woman to climb the 7 second summits. The pursuit matched her desire to live a life of significance, not just success. Today, Jenn is a world record holder who elevates others to master their own summit in life. She’s a successful business owner and Mom of 7 remarkable kids who, as you have heard, boldly inspire and brazenly challenge her. She’s also an international speaker, author, and Host of the Seek Your Summit podcast, who’s focused on inspiring others to go beyond success to a life of significance. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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Creating Marketing Strategies That Work - Robert Brill
Welcome to another episode of Behind the Numbers, where host Dave Bookbinder dives into the core elements of business success. In this episode, Dave is joined by Robert Brill, CEO of Brill Media, to explore the intricacies of marketing strategies that can transform businesses. Robert shares his 20+ years of experience in the advertising industry and offers insights into developing a robust marketing strategy. He emphasizes the importance of understanding customer journeys, brand differentiation, and the power of content strategy. With practical examples, Robert discusses the significance of credibility markers, reviews, and retargeting to maintain customer engagement. Listeners will gain valuable knowledge on creating predictable, repeatable, and scalable marketing systems. Robert explains how to demystify SEO, harness the power of backlinks, and optimize website performance to improve search engine rankings. He also shares innovative methods to craft effective marketing messages that resonate with target audiences. About Robert Brill: Robert Brill is the CEO of Brill Media, a company that evolves marketing from guesswork to growth engine. They have been honored 11 times on the Inc. 5000 and Financial Times 500. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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Think Human, Act Human, Be Human: Leadership Insights with Thomas Gelmi
Welcome to another episode of Behind the Numbers, where host Dave Bookbinder explores the crucial role of leadership in business success. In this episode, Dave is joined by Thomas Gelmi, an executive and leadership coach and best-selling author, who brings over 20 years of experience working with leaders globally from his base in Switzerland. Thomas shares his journey from a diverse career background, including his time with Swissair, to his current role as a leadership expert. The discussion delves into the significance of human-centric leadership, emphasizing the mantra "think human, act human, be human," and how it can transform organizational culture and drive profitability. Throughout the conversation, Thomas provides practical insights on cultivating trust, psychological safety, and a positive workplace culture. He also highlights the importance of recognizing and celebrating employees' achievements as a strategy for enhancing engagement and productivity. Listen in to discover how small, intentional actions can lead to significant shifts in leadership effectiveness and organizational value. Don't miss the opportunity to learn from Thomas's unique perspective, as he ties leadership lessons to his experiences in the aviation industry. About Thomas Gelmi Thomas Gelmi has been a trusted advisor to leaders and their teams for more than two decades. His programs, which have attracted roughly 10,000 participants from nearly 90 countries, reflect his adaptability and appeal across cultures and industries. Thomas works in four languages, and his clients range from global corporations to SMEs and private individuals worldwide. Thomas draws on an extraordinary biography with exciting milestones. Besides his many years of professional experience in working with leaders and holding various management positions, he spent many years with Swissair, the former Swiss national airline. In the worldwide leadership and training of cabin crew, and in contact with international customers at 30,000 feet, he experienced first-hand how important a high level of personal and interpersonal competence is for effective human interaction. Thomas is a bestselling author of several books, among them BREAKTHROUGH, What Cabin Crew can teach you about Leadership, Teamwork and Customer Contact, and THE COACHING CODE, Practical tips for cracking the code and building a successful Coaching Business. Based in Switzerland, with a home near Zurich, Thomas works with leaders all across Europe and regularly in North America, Asia, Africa and Australia. His clients include global corporations as well as SMEs and private individuals. Connect with Thomas: https://gelmi.coach/ http://ch.linkedin.com/in/thomasgelmi About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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302
Navigating Wealth: Family Offices and Investment Strategies - Neil Cataldi
Welcome to another insightful episode of Behind the Numbers, hosted by Dave Bookbinder. In this episode, Dave is joined by Neil Cataldi, Chief Investment Officer at Starboard Advisors, for an engaging discussion on what truly matters in the world of business and investment. Neil provides an overview of Starboard Advisors, explaining their role as a multifamily office serving high-net-worth individuals and families. He delves into the complexities of managing family wealth, emphasizing the importance of early planning, investment management, and the psychology of money. Neil shares valuable insights on the concept of family offices, offering clarity on when entrepreneurs should consider establishing one and the benefits of having a dedicated team to manage their financial affairs. The conversation also explores the challenges of generational wealth transition and how business owners can effectively plan for their exit strategy. Neil highlights the significance of aligning investment strategies with long-term goals and addresses common pitfalls that business owners face in wealth management. Join Dave and Neil as they uncover the art and science behind successful financial planning, offering practical advice for entrepreneurs and investors alike. About Neil Cataldi: Neil Cataldi is Chief Investment Officer at Starboard Advisors. He previously served as Chief Investment Officer for the Viking Group, a single family office, where he led the investment process for $250 million in assets under management. Mr. Cataldi has over 20 years of Wall Street industry experience across equities, options, alternatives, and Family Office governance. He began his career on the floor of the Philadelphia Stock Exchange where he worked for both TFM Investment Group and Goldman Sachs. He then worked as a derivatives strategist at Susquehanna International Group, generating stock and option trading ideas, mainly within the Consumer sector. Neil has also consulted for multiple private Family Offices managing a range of investments, including actively managed equity and fixed income portfolios, as well as the oversight and management of a large portfolio of hedge funds. About the Host: Dave Bookbinder is known as an expert in business valuation. He is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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301
Make Your Ideas Sticky With Brain Glue - James Bond
In this episode of Behind the Numbers, host Dave Bookbinder welcomes James Bond, one of America's leading marketing and behavioral management specialists, known for his insightful book, "Brain Glue: How to Sell Easier by Making Your Ideas Sticky." Discover how James's unique name led him to explore the power of brain triggers in marketing and selling. James shares his journey from running a successful advertising agency to uncovering the secrets of emotional selling. He explains the significance of metaphors and emotional triggers in crafting memorable marketing strategies that resonate with audiences. Learn how these tools can transform even the most technical and mundane services into compelling offerings. Throughout the conversation, James provides practical tips for professionals in various fields, emphasizing the importance of emotional connection in business. He illustrates the power of metaphors, rhyme, and creative thinking in making ideas stick and driving sales. About Our Guest: James Bond is one of America’s leading behavioral management and business marketing specialists - and is the author of the multi-award-winning book, BRAIN GLUE - How to Sell Easier By Making Your Ideas "Sticky." For thirteen years, he ran one of Southern California’s leading behavioral management firms, working with a who’s who of American business. Early in his career, he ran an advertising agency in Montreal, working with a wide range of Fortune 500 and smaller firms. He is a past workshop chairman and sold-out workshop leader for the resource partner of the U.S. Small Business Administration, has been a featured guest speaker at three Southern California universities, and has been a popular guest on a wide range of business podcasts. About Dave Bookbinder: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a business valuation expert and collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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300
