Clinical Investment Insider by Health Board Advisors

Why do some health tech companies grow fast, while others stall with great products?Why do buyers trust one company quickly, but ignore another?On this episode of 𝘊𝘭𝘪𝘯𝘪𝘤𝘢𝘭 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘐𝘯𝘴𝘪𝘥𝘦𝘳, we speak with 𝐇𝐞𝐚𝐭𝐡𝐞𝐫 𝐂𝐚𝐨𝐮𝐞𝐭𝐭𝐞, a leader who has helped healthcare companies win at critical growth moments.👏 Principal of RAE Communication and healthcare growth strategist👏 Former marketing executive at eClinicalWorks during growth from 200 to 5,000+ employees👏 Advisor to startups, investors, and enterprise healthcare teamsHeather shares 𝘄𝗵𝗮𝘁 𝗿𝗲𝗮𝗹𝗹𝘆 𝗱𝗿𝗶𝘃𝗲𝘀 𝗺𝗼𝗺𝗲𝗻𝘁𝘂𝗺 when the pressure is high: Funding roundsProduct launchesAcquisitionsMarket expansion.She explains why many strong companies stay invisible.And why simple, clear messaging often beats bigger budgets and louder competitors.This episode pushes back on a common myth:𝙏𝙝𝙖𝙩 𝙖 𝙜𝙧𝙚𝙖𝙩 𝙥𝙧𝙤𝙙𝙪𝙘𝙩 𝙞𝙨 𝙚𝙣𝙤𝙪𝙜𝙝.What actually wins?Clear positioningTrusted leadershipA team that knows how to scaleThe right message at the right timeIf you’ve built something valuableBut growth still feels slower than it shouldThis conversation will change how you think about traction.Because growth is rarely random.It is built.IN THIS EPISODE, YOU’LL LEARN:✅ Why many health tech companies fail to explain their value✅ How messaging can shorten the sales cycle✅ What investors want before writing checks✅ How leaders should handle funding rounds and launches✅ Why timing matters as much as product quality✅ How to scale without losing focusTIMESTAMPS00:16 – Why great products still struggle to grow01:12 – What buyers need to hear first02:40 – How founders miss the message gap04:05 – Lessons from scaling eClinicalWorks06:18 – What investors look for before funding08:02 – Product launch mistakes to avoid10:14 – How to lead during growth pressure12:03 – Why clarity wins in healthcare sales14:11 – Building long-term momentum in health techWHO THIS EPISODE IS FOR👤 Clinicians who want to grow their influence beyond patient care👤 Operators leading healthcare teams through growth and change👤 Investors looking for healthcare companies with clear positioning and real upsideRESOURCES FOR CLINICIANS, INVESTORS & OPERATORSJoin the HBA ecosystem where clinicians build legacy, not just resumes.You’ll find rooms with vetted leaders, mission-aligned partners, and curated execution paths.Apply to become an Advisor Fellow and start building influence: 👉 HealthBoardAdvisors.com/ApplyParticipate in curated HBA experiencesOur events are designed for strategic alignment where vetted experts, founders, and capital partners share frameworks, insights, and execution paths that matter.Explore upcoming HBA events: 👉 luma.com/HealthBoardAdvisorsFOR FOUNDERS READY TO SCALE WITH IMPACTSharpen your story before capital enters the roomA great pitch lands results only when it’s clear, credible, and investor-ready. Pitch Practice helps founders refine that story so the right doors open fast.Get pitch-ready: 👉 pulsepointpath.com/pitchtoyesEarn recognition that unlocks visibility and trustThe HealthTech Impact Award highlights founders whose solutions are ready for real adoption and investment, not just buzz.Apply for the Impact Award: 👉 HealthTechImpactAward.comPrepare for capital with a system that aligns funders, milestones, and executionCapital readiness isn’t guesswork. It’s knowing who will fund you, why they’ll fund you, and how you’ll hit the milestones that matter. The Capital Engine gives you that clarity and alignment.Build your capital strategy: 👉 CapitalEngine.vc

What if the real problem in healthcare isn’t a lack of innovation but who’s in control of it?What if the people closest to patients had the least say in how the system runs?In this episode of 𝘊𝘭𝘪𝘯𝘪𝘤𝘢𝘭 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘐𝘯𝘴𝘪𝘥𝘦𝘳, we sit down with 𝐃𝐫. 𝐊𝐢𝐚𝐧𝐨𝐫 𝐒𝐡𝐚𝐡,👏 Investor and founder in dental and healthcare ventures👏 Architect of global doctor-to-doctor networks👏 Leader behind large-scale clinical collaboration across 300+ practicesIn this conversation, he breaks down why many of the systems built around healthcare were never designed for clinicians,And how new tools are removing layers that once controlled access, margins, and decisions.This conversation challenges a core belief:𝙏𝙝𝙖𝙩 𝙙𝙤𝙘𝙩𝙤𝙧𝙨 𝙖𝙧𝙚 𝙢𝙚𝙖𝙣𝙩 𝙩𝙤 𝙨𝙩𝙖𝙮 𝙞𝙣 𝙩𝙝𝙚 𝙡𝙖𝙣𝙚 𝙤𝙛 𝙘𝙖𝙧𝙚 𝙙𝙚𝙡𝙞𝙫𝙚𝙧𝙮.Instead, it opens a different path:Doctors as operatorsDoctors as investorsDoctors as system buildersIf you’ve ever felt the gap between what you know should happenAnd how things actually workThis episode will push you to rethink your position in the system.Not as a participant.But as a builder.IN THIS EPISODE, YOU’LL LEARN:✅ Why AI is becoming essential across clinical, admin, and business workflows✅ How clinicians can use AI to reduce overhead and improve patient care✅ Why doctor-led startups outperform investor-led ideas✅ What to look for before saying yes to a healthcare investment✅ How third parties quietly take control, and how that is changingTIMESTAMPS00:16 – Why AI is now unavoidable in healthcare01:03 – Where AI creates the most value in a practice02:53 – Why