Behind The Numbers: Recent Episodes

Behind The Numbers

It's an axiom in business that "you can't manage what you can't measure."

Business performance, business valuation - it's all managed by the numbers.

While Dave has spent a great deal of time 'inside' the numbers, he has learned that the real stories and lessons-learned occur 'behind the numbers.'

Join business valuation expert and best-selling author, Dave Bookbinder and his guests as they go Behind The Numbers to understand what matters most in business.

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True operational scale requires more than expanding a business model—it demands scaling the human capital and personal leadership of the founder behind it.

In this episode of Behind the Numbers, host Dave Bookbinder sits down with Luke Mickelson, founder of Sleep in Heavenly Peace, to explore how a humble garage project evolved into an international movement addressing an invisible community crisis. Luke shares the origin story of delivering his first bunk bed to a six-year-old girl named Haley—a single act of compassion that sparked a organization now spanning over 440 chapters, 130,000 volunteers, and 300,000 beds delivered to kids in need.

The conversation dives into the business strategies and human capital dynamics behind managing a massive, decentralized workforce. Luke breaks down how coining the term "child bedlessness" brought clarity to a hidden problem to drive corporate support, how to maintain strict product quality across hundreds of autonomous chapters, and why high-touch assembly-line experiences turn casual sweat equity into lifelong brand loyalty.

Luke also tackles the painful personal hurdles of rapid growth, pulling back the curtain on "Founder Syndrome" and identity fusion. He candidly shares how he recognized he was becoming an operational bottleneck, offering a preview of his Founder Syndrome Survival Course designed to help leaders navigate governance shifts, prevent burnout, and transition smoothly from frontline operator to strategic visionary.

Listeners will gain actionable insights on evaluating success through a true valuation mindset—reframing ROI to include long-term developmental outcomes for children and deep psychological returns for volunteers.

Whether you are scaling a business, leading a non-profit, or seeking to align purpose with execution, this episode delivers a masterclass on turning a simple act of service into a high-impact movement.

About Our Guest:

Luke Mickelson is the founder of Sleep in Heavenly Peace (SHP), the largest bed-building charity in the world, with a mission built on a simple but powerful truth: child bedlessness may not be a real word, but it’s a real problem.

In 2012, Luke built a bunk bed in his garage for a local family in need. What happened next changed everything. That single act of service sparked a movement—one that has since grown into a nationwide and international network of volunteers who have delivered hundreds of thousands of beds to children who would otherwise be sleeping on the floor.

Luke’s work has been recognized nationally, including being named a CNN Hero, and featured on Good Morning America, NBC Nightly News, the Today Show, and Mike Rowe’s Returning the Favor. But for Luke, the true reward isn’t recognition—it’s the impact created when ordinary people choose to act.

Today, Luke brings that same message to stages across the country. His keynote, Making Passion Purpose, challenges audiences to recognize the “tiny moments” in their own lives—the small opportunities to serve, lead, and make a difference. Because those moments, when acted upon, don’t just change someone else’s world… they can change your own.

In addition to his work with SHP, Luke speaks and teaches on the realities of the founder’s journey, including the challenges of identity, growth, and letting go. His insights on Founder’s Syndrome and leadership evolution help leaders move from building something meaningful… to building something that lasts.

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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In this episode of Behind the Numbers, host Dave Bookbinder sits down with Nicole Grinnell - founder of Bosun Solutions and Mic'd Up Booking - to break down the exact financial and operational mechanics of scaling a small business. They pull back the curtain on payroll optimization, calculating the true opportunity cost of doing your own admin work, and why high-performing executive assistants are revenue multipliers, not expenses.

Nicole walks through the spreadsheet arbitrage of fractional staffing, explaining how shifting from fixed W2 payroll overhead to variable fractional support insulates profit margins during market volatility (a model battle-tested during COVID-19). They dig deep into the hidden financial cost of a bad hire, the exact vetting processes needed to protect cash flow, and why Net Profit is the ultimate metric every scaling founder must track. Plus, Nicole outlines how to turn podcast guesting into a low-effort, high-ROI B2B sales engine that drastically shortens sales cycles.

🔑 Key Topics Covered* Small Business Payroll Optimization: How replacing full-time W2 salary risk with flexible, fractional labor protects cash flow and profit margins. * Effective Delegation & Opportunity Cost: The exact math behind why paying CEO-level rates for basic administrative tasks drains business valuation. * The EA as an Operational Multiplier: Reframing administrative support from a balance-sheet expense into a revenue-generating asset. * Preventing Costly Hiring Mistakes: How thorough vetting and clear performance KPIs reduce turnover and prevent bad hires. * Critical Scaling Metrics: Why net profit margin matters infinitely more than vanity top-line revenue metrics. * B2B Podcast Marketing & Conversion: How appearing on targeted podcasts builds host trust and acts as a high-ticket referral engine.

About Our Guest:

Nicole Grinnell is a two-time business owner who comes from a long line of entrepreneurs and small business owners. As the daughter of a Small Business Owner turned Corporate Executive Support- she has unique insight to the needs that the Entrepreneur & CEO face in order to scale their business. Her entire career has involved balancing family and life, from working for her family business, to getting married and having children while climbing the corporate ladder. She now has a marriage, two teenage children, and has grown her businesses to $2 million in revenue. Her goal is to help other small businesses succeed. Driven by her passion for organization and efficiency, she founded Bosun, a remote staffing firm that provides affordable solutions to help small business owners grow and scale, regardless of economic conditions.

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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On this episode of Behind the Numbers, host Dave Bookbinder sits down with Terry Fossum - #1 Wall Street Journal bestselling author, global TEDx speaker, LA Magazine’s Person of the Year, and winner of Fox’s Kicking & Screaming. Together, they go behind the data to unpack the hidden drivers of enterprise value, executive execution, and authority-building.

Terry shares his "throw away the box" playbook for business reinvention and breaks down the behavioral economics behind his Oxcart Technique - a framework grounded in prospect theory designed to engineer success and eliminate execution breakdowns.

Key Topics Covered:

  • The Disruption Data: Why 52% of the Fortune 500 from the year 2000 no longer exist, and why a company’s past success is often its biggest threat.
  • Closing the Quota Gap: Why 73% of sales reps miss their targets and how to design "failure scenarios" that actually motivate action.
  • The Economics of Authority: How leaders can leverage stages and books as strategic business assets to turn invisible expertise into high-value clients.
  • Reverse-Engineering Systems: Lessons in persistence from Terry's brother, who decoded NASA's selection process to become an ISS Space Station Commander after being rejected six times.
  • High-Stakes Leadership: What surviving the Fijian jungle on reality TV teaches us about guiding teams through fear, uncertainty, and corporate transformation.

Resources & Links Mentioned:

  • Build your authority platform: TheStageAdvantage.com
  • Keynotes, books & coaching: TerryLFossum.com
  • Find Terry's bestselling book, The Oxcart Technique, on Amazon
  • Listen to the Comeback Chronicles podcast

About Our Guest:

Terry L. Fossum is a #1 Wall Street Journal, Amazon, and Barnes & Noble bestselling author (and USA Today bestseller) of The Oxcart Technique. His TEDx talk was ranked the #2 New TEDx Talk in the World. He has delivered more than 1,500 keynote engagements and helped raise millions of dollars from the platform.

He delivers two signature keynotes. Never Miss a Goal Again, built on his Oxcart Technique® and grounded in Nobel Prize–winning behavioral economics, is the keynote sales-driven organizations bring in when traditional training stops producing — insurance agencies, real estate brokerages, financial advisors, dealership groups, and direct-sales companies. Throw Away the Box helps leadership teams and organizations reinvent themselves in the age of AI, built on original interviews with the leaders behind NASA, Tesla, The North Face, E!, and FANUC.

In 2017, Terry won Fox's prime-time network reality competition Kicking & Screaming, representing the Boy Scouts of America. He is a former Captain in the United States Air Force, a graduate of Texas A&M University, and the President & Endowment Chair of the BSA's Inland Northwest Council.

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 do you build a resilient, scaling business when the rules of the market are constantly changing?

In this episode of Behind The Numbers, host Dave Bookbinder sits down with Cass Bailey, founder and CEO of Slice Communications, to unpack the realities of modern entrepreneurship, leadership evolution, and the art of strategic communication.

Cass shares her unconventional journey to launching Slice during the Great Recession, the hard-won lessons from selling and later reacquiring her company, and how her leadership style has adapted alongside her business's growth.