People Are Assets Not Expenses: The True Value of Human Capital - Dave Bookbinder
Welcome to a special episode of "Behind the Numbers," featuring an exclusive TEDx-style talk from the Finance Innovation and Excellence (FinEx) Summit 2021! In this episode, Dave Bookbinder explores the powerful idea that a company’s most valuable asset—its people—is often missing from financial statements. In this award-winning talk, which earned the FinEx Award for Most Impactful Catchphrase, Dave challenges the traditional view that people are simply an expense to be minimized, arguing instead that "People are assets, not expenses." This shift in perspective can transform business success by recognizing the true value of human capital. Tune in to hear why every CEO who claims “our people are our greatest asset” must back it up by viewing employees as assets rather than expenses. Special thanks to CFO.University and AARO Middle East for making this thought-provoking session possible. About Dave Bookbinder: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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299
The Leadership Contradiction: Balancing Strength with Compassion - Traycee Mayer
In this episode, we dive deep into the essence of leadership with certified executive coach and author, Traycee Mayer. Traycee discusses her book, The Leadership Contradiction: Choosing a Path of Love and Kindness, and shares her journey of discovering that leading with empathy and respect yields superior results. Traycee recounts the pivotal moments during the pandemic that inspired her to write her book and explains why she chose the word "love" in the title. She also provides practical advice on incorporating love and kindness into the workplace, even in difficult conversations. Additionally, Traycee emphasizes the importance of self-care for leaders and shares her personal strategy for maintaining balance. She also discusses some common pitfalls in leadership, offering insights on how to avoid them. Tune in to learn how love and kindness can transform your leadership approach and create a more successful and harmonious work environment. About Traycee Mayer Traycee is an expert in helping leaders leverage the strengths of human connection to achieve explosive success in their own careers and with those they lead. She has led teams of hundreds and helped to create paths for dozens of great leaders. She’s experienced great triumphs as an entrepreneur, executive coach, leadership trainer and as an author of The Leadership Contradiction - Choosing a Path of Love and Kindness. About Dave Bookbinder: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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298
The Power of Mindset in Entrepreneurship - Victoria Yampolsky
In this episode of Behind the Numbers, I'm pleased to welcome Victoria Yampolsky, who is the president and founder of the Startup Station. Victoria shares insights on how a positive mindset can lead to better outcomes, even in challenging situations like receiving negative feedback from investors. She highlights the importance of mindset training, comparing it to physical exercise, and discusses proven strategies such as meditation, exercise, and setting aside time for self-awareness. Victoria illustrates the impact of mindset with real-life examples, including entrepreneurs who thrived by embracing feedback and those who struggled due to rigid thinking. She also emphasizes the significance of financial literacy for entrepreneurs, explaining common mistakes in revenue projections, cost understanding, and the importance of cash flow management. Throughout the conversation, Victoria and Dave explore the critical financial metrics that entrepreneurs need to track, such as EBITDA, cash flow from operations, and unit economics. They stress the importance of creating flexible and robust financial models that reflect the business strategy and market realities. As the episode progresses, Victoria delves into the essential characteristics of effective leadership in entrepreneurship, including mental flexibility, intrinsic motivation, emotional regulation, and integrity. She provides valuable advice on how to develop these traits and their impact on business success. About Victoria Yampolsky Victoria Yampolsky, CFA, is a serial entrepreneur and an experienced business and finance executive with extensive startup experience. She is the President and Founder of The Startup Station, a CFO advisory and finance education platform for startups and small businesses. Victoria founded The Startup Station in 2013 after she realized that while startup founders had a lot of passion and technical knowledge about what they were doing, they rarely had business acumen about how to bring their idea to market. Even more rarely they could analyze the financial implications of their decisions, let alone explain the business in financial terms to investors. The Startup Station focuses on strategic financial modeling of startups and small businesses. We are fractional CFOs who know how to build and use financial models, or plans, as business intelligence tools. These tools translate the founders’ vision into an executable measurable roadmap. By properly implementing this roadmap in the financial systems, we can respond faster and more accurately to market feedback. About Dave Bookbinder: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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297
Balancing Acts in Business and Life - Dr. Andrew Temte
Welcome to another episode of Behind the Numbers with your host, Dave Bookbinder. In this episode, Dave welcomes a special guest, Dr. Andrew Temte, author of Balancing Act and The Balanced Business, and host of the Balancing Act Podcast. Dr. Temte shares his unique journey from being a high school dropout to earning a Ph.D. in finance and building a successful career in business education. Dr. Temte discusses the key themes from his books, focusing on the importance of balancing various aspects of both personal and professional life. He delves into how his personal experiences, including his divorce and remarriage, have taught him valuable lessons that apply to business, particularly in the realms of communication, trust, and accountability. Throughout the conversation, Dave and Andy explore the nuances of organizational health and continuous improvement. Andy emphasizes the need for effective communication in leadership, the balancing act between trust and accountability, and how businesses can create a flow that enhances customer satisfaction. Andy also shares his thoughts on the often-overlooked concept of vulnerability in leadership, explaining how showing vulnerability can foster respect and trust within a team. He advocates for leaders to bring their whole selves to work, balancing vulnerability with resilience and courage. The episode concludes with a discussion on the importance of creativity in business roles, even those that may not seem creative at first glance. Dr. Temte encourages leaders to nurture their creativity and engage in activities outside of work that bring them joy and fulfillment. For those interested in learning more about Dr. Andrew Temte, his work, and his books, you can visit andrewtemte.com. Tune in to this episode for a comprehensive look at the balancing acts that define successful leadership and organizational health. About Our Guest: Dr. Andrew Temte is the Author of “Balancing Act: Teach, Coach, Mentor, Inspire,” “The Balanced Business: Building Organizational Trust and Accountability through Smooth Workflows,” the Host of the Balancing Act podcast, the former CEO of Kaplan Professional, and the Founder of Skills Owl LLC. Andy is also a voice for change and growth in the market for skills and work readiness worldwide. He has served as a member of World Economic Forum’s Skills Consortium and clearly sees the need to develop and test new and alternative pathways into the world of work. To ensure the viability of humans in the workforce of the future, we must improve academic outcomes, reduce the cost to acquire industry-recognized credentials, and enhance accessibility across myriad demographic groups. About Dave Bookbinder: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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296
Leadership With Common Sense - Doug Thorpe