clinicians must learn the business side04:00 – How Dr. Shah evaluates healthcare startups05:40 – Why doctor-led ideas matter most08:10 – The problem with third-party control in healthcare09:20 – Building global doctor-led collaboration11:00 – Why standardization in care matters12:40 – How systems create hidden inefficiencies14:20 – How AI could replace parts of insurance and adminWHO THIS EPISODE IS FOR👤 Clinicians who want more control over their practice and future👤 Operators building healthcare companies that need real clinical alignment👤 Investors looking for doctor-led opportunities with stronger execution RESOURCES FOR CLINICIANS, INVESTORS & OPERATORSJoin the HBA ecosystem where clinicians build legacy, not just resumes.You’ll find rooms with vetted leaders, mission-aligned partners, and curated execution paths.Apply to become an Advisor Fellow and start building influence: 👉 HealthBoardAdvisors.com/ApplyParticipate in curated HBA experiencesOur events are designed for strategic alignment where vetted experts, founders, and capital partners share frameworks, insights, and execution paths that matter. Explore upcoming HBA events: 👉 luma.com/HealthBoardAdvisorsFOR FOUNDERS READY TO SCALE WITH IMPACTSharpen your story before capital enters the roomA great pitch lands results only when it’s clear, credible, and investor-ready. Pitch Practice helps founders refine that story so the right doors open fast.Get pitch-ready: 👉 PulsePointPath.com/PitchToYesEarn recognition that unlocks visibility and trustThe HealthTech Impact Award highlights founders whose solutions are ready for real adoption and investment, not just buzz.Apply for the Impact Award: 👉 HealthTechImpactAward.comPrepare for capital with a system that aligns funders, milestones, and executionCapital readiness isn’t guesswork. It’s knowing who will fund you, why they’ll fund you, and how you’ll hit the milestones that matter. The Capital Engine gives you that clarity and alignment.Build your capital strategy: 👉 CapitalEngine.vc

What if your clinical work didn’t stop at one patient at a time?What if it scaled to thousands?In this episode of 𝘊𝘭𝘪𝘯𝘪𝘤𝘢𝘭 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘐𝘯𝘴𝘪𝘥𝘦𝘳, we sit down with the remarkable 𝐃𝐫. 𝐀𝐥𝐢𝐬𝐨𝐧 𝐂𝐮𝐫𝐟𝐦𝐚𝐧, 👏 Pediatric emergency physician👏 Co-founder of Imagine Pediatrics👏 Founder of Startup Physicians.She shares how she moved from bedside care to building a company Serving over 100,000 children, without walking away from medicine.With experience across clinical care, venture building, and physician advisoryDr. Curfman is helping unlock a new path for clinicians to create impact, income, and legacy beyond traditional roles.If you’ve ever felt the pull to do more, build more, or fix what the system keeps getting wrongThis episode will change how you think about your role in healthcare.This is not about leaving clinical work.This is about expanding your impact.IN THIS EPISODE, YOU’LL LEARN:✅ Why many healthcare startups fail without the right clinical voice✅ How clinicians can step into advisory, board, and investor roles✅ What it takes to move from one-to-one care to one-to-many impact✅ Why connection, not credentials, is the real unlock✅ How to find the right people to build withTIMESTAMPS00:32 – The moment clinicians realize they can scale beyond the bedside02:03 – Why healthcare needs clinicians in startups and venture04:59 – Lessons from advising and investing in healthcare companies06:37 – What to look for in startups as a clinician advisor08:13 – Moving from one-to-one care to one-to-many impact10:07 – Why community and connection change everything11:09 – Alignment between clinicians, founders, and investors12:50 – Building pathways for physician founders and advisors14:50 – How HBA matches the right people to build togetherWHO THIS EPISODE IS FOR👤 Clinicians who want to expand their impact beyond patient care👤 Operators and service providers building healthcare companies that actually work👤 Investors looking for clinically aligned opportunities with real executionRESOURCES FOR CLINICIANS, INVESTORS & OPERATORSJoin the HBA ecosystem where clinicians build legacy, not just resumes.You’ll find rooms with vetted leaders, mission-aligned partners, and curated execution paths.Apply to become an Advisor Fellow and start building influence: 👉 HealthBoardAdvisors.com/ApplyParticipate in curated HBA experiencesOur events are designed for strategic alignment where vetted experts, founders, and capital partners share frameworks, insights, and execution paths that matter.Explore upcoming HBA events: 👉 luma.com/HealthBoardAdvisorsFOR FOUNDERS READY TO SCALE WITH IMPACTSharpen your story before capital enters the roomA great pitch lands results only when it’s clear, credible, and investor-ready. Pitch Practice helps founders refine that story so the right doors open fast.Get pitch-ready: 👉 PulsePointPath.com/PitchToYesEarn recognition that unlocks visibility and trustThe HealthTech Impact Award highlights founders whose solutions are ready for real adoption and investment, not just buzz.Apply for the Impact Award: 👉 HealthTechImpactAward.comPrepare for capital with a system that aligns funders, milestones, and executionCapital readiness isn’t guesswork. It’s knowing who will fund you, why they’ll fund you, and how you’ll hit the milestones that matter. The Capital Engine gives you that clarity and alignment.Build your capital strategy: 👉 CapitalEngine.vc