Inside this episode, you’ll discover:

  • Earning Attention: What it actually takes to stand out in today's oversaturated marketplace.
  • The ROI of Storytelling: Why authentic leadership and internal alignment are critical for connecting with employees, customers, and stakeholders.
  • AI with a Human Touch: How Slice Communications leverages artificial intelligence to supercharge research and planning while keeping human creativity at the center.
  • CEO Schooling: The executive education programs, frameworks, and advisory networks that shaped Cass's growth.
  • A Quick-Win Tool: A simple, powerful listening technique that any leader can put into practice today.

Whether you're an established business owner, an aspiring entrepreneur, or a team leader, this conversation is packed with actionable strategies to help you scale your company, sharpen your communication, and future-proof your organization.

About Our Guest:

Cassandra (Cass) M. Bailey is the CEO of Slice Communications, founder and current Chairwoman of Social Media Day, Inc., creator of the My Mom Is… children’s book series and has been working in marketing communications for more than 20 years. She believes that integrated public relations, social media, and email marketing efforts are critical for growing businesses and non-profits looking to accomplish their goals. Cass has appeared on Good Morning America, CBS This Morning, and The Today Show and has written for, or been quoted in, Forbes, Philadelphia Magazine, Black Enterprise Magazine, TheNextWeb, and a number of other publications. Cass has also been named as a “Rising Star” by the Women’s Business Enterprise National Council (WBENC) and received the “Brava” award from Philadelphia Smart CEO.

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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Money is emotional. Every financial decision we make is shaped by experiences, beliefs, fears, and behaviors that have nothing to do with spreadsheets or market performance.

In this episode of Behind The Numbers With Dave Bookbinder, Kate Duffy, Senior Vice President and Wealth Advisor at Bryn Mawr Trust, pulls back the curtain on the psychology of wealth. As a Certified Financial Behavior Specialist and co-host of The Planning Perspectives Podcast, Kate explains why clients stall on logically perfect financial plans and explores the profound identity crisis entrepreneurs face when selling a business.

From rewriting childhood "money scripts" to navigating the communication gaps in the Great Wealth Transfer, this conversation exposes the psychological blind spots wealthy families face when assets are passed down without shared values. Tune in for concrete strategies on how to align your emotions with your financial execution, plan for major transitions before a crisis hits, and start rewiring your own financial behavior.

About Our Guest:

Kate Duffy has spent over two decades specializing in portfolio management and comprehensive financial planning for clients. She’s passionate about helping clients understand their unique relationship with money while optimizing outcomes by incorporating structure and pragmatism. Based on thoughtfulness and careful listening, Kate's interpersonal approach prioritizes the purpose and meaning of client wealth beyond the analytics underpinning her expertise.

She is a Certified Financial Behavior Specialist® and holds a master’s degree in financial planning and financial psychology from Creighton University’s Heider College of Business.Kate is also the co-host of The Planning Perspectives Podcast, a planning and advice podcast from Bryn Mawr Trust.

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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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!

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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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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 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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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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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."

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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: paul@drpaulwhite.com

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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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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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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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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What do championship teams understand about trust, culture, and performance that most businesses miss—and how can leaders apply those lessons to drive real results?

Host Dave Bookbinder talks with Emmy Award-winning broadcaster and author Joel Goldberg about what business leaders can learn from nearly 30 years inside Major League Baseball organizations. Drawing from his books Small Ball Big Dreams and Small Ball Big Results, Joel shares behind-the-scenes insights from the Kansas City Royals and St. Louis Cardinals.

This conversation explores how trust and culture drive high-performing teams, why listening and vulnerability are leadership advantages -not weaknesses -and how accountability shows up when it matters most. Joel also breaks down his concept of “small ball” - the consistent, repeatable habits that don’t show up in the stats but ultimately determine long-term success in both sports and business.

If you’re a business owner, executive, or advisor looking to build a stronger culture, improve leadership effectiveness, and create sustainable performance, this episode delivers practical insights you can apply immediately.

Key Topics Covered* Business leadership lessons from professional sports * How trust drives performance and team success * Building and sustaining a strong organizational culture * The role of accountability in high-performing teams * Leadership communication, listening, and vulnerability * “Small ball” habits that lead to long-term business success * What business leaders can learn from championship teams

Who This Episode Is For* Business owners and entrepreneurs * Executives and managers focused on team performance * Advisors to business owners (attorneys, CPAs, wealth managers) * Anyone interested in leadership, culture, and organizational success

Why This MattersChampionship teams don’t rely on talent alone - they build trust, reinforce culture, and execute consistently. The same principles apply in business, where long-term value is created not just through financial performance, but through the strength of the organization behind it.

Listen / WatchSubscribe 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:

Joel Goldberg is a two-time author, Emmy-winning broadcaster, and keynote speaker with 30 years of experience covering amateur and professional sports. As the longtime TV host for the Kansas City Royals, he’s interviewed baseball’s biggest stars and uncovered the leadership, trust, and culture that drive championship teams. Joel has covered four World Series, two Super Bowls, and numerous NHL playoff games, giving him a front-row seat to the mindset and habits of elite performers. But his work goes beyond sports. He translates these insights into powerful lessons on leadership, trust, teamwork, and culture that apply to business and life. His latest book, Small Ball Big Dreams, explores how small, intentional actions lead to big results in both sports and business. He's the host of the podcast Rounding The Bases. Find Joel’s books and links at joelgoldbergmedia.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!

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DEI is often treated as a social initiative - but in reality, it’s a core business issue that directly impacts performance, decision-making, and enterprise value.

In this episode of Behind The Numbers With Dave Bookbinder, I speak with Michael Bach about why diversity, equity, inclusion, and accessibility belong at the center of business strategy. We explore how inclusion influences profitability, talent retention, and long-term value creation - and what happens when companies get it wrong.

Michael breaks down the fundamentals of inclusive leadership, including awareness of bias, cultural competence, understanding privilege, and empathy - and connects them to real business outcomes. We also discuss how leaders can measure inclusion in a meaningful way, using data and leading indicators tied to employee engagement, customer experience, and innovation.

For business owners and advisors, this conversation offers practical insight into where to start, what to prioritize, and how to think about DEI as an ongoing driver of business performance - not a one-time initiative.

About Our Guest:

Michael Bach is an author, speaker and thought leader in inclusion, diversity, equity and accessibility (IDEA). He has worked globally in the IDEA field, including as the Deputy Chief Diversity Officer for KPMG International. He is the founder of the Canadian Centre for Diversity and Inclusion and Pride at Work Canada. He is the author of the best-selling and award-winning books Birds of All Feathers: Doing Diversity and Inclusion Right and Alphabet Soup: The Essential Guide to LGBTQ2+ Inclusion at Work. In 2023, he was named as one of the 10 Most Influential DE&I Leaders Revamping The Future by CIO Views Magazine.

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!

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 do leaders make poor decisions - even with more data, better tools, and AI?

In this episode of Behind The Numbers With Dave Bookbinder, host Dave Bookbinder speaks with leadership advisor and performance architect John Little about why judgment - not just data, tools, or experience - is the true differentiator in leadership, decision-making, and organizational performance.

The conversation explores how leaders can operate effectively in real time, avoid common decision-making blind spots like projecting their own thinking onto others, and better identify and leverage the unique strengths within their teams to improve performance.

They also examine generational dynamics, employee engagement, and leadership strategy in the age of AI. Rather than reacting with fear or taking a hands-off approach, John explains how leaders can adopt AI with intention - using clear strategy, guardrails, and human judgment to drive better outcomes.

John shares practical frameworks for building confidence, including “name it, tame it, reframe it,” and reinforces a critical leadership principle: trust is the foundation of performance, retention, and long-term value creation.

The episode closes with a clear takeaway - leaders who actively build and restore trust will make better decisions, strengthen their teams, and create more resilient, higher-performing organizations.

Who this episode is for* Business owners and entrepreneurs navigating growth and change * Advisors, consultants, and executives focused on leadership and performance * Anyone interested in improving decision-making, team effectiveness, and business outcomes

About Our Guest:

Big John Little has built a career as an Executive Leadership Performance Coach around 3 key outcomes:

  • Overcoming the limiting beliefs that create bottlenecks in your career growth and promotion potential
  • Developing a personal leadership brand that elevates your visibility within your organization and industry
  • Providing models and frameworks to become confident, authentic leaders in your life and career

John has been a leader of people and business for more than 25 years across multiple industries.

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!

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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In a world dominated by digital communication, many leaders and organizations are struggling with a fundamental challenge - how to build genuine human connection.