Today, we're focusing on leadership, a recurring theme in our discussions, and we're thrilled to be joined by Doug Thorpe, a business advisor, executive coach, and host of the show "Leadership Powered by Common Sense." Doug shares his extensive background, from his early days as a military officer to his career in banking, and ultimately his journey into consulting and executive coaching. With experience spanning various industries and company sizes, Doug has dedicated himself to helping leaders become better bosses and influencers within their organizations. In our conversation, we delve into the concept of developing one's identity as a leader. Doug emphasizes the importance of framing up the kind of leader you aspire to be, aligning it with your values and beliefs. He introduces a simple methodology to identify attributes that resonate with you, setting the foundation for effective leadership. We also explore the challenges faced by next-generation leaders. Doug highlights the traditional path where top individual contributors are promoted to leadership roles without adequate training. He advises new leaders to be proactive in seeking training and mentorship to bridge the gap and effectively transition from being a doer to a thinker. Addressing the common issue of imposter syndrome, Doug reassures aspiring leaders that they are not alone in feeling inadequate. Embracing this awareness can drive a hunger for learning and improvement. He suggests finding a mentor or coach to navigate these challenges and develop confidence in their leadership abilities. Doug further discusses the importance of influence in leadership, both upwards and downwards within the organizational hierarchy. He explains that understanding your boss's perspective and finding ways to insert your ideas can enhance your influence without overextending your personal capital. We also tackle the difference between management and leadership. Doug shares a powerful insight: management is about process, while leadership is about people. Effective leaders invest in their people, helping them thrive and become their best selves at work. About Our Guest: Doug Thorpe is an executive coach who provides personalized, one-on-one coaching services to help entrepreneurs and other professionals reach their full potential. With a focus on positive transformation, Doug will work with you to assess your strengths and identify areas of improvement in order to create and maintain a successful career. He takes a holistic approach, focusing on mindset, communication skills, and practical strategies. Doug also employs powerful tools to help you become an effective leader in your chosen field. With his guidance, you can learn how to create clear goals, stay motivated while achieving them, and lead with confidence. About Dave Bookbinder: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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295
Unlocking Market Potential with Hypernomics: Doug Howarth on Multidimensional Market Analysis and Competitive Advantage
Welcome to Behind the Numbers, hosted by Dave Bookbinder. In this episode, we explore the groundbreaking field of hypernomics with Doug Howarth, CEO of Hypernomics, Inc. and author of Hypernomics: Using Hidden Dimensions to Solve Unseen Problems. Doug introduces the science of hypernomics, explaining how it leverages multidimensional analysis to reveal hidden market structures, constraints, and opportunities across various industries. Doug breaks down hypernomics as a transformative approach to understanding complex markets. By mapping out market variables like square footage, lot size, and price in the housing market, hypernomics can predict pricing ceilings and optimize decision-making. This methodology extends well beyond commodities, offering insights applicable to everything from real estate to retail. Throughout the episode, Doug shares practical examples, including choosing a washing machine and designing optimal restaurant seating during the COVID-19 pandemic. These cases illustrate how hypernomics can simplify complex decisions for businesses and even small enterprises, making it a valuable tool for any industry. Hypernomics isn’t just for large corporations; Doug explains how this powerful tool can help business leaders identify market gaps, anticipate demand, and strategically position new products. Hypernomics, Inc. has developed software to map out competitive spaces and understand the upper limits of demand, allowing businesses to avoid costly mistakes and maximize profitability. Investors can also gain an edge with hypernomics. Doug shares how their private fund, guided by hypernomic principles, has outperformed the S&P 500—demonstrating the system's effectiveness in stock market investment. Looking ahead, Doug envisions hypernomics becoming a core discipline in business and economics, with applications across industry, academia, and government. His goal is to see hypernomics adopted widely, revolutionizing how markets are understood and navigated to support smarter decision-making. To learn more about hypernomics, connect with Doug Howarth on his website at dughowarth.com or visit hypernomics.com. His book is available on Wiley, Barnes & Noble, and Amazon. About our guest: Doug Howarth, CEO Hypernomics, Inc. & Author of Hypernomics: Using Hidden Dimensions to Solve Unseen Problems Doug Howarth unleashed a paradigm shift. He discovered Hypernomics. It alters economics in the same way relativity changed physics, as it uses new frames of reference. It starts with four dimensions and adds time for a fifth. But, there is no upper limit to the dimensions considered. It finds the linked, opposing, self-organizing states of Value and Demand at work against each other at all times - just like the game of tug-of-war. At age 14, Doug Howarth sensed the plotting systems created by René Descartes were inadequate for many tasks. Decades later, he made a series of startling discoveries. He found the economy self-organizes in recognizable opposing patterns and devised ways to portray markets in four, five, or any number of dimensions. Doug named this new field Hypernomics. In 2011, he formed a company, Hypernomics, Inc., who show their customers how to take advantage of Hypernomics. Hypernomics. Inc. has worked for NASA, United Technologies, Lockheed Martin and Raytheon, among others. Along with two of his Hypernomics colleagues, he was awarded US Patent Number 10,402,838 for Multivariable Regression Analysis, the world's first software designed to deconstruct markets into their 4D structures. Doug has written 13 peer-reviewed publications across four continents. They've been issued by the Institute of Electrical and Electronics Engineers (IEEE), the American Institute of Aeronautics and Astronautics (AIAA), the Society of Automotive Engineers (SAE), and the International Council of the Aeronautical Sciences (ICAS), among others. NASA has requested that he speak to them three times. He has spoken to the Royal Aeronautical Society (RAeS) in London four times, and they have published his peer-reviewed work as well. About Dave Bookbinder: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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Creating Game-Changing Value Propositions - John Rossman
Welcome to another insightful episode of Behind the Numbers, hosted by Dave Bookbinder. In this episode, we delve into the art of creating game-changing value propositions with our guest, John Rossman. John is the CEO and founder of Rossman Partners and the author of the book, Big Bet Leadership. John shares his journey from being an early executive at Amazon, where he played a pivotal role in launching the marketplace business, to his current endeavors in helping leaders and organizations tackle complex problems and achieve major transformations. With a rich background that includes working with notable clients like the Gates Foundation, John brings a wealth of knowledge and experience to the table. In this episode, John explains the concept of a "big bet"—a high-impact, high-risk initiative that requires a strategic, experimentation-based approach to succeed. He provides insightful examples, including T-Mobile's market repositioning strategy, to illustrate how companies can effectively navigate these ambitious undertakings. John also highlights the importance of understanding the real problem, maintaining clarity, and dedicating the right resources to ensure the success of these transformative efforts. He emphasizes the need for senior leadership commitment and the creation of a focused, agile team to drive these initiatives forward. Listeners will gain valuable insights into the forces driving the need for innovation in the hyperdigital era and learn practical strategies for overcoming the challenges associated with big bets. John offers advice on how to prioritize time, maintain focus, and develop the necessary skills to become a big bet legend. Don't miss this opportunity to learn from one of the industry's leading experts on transformation and innovation. Tune in to discover how you can create game-changing value propositions and lead your organization to success. About John Rossman: John Rossman is the author of four books on leadership and business innovation including the best seller The Amazon Way and Big Bet Leadership. He is an early Amazon executive who played a key role in launching the Amazon marketplace business in 2002. Today he is a leading keynote speaker on leadership for innovation and transformation. John is an operator and builder whose love is diving into business problems and customer needs designing innovative solutions and business models and creating durable enterprise value. He has served as the senior technology advisor at the Gates Foundation and senior innovation advisor at T-Mobile. His new book, Big Bet Leadership: Your Transformation Playbook for Winning in the Hyper-Digital Era, is an actionable playbook for senior leaders to succeed at complex transformations. John is the founder of Rossman Partners, a strategy & leadership solutions firm. About Dave Bookbinder: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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Winning Mondays & Leading with Purpose: Paul Epstein’s 49ers Playbook for Success