Most clinicians think impact comes from seeing more patients.They’re wrong.In this conversation, we break down why many experienced physicians feel underutilized and how stepping beyond clinical roles can multiply their impact.And why healthcare doesn’t change when the right experts stay outside the rooms where decisions are made.Today, we’re joined by 𝐃𝐫. 𝐆𝐚𝐫𝐲 𝐆𝐨𝐥𝐝𝐦𝐚𝐧, 𝐃𝐃𝐒, 𝐌𝐃, 𝐌𝐁𝐀, Founding Partner of Global Health Impact Fund and CEO of Global Health Impact Network.He built a physician-led venture fund focused on digital health, creating a community where clinicians don’t just advise, they invest and help shape what gets built.If you’ve ever felt like your experience could do moreOr you’ve seen solutions fail because the right voices weren’t involvedThis episode will change how you think about your role in healthcare innovation.IN THIS EPISODE, YOU’LL LEARN:✅ Why many clinicians feel underutilized after decades of experience✅ Why healthcare innovation fails without clinical voices in the room✅ How physicians are stepping into investing and building companies✅ What founders get wrong about working with clinicians✅ Why community matters more than capital aloneTIMESTAMPS00:18 – Why clinicians feel underutilized02:40 – Moving beyond clinical practice to scale impact05:10 – Why healthcare innovation fails without clinicians07:32 – How physicians are becoming investors10:05 – What founders misunderstand about clinical adoption12:28 – Building communities around physician capital14:42 – How HBA matches experts to real opportunitiesWHO THIS EPISODE IS FOR👤 Clinicians who want to extend their impact beyond patient care👤 Operators who want real clinical insight inside their companies👤 Investors looking to back healthcare with aligned expertise and execution RESOURCES FOR CLINICIANS, INVESTORS & OPERATORSJoin the HBA ecosystem where clinicians build legacy, not just resumes.You’ll find rooms with vetted leaders, mission-aligned partners, and curated execution paths.Apply to become an Advisor Fellow and start building influence: 👉 HealthBoardAdvisors.com/ApplyParticipate in curated HBA experiencesOur events are designed for strategic alignment where vetted experts, founders, and capital partners share frameworks, insights, and execution paths that matter.Explore upcoming HBA events: 👉 luma.com/HealthBoardAdvisorsFOR FOUNDERS READY TO SCALE WITH IMPACTSharpen your story before capital enters the roomA great pitch lands results only when it’s clear, credible, and investor-ready. Pitch Practice helps founders refine that story so the right doors open fast.Get pitch-ready: 👉 PulsePointPath.com/PitchToYesEarn recognition that unlocks visibility and trustThe HealthTech Impact Award highlights founders whose solutions are ready for real adoption and investment, not just buzz.Apply for the Impact Award: 👉 HealthTechImpactAward.comPrepare for capital with a system that aligns funders, milestones, and executionCapital readiness isn’t guesswork. It’s knowing who will fund you, why they’ll fund you, and how you’ll hit the milestones that matter. The Capital Engine gives you that clarity and alignment.Build your capital strategy: 👉 CapitalEngine.vc

Most healthcare leaders think fixing operations means adding more tools.They’re wrong.In this conversation, we break down why most healthcare systems lose millions in inefficiency, and how small operational changes can unlock real scale.And why virtual care programs fail when they don’t fit how care is actually delivered.Today, we’re joined by Mitchell Fong, Founder and CEO of Innovise Consulting, former President of the American College of Healthcare Executives Nevada Chapter, and board member at HIMSS Nevada, PulsePoint Path, and Food Bank of Northern Nevada.With experience across ambulatory care, hospitals, insurance, analytics, and population health, Mitchell has helped organizations save millions by fixing how care actually runs.If you’ve ever seen wasted time, broken workflows, or programs that looked good on paper but failed in practiceThis episode will change how you think about execution in healthcare.IN THIS EPISODE, YOU’LL LEARN:✅ Why most healthcare systems lose money through hidden inefficiencies✅ What virtual care programs get wrong from day one✅ How to find and fix workflow breakdowns that block scale✅ Why execution matters more than strategy in healthcare✅ How small operational changes can drive massive cost savingsTIMESTAMPS00:18 – Where healthcare systems lose the most money02:54 – Why operational inefficiency is often invisible05:21 – What virtual care programs get wrong07:48 – Fixing workflows across ambulatory, acute, and payer systems10:12 – How small changes can save millions12:36 – Why execution gaps stop healthcare growth14:50 – How HBA works side-by-side to build, not just adviseWHO THIS EPISODE IS FOR👤 Healthcare Operators who want to fix inefficiencies and scale systems that actually work.