In this episode of Behind The Numbers With Dave Bookbinder, I speak with Nick Adkins, founder of the global PinkSocks Life movement, about how a simple act - gifting a pair of pink socks - sparked a worldwide movement centered on empathy, kindness, and meaningful connection.

We explore what it truly means to “see” another person, why that idea resonates so deeply, and how leaders can foster stronger relationships in both business and life.

Nick shares the origin story of PinkSocks, the philosophy behind the movement, and practical ways anyone can begin building deeper, more authentic connections starting today.

What You’ll Learn* How a simple gesture became the global PinkSocks Life movement * The meaning behind the powerful phrase “I see you” * Why human connection is more important than ever in a digital world * Practical ways to build meaningful relationships in everyday life * What leaders often misunderstand about kindness and human interaction

Key Takeaways* Connection isn’t about technology - it’s about intention * Small acts of kindness can have a disproportionate impact * People want to feel acknowledged, valued, and seen * Leadership starts with empathy, not authority

About Our Guest:

Nick Adkins is the Founder of Pinksocks Life, a global movement focused on spreading love & kindness.and author of PINKSOCKS: How a Pair of Socks Became a Symbol of Love and Connection. He wrote the book because the world needs more reminders of our shared humanity…..more connection, kindness, and love.

In a time when things can feel divided and overwhelming, this book is about coming back to what truly matters: seeing one another, hearing one another’s heart speak, and choosing kindness in every now.

Pinksocks is global community of over 300,000 happy smiley people who are united in changing the world from the ground up, with heart speak, hugs, and gifting. All proceeds from the book go to Pinksocks Life, Inc., which is a 501(c)(3) nonprofit, to support its mission of spreading connection, kindness, and love around the world…..the good things that make life beautiful. #pinksocks

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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Can performance-based pay outperform the traditional hourly wage model? And what does that mean for productivity, culture, and ultimately, business value?

On this episode of Behind The Numbers With Dave Bookbinder, Michael Fortenberry, co-founder of Protiv, explains how shifting from time-based pay to performance-based compensation is changing the game—particularly for contractors and hourly workforces.

Michael shares how Protiv’s model brings transparency to labor budgets by putting real numbers in front of field teams—and then rewarding them for beating those targets. The result is a measurable shift in behavior: stronger communication, increased accountability, and a culture where workers think and act more like owners.

This conversation goes beyond compensation mechanics to explore the connection between incentives, leadership, and enterprise value. You’ll also hear practical insights on the metrics that matter most—like gross profit, revenue per labor hour, and rework—and the unintended consequences leaders need to manage, including the risk of unhealthy competition.

Looking ahead, Michael discusses how technology, including AI-driven labor forecasting, is poised to further reshape the trades—and why that creates both urgency and opportunity for business owners.

Who this episode is for:
Business owners, contractors, and advisors who want to improve profitability, align incentives, and build a more accountable, high-performing workforce.

About Our Guest:

Michael Fortinberry is a seasoned entrepreneur and executive with over 25 years of experience transforming the construction, real estate, and technology sectors. Having founded nine companies, he has consistently leveraged cutting-edge technology to modernize traditional industries, earning a reputation as a forward-thinking leader. From his early days growing up on the family farm, to a decade of service in the U.S. Army, he then earned a BS in Chemistry from Florida State University, Mr. Fortinberry’s journey reflects discipline and adaptability.

As President of RealPage, the nation’s leading real estate technology platform, he scaled innovative solutions that redefined industry standards. Later, as an executive at Fortune 500 company PPG, he spearheaded the growth of technology-driven service platforms. In recent years, he founded two technology-focused construction firms in New York City, employing hundreds and introducing advanced systems to streamline operations and enhance productivity. His latest venture, Protiv, is a groundbreaking platform that optimizes production-based incentives for hourly workers in landscaping and construction, driving efficiency and workforce engagement. Mr. Fortinberry’s expertise in applying technology to blue-collar industries offers actionable insights for businesses navigating digital transformation.

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

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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Leadership and innovation are closely tied - especially when building companies that create jobs, scale new ideas, and strengthen local economies.

In this episode of Behind The Numbers With Dave Bookbinder, Dave speaks with Angelo Valletta, President and CEO of Ben Franklin Technology Partners of Northeastern Pennsylvania and author of The Seven R’s of Leadership and Life. Angelo shares lessons from decades of leadership in technology, finance, and economic development, and explains how those experiences shaped the leadership framework in his book.

Angelo also explains how Ben Franklin Technology Partners supports entrepreneurs and early-stage companies through investment, mentorship, and a broad network of experts. The organization has helped launch and grow hundreds of companies across the region by combining capital with practical guidance for founders navigating growth, hiring, and strategy.

The conversation explores the importance of coachability, hiring the right people for the right roles, and maintaining strong culture while scaling innovation. Angelo also discusses the organization’s mentoring approach, including its 10-week mentorship programs and candid “tiger sessions” designed to challenge founders and strengthen their leadership.

Dave and Angelo then turn to the leadership philosophy behind Angelo’s book, The Seven R’s of Leadership and Life. Inspired by lessons from his family and career, Angelo explains the principles that guide his leadership approach - including respect, resolve, responsibility, readiness, relationships, recreation, and doing the right thing. He shares why resolve is often the most difficult principle for leaders to maintain and how these values translate into real-world leadership decisions.

Who This Episode Is For* Entrepreneurs and startup founders * Business owners and executives * Leaders building teams and company culture * Advisors working with growth companies

About our Guest

Angelo J. Valletta has close to forty years of progressively responsible managerial experience in diverse industries with companies ranging in size from small consultants to multi-national firms. He has a proven track record of developing and building effective internal and outsourced distributed teams and is a turn-around specialist in operations and customer service. He has held multiple board-level leadership roles and had his book “7 Rs of Leadership and Life” recently published by Newman Springs https://www.newmansprings.com/release/?book=7rs-of-leadership-and-life

Angelo currently serves as President and CEO for the Ben Franklin Technology Partners of Northeastern Pennsylvania.

Angelo earned his undergraduate degree in Computer Science from Temple University and his MBA from Philadelphia University. He serves on the following non-profit boards: PA Governor Economic Development Transition Committee, Red Cross Rivers Chapter Board Chairman; Temple University; FOX Alumni Association (Emeritus); Alvernia University O’Pake Innovation Board and serves as Executive in Residence for the School of Business; Chairman of the Louis A. Valletta Endowment, and Vice-Chair for the Lehigh Valley Ethics Board. He mentors students at Columbia, Philadelphia, and Temple universities. He is a former elected official, having represented his district in Gloucester County, NJ, and has chaired several companies’ United Way campaigns.

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

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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In this episode of Behind The Numbers With Dave Bookbinder, Dave is joined by advisor and author Kris Kluver for a conversation on why leadership - not structures, not strategies, not spreadsheets - is the real driver of long-term value creation and generational wealth preservation.

They dig into the coming great wealth transfer and the uncomfortable reality that roughly 70% of family fortunes fail to survive the second generation. Kris explains how breakdowns in communication, culture, and leadership - not financial planning - are usually to blame.

Dave and Kris explore how families and organizations can prepare next-generation leaders, set audacious goals (BHAGs and 100x thinking), and build accountability systems that actually work. The discussion also touches on disruptive leadership, EOS-style scorecards, and why protecting and developing human capital is even more critical in an AI-driven world.

Key takeaways include the importance of clear narratives of success, simplified metrics that drive accountability, intentional leadership development, and the willingness to embrace discomfort in pursuit of meaningful growth. The message is clear: leadership is not a soft skill - it’s the most valuable asset an organization has.

About Our Guest:

Kris Kluver is a highly experienced operator, investor, and advisor who has worked with over 100 CEOs and helped organizations achieve billions in valuation. He has over three decades of experience across diverse industries, from publicly traded companies to high growth startups. Kluver has studied entrepreneurial strategy at Harvard Business School, is a certified exit advisor, a fellow at York University in the UK, and author of two bestselling books.

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

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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On this episode of Behind The Numbers With Dave Bookbinder, Dave speaks with entrepreneur and author Betsy Pepine about her book Breaking Boxes: Dismantling the Metaphorical Boxes That Bind Us — and what those “boxes” really mean for business owners.

They move beyond the metaphor and into the boardroom. Dave and Betsy examine how invisible constraints — family expectations, industry norms, identity labels, fear of judgment — quietly shape leadership decisions, company culture, and growth trajectories. More importantly, they explore what it takes to recognize and dismantle those constraints before they limit enterprise value.