Welcome to another enlightening episode of "Behind the Numbers," hosted by Dave Bookbinder. In this episode, we delve into the crucial topics of leadership, transformation, and culture with the dynamic Paul Epstein, founder of Win Monday and author of "Better Decisions Faster" and "The Power of Playing Offense." Paul shares his extensive experience from 15 years in the NFL and NBA, where he held various roles, including Chief Revenue Officer for the San Francisco 49ers. Paul also recounts his journey from the challenging beginnings with the LA Clippers, dubbed the "worst franchise in sports history," to breaking Super Bowl revenue records and opening Levi's Stadium. His experiences shaped his belief in the "playing offense" mindset in a defensive world, emphasizing the importance of making the next day your responsibility regardless of external adversities. One of the episode's highlights is Paul's insightful discussion on the difference between a team of leaders and a leadership team. He shares a powerful story from his time with the 49ers, where a shift from a "no-because" to a "yes-if" mentality transformed the team's approach to challenges, fostering collaboration and innovation. Paul also addresses the misconception that culture is solely top-down. He introduces the concept that "all culture is local," emphasizing that each individual can influence their immediate environment. By choosing warmth and positivity, employees at all levels can create a thriving culture, which Paul believes is a true competitive advantage. In addition, Paul touches on the return on investment (ROI) of leadership, highlighting the significant impact of employee engagement on organizational performance. He shares compelling data and personal anecdotes to illustrate how effective leadership and a positive culture can drive business success. The episode also explores Paul's role as the "WHY Coach" for the 49ers, where he helped individuals discover their purpose and values. He provides a practical framework for understanding and applying one's inner compass, which includes identifying one's why, values, beliefs, decisions, and actions. For those interested in further engaging with Paul Epstein, visit paulepsteinspeaks.com for speaking engagements and books. Additionally, you can join his 52-week momentum journey at winmonday.win to start winning your Mondays and, subsequently, your weeks. Don't miss this episode packed with actionable insights and inspiration for leaders at all levels. Tune in to "Behind the Numbers" and start transforming your leadership and organizational culture today. About our guest: PAUL EPSTEIN is a former high-level executive for multiple NFL and NBA teams and the bestselling author of “The Power of Playing Offense” and “Better Decisions Faster”. In 2022, he was named one of SUCCESS magazine’s top thought leaders who get results - alongside Tony Robbins, Brené Brown, Gary Vaynerchuk, and Mel Robbins, and his work has been featured on ESPN, NBC, Fox Business, and in USA Today. In nearly 15 years as a leader in the world of pro sports, Paul helped take NBA teams from the bottom of the league in revenue to the top two, broke every premium sales revenue metric in Super Bowl history while in the NFL’s league office, opened a billion-dollar stadium, and founded the San Francisco 49ers Talent Academy, where he was known as the “Why Coach”. As an award-winning keynote speaker, Paul’s impact continues off stage providing leadership development and culture transformation programs for companies and teams including Amazon, Disney, Johnson & Johnson, NASA, Los Angeles Lakers, and Dallas Cowboys. He’s also the founder of the Win Monday community (an elite personal and professional development network) and host of the Win Monday podcast, where he interviews high-profile guests who reveal their secrets of confidence and work-life mastery. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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Creating Customer Experience With AI - Lamees Butt
In this episode of Behind The Numbers, Dave is joined by Lamees Butt, the Senior Vice President of Global Alliances and Channels at Zoovu. Lamees joins us all the way from the UK to delve into the fascinating world of AI-driven product discovery. With over 15 years in the tech industry, Lamees brings a wealth of knowledge and experience from both the corporate and startup worlds. She introduces us to Zoovu, an AI product discovery company that she joined in 2017. Zoovu’s mission is to connect customers with the products they need in the most seamless way possible, translating complex technical specifications into simple, human-friendly language. Throughout the episode, Lamees provides a deeper understanding of what a product discovery company does. She uses relatable examples, such as shopping for a laptop, to explain how Zoovu’s technology simplifies the online shopping experience. Instead of being overwhelmed by endless product specifications, Zoovu helps customers find the right product through a digital conversation that mimics the experience of talking to a knowledgeable salesperson. Lamees also discusses the technical aspects of Zoovu’s platform, including their use of ontologies to provide context and understand technical specifications. She highlights the company's partnerships, particularly with SAP, to help B2B customers streamline their complex product sales processes. The conversation explores the importance of customer engagement and how both B2B and B2C companies use AI to enhance the customer journey. Lamise emphasizes the role of AI in capturing and optimizing sales conversations, ultimately driving better results and customer satisfaction. The episode also features a deep dive into a case study with Draeger, a medical device manufacturer. Lamise explains how Zoovu helped Draeger digitize their complex product sales process, empowering their customers to make purchases online and unlocking new revenue channels. In addition to discussing the technical and business aspects, Lamise shares her entrepreneurial journey, from her early days in the fashion tech space to her current role at Zoovu. She provides valuable insights into the importance of innovation and efficiency in doing more with less. As the episode concludes, Lamees offers her perspective on the future of artificial intelligence and its potential to transform business processes. She encourages listeners to embrace AI as a tool to optimize and improve their operations. For those interested in learning more about Zoovu or connecting with Lamise, she invites you to reach out on LinkedIn or visit Zoovu's website for a demo. Don't miss this enlightening episode of Behind the Numbers to gain valuable insights into the power of AI in product discovery and customer engagement. About our guest: Lamees Butt is the SVP Of Global Alliances and Channels at Zoovu where she spearheads strategic technology partnerships and relationships. Sheis experienced in shepherding digital transformation efforts and forging partnerships at companies like Mercedes-Benz UK, Salesforce, and Zoovu. Her passion for innovation in the digital space focuses on the belief that when technology is leveraged strategically its ability to create value for businesses and their customers is truly transformative About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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The Future of Healthcare: Partnerships, Innovation & Leadership - Chris Strohsahl