👤 Clinicians who are tired of broken workflows and want better care delivery models.👤 Investors looking to back healthcare companies with real execution, not just ideas.RESOURCES FOR CLINICIANS, INVESTORS & OPERATORSJoin the HBA ecosystem where clinicians build legacy, not just resumes.You’ll find rooms with vetted leaders, mission-aligned partners, and curated execution paths.Apply to become an Advisor Fellow and start building influence: 👉 HealthBoardAdvisors.com/ApplyParticipate in curated HBA experiencesOur events are designed for strategic alignment where vetted experts, founders, and capital partners share frameworks, insights, and execution paths that matter.Explore upcoming HBA events: 👉 luma.com/HealthBoardAdvisorsFOR FOUNDERS READY TO SCALE WITH IMPACTSharpen your story before capital enters the roomA great pitch lands results only when it’s clear, credible, and investor-ready. Pitch Practice helps founders refine that story so the right doors open fast.Get pitch-ready: 👉 PulsePointPath.com/PitchToYesEarn recognition that unlocks visibility and trustThe HealthTech Impact Award highlights founders whose solutions are ready for real adoption and investment, not just buzz.Apply for the Impact Award: 👉 HealthTechImpactAward.comPrepare for capital with a system that aligns funders, milestones, and executionCapital readiness isn’t guesswork. It’s knowing who will fund you, why they’ll fund you, and how you’ll hit the milestones that matter. The Capital Engine gives you that clarity and alignment.Build your capital strategy: 👉 CapitalEngine.vc

Most healthcare founders think adding “AI” to their pitch is 𝘦𝘯𝘰𝘶𝘨𝘩 to win.They’re wrong.In this conversation, we break down the difference between being AI-labeled and being AI-native.And why eliminating manual workflow waste matters more than adding another chatbot.If you’ve ever felt buried by EMR clicks, compliance pressure, or endless admin tasksThis episode will shift how you see AI in healthcare.Today, we’re joined by Nick Yaitsky, HIMSS Americas Advisory Board member and TAG Digital Health Board member, former Chief AI Officer at Wellstar Health System and former SVP at Sharecare.With 20+ years leading healthcare technology innovation, Nick understands what separates real AI transformation from hype, and why most startups fail before they ever reach scale.IN THIS EPISODE, YOU’LL LEARN: ✅ Why “AI-enabled” is not enough to raise capital anymore ✅ The difference between automation and true AI-native design ✅ How to eliminate manual clinical workflows before you automate ✅ Why founders fail when they ignore sellability, sustainability, and scalability ✅ How to delegate work to AI agents, not just peopleTIMESTAMPS00:17 – How clinicians can build legacy beyond bedside care03:06 – From engineer to executive: solving healthcare complexity06:33 – Why “AI-enabled” is not enough in 202608:25 – Eliminate, automate, delegate: the leadership filter11:10 – Delegating to AI agents inside your organization13:16 – Why HBA works side-by-side with founders, not just funding them15:14 – How to avoid building something no one will buyWHO THIS EPISODE IS FORHealthcare Founders needing to bridge the trust gap with hospital buyers.Clinicians who want to know what to look for before championing new tech.Investors looking to vet the regulatory and ethical risks of AI startups.RESOURCES FOR CLINICIANS, INVESTORS & OPERATORSJoin the HBA ecosystem where clinicians build legacy, not just resumes. You’ll find rooms with vetted leaders, mission-aligned partners, and curated execution paths. → Apply to become an Advisor Fellow and start building influence: 👉 HealthBoardAdvisors.com/ApplyParticipate in curated HBA experiencesOur events are designed for strategic alignment where vetted experts, founders, and capital partners share frameworks, insights, and execution paths that matter. → Explore upcoming HBA events: 👉 luma.com/HealthBoardAdvisorsFOR FOUNDERS READY TO SCALE WITH IMPACTSharpen your story before capital enters the room A great pitch lands results only when it’s clear, credible, and investor-ready. Pitch Practice helps founders refine that story so the right doors open fast. → Get pitch-ready: 👉 pulsepointpath.com/pitchtoyesEarn recognition that unlocks visibility and trust The HealthTech Impact Award highlights founders whose solutions are ready for real adoption and investment, not just buzz. → Apply for the Impact Award: 👉 HealthTechImpactAward.comPrepare for capital with a system that aligns funders, milestones, and execution Capital readiness isn’t guesswork. It’s knowing who will fund you, why they’ll fund you, and how you’ll hit the milestones that matter. The Capital Engine gives you that clarity and alignment. → Build your capital strategy: 👉 CapitalEngine.vc