Betsy shares candid stories from building and scaling her real estate businesses, including a pivotal employee departure that forced a hard look at culture and alignment, and her unconventional decision to create salaried agent roles in an industry built on commission. The conversation tackles how fear masquerades as strategy, how misalignment shows up physically and relationally for leaders, and how outdated assumptions can cap performance long before the numbers reflect it.

You’ll hear practical insights for business owners and advisors alike:

  • How to identify the “boxes” shaping your decisions
  • Why growth often stalls at identity, not capability
  • The role of outside counsel, peer groups, and masterminds in exposing blind spots
  • How authentic alignment strengthens culture - and ultimately business results

If you’re a business owner, executive, or advisor who senses that something is holding your organization back but can’t quite name it, this conversation will help you connect the dots between mindset, leadership behavior, and measurable outcomes.

About Our Guest:

Betsy Pepine is a best-selling author, speaker and serial entrepreneur in real estate. Her brokerage, Pepine Realty, has been named as an Inc. 5000 Fastest Growing Private Company in the USA multiple times and has earned spots on the Top 50 Florida Companies to Watch and Florida Trend Best Companies to Work For lists. Additionally, the Wall Street Journal has consistently recognized Betsy’s real estate team as one of the top-producing real estate companies in the United States. Betsy also owns a title company, real estate school and property management brokerage. Betsy is endorsed by her mentor, real estate mogul, and Shark Tank shark Barbara Corcoran, as well as leading media personality, Dave Ramsey. Passionate about helping at-risk families with children, Betsy founded Pepine Gives, a 501(c)3 non-profit foundation that helps families facing housing insecurity. Betsy earned an economics degree from Duke University and an MBA from The Wharton School of Business at the University of Pennsylvania.

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

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 do you build a mission-driven brand that survives beyond a single personality - and still create real enterprise value?

On this episode of Behind The Numbers With Dave Bookbinder, I speak with Bob Bush, founder and CEO of Mutombo Coffee, about building a purpose-driven specialty coffee company rooted in relationships, disciplined execution, and long-term thinking.

Bob traces the origin of Mutombo Coffee from his friendship with NBA legend Dikembe Mutombo to the development of a “commerce over charity” model designed to create sustainable economic opportunity - particularly for women coffee farmers. Drawing on his background in finance and supply chain management, Bob explains how operational discipline and mission alignment must coexist if a social enterprise is going to scale.

We discuss:

  • Launching a consumer brand during COVID and the realities of supply chain disruption
  • Managing key-person risk following Dikembe Mutombo’s passing
  • The operational complexity of international sourcing and distribution
  • Leadership lessons for founders building mission-centered businesses
  • Aligning profit with purpose without compromising either

Bob also shares the evolution of the product strategy - from single-serve sachets and K-Cups to stroopwafels and espresso martini offerings - along with partnerships that have supported growth, including the Houston Rockets and Temple University.

This conversation offers practical insight for business owners and management teams navigating growth, brand identity, and enterprise resilience. It’s a case study in building sustainable systems, listening to customers, and proving that purpose and profitability are not mutually exclusive - but must be intentionally engineered.

If you’re interested in entrepreneurship, management, impact investing, or the mechanics behind scaling a mission-driven brand, this episode delivers both strategic perspective and operational lessons.

** Behind The Numbers With Dave Bookbinder listeners can get 20% off of their order by using the discount code BTN20 here: insert web address https://www.mutombocoffee.com/collections/all

About Our Guest

Bob Bush is a senior investment executive with experience across industries, geographies (USA, Europe, China, Middle East, and Africa), as well as asset classes (venture capital, private equity, Islamic Finance). He has engaged in various financial and operating special projects for sovereign-related entities, family businesses, family offices, investment companies, corporations, and startups.

Bob provides live television commentary and keynotes at global conferences on innovation, social impact, sustainability, global investing, and international trade. His unique experiences, love for learning and teaching, as well as an established network of relationships, fuel his interests in innovative business models, public-private partnerships, and entrepreneurship.

Bob’s international experiences with multinational corporations and government advisory as well as his love for learning and teaching have given him a unique perspective on solving global challenges.

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

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 does storytelling build authority - and where’s the line between authenticity and vulnerability?

On this episode of Behind The Numbers With Dave Bookbinder, Dave Bookbinder is joined by Autumn Karen - filmmaker, journalist, ghostwriter, educator, and author of The Surrogate Author - for a deep dive into the power of narrative and the responsibility that comes with it.

Autumn explains why “words are power,” how storytelling shapes credibility, and why leaders often misunderstand what it really means to be authentic. The conversation explores how personal and professional narratives are constructed, curated, and sometimes compromised in the pursuit of visibility and influence.

Dave and Autumn unpack the craft and ethics of ghostwriting, including empathy-driven collaboration, capturing a client’s voice through a method-acting approach, editorial decision-making, contracts, and what business owners should know before hiring a ghostwriter or committing to a book project.

They also discuss the current and future role of AI in writing and creative work, mentorship and teaching lessons from the classroom, and why writing a book can bring clarity, confidence, and authority to leaders - when done the right way.

Autumn shares insights from her deeply personal animated short Infinity Care, offering a candid look at balancing creative ambition with emotional labor, and explains what readers can expect from The Surrogate Author - a practical, textbook-style guide covering craft, business practices, and ethics for ghostwriters in the age of AI.

Learn more about Autumn at autumnkaren.com, and connect with her on LinkedIn, Instagram, and TikTok (@autumnkaren).

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:

Autumn Karen is a filmmaker, journalist, ghostwriter, and educator who uses writing to elevate traditionally unheard stories. She's English faculty and QEP Co-Director at High Point University and founder of Woven Lines Publishing and Medusa’s Gaze Films. Her comprehensive guide to ghostwriting, The Surrogate Author: The Craft, Business, and Ethics of Ghostwriting in the Age of AI, was published by Kendall Hunt in 2025. Autumn's award winning work as a journalist, author, and screenwriter centers on themes such as systematic oppression, grief, and complex societal relationships.

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

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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Referrals are often talked about as a “nice to have.” In this episode of Behind The Numbers With Dave Bookbinder, they’re treated for what they really are - a measurable, scalable driver of profitable growth.

Dave Bookbinder speaks with Brandon Barnum, widely known as the “King of Referrals,” about how referral-driven businesses outperform those that rely on traditional selling. Brandon shares his journey from single dad to referral-based entrepreneur and CEO of HOA.com, and breaks down the numbers behind referrals, including why B2B referrals convert at higher rates, stay longer, and deliver greater lifetime value.

The conversation goes beyond theory and into execution. Brandon explains the mindset shift from selling to serving, his three-step referral framework (set the stage, listen for referral triggers, ASK to GET), and how to move referrals from something informal to a repeatable system. They discuss how to build and train referral partnerships, co-marketing strategies that actually work, and how to stand out when a prospect is given multiple referrals.

Brandon also covers overlooked referral sources, the KPIs that matter when tracking referral performance, and how to scale referrals without losing the personal connection that makes them effective in the first place.

Listeners will walk away with practical, actionable ideas - how to audit your existing relationships, why committing to one referral partner meeting per week can change your pipeline, how to systematize referrals across your team, and how to create a clear referral partner blueprint.

About Our Guest:

Brandon Barnum, known as the "King of Referrals," is an award-winning entrepreneur, speaker, and business strategist. He is the CEO of HOA.com and the author of four #1 best selling books in the Raving Referrals book series. A referral and sales expert, Brandon 10X’d his income from $20K to $200K in just 18 months. He has since generated over $500 million in referral-based transactions and built networks with over 5 million members in 195 countries and has helped over 250,000 real estate agents grow their businesses. Previously, he served as CEO of Codebreaker Technologies, developing the world’s first personality-based AI for sales. Featured in "The Wall Street Journal", "Newsweek", and "Cracking the Millionaire Code", Brandon helps professionals expand their income, influence, and impact through proven referral and sales strategies.

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

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 do companies turn data into real enterprise value - not just dashboards, pilots, and AI theater?

In this episode of Behind The Numbers With Dave Bookbinder, Dave speaks with Ritavan, author of the award-winning book Data Impact and creator of the SLASOG framework, about why so many data and AI initiatives fail - and what leaders should do differently if they actually want results.

Rather than chasing buzzwords or “digital transformation” for its own sake, Ritavan challenges leadership teams to treat data as a strategic asset for value creation. He explains how different economic paradigms - from hunter-gatherers to industrial firms to digital natives - shape how organizations extract value, and why legacy companies often underestimate their proprietary advantages.