In this episode of Behind the Numbers, Dave Bookbinder hosts an engaging conversation with Chris Strohsahl, the President and CEO of Drummond Scientific Corp. The discussion offers deep insight into Drummond's vital role in the global medical device industry, their unique approach to impactful solution creation, and the immense importance of nurturing meaningful client relationships. Chris shares captivating details of his journey, moving from biophysics to leading Drummond Scientific Corp in developing and investing in life-saving medical devices. He sheds light on their mission of making a difference beyond just product production, from helping families conceive to assisting individuals manage crucial health conditions. He further explores the challenging journey a product takes before hitting the shelves, and Drummond's key role in scaling these devices to ensure broader accessibility. Stressing on the need for forming strategic partnerships, Chris emphasizes the vital responsibility of supporting customers in the design process, thereby securing the viability of their innovative solutions at scale. The team also scrutinises the impact of the COVID-19 pandemic, reinforcing the significance of flexibility and adaptability in preserving business operations and supply chain management. In the concluding section of the episode, they discuss the vital role and the value of efficacy of a management team, underscoring the essence of the team's synergies and collective competencies in an organization. Chris outlines the value of failure as an entrepreneur, emphasizing its role as a tool for understanding one's potential and fostering success. The significance of networking, building sustainable relationships, and running startups are other invaluable nuggets shared in this insightful discussion. As an Angel Investor, Chris advises focusing beyond a startup's monetary value, instead, keeping an eye on the people and mission behind it. About Chris Strohsahl: Chris Strohsahl is the President and CEO of Drummond Scientific Company. A biophysicist by training, with expertise in the innovation of diagnostic techniques and devices, he rose to Drummond’s top position at the start of 2022 and has since led the Company’s rebranding as an elite manufacturing partner to both leaders and disruptors in the IVD and IVF industries. A passionate believer that medical device development works best when end-stage manufacturing is engaged early, Chris and his colleagues have driven a paradigm-shift at the Company, as Drummond now actively seeks to engage its partners far earlier than would be expected of a typical high-throughput manufacturer. About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that’s been serving clients since 1967. Not your typical accounting firm, HFCO’s services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more. When you work with Haefele Flanagan, we help you realize your long-term goals. Please visit them at www.hfco.com. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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Building a Skincare Empire: Kelley Thornton on Leadership, Culture, and Men’s Wellness
Welcome to Behind the Numbers! Join host Dave Bookbinder as he interviews Kelley Thornton, CEO and founder of Tiege Hanley, a leader in men’s skincare. This episode dives deep into leadership, entrepreneurship, and the unique journey that took Kelley from corporate sales to launching a thriving skincare brand focused on helping men look and feel their best. Kelley shares his experiences as a serial entrepreneur, including how his personal battle with skin cancer sparked Tiege Hanley’s mission to offer high-quality, simple skincare solutions for men. Learn about the company’s innovative direct-to-consumer marketing strategy and how they’re changing perceptions around men’s self-care. Kelley also opens up about the core values behind Tiege Hanley’s company culture, the challenges of growing a consumer-focused brand, and the critical role humility plays in effective leadership. Aspiring entrepreneurs will find his advice on building a brand and nurturing a strong team invaluable. Plus, don’t miss Kelley’s exclusive discount for Behind the Numbers listeners: visit www.tiege.com/behindthenumbers to save big on premium men’s skincare products! Whether you’re an entrepreneur, a skincare enthusiast, or simply interested in the future of men’s wellness, this episode offers valuable insights on business growth, leadership, and self-care. About Kelley Thornton: Kelley Thornton is the Founder & CEO of Tiege Hanley. After college, Kelley entered the Metropolitan New York area workforce as a sales representative in the point-of-purchase display and packaging industry. A few years into his career he was tasked with developing a Chicago presence for his company, Phoenix Display & Packaging, which later became part of International Paper. He relocated to Chicago, IL in 1993 and continued his trajectory to National Accounts Manager and ultimately Regional Sales Manager. After a successful 20-year career in the throes of Corporate America, he left the industry to found his second company, Purchase Point LLC. Purchase Point helped CPG companies think differently about their in-store merchandising platforms. Growing quickly with global customers such as Unilever, Mars Wrigley, Bayer, and Pfizer, Kelley brought a creative approach to captivating consumers during the last seven seconds along their Path to Purchase. Through his experience at Purchase Point, Kelley found the rapidly growing men’s care industry inspiring. In 2016 he stepped away to found his next company, Tiege Hanley, a company with the mission of helping men look and feel amazing. The business has evolved from selling three distinct Skin Care Systems to boasting a wide variety of products, including deodorant, bar soap, body wash, and a detoxifying clay mask. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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Resilience in Tourism - Sandy Borowsky
Sandy Borowsky, the owner of Starr Bus Charter and Tours, offers insights from her extensive journey in the tourism sector. Sandy highlights the innovative services provided by Starr Bus Charter and Tours, discussing the attention to detail and strategic planning ensure clients enjoy memorable, trouble-free tours. As a third-generation entrepreneur, Sandy unfolds the challenges and rewards of sustaining a family legacy and her aspirations for future generations. Delving deeply into their company's culture, Sandy emphasizes the importance of creating memorable experiences for their clients, employing committed individuals, and cultivating a sense of family among all staff. She also sheds light on how they took over another company's tour division, demonstrating how a win-win situation augmented opportunities for their staff. In the concluding segment, Sandy reflects on her company's rebranding journey and the emotional ties linked with ownership, and she provides insights into what the host terms a 'virtuous cycle' - implying that giving back and aiding others in fact enhances the person's own growth and development. Listen in to this heartening conversation imbued with business wisdom and heartfelt sentiment. About Sandy Borowsky: Sandy is the Owner of Starr Bus Charter & Tours. Her responsibilities include overseeing Starr’s Tour division, the College Break Bus program as well as Marketing for the company. During her tenure at Starr she has worked in most every area of the company. Sandy also plays important roles in industry organizations such as the Pennsylvania Bus Association where she sits on the board as well as serves on the executive committee and chair of the nominating committee. She is also active with the American Bus Association, International Motorcoach Group, and the Greater Northeast Motorcoach Association. About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that’s been serving clients since 1967. Not your typical accounting firm, HFCO’s services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more. When you work with Haefele Flanagan, we help you realize your long-term goals. Please visit them at www.hfco.com. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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Unlocking the Power of AI in Business - Artem Koren
Welcome back to another episode of Behind the Numbers. This time, Dave Bookbinder sits down with Artem Koren, co-founder of Sembly AI, to dive into the hot topic of artificial intelligence in business. Artem shares some incredible insights on how Sembly AI is revolutionizing the way we handle professional meetings. Imagine having an AI that not only takes notes but also assigns tasks, identifies risks, and even provides personalized, proactive recommendations based on the context of your conversations. Sounds like a game-changer, right? We also explore how AI is getting smarter by the day, understanding nuances and connecting dots from past conversations to help you work more efficiently. If you’re curious about the future of AI and how it can make your work life easier, you won’t want to miss this episode! Check it out to learn more about how AI can be your new best teammate at work. Visit sembly.ai for more info and to start your free trial today! About our guest: Artem Koren grew up and lived most of his adult life in New York City. He graduated from Columbia University with a degree in Computer Science. He later attended the NYU Stern School of Business where he earned his MBA. Artem is passionate about using AI to enrich humanity and create positive change. He combines his experience in technology, product, and management consulting to create innovative products, bringing to life new ways that technology can help us reach our goals. Sembly AI, which he co-founded with Gil Makleff in 2019, is at the forefront of paving the way for a symbiotic partnership between humans and technology by helping teams bridge the gap between meetings and results. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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287
A Civic Minded Civil Engineer - Lou Rodriguez