Today’s episode is a must-listen if you care about how healthcare actually scales. In this conversation, we break down the real difference between being a peak performer and being a resilient leaderAnd why most founders and investors burn out before they reach their true potential.If you’ve ever felt:❌ Stuck between the intensity of your calling and the chaos of execution❌ Unsure how to move from short-term wins to a cumulative lifetime impact❌ Frustrated by the "muscular commitment" required to stay in the gameThis episode gives you a new framework for leadership that Lorca calls "regenerative."Today, we’re joined by Lorca Smetana, a resilience expert and regenerative leadership strategist. A survivor of the 1986 Mt. Hood mountaineering tragedy, she has spent over 30 years developing tools to help people thrive through mortality and crisis. Lorca was an early founder of Angel Flight West and now guides healthcare leadership teams to create the "spaciousness" required to scale.IN THIS EPISODE, YOU’LL LEARN:✅  Why "cumulative impact" is the most important metric for your healthcare career.✅  The difference between intensive short-run effort and a sustainable ecosystem of self.✅  How tools designed for crisis and first responders can fuel powerful leadership growth.✅  Why intentional design for "lightness and space" is the key to natural organizational scaling.✅  How to avoid being a "hypocrite of health" by designing resilience into your own leadership.WHO THIS EPISODE IS FOR👥 Healthcare Founders fighting to keep their teams aligned during rapid growth.👥 Clinicians & Operators looking for tools to lead without losing their well-being.👥 Investors who want to de-risk their portfolios by supporting founder resilience.TIMESTAMPS 00:00 – The metric of "Cumulative Impact" 01:54 – Lorca Smetana: From survival to resilience fellowships 03:15 – Lorca’s biggest win: Building a "Muscular Toolbox" for growth 05:30 – Why crisis tools lead to the best leadership growth 07:15 – Training the next generation of resilience masters 08:20 – Why HBA is a "vetted ecosystem" for aliveness 10:45 – Conclusion & next stepsRESOURCES FOR CLINICIANS, INVESTORS & OPERATORSJoin the HBA ecosystem where clinicians build legacy, not just resumes. You’ll find rooms with vetted leaders, mission-aligned partners, and curated execution paths. → Apply to become an Advisor Fellow and start building influence: 👉 HealthBoardAdvisors.com/ApplyParticipate in curated HBA experiencesOur events are designed for strategic alignment where vetted experts, founders, and capital partners share frameworks, insights, and execution paths that matter. → Explore upcoming HBA events: 👉 luma.com/HealthBoardAdvisorsFOR FOUNDERS READY TO SCALE WITH IMPACTSharpen your story before capital enters the room A great pitch lands results only when it’s clear, credible, and investor-ready. Pitch Practice helps founders refine that story so the right doors open fast. → Get pitch-ready: 👉 pulsepointpath.com/pitchtoyesPrepare for capital with a system that aligns funders, milestones, and execution Capital readiness isn’t guesswork. It’s knowing who will fund you, why they’ll fund you, and how you’ll hit the milestones that matter. The Capital Engine gives you that clarity and alignment. → Build your capital strategy: 👉 CapitalEngine.vc

Today’s episode is a must-listen if you care about how healthcare actually scales without losing its soul. In this conversation, we break down the "transition gap"That means the moment a clinician realizes that their hands can only help one patient at a time.But their expertise can help millions.If you’ve ever felt stuck between your clinical calling and your desire for a bigger impactThis episode gives you the permission and the playbook to move into the boardroom.Today, we’re joined by Shawna Smith, co-founder of Health Board Advisors. Shawna has built 56 companies alongside biotech leaders and visionary investors. After seeing the system fail from the inside, she now architects the teams and deals that prove you don’t have to sacrifice your well-being to change the world.IN THIS EPISODE, YOU’LL LEARNHow to identify the "Internal Signs" of a perfect business alignment.The difference between being a service provider and a true business owner.Why clinical anatomy and business "anatomy" are more similar than you think.The secret to building high-performance teams that actually stick together.How to use tax-efficient strategies to reinvest in your team’s vitality.WHO THIS EPISODE IS FORClinicians looking to expand their impact from 1-on-1 care to 1-to-many innovation.Founders who need to understand the "People" side of scaling a healthcare startup.Investors seeking to understand the "Human Capital" that de-risks a deal.RESOURCES FOR EXPERTS & INVESTORSExplore upcoming Health Board Advisors events: 📅 View all events: https://luma.com/HealthBoardAdvisorsApply to become an Advisor Fellow: 👉 https://HealthBoardAdvisors.com/ApplyRESOURCES FOR STARTUPSPitch Practice - Hot or Not: https://pulsepointpath.com/pitchtoyesHealthTech Impact Award: https://HealthTechImpactAward.comActively Raising Capital? https://CapitalEngine.vcTIMESTAMPS 00:00 – The advice for clinicians seeking legacy. 02:15 – Transitioning from service provider to business owner. 04:40 – Why clinicians are actually built for business leadership. 06:30 – Lessons from building 56 companies. 08:20 – The "People Expert" approach to high-performance teams. 12:10 – How to reinvest in wellness to drive revenue.