The conversation explores:

  • Why most data and AI programs collapse under groupthink and misaligned incentives
  • How companies like Walmart leveraged physical assets, customer demand, and scale to build defensible data advantages
  • The dangers of chasing “quick wins” instead of compounding value
  • Why KPIs must be context-specific to strategy, not borrowed from competitors

Ritavan also breaks down his six-step SLASOG framework - Save, Leverage, Align, Simplify, Optimize, Grow - and shares practical guidance for leadership teams on aligning talent, culture, and first-principles thinking around long-term value creation.

If your data strategy feels like “spray and pray,” this episode will help you identify where to start, how to uncover asymmetric advantages, and how to think about data the way investors and buyers do.

About Our Guest:

Ritavan is an entrepreneurial technology leader and over the past decade he has built and scaled data-driven solutions that have impacted billions of euros. He has authored peer-reviewed papers, given invited keynotes & workshops at global conferences, and holds an international patent. Ritavan is known for his first principles approach to data-driven value creation across industries. https://ritavan.com/ https://www.amazon.com/Data-Impact-businesses-LEVERAGE-SIMPLIFY/dp/178133921X/

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

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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What happens when personal challenge meets disciplined innovation?

In this episode of Behind The Numbers With Dave Bookbinder, Dave speaks with Doug Katz, founder and inventor of Nulu, an adaptive kitchen knife designed for people with joint pain, limited mobility, or strength challenges. Doug shares a journey that spans West Point, military service, hobby knife-making, and the pivotal moment when his own physical limitations sparked a completely different way of thinking about kitchen tools.

Doug walks through the invention and design process behind Nulu, including the inspiration drawn from the Ulu-style circular blade and the broader philosophy of task-based design — redefining disability by focusing on what people can do, not what they can’t. He explains why Nulu made a deliberate 360-degree strategic pivot back into the adaptive market and what that decision revealed about product-market fit.

The conversation dives into the realities of building a physical product business: prototyping, protecting IP, offshore manufacturing, scaling challenges, fulfillment hurdles, and the importance of getting products into users’ hands through lending libraries and live demonstrations. Doug also discusses bootstrapping, assembling what he calls the “commercial Avengers,” navigating reimbursement pathways, and identifying the KPIs that actually matter at this stage of growth.

Doug closes by sharing lessons learned from mistakes, advice for founders building mission-driven products, what’s next on Nulu’s product roadmap, and where listeners can connect with him and learn more about Nulu.

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:

Douglas Katz is a West Point graduate, disabled Army veteran, and the inventor of NULU, an adaptive kitchen knife that reimagines food prep for people with joint, strength, or mobility challenges. Doug brings decades of cross-industry experience—from military service to steel casting, telecom, and lending—and now channels it into designing tools that promote independence, dignity, and real-world usability.

Doug’s journey into adaptive innovation began with his own upper extremity limitations and his experience caring for his father. Frustrated by how poorly traditional tools served real people with real challenges, he designed NULU—a kitchen knife based on circular cutting geometry that delivers control without strain. Today, NULU is in full production and shipping to customers across the country, helping users cook safely, confidently, and with less pain.

Building on that success, Doug is developing a hyperconfigurable arm sling designed for long-wear comfort and daily function—especially for users recovering from injury or managing chronic conditions. He’s also preparing to launch a new product in the gift space that empowers people to show up for each other with deeper care and presence.

Doug’s design philosophy is simple but rare: function over flash, dignity over pity, and tools that actually work. Whether you’re aging, adapting, or caregiving, his work centers on building solutions that meet you where you are—and make life better from there. https://linktr.ee/dougkatz

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

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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Equity crowdfunding and angel investing have changed how capital is raised - but many founders and investors still misunderstand valuation, risk, and what it really takes to build long-term wealth.

In this episode of Behind The Numbers With Dave Bookbinder, Dave Bookbinder is joined by Karen Rands, President of Cougar Capital Holdings, host of The Compassionate Capitalist Show, and author of two books on angel and crowdfunding investing.

Karen shares her journey from corporate leadership at IBM to building and leading a nationally recognized angel investor group, and why she’s dedicated her career to democratizing access to private investing. She explains how the JOBS Act opened the door to equity crowdfunding and why that shift matters for entrepreneurs, investors, and wealth creation beyond public markets.

Dave and Karen unpack the differences between traditional venture capital and what Karen calls “compassionate capitalism,” along with the valuation mistakes founders commonly make when raising capital. They explore underutilized valuation metrics, realistic financial planning, and how misaligned expectations can derail otherwise promising capital raises.

The conversation also breaks down the four primary types of equity crowdfunding - Reg CF, Reg D, Reg A+, and state exemptions - with practical guidance for both founders seeking capital and everyday investors looking to build diversified private-investment portfolios. Karen shares disciplined portfolio-building strategies and actionable first steps for newcomers interested in angel or crowdfund investing.

This episode is a must-listen for business owners, founders, managers, and advisors who want a clearer understanding of valuation, capital formation, and smarter ways to participate in private markets.

About Our Guest:

Karen Rands is a leading voice in democratization of capital from private investors funding innovation and small business expansion — empowering individuals to create wealth by investing in entrepreneurs who are changing the world. She is leading the way with The Compassionate Capitalist Movement. Karen is the author of the best-seller Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation.

Her latest release, 2nd in the series, debuted as a Top Release on Amazon: Inside Secrets to Crowdfund Investing. Follow Jane’s Journey: See How a New Generation Builds Wealth with Purpose, Passion and Profit. She hosts a top 100 Business Podcast on Apple, The Compassionate Capitalist™ Show, where she interviews founders, investors, and thought leaders on best practices for wealth creation as a successful entrepreneur or investor in successful small businesses.

Karen has spent over two decades bridging the gap between investors and innovators from her corporate days at IBM to her time spent managing a top ranked angel investor group, and now as a speaker, strategist, and educator.

Click to go to Karen's LinkTree - http://bit.ly/linkCCS for links to social, free gifts, books, course, podcast, socials and to schedule a chat directly

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

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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In this episode of Behind The Numbers With Dave Bookbinder, I’m joined by Kristof Gleich, President and Chief Investment Officer at Harbor Capital Advisors, for a deep dive into the human capital factor and its impact on business value and investment performance.

Kristof explains how Harbor’s partnership with Irrational Capital led to the development of the HAPI ETFs and walks through the seven subfactors that make up the human capital score: organizational effectiveness, innovation, direct management, alignment, engagement, emotional connection, and extrinsic rewards.

We get into the data behind the factor, including the use of large-scale employee sentiment surveys and proprietary analytics, the index construction process that identifies the top 150 companies, and the annual reconstitution methodology. Kristof also shares performance insights – from Morningstar recognition to how HAPI has compared with the S&P 500.

We also talk about why this factor has the potential to generate real alpha and how investors, private equity firms, and valuation professionals are beginning to incorporate human capital metrics into underwriting and deal analysis.

If you’re interested in how people truly drive enterprise value, how human capital data can shape portfolios, and what this means for investors, advisors, and dealmakers, this episode offers practical, data-driven insights you can use.

About Our Guest:

Kristof Gleich is the president and CIO of Harbor Capital Advisors, Inc. Kristof oversees all Investment, Distribution & Marketing and Executive Office functions at Harbor. He provides insight while helping lead Harbor’s strategic growth plan. Prior to joining Harbor, Kristof was a managing director and global head of manager selection at JP Morgan Chase & Co. He received a B.S. in Physics from University of Bristol. Kristof is a CFA® charterholder and is FINRA Series 7 and 63 licensed.

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

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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What truly drives enterprise value - and what quietly destroys it? In this episode of Behind The Numbers With Dave Bookbinder, Dave speaks with Anthony Franco, managing partner at First Strategy, serial entrepreneur, AI strategist, and co-author of AI First Principles and the WISER Method.

Anthony breaks down the core factors that influence valuation long before an owner thinks about selling. They discuss the impact of profitable revenue, clean financials, customer concentration, operational discipline, and how reducing reliance on the founder increases both value and buyer confidence. Anthony also explains why toxic employees, the “genius jackass,” and organizational apathy can erode enterprise value in ways owners often overlook.

The conversation moves into practical AI adoption for mid-market companies. Anthony outlines the AI First Principles framework and the WISER Method, including specific tools and realistic first steps leaders can take to improve productivity, decision-making, and operational speed without overwhelming their teams. His guidance is grounded: AI is a force multiplier, not a job killer.