In this episode of Behind The Numbers, Lou Rodriguez, CEO of Rodriguez Consulting, shares his entrepreneurial journey; highlights the impact and importance of his team; and how he's giving back with Rodriguez University. About Lou Rodriguez: As the CEO of Rodriguez Consulting, Lou leads a top-performing team in delivering innovative solutions for infrastructure projects. With a strong background in civil engineering, he ensures the highest standards of quality and efficiency. Committed to community development, Lou spearheads workforce initiatives through Rodriguez University, providing training and opportunities for non-degree jobs. He also serve on the boards of Hopeworks and Widener University, actively contributing to their missions. About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that’s been serving clients since 1967. Not your typical accounting firm, HFCO’s services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more. When you work with Haefele Flanagan, we help you realize your long-term goals. Please visit them at www.hfco.com. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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286
Creating Success with Mindset and Authenticity - Coach Jay Izso
On this episode of Behind the Numbers, we dive into the realms of leadership, entrepreneurship, and much more. I'm thrilled to introduce our guest, Jay Izso, the founder of Coaching Mavericks. Jay is not only a mindset performance coach but also the author of four books and the host of the New Direction podcast. He works with executives, athletes, entrepreneurs, and sales teams to help them find their purpose, improve communication, and enhance their outlook on life. In this episode, Jay shares invaluable insights on the importance of mindset in leadership. We discuss the difference between a growth mindset and a fixed mindset, and how adopting the right mindset can lead to significant personal and professional growth. Jay also offers actionable tips on overcoming negative beliefs and changing your mindset. From practicing gratitude to understanding the power of choice, Jay provides practical advice that you can start implementing right away. We also delve into Jay's latest book, "Lessons from the Farm: Essential Rules for Success," where he shares the life lessons he learned growing up on a farm and how they apply to the business world. Jay emphasizes the importance of doing things afraid, leading with kindness, and the greatest lesson of all—being authentically you. If you're looking for inspiration and practical advice on leadership and personal growth, this episode is a must-watch. You can find Jay Izso on LinkedIn, Facebook, Instagram, TikTok, and more. Don't forget to check out his show, A New Direction, available on various podcast platforms and DBTV. About Jay Izso: Jay Izso is a dedicated coach, engaging speaker, insightful author, and inspiring podcaster with a mission to help people break through barriers and unlock their true potential. With a unique approach to personal and professional growth, Jay Izso has transformed the lives of countless individuals and organizations around the world. Grab Jay’s books here: https://jayizso.com/publications/ Listen to A New Direction here: https://jayizso.com/a-new-direction-podcast/ About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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285
Beyond Trophies: Keith Baldwin on Leadership, Challenges & Growth
In this powerful episode of Behind the Numbers, host Dave Bookbinder sits down with Keith Baldwin—CEO of Spikes Nationally Famous, author, and podcast host of Trophy Moments. Keith Baldwin recounts his journey from employee to CEO in the sports industry, a path marked by resilience, hard work, and a deep commitment to employee care. Adapting in Crisis Keith delves into the challenges his company faced during the global pandemic. Spikes, a business historically reliant on group gatherings, transformed its operations to become a call center for New York State in record time. Baldwin explains how his team's adaptability and dedication allowed them to keep everyone employed and continue serving their community. This story highlights the importance of responsiveness, innovation, and team commitment in business continuity. A Year of Breaking the Norm Keith also shares his personal mission to break daily routines and experience something new each day, including adventures like flying a plane and spending a night on Philadelphia’s streets. These unique experiences led to valuable insights on self-discovery and personal growth—stories that will resonate with listeners seeking to push their own boundaries. About the Podcast "Trophy Moments" On his podcast Trophy Moments, Keith Baldwin explores meaningful milestones and ‘firsts’ in people’s lives. The show is packed with humor and inspiration, challenging listeners to break out of their comfort zones and pursue personal goals. Tune in to hear an inspiring conversation on resilience, business transformation, and the power of living life to the fullest. About Keith Baldwin: Keith L. Baldwin has spent over forty plus years in the Awards and Recognition business for one company on a journey from a teenage employee to an owner. He has worked in all aspects of the business from assembly and engraving to his current position as Chief Relationship Officer and Majority Partner of Spike’s Trophies, Ltd. Spike’s is an award winning Retailer and Manufacturer of the year recipient in the industry nationally and in the local community since 1929. Spike’s is also a distributor of Promotional Products and a manufacturer of interior Signage with three retail locations in Philadelphia and surrounding areas. About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that’s been serving clients since 1967. Not your typical accounting firm, HFCO’s services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more. When you work with Haefele Flanagan, we help you realize your long-term goals. Please visit them at www.hfco.com. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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284
Adding Rocket Fuel to Your Business - Ande Grubb & Hank O'Donnell
In today's episode of Behind the Numbers, we are joined by two extraordinary guests, Ande Grubb, Chief Operating Officer at Haefele Flanagan, and Hank O'Donnell, an EOS expert and founder of Positive Traction. They delve into the dynamics of the Entrepreneurial Operating System (EOS)—an innovative framework that empowers over 250,000 companies globally. Listen in as they discuss the transformative potential of EOS in helping entrepreneurs accomplish their long-term objectives, stimulate profits, and elevate team performance. O'Donnell uncovers the pivotal concepts of EOS such as 'rocks', elucidating how these intended accountability tools can be utilized to improve team focus. Grubb enlightens the audience on the significance of roles like 'visionary', 'integrator', and 'implementer' within the EOS model. He reveals how these contrasting roles harmoniously work together to perpetuate company growth. Experience first-hand Grubb's transformative experience with EOS implementation at Haefele Flanagan. Our speakers reveal how EOS establishes clear accountability, and promotes an inclusive work atmosphere ensuring every employee's voice resonates. With EOS, businesses can bolster employee retention, cultivate a culture of transparency, and solidify a triumphant growth strategy. Discover the challenges encountered, strategic solutions implemented, and the resulting accomplishments. Deep-dive into the concept of level 10 meetings and learn how the people analyzer tool assists with placing the right talent in the right places. Whether you're an entrepreneur seeking a novel tool for business expansion, or simply keen on widening your EOS knowledge, this podcast brims with invaluable insights. Learn about the indispensable role EOS plays in restoring work-life balance for entrepreneurs and take a guided tour along the path of organizational growth and success with EOS! About Ande Grubb: As Chief Operating Officer (Integrator), Ande is responsible for providing company leadership, direction and internal process oversight at Haefele Flanagan. She has 20+ years of experience in industries such as distribution and professional services and has held the roles of Chief Operating Officer, Business Owner and Executive Coach. She also has a thorough background in EOS® having practiced its principles for almost a decade. About Hank O'Donnell: As a 3rd generation entrepreneur, Hank O’Donnell understands both the fierce challenges and the deep satisfaction of leading and growing a successful business. Hank’s early lessons in business came from behind the counter and on the delivery truck of his family’s business. For over 20 years, Hank successfully grew his family’s firm and, when faced with category killer competition, successfully repositioned and sold the firm. Along the way Hank discovered a passion for helping other business owners find success. So, it was natural for Hank to become a Vistage CEO Group Chair. Earning the “Robert Nourse Vistage Chair of the Year” Hank demonstrated his commitment to his client’s success. He plays “All In!” In 2012 Hank “discovered” EOS and saw the immense impact it was having on his clients both their personal lives and businesses. Hank has helped over 125 clients in over 900 sessions days get what they truly want from their businesses. Hank earned “Expert EOS Implementer” status, the highest level of mastery and is on the EOS training team. About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that’s been serving clients since 1967. Not your typical accounting firm, HFCO’s services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more. When you work with Haefele Flanagan, we help you realize your long-term goals. Please visit them at www.hfco.com. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2,5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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283
Leadership Development: How To Get It Right - Cara Shortsleeve
On this episode of Behind the Numbers, Dave Bookbinder welcomes guest Cara Shortsleeve, CEO of the Leadership Consortium, for a thoughtful discussion on efficient leadership and facilitating younger talents' transition into leadership roles. Cara shares her extensive knowledge on inviting the best out of leaders by partnering with top global companies. The conversation explores the concept of 'servant leadership,' underscoring the importance for leaders to roll up their sleeves to ensure optimal conditions for their teams to thrive. They further investigate the challenges faced by the rising generation as they evolve from peers to bosses, offering interventional solutions to navigate this intricate process. The session then transitions into recognizing potential leaders, shining light on the integral roles of learning, curiosity, resilience, and adaptability in a world where change is the only constant. A focal point of their conversation delves into empathy, a quality Cara firmly believes can be nurtured and honed with the right mindset and training. Towards the end, they address the harsh realities of leaders conflicting with their seniors and how to navigate such scenarios gracefully. Enriched with profound insights, this episode of Behind the Numbers is a must-listen for anyone seeking to broaden their understanding of business leadership. Tune in for more episodes on team-building, bouncing back from disruption and efficient leadership in the corporate world. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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282
The Power of Your Personality – Merrick Rosenberg
In an insightful episode of "Behind the Numbers", Merrick Rosenberg - CEO of Take Flight Learning, introduces us to a remarkable approach to understanding and leveraging the power of personality for individual and company success. Merrick explores the influence of personality on leadership styles, business decision-making, and workplace interactions through his innovative four-birds DISC assessment method. With clear insights, Rosenberg introduces us to the distinct personality types - Eagles, Parrots, Doves, and Owls, each contributing a unique energy to the team dynamics. He flawlessly underscores the indispensable importance of flexing communication and leadership styles, which he describes as being a 'chameleon', to cater to different team members' unique needs for a more productive work environment. Within this animated conversation, Rosenberg highlights how critical aspects such as designing role descriptions, identifying the right-fit persona for companies, and the role of personality styles in cultivating successful relationships both at the workplace and personally. Furthermore, he debunks common stereotypical beliefs about the representation of the four personality styles across genders. He introduces listeners to his award-winning movie "Bird Brains, Inc." which effectively visualizes personality styles and their interactions. His dialogue further extents to sharing essential tips on effective communication, creating functional teams, and daily activities that can be enhanced by understanding these styles. Wrapping up the episode, Merrick discusses the tangible positive outcomes his clients have benefitted from, indicating that the key to organizational success indeed lies in understanding the intricate web of interpersonal dynamics and primal personality traits. About Merrick Rosenberg: Merrick Rosenberg founded Team Builders Plus in 1991 and reinvented how people learn about themselves through personality styles when he started his second company, Take Flight Learning, in 2012. He is the author of eight award-winning books about tapping into the power of personality, including The Chameleon and Which Bird Are You?. Merrick has worked with more than half of the Fortune 100 companies. Under Merrick’s leadership as CEO of Take Flight Learning, his company has been selected as the New Jersey Business of the Year by NJ Biz Magazine and has repeatedly been named one of the Fastest Growing Companies and Best Places to Work by the Philadelphia Business Journal. He is also an award-winning filmmaker, as his personality styles movie BirdBrains, Inc., won ten film festival awards, including Best Short by the Indie Film Fest. Merrick won an award for Best Political Book of 2023 for Personality Wins: Who Will Take the White House and How We Know: Maincrest Media 2023 Award Winners. About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that’s been serving clients since 1967. Not your typical accounting firm,HFCO’s services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more. When you work with Haefele Flanagan, we help you realize your long-term goals. Please visit them at www.hfco.com. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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281
Navigating Security and Entrepreneurship - Ian Wristbridge
In this episode of Behind the Numbers, host Dave Bookbinder sits down with Ian Wristbridge, the dynamic CEO and founder of Magnar. A leader in providing cutting-edge security and operational technologies for critical infrastructure facilities, Magnar is making significant strides in the industry. Guided by his family's legacy and entrepreneurial spirit, Ian offers valuable insights into the complex task of safeguarding high-risk establishments. Listen as Ian details his journey of growing up in a tech-oriented environment, pairing with strategic partners, and successfully incorporating regulatory compliance and security best practices into Magnar's technology. Understand the motivations driving Ian and his team - a purpose-led commitment to enhance the security and safety of the U.S. by aiding crucial facilities. With increasing digital vulnerabilities and the aftermath of events like 9-11 shaping the industry, Ian also discusses the emerging cybersecurity threats and policies formulated to combat them. Discover Magnar's unique approach to security, viewing it not just as a cost but as a long-term investment. See how they help facilities strike a balance between profitability and risk management by improving security, safety, and operational efficiency. Witness Ian's captivating journey as a fourth-generation entrepreneur, imbibing lessons from his predecessors and maneuvering the entrepreneurial landscape in the tech sector. The episode deepens as Wristbridge opens up about the imperative values for any entrepreneur - a devoted team, a supportive system, and a unifying purpose. Learn from his insightful take on leadership, the importance of humility and the need to acknowledge and learn from failures. With a focus on purpose-driven leadership and open communication, Risbridge highlights how aligning individual paths with larger team goals can lead to exceptional organisational growth. Tune in to gain a sneak peek into the exciting future of Magnar and indulge in a riveting narrative about charting entrepreneurial success, orchestrating a supportive work environment, and leading with humility. A must-listen episode for budding entrepreneurs, industry leaders, and everyone interested in the world of risk management and corporate security. About our guest: Ian is a certified FSO and has spent over 20 years in the technology sector, with a proven track record of identifying innovative solutions to complex business problems. He is a 4th generation entrepreneur, who is passionate about creating technologies that transform how critical infrastructure facilities protect the health, safety and security of their personnel and visitors. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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280
Sound Advice For Business Owners and Decision Makers - Seth Broder
"Button things up early" is the message from Seth Broder, President at Broder Law Group. In this episode of Behind The Numbers, Seth explains why having a buy-sell agreement in placeis prudent protection; what to consider if entertaining an earn-out provision in the sale of a business; the importance of protecting intellectual property, and more. Seth is the founding member of Broder Law Group, P.C. Throughout his legal career, Seth has been successful in negotiating both transactions and legal settlements for clients, while maintaining professionalism through aggressive representation, yet always seeking pragmatic solutions. From the formation of a business entity, to the handling of all transactions relevant to the business, culminating with transition planning, Seth has been an integral part of his clients’ success. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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279
Unlocking Your Unrealized Potential - Lucie Ptasznik
Immerse yourself in the fascinating realm of quantum physics, success, and the subconscious mind in this compelling episode of Behind the Numbers. We are joined by Lucie Ptasnik, a renowned speaker, coach and entrepreneur who shares her inspiring journey from a small town girl to a successful entrepreneur. Explore with Lucie, the captivating concept of life's patterns and how breaking them can help shape unprecedented success. Dive deeper into the intriguing concept of the law of attraction as Lucie exlains how universal laws can be harnessed to modify our life’s narrative. Listen and discover strategies to overcome stress, anxiety, and self-doubt, replacing them with empowering beliefs. Understand how to leverage the laws of the universe to unveil unseen potential within us, leading to a fulfilled life. Engage in a profound discussion with an experienced mind coach who divulges the intricacies of reprogramming the subconscious mind through a unique 16-week program. It is pivoted on three major pillars - emotional intelligence, vision, and belief. Get invaluable insights on controlling your emotional state, harnessing peak emotional states, and making better life decisions. Unearth the transformative power of setting your mind on gratitude and how fostering this simple habit can breed an abundant mindset. This episode challenges you to harness high vibrational emotions from within to effect positive change in the outer world. Join us on this exhilarating journey of self-realization and discover how to master your mind to take control of your destiny. Take advantage of Lucie’s free offer. Go to www.ultimatesuccessblueprint.com Promo code: behindthenumbers Connect with Lucie: Lucielynn.com Facebook.com/Luciesbubble Instagram.com/coachlucielynn YouTube.com/Luciesbubble6421 About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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278
Revolutionizing Business Relationships - Joleen Jaworski
In today’s episode of Behind the Numbers, we welcome Joleen Jaworski, the President and Co-Founder of BCA Philadelphia, who shares her unique insights on the art and science of business relationships. Engaging in a deep conversation about her dynamic approach to cultivating professional networks, Joleen emphasizes the parallel importance of relationships in both personal and professional life. Drawing upon her expansive experience, Joleen introduces the concept of her “relationship scale” and extensively discusses the importance of reciprocal and respectful relationships in the business sphere. Likening these relationships to a bank where one must make deposits before making withdrawals, Joleen encourages listeners to broaden their vision and identify the different forms a deposit can take and what it signifies. Joleen also highlights the virtue and effectiveness of seemingly small gestures - 'pings' - in forging strengthening bonds in the professional realm. Also shedding light on the significance of one-on-one meetings, the right impetus for requesting network introductions, and the process of developing trust, respect, and common bonds, Joleen paints a wholesome picture of efficient networking in today's business world. Don’t miss out on this eye-opening episode that redefines professional networking and emphasizes relationship development over selling. Listen in for actionable tips, practical advice and more on Behind the Numbers. About Joleen Jaworski: Joleen has been the recipient of the coveted 40 Under 40 award, given annually by the Philadelphia Business Journal as well as the Brava Women in Business award presented by SmartCEO Magazine. She was also honored by The Legacy Treatment Foundation for her contributions to the community. BCA is a three-time recipient of the Philly100, honoring the fastest growing companies in the region. About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that’s been serving clients since 1967. Not your typical accounting firm, HFCO’s services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more. When you work with Haefele Flanagan, we help you realize your long-term goals. Please visit them at www.hfco.com. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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277
Using Social Media to Grow Your Business - Amanda Kohal
Join us in this episode of "Behind the Numbers" as our host, Dave Bookbinder, engages in a discussion with Amanda Kohal, founder and digital strategist of The Wolfe Co. This episode explores the strategic utilization of social media in broadening businesses and attracting new customers. In their in-depth conversation, Kohal explains why selecting the appropriate social media platforms is crucial, delving into the unique algorithms of leading platforms. She lauds TikTok for its potential to achieve incredible organic reach and visibility, stating that "About 85 to 90% of whatever you're posting to TikTok gets seen by people who are not following you". Moreover, Kohal introduces her innovative concept - 'InstaSite', an approach aiming to optimize social media efforts while expanding reach and engaging potential buyers. She underscores the fact that different social platforms serve different purposes, some perfect for discovery and growth, others for nurturing and conversions. Lastly, Kohal enlightens listeners about the importance of understanding the shelf life of social media content, the power of discovery platforms like TikTok and LinkedIn, and the significance of combining personal branding with business promotion for audience engagement. This episode unveils key insights into using social media platforms effectively for business growth, with a special focus on InstaSite in attracting Generation Z and Millennials. Listen to this episode for Amanda’s expert insights on navigating the social media landscape to stay ahead in the business game. An episode that any business leader or owner seeking to harness the power of social media should not miss! About Amanda Kohal: Founder and Digital Strategist of The Wolfe Co. and creator of The Original InstasiteTM, Amanda provides business owners with access to reputable resources, community connections and trusted guidance/education to start converting on social. After working as a brand marketing manager in corporate, Amanda ventured on her own took her love of digital marketing and ran with it. From helping clients earn $10k from just 2 Instagram stories, $77k from one DM and $28K social media launches, Amanda has turned many personal brands and service-based businesses into cash cows. Her efforts have awarded her two RBC + Women of Influence nominations and a Bronze in the 2019 Canadian Marketing Associate awards in the Customer Experience category. About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.” 🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers 🔸 Connect with Dave on LinkedIn 🔸 Connect with Dave on FaceBook 🔸 Follow Dave on Twitter 🔸 Check out www.NEWROI.com for more. 💡 Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers 🔹 Check out more of Behind The Numbers on YouTube 🔹 Check out more of Behind The Numbers on RVN Television Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it. To do so, here are the simple instructions: Open Apple Podcast App. Go to the icons at the bottom of the screen and choose “search” for Behind The Numbers with Dave Bookbinder Podcast Click on the SHOW, not the episode. Scroll all the way down to “Ratings and Reviews” Click on “Write a Review” BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 2.5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!
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ABOUT THIS SHOW
Behind The Numbers With Dave Bookbinder is the premier corporate finance and leadership podcast uncovering what truly drives business valuation, strategic growth, and enterprise value.You’ve heard the saying, “You can’t manage what you can’t measure.” Performance, company worth, and strategy are driven by metrics—but the real story happens behind the spreadsheets. Hosted by business valuation expert and best-selling author Dave Bookbinder, this show goes beyond traditional financial statements to explore the operational leadership, execution, and hidden factors that maximize business asset value.In each episode, Dave sits down with global CEOs, entrepreneurs, and financial thought leaders to unpack real-world insights on corporate finance, mergers and acquisitions (M&A), and scaling intangible assets. Whether you are a business owner looking toward exit planning, a CFO managing financial strategy, or an executive driving growth, this podcast will change the way you calculate true org
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Behind The Numbers With Dave Bookbinder
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