To explore HBA’s ecosystem and join an ecosystem where clinicians build legacy, not just resumes, visit 👉 HealthBoardAdvisors.com/Apply _____________________________Today’s episode is a must-listen if you care about how healthcare actually scales. In this conversation, we break down the "human in the loop" problem and why most founders and investors are still treating technology like a magic wand instead of a tool.If you’ve ever felt:Stuck between clinical intuition and rigid hospital systemsUnsure how to move from "expert" to "advisor" or "investor"Frustrated by the "slap AI on it" approach to innovationThis episode gives you a masterclass in behavioral science, ethical innovation, and the power of multidimensional growth. Today, we’re joined by Dr. Natanya Wachtel, a behavioral scientist featured by Forbes and HBR who helps Fortune 500 companies understand how humans actually decide and change._____________________________IN THIS EPISODE, YOU’LL LEARNWhy "bedside manner" and connection are statistically more powerful than some surgical interventions.The "Check yourself before you wreck yourself" rule for AI in healthcare.Why not all investment money is "good money" for a growing startup.How to build a "HBA puzzle piece" team where clinician, operator, and investor skills actually click.The secret to "Harvard to Hood" innovation: why we need to listen to more than just the formally educated._____________________________TIMESTAMPS 00:00 – Creating legacy beyond the bedside 05:15 – What traumatic brain injury taught Natanya about identity 09:20 – The ethics of AI: Who is watching the store? 12:30 – Why "not all money is good money" for founders 16:40 – What makes the HBA Mastermind different? 21:30 – Announcing a new CEO: A lesson in "asking for help"_____________________________RESOURCES FOR CLINICIANS, INVESTORS & OPERATORSJoin the HBA ecosystem where clinicians build legacy, not just resumes.You’ll find rooms with vetted leaders, mission-aligned partners, and curated execution paths. → Apply to become an Advisor Fellow and start building influence: 👉 HealthBoardAdvisors.com/ApplyParticipate in curated HBA experiencesOur events are designed for strategic alignment where vetted experts, founders, and capital partners share frameworks, insights, and execution paths that matter. → Explore upcoming HBA events: 👉 luma.com/HealthBoardAdvisors_____________________________FOR FOUNDERS READY TO SCALE WITH IMPACTSharpen your story before capital enters the roomA great pitch lands results only when it’s clear, credible, and investor-ready. Pitch Practice helps founders refine that story so the right doors open fast. → Get pitch-ready: 👉 PulsePointPath.com/PitchToYesEarn recognition that unlocks visibility and trustThe HealthTech Impact Award highlights founders whose solutions are ready for real adoption and investment, not just buzz. → Apply for the Impact Award: 👉 HealthTechImpactAward.comPrepare for capital with a system that aligns funders, milestones, and executionCapital readiness isn’t guesswork. It’s knowing who will fund you, why they’ll fund you, and how you’ll hit the milestones that matter. The Capital Engine gives you that clarity and alignment. → Build your capital strategy: 👉 CapitalEngine.vc

Today’s episode is a must-listen if you care about how healthcare actually scales beyond the operating room.In this conversation, we break down the "one patient at a time" bottleneck.And why even the most brilliant clinicians need a business mindset to create a lasting legacy.If you’ve ever felt stuck between your clinical calling and the desire to make a global impact.Or if you’re unsure how to partner with industry without losing your professional soul.This episode gives you a real path forward.Today, we’re joined by 𝐃𝐫. 𝐀𝐥 𝐅𝐞𝐧𝐨𝐲, a leading functional neurosurgeon at Northwell Health. With over 900 deep-brain stimulation (DBS) procedures under his belt.An 80% success rate in treating treatment-resistant depression, He is a titan in the neuromodulation space._________________________________IN THIS EPISODE, YOU’LL LEARN💡 Why treating patients individually isn't enough to change the healthcare system.💡 The "Business of Research": How to partner with hospitals and industry to scale your ideas.💡 How Dr. Fenoy blends 20 years of surgical expertise with strategic advisory roles.💡 The importance of an "ecosystem" over a standard professional network.💡 How to identify valid investment and philanthropic opportunities in neuro-innovation._________________________________WHO THIS EPISODE IS FORClinicians ready to expand their impact through advisory or board roles.Investors looking for vetted insights into functional neurosurgery and clinical trials.Operators interested in how to successfully integrate research into hospital business models._________________________________RESOURCES FOR EXPERTS & INVESTORSExplore upcoming Health Board Advisors events: https://luma.com/HealthBoardAdvisorsApply to become an Advisor Fellow: https://HealthBoardAdvisors.com/Apply_________________________________RESOURCES FOR STARTUPSPitch Practice: https://pulsepointpath.com/pitchtoyesHealthTech Impact Award: https://HealthTechImpactAward.comCapital Readiness: https://CapitalEngine.vc_________________________________TIMESTAMPS00:00 – Advice for clinicians moving to the boardroom.01:54 – Meet Dr. Al Fenoy: 900+ DBS procedures and counting.03:00 – Why the clinical side isn't enough for a global legacy.04:30 – Lessons from 20 years in neuromodulation.06:50 – Why Dr. Fenoy joined the HBA ecosystem.08:45 – The next phase: Advisory and industry expansion._________________________________𝗙𝗢𝗥 𝗙𝗢𝗨𝗡𝗗𝗘𝗥𝗦 𝗥𝗘𝗔𝗗𝗬 𝗧𝗢 𝗦𝗖𝗔𝗟𝗘 𝗪𝗜𝗧𝗛 𝗜𝗠𝗣𝗔𝗖𝗧:➤ Sharpen your story before capital enters the room A great pitch lands results only when it’s clear, credible, and investor-ready. Pitch Practice helps founders refine that story so the right doors open fast. → Get pitch-ready: 👉 𝐏𝐮𝐥𝐬𝐞𝐏𝐨𝐢𝐧𝐭𝐏𝐚𝐭𝐡.𝐜𝐨𝐦/𝐩𝐢𝐭𝐜𝐡𝐭𝐨𝐲𝐞𝐬➤ Earn recognition that unlocks visibility and trust The HealthTech Impact Award highlights founders whose solutions are ready for real adoption and investment, not just buzz. → Apply for the Impact Award: 👉 𝐇𝐞𝐚𝐥𝐭𝐡𝐓𝐞𝐜𝐡𝐈𝐦𝐩𝐚𝐜𝐭𝐀𝐰𝐚𝐫𝐝.𝐜𝐨𝐦➤ Prepare for capital with a system that aligns funders, milestones, and execution Capital readiness isn’t guesswork. It’s knowing who will fund you, why they’ll fund you, and how you’ll hit the milestones that matter. The Capital Engine gives you that clarity and alignment. → Build your capital strategy: 👉 𝐂𝐚𝐩𝐢𝐭𝐚𝐥𝐄𝐧𝐠𝐢𝐧𝐞.𝐯𝐜

𝑾𝒉𝒚 𝒀𝒐𝒖𝒓 𝑴𝑩𝑨 𝑰𝒔𝒏’𝒕 𝑬𝒏𝒐𝒖𝒈𝒉: 𝑩𝒖𝒊𝒍𝒅𝒊𝒏𝒈 𝒂 𝑮𝒍𝒐𝒃𝒂𝒍 𝑰𝒏𝒏𝒐𝒗𝒂𝒕𝒊𝒐𝒏 𝑬𝒄𝒐𝒔𝒚𝒔𝒕𝒆𝒎To explore HBA’s ecosystem and join an ecosystem where clinicians build legacy, not just resumes, visit healthboardadvisors.com/apply ____________________________________Why social capital, execution, and strategic networks define healthcare impact beyond the clinic.In this episode of Clinical Investment Insider, we sit down with Dr. Val Torres, co-founder and COO of Health Board Advisors, to explore how clinicians can extend their impact beyond the bedside. Dr. Torres shares lessons from his journey from medicine to investment, board leadership, and global digital health innovation. 𝗜𝗳 𝘆𝗼𝘂’𝘃𝗲 𝗲𝘃𝗲𝗿 𝗳𝗲𝗹𝘁:✔️ Stuck in the "clinical lane" while wanting to make a broader impact✔️ Unsure how to leverage your expertise in the boardroom✔️ Frustrated by "vanity" leadership roles that lack real accountabilityThis episode gives you the blueprint for building what lasts. Dr. Val Torres shared how he moved from saving lives at the bedside to building global ecosystems for innovation.𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:💡Influence in healthcare isn’t about what you know, it’s about who knows your work, trusts your execution, and will build with you.💡Real authority comes from execution, accountability, and collaboration, not vanity board seats or credentials.💡When physicians shape innovation from the start, adoption accelerates and workflows actually work.💡High-performance ecosystems require vetting. Excellence disappears when standards don’t exist.💡Learn how to identify impressive-on-paper leaders who don’t cut through complexity—and how to avoid roles that drain impact.💡Aligned physicians, operators, and founders create multiplier outcomes that no solo effort can achieve.💡A rigorous vetting process ensures the ecosystem stays actionable, selective, and built for winners.____________________________________𝐖𝐇𝐎 𝐓𝐇𝐈𝐒 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐈𝐒 𝐅𝐎𝐑➤ Clinicians ready to expand their impact through advisory or board roles.➤ Investors looking for vetted insights into Healthcare AI, digital health solutions, and LATAM markets.➤ Operators interested in how to successfully integrate research into hospital business models.Whether you’re exploring your first healthcare investment, evaluating a board role, or ready to scale capital with influence, Clinical Investment Insider shows you the path from seed to scale.____________________________________𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦 00:00 – Advice for clinicians seeking legacy 01:30 – Introduction to Dr. Val Torres 02:20 – Why an MBA hit like a truck 03:30 – Evolving with the AI revolution 04:40 – Regrets from a "vanity" board role 06:50 – Building global innovation ecosystems 10:15 – Why HBA vets for competence, not just titles____________________________________𝗙𝗢𝗥 𝗙𝗢𝗨𝗡𝗗𝗘𝗥𝗦 𝗥𝗘𝗔𝗗𝗬 𝗧𝗢 𝗦𝗖𝗔𝗟𝗘 𝗪𝗜𝗧𝗛 𝗜𝗠𝗣𝗔𝗖𝗧:➤ Sharpen your story before capital enters the room A great pitch lands results only when it’s clear, credible, and investor-ready. Pitch Practice helps founders refine that story so the right doors open fast. → Get pitch-ready: 👉 𝐏𝐮𝐥𝐬𝐞𝐏𝐨𝐢𝐧𝐭𝐏𝐚𝐭𝐡.𝐜𝐨𝐦/𝐩𝐢𝐭𝐜𝐡𝐭𝐨𝐲𝐞𝐬➤ Earn recognition that unlocks visibility and trust The HealthTech Impact Award highlights founders whose solutions are ready for real adoption and investment, not just buzz. → Apply for the Impact Award: 👉 𝐇𝐞𝐚𝐥𝐭𝐡𝐓𝐞𝐜𝐡𝐈𝐦𝐩𝐚𝐜𝐭𝐀𝐰𝐚𝐫𝐝.𝐜𝐨𝐦➤ Prepare for capital with a system that aligns funders, milestones, and execution Capital readiness isn’t guesswork. It’s knowing who will fund you, why they’ll fund you, and how you’ll hit the milestones that matter. The Capital Engine gives you that clarity and alignment. → Build your capital strategy: 👉 𝐂𝐚𝐩𝐢𝐭𝐚𝐥𝐄𝐧𝐠𝐢𝐧𝐞.𝐯𝐜

𝗠𝗼𝘀𝘁 clinical "𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘀" 𝗮𝗿𝗲 𝗷𝘂𝘀𝘁 𝘄𝗶𝗻𝗱𝗼𝘄 𝗱𝗿𝗲𝘀𝘀𝗶𝗻𝗴.Startups want your credentials. They want your MD and PhD next to their logo. But they rarely want your actual advice.This is "Advisory Theater." And it’s why so many healthcare innovations fail to scale.Inside Health Board Advisors, we’re changing the script.We don't believe in "ceremonial" roles. We believe in clinical truth.If you’re a Clinician who’s tired of being ignored: 💡 Stop lending your name without authority. 💡 Start aligning your capital with your expertise. 💡 Join the room where your voice actually shapes the outcome.The future of healthcare won’t be built by people who just talk in theory. It will be built by Clinicians who lead from the boardroom.Are you ready to move from the sidelines?Follow us on: ▶️ YouTube: https://YouTube.com/@HealthBoardAdvisors 📲 LinkedIn: https://LinkedIn.com/Company/Health-Board-AdvisorsToday’s episode is a must-listen if you care about how healthcare actually scales. We’re breaking down the clinical execution gap—and why most Clinician advisors are treated as "window dressing" on pitch decks while their real expertise goes ignored.If you’ve ever felt like your insight is being sidelined, or you’re tired of seeing "innovation" that doesn't actually work in a clinical setting, this episode is your wake-up call. We move beyond the bedside and into the boardroom to discuss how Clinician leaders are reclaiming their influence.IN THIS EPISODE, YOU’LL LEARNWhy clinical truth is the ultimate filter for healthcare venture success.How to spot "Advisory Theater" before you lend your name to a startup.The blueprint for moving from a healer to a strategic clinical investor.How to evaluate healthcare startups for real-world adoption, not just hype.Why aligned capital is the only way to protect your reputation and your returns.WHO THIS EPISODE IS FORClinicians ready to transition into advisory, board, or investor roles.Founders who need to understand why clinical credibility is their biggest hurdle.Investors looking to de-risk their healthtech portfolio using clinical truth.RESOURCESJoin the HBA Mastermind: Collaborate with CXOs, Clinicians, and investors. Register hereApply for the Advisor Fellowship: Get matched with vetted startups. Apply hereFounders: Get capital-ready and matched to the right funds. Visit Capital Engine