They wrap with insights from Anthony’s Shark Tank experience, his How To Founder podcast, and the steps every business owner can take now to protect, strengthen, and increase enterprise 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:

Anthony Franco—serial entrepreneur, AI strategist, and the co-author of AI First Principles and the WISER Method. Anthony successfully exited six of his own businesses, and spent over two decades guiding business leaders on how to grow smarter, automate strategically, and prepare for valuable exits. As the host of his own podcast, How to Founder, Anthony is passionate about sharing practical, no-nonsense strategies that entrepreneurs and business owners can immediately put into action.

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

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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If you’ve ever wondered whether an ESOP could be the right succession or liquidity strategy for your business, this episode breaks it down in practical, owner-friendly terms. ESOPs continue to gain traction among business owners, advisors, and management teams looking for a tax-advantaged way to transition ownership while preserving company culture and leadership continuity. In this conversation, we take a clear-eyed look at how ESOPs actually work, who they’re right for, and the real impact they can have on company performance.

In this episode of Behind The Numbers With Dave Bookbinder, I’m joined by Kelly Finnell, president of Executive Financial Services and author of The ESOP Coach. Kelly has spent decades helping business owners evaluate ESOPs as part of their succession planning, and he brings both technical knowledge and real-world experience to the table.

We discuss:

  • The biggest myths and misconceptions business owners have about ESOPs
  • How ESOPs compare to private equity, competitor sales, and management buyouts
  • The traits that make a company a strong candidate for an ESOP – and the red flags
  • How ESOP valuation works and how trustees influence deal dynamics
  • What business owners should know about deal structure
  • The cultural impact of employee ownership and why engagement tends to improve
  • How leadership should communicate an ESOP to build an ownership mindset
  • The key tax advantages that set ESOPs apart from other succession options
  • Where ESOP efforts tend to go off track and what owners should watch for

Whether you’re a business owner planning ahead, a manager interested in ownership culture, or an advisor guiding clients through succession decisions, this episode provides a grounded, actionable look at ESOPs from someone who has been in the trenches.

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:

Kelly O. Finnell, J.D., CLU, AIF® is one of the nation’s premier ESOP consultants, having spent more than 40 years helping business owners design and execute ESOPs. Kelly is one of the most sought-after speakers about ESOPs, with experience presenting at more than 300 conferences and meetings throughout the U.S. and abroad in London and Sydney.

An accomplished writer, Kelly wrote the preeminent ESOP book, The ESOP Coach: Using ESOPS in Ownership Succession Planning in 2010 and this work remains the most comprehensive guide to ESOPs today. Kelly has also published dozens of articles on the use of ESOPs in Ownership Succession Planning,
An active member of the National Center for Employee Ownership (NCEO) and The ESOP Association, Kelly is a consistent pillar of leadership in the ESOP community. Kelly has also served in leadership roles in numerous professional and community activities, including: President of the Memphis Chapter of the Society of Financial Services Professionals, Vestry Member and Treasurer of his church, President of Family Services of Memphis, as a member of the Board of Directors of Renasant Bank and the Economic Club of Memphis and on the Dean’s Advisory Council at the Christian Brothers University School of Business.

Kelly graduated magna cum laude from the University of Memphis and from the Cecil C. Humphreys School of Law. He earned the Accredited Investment Fiduciary- professional designation, awarded by the Center for Fiduciary Studies at the University of Pittsburgh.

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

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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In this episode of Behind The Numbers With Dave Bookbinder, Dave speaks with Jim Stevenson, CEO of Bletchley Group, about how companies can achieve real transformation by aligning strategy, people, processes, and products.

Drawing from his leadership experience at The Guardian and in global retail and digital businesses, Jim shares practical insights on breaking down silos, redesigning teams, and putting customer experience at the center of change.

You’ll discover:

  • Why true transformation starts with intentional, top-down culture change
  • How discovery and learning at every level drive alignment and innovation
  • What an 18-month horizon means for embedding sustainable change
  • Why curiosity is a must-have hiring trait for every team
  • How small operational shifts—like seating strategy and cross-functional collaboration—accelerate decisions
  • And how balanced turnover and succession planning keep organizations adaptable and competitive

If you’re leading transformation, managing growth, or rethinking how people and strategy connect, this conversation offers a practical roadmap for making change stick.

About Our Guets:

Splitting his time between Los Angeles and London, Jim Stevenson is the Founder and CEO of Bletchley Group, a renowned International Growth Consultancy with 24 years of expertise in strategy, transformation, and growth.

He established Bletchley Group with a fundamental belief that while technology is powerful, it should always serve a meaningful purpose.

Jim's unique value stems from his diverse background, having worked in numerous roles across various companies, enabling him to identify growth opportunities and achieve great results for his clients.

He is also:

  • Partner at Spark Collective International, an M&A firm,
  • Chair of Kompas Health, a fast-growing Telehealth business expanding into the USA and
  • Chair of MediMusic, a digital therapeutics startup helping patients with dementia and chronic pain.

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

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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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 estate planning and business succession fail most often has nothing to do with legal documents. It comes down to communication, valuation, and timing.

In this episode of Behind The Numbers With Dave Bookbinder, we explore the intersection of estate planning, business succession, and valuation with private client attorney Brian Balduzzi.

Brian explains why estate planning is not just for the ultra-wealthy. Every business owner needs core documents in place to protect their family and business: wills, medical and financial powers of attorney, and a plan for what happens to their company.

We dig into:

  • How business valuation fits into estate and succession planning
  • When to assemble the right advisor team and who should be at the table
  • The dangers of ignoring valuation for illiquid assets
  • Why failing to communicate plans derails succession efforts
  • How gifting strategies, charitable giving, and legacy intentions shape outcomes

Brian also touches on the emotional and human aspects of planning: chosen family considerations, stewardship of wealth, and why planning during life often creates better results than leaving everything to be sorted out later.

If you're a business owner, this conversation offers practical steps to start protecting your company and your family today.

EstatePlanning #ProtectYourAssets #FuturePlanning #TaxStrategy #BusinessValuation #FamilyWealth #LifeGoals #LegacyPlanning

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About Our Guest:

Brian M. Balduzzi, Esq., Tax LL.M., MBA, CFP®, CEPA®, AEP®, IPA (he/him) is an attorney in the Private Client Group at Faegre Drinker in its Philadelphia, Princeton, and New York offices. Brian specializes in sophisticated estate and wealth transfer planning, helping families prepare for transitions, exits and succession. He also advises clients on estate and gift tax exemption strategies, charitable planning, prenuptial planning, estate and trust administration, and fiduciary litigation.

Brian is a tax, business law, estate planning, accounting and finance adjunct professor. His scholarship has been featured in multiple regional and national trusts and estates and legal publications. In 2019, Brian was one of four Trusts and Estates attorneys selected as an ABA Real Property Trusts & Estate (ABA RPTE) Fellow, and, in 2021, as an American College of Trust and Estate Counsel Young Leader Fellow. For the ABA RPTE Section, he serves as the Chair of the IRA Plans & Distributions Committee, Chair of the Financial Planning and Risk Management Committee, Vice Chair of the DEI Committee, Member of the Trust and Estate Books Editorial Board and Council Member.

Brian is also an active member of the Philadelphia Estate Planning Council on multiple committees and speaker as part of their Roundtable program. He has previously been honored as a Pennsylvania City and State Forty Under 40, Al DIA 40 Under Forty, Rainbow Revolutionary Distinguished Alumni, Philadelphia KEEPER, American Bar Association Top Forty Lawyers – On the Rise, and Boston University School of Law Young Alumni Chair Awardee. Brian holds his JD/Tax LL.M. from Boston University School of Law and his MBA with a Minor in Real Estate from Cornell University. He is licensed to practice law in PA, NJ, NY, FL, and MA, and he is in the process of waiving into the South Dakota bar.

Links:

  • Brian M. Balduzzi | Professionals | Faegre Drinker Biddle & Reath LLP
  • Estate Planning Lessons From the Oracle of Omaha | Law.com
  • Planning Suggestions for the Impact of OBBBA on Estate and Tax Planning | Publications | Insights | Faegre Drinker Biddle & Reath LLP
  • Sales of Qualified Small Business Stock (QSBS), ‘Stacking’ and Other Structures for Advanced Estate Planning | Publications | Insights | Faegre Drinker Biddle & Reath LLP

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

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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In this episode of Behind The Numbers With Dave Bookbinder, Dave is joined by change facilitator and organizational alignment expert Erica Wexler to explore how companies can eliminate unseen barriers that slow performance, reduce trust, and stall transformation.

Erica breaks down why disconnects between leadership and employees often stem from assumptions rather than clarity – and how redefining accountability as measurable action, not a label, transforms outcomes. She introduces her SHIFT framework (Social, Hybrid, Innovative Efficiencies, Feedback & Flexibility, Training & Time) and explains how systems thinking and applied neuroscience can be used to drive sustainable change.

💡 Key Insights:

  • Why accountability should start with verbs and measurable behaviors, not job titles or blame.
  • The danger of hidden assumptions between departments – and how to fix communication breakdowns.
  • How involving employees early improves buy-in and change readiness.
  • Simple brain-based steps that help individuals and teams rewire habits over time.
  • How AI, hybrid work, and evolving expectations are reshaping performance cultures.
  • Building trust by making expectations visible and shared across functions.
  • Using small, consistent actions to create a culture ready for continuous improvement.

📊 Erica also shares real-world examples and KPIs for accountability, offering leaders, managers, and contributors practical steps they can implement immediately.

Whether you're an executive navigating change, a manager trying to build trust, or a contributor wanting more alignment, this episode delivers actionable strategies to help your organization adapt with clarity, consistency, and purpose.

About Our Guest:

Erica R. Wexler, MSOD is a pragmatically optimistic change facilitator and expert in organizational dynamics. For over 25 years Erica’s mission has been clear: help organizations remove the obstacles blocking productivity, engagement, efficiency, and workplace satisfaction. She holds a Master’s in Organizational Dynamics from the University of Pennsylvania and is credentialed in Advanced Applied Neuroscience, Executive Coaching, Organizational Leadership, Change Management, and Complex Project Management. At the heart of Erica’s work is her unwavering commitment to fostering workspaces where everyone feels valued, connected, and part of a harmonious, diverse, high-performing team.

Intrigued? Let's Talk: https://www.ericawexlertransforms.com/

Connect on LinkedIn: https://www.linkedin.com/in/ericawexler/

Subscribe to Erica's Channel: https://www.youtube.com/@Got-SHIfT-To-Say

How Ready Are You?: https://macguyvertech.com/ai-readiness-starts-here/

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

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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First impressions happen fast—and they stick. In this episode of Behind The Numbers With Dave Bookbinder, Dave talks with Sylvie DiGiusto, international keynote speaker and author of The Image of Leadership, about how leaders can shape powerful first impressions and build lasting influence.

Sylvie breaks down her A-B-C-D-E framework—Appearance, Behavior, Communication, Digital footprint, and Environment—and explains how each element contributes to your executive presence. She also shares how she’s using 3D immersive holographic technology to deliver presentations that leave a lasting impact.

You’ll hear practical strategies for:

  • Understanding how unconscious bias affects first impressions
  • Elevating your executive presence both online and offline
  • Projecting confidence authentically, even if you’re an introvert
  • Bouncing back from a poor first impression
  • Choosing a single “anchor word” that defines your personal brand

Key takeaway: Be intentional about how you show up, prove your authenticity through consistent actions, and leverage what makes you unique.

To see Sylvie’s holographic presentations and learn more about her work, check her out online.

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:

International keynote speaker Sylvie di Giusto, CSP, brings decades of corporate expertise from Europe to every presentation.As a management consultant for Fortune 100 companies, the former head of a management academy and innovation hub,and Chief of Staff for the Human Resources Officer at Europe’s largest retail and tourism group, Sylvie implemented online and in-person training programs, pioneered cutting-edge leadership development initiatives, and led group-wide human resources strategies. With two decades of working at the crossroads of business operations, strategy, and performance, She is the author of more than a dozen books, including The Image of Leadership and Discover Your Fair Advantage, as well asthe creator of the online learning lab How You Impress.By leveraging her five cornerstones of intentional decision-making—visual, behavioral, verbal, digital, and social intelligence—Sylvie transforms her audiences’ decision-making skills, empowering them to excel as leaders, drive sales success, and enhance their organization’s brand reputation.

Whether through her signature interactive keynotes or her groundbreaking 3D holographic flagship presentations, Sylvie combines research-driven insights, captivating storytelling, and cutting-edge technology to take audiences on a thought-provoking journey through the brain and mind—from the unconscious to theconscious—and ultimately to the heights of personal, professional, and organizational success. Website: www.sylviedigiusto.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

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!

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 do you cut through distraction and reclaim your focus in today’s always-on world?

In this episode of Behind The Numbers With Dave Bookbinder, bestselling author and TEDx speaker Greg Bennick shares seven powerful strategies from his new book Reclaim the Moment.

Greg and I explore practical ways to sharpen focus, manage pressure, and create deeper connections—including:

  • Why “keeping your eyes on the knife” helps you stay aligned with your most critical work
  • Quick techniques to center yourself before high-stakes moments
  • Why success can feel scarier than failure—and how to move past it
  • The role of kindness, laughter, and relationships in building a more meaningful life and career

Greg also shares stories from his early days as a teenage performer and offers actionable advice you can use immediately to boost productivity and fulfillment - both at work and beyond.

Learn more about Greg and his work at gregbennick.com.----more----

About Our Guest:

Greg Bennick knows about focus. Though reading about his life, you wouldn’t know that. He is a best-selling author, a keynote thought leader, a noted rare coin researcher, a TEDx speaker and speaking coach, a humanitarian philanthropist, and an influencer devoted to transforming the world by inspiring personal and social change.

For the last three decades he has traveled the world listening to people and what they most want and need. He's come to realize that people want to matter. They want to feel that they are valued and significant contributors to a meaningful idea or vision. They want to be engaged and to feel inspired. If you can capture that in them, it is like high octane fuel for teamwork.

When Greg traces back his own focus journey, he realizes that one moment, seeing a juggling ball flying aloft at twelve years old, changed everything for him. In the moment, he decided that he wanted to learn to juggle, but while learning to juggle changed his life, it wasn't until much later that he realized that it wasn't the juggling ball that was meaningful nearly as much as it was the FOCUS on the juggling ball that was meaningful. That differentiation transformed his life.

Greg's new book Reclaim the Moment: 7 Strategies to Build a Better Now is an exploration of how to get back on track when we've been thrown off course by the world.

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

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!

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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How can HR drive profit instead of just managing processes?

In this milestone episode (#300!) of Behind The Numbers With Dave Bookbinder, we explore how HR can become a strategic profit center rather than a cost center.

Guest: Scott Rosen, CEO of the Rosen Group and author of Transforming Your HR Department into a Profit Center

What you’ll learn in this episode:

  • Why CEOs must lead people and set the tone for culture
  • Scott’s six-step framework for transforming HR into a profit center
  • How to approach strategic talent acquisition and employee engagement
  • Ways to reduce turnover and its hidden costs
  • The KPIs every organization should use to measure HR’s impact

Actionable next steps you can apply right now:

  • Conduct an HR audit to uncover gaps and opportunities
  • Train and reinforce expected behaviors across the organization
  • Invest in HR capabilities that directly support business outcomes

Scott also shares where you can find his book and resources to begin transforming HR 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 Our Guest:

Scott Rosen is the Founder & President, managing the Rosen Group since 1995. The Rosen Group has grown over the years into a leading staffing firm which specializes in HR. Scott’s responsibilities include management, and oversight of sales, marketing, recruiting, finance and operations. Prior to starting his own company, Scott spent 20 years in corporate America. The first half of that time was in operations management with Prudential and Cigna and the second half of that time was in HR Management as a generalist with Reliance Insurance Company, Travelers Mortgage and GE Capital. Scott earned his Bachelor of Science in Business from Rider University.

www.rosengroup.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

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!

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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In this episode of Behind The Numbers With Dave Bookbinder, Dave interviews Patrick Thean – serial entrepreneur, co-founder of Rhythm Systems, and author of The Journey to CEO Success: Seven Practices for High Growth Leadership.

Patrick shares the seven practices of high-growth leadership:

  • Curiosity
  • Leveling up
  • Early warning systems
  • Full alignment
  • Culture as a competitive advantage
  • Building a people ecosystem
  • Serving the right core customer

Through real client examples, including insights from Michael Prager, Patrick explains how CEOs can develop the tools to spot problems early, align their teams, and create a culture that drives retention and performance.

You’ll discover practical strategies for:

  • Shifting from reactive crisis management to consistent execution
  • Using leading indicators to avoid blind spots
  • Hiring for culture fit to strengthen your team
  • Scaling strategy around your core customer

Whether you’re a CEO, entrepreneur, or aspiring leader, this conversation delivers actionable leadership advice and key warning signs to watch for on the path to sustainable growth.

To go deeper, explore Patrick Thean’s book The Journey to CEO Success and his podcast for more tools and insights on becoming a high-growth leader.----more----

About Our Guest:

Patrick Thean is an international speaker, CEO coach and serial entrepreneur whose mission is to help leaders build great companies and achieve their dreams. Patrick’s journey began when he was named Ernst & Young Entrepreneur of the Year in North Carolina, after growing his first company to #151 on the Inc. 500. Since then, he’s been on a mission to share his wisdom with CEOs worldwide, guiding them through the complexities of leadership and high-growth success. Patrick is the bestselling author of Rhythm: How to Achieve Breakthrough Execution and Accelerate Growth, and now, he’s here to talk about his latest book, The Journey to CEO Success: 7 Practices for High Growth Leadership. This book distills over 20 years of his executive coaching experience, offering battle-tested strategies that helped companies like AvidXchange reach billion-dollar valuations. Patrick’s methods have been integrated into programs at EO/MIT and Cornell University, and his leadership tools have driven extraordinary success for many CEOs.

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

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!

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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📌 Call to Action:
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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In this episode of Behind The Numbers With Dave Bookbinder, Dave is joined by Jim Schleckser—founder and CEO of The CEO Project and author of Great CEOs Are Lazy. Jim shares leadership strategies that help executives cut through busywork and focus on what really drives results.

The conversation explores how to apply the theory of constraints to leadership, why great CEOs zero in on the “kink in the hose,” and practical tools like the “not-do list” and the delegation ladder. Jim explains how leaders can spend 30–40% of their time on their highest-impact activities, delegate more effectively to build organizational muscle, and craft a “mafia offer” that customers can’t refuse.

The discussion also covers succession planning and the unique challenges of family businesses, plus some lighter but highly practical advice on professional entertaining—from a sommelier trick to choosing drinks that align with your brand.

For more of Jim’s insights, check out his books Great CEOs Are Lazy and Professional Drinking, as well as The CEO Project podcast.

About Our Guest:

Jim Schleckser is an accomplished leader, entrepreneur, and CEO coach with extensive experience across diverse industries. He is the Founder & CEO of The CEO Project, a renowned executive coaching company specializing in high-revenue entrepreneurs. Jim offers a distinctive CEO coaching program that combines peer group discussions with personalized ne-on-one coaching sessions led by former CEOs. He advocates for the concept of the ”Lazy CEO”, emphasizing efficient delegation and time management as essential traits for successful leadership. Jim employs diagnostic and strategic tools to identify business constraints and provide tailored advice to CEOs and offers a curated advisory board, providing CEOs with unbiased and valuable guidance.

Jim hosts The CEO Project Podcast, a, a successful podcast, focusing on entrepreneurship and CEO leadership, providing valuable insights to a wide audience. He is also the author of two impactful books: Great CEO’s are Lazy and Professional Drinking: A Spirited Guide to Wine, Cocktails and Confident Business Entertaining.

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

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!

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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What can business leaders learn from a hospital clown? In this episode of Behind The Numbers With Dave Bookbinder, Dave talks with Eddy Smits — TEDx speaker, coach, author, and former professional hospital clown — about the surprising leadership lessons he discovered while performing for sick and palliative children.

Eddy explains how clowning taught him timeless principles that translate directly into leadership and business success:

  • Why true leadership is never about you
  • How radical honesty builds trust with teams and clients
  • The importance of vulnerability in creating human connection
  • Breaking through excuses and fear with small, consistent steps
  • Working around resistance instead of trying to force change

You’ll also hear memorable stories from Eddy's hospital work, his training of professional clowns, and his approach to overcoming common fears — including coulrophobia.

This conversation is packed with practical insights for leaders, managers, and solopreneurs who want to build trust, lead with empathy, and inspire resilience in their organizations.

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:

Eddy Smits, a man whose journey from performing as a professional clown for over 10,000 sick and palliative care children to becoming a sought-after speaker, coach, and author has given him an unparalleled understanding of human resilience, leadership, and the pursuit of happiness. With a straight-to-the-point approach and a knack for cutting through the noise, Eddy’s refreshing philosophy of "common sense without the nonsense" resonates deeply with audiences from all walks of life. His unique story and insights—captured in his book Model C—combine humor, heart, and hard-won wisdom to inspire genuine growth and connection.

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

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 can leaders create workplaces where people actually want to stay?

In this episode of Behind The Numbers With Dave Bookbinder, I talk with Dr. Alise Cortez—Chief Ignition Officer at Gusto Now, author, and host of the Working on Purpose podcast—about building purpose-driven cultures that attract and retain top talent.

We discuss why leadership feels harder today, the damage caused by outdated practices like presenteeism, and the importance of hybrid and flexible work models. Dr. Cortez also shares actionable strategies for:

  • Embedding purpose and values into daily work
  • Leading the “whole person” to boost engagement
  • Restoring trust and psychological safety
  • Driving retention through meaningful culture and small manager behaviors

If you’re a business leader, manager, or advisor looking to improve employee engagement and retention, this conversation delivers practical tools you can apply immediately.

About Our Guest:

Dr. Alise Cortez is the Chief Ignition Officer at Gusto, Now!, a human and organizational transformation consultancy specializing in unleashing business results by igniting and growing high-performance teams passionate about delivering on the organizational mission. The resulting rewards? Higher engagement, performance, innovation, retention, customer delight, and thus profitability. Dr. Alise is also an organizational psychologist and logotherapist,inspirational speaker, researcher, author, and host of the Working on Purpose podcast, and she is bent on awakening people and organizations to their passion and purpose and inspiring them to make a contribution worthy of their one, precious life. She is the author of:

Purpose Ignited: How Inspiring Leaders Unleash Passion and Elevate Cause (2020)

Passionately Striving in “Why”: An Anthology of Women Who Persevere Mightily to Live Their Purpose (2021)

The Great Revitalization: How Activating Meaning and Purpose Can Radically Enliven Your Business (2023)

Coloring Life: How Loss Invites Us to Live More Vibrant Lives (2023)

The Power of Soulful Healing: Turning Wounds into Wisdom (co-author Arthur Ciaramicoli, 2025)

Having developed her expertise within the human capital / organizational excellence industry over the last 25 years, she is focused on “raising the game” of organizations and individuals to live and work with “gusto,” step into their purpose to realize their potential, and make the impact they crave that betters the world.

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

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!

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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In this episode of Behind The Numbers With Dave Bookbinder, entrepreneur Colin Hirdman (co-founder of Monkey Island Ventures, Rainmaker, and Wrappt) shares practical strategies for using LinkedIn to drive revenue growth.

Colin breaks down his three-level LinkedIn philosophy—be authentic, educate your audience, and understand prospect pain points—and explains how he builds and activates audiences to generate measurable results.

You’ll learn how to:

  • Target prospects with Sales Navigator
  • Grow first-degree connections strategically
  • Decide when to include (or skip) connection messages
  • Maintain a healthy connection acceptance rate

Colin also unpacks his LinkedIn activation toolkit: multi-touch messaging sequences, targeted polls, and repeatable live streams/events. He explains how to run, promote, and follow up on these campaigns to convert interest into real meetings.

Beyond tactics, Colin discusses:

  • Ethical automation that mimics human behavior
  • Why businesses should own their own custom GPTs
  • How Rainmaker and Wrappt help teams scale outreach while protecting intellectual property
  • Key entrepreneurial lessons: choosing partners, focusing on profitable markets, learning from failure, and persevering through challenges

Expect actionable takeaways you can apply immediately—whether it’s building a targeted connection list, using a go-giver approach in outreach, running vertical-specific LinkedIn events, or productizing expertise through custom GPTs.

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About Our Guest:

Colin Hirdman started his first company a week after graduating from college, and has been an entrepreneur ever since. He's building businesses through Monkey Island Ventures a company he co-founded with two of his best friends. Monkey Island Ventures is named after a park they played at since they were 5 years old.

Over the years the trio has built over a dozen software and service businesses and want to help create as many successful entrepreneurs as they can by sharing what they know.

Colin is now focused on their newest business, Wrappt. Wrappt allows you to turn your GPTs into custom apps in minutes. No code, no hassle, just launch. Wrappt is like Shopify for GPTs – everything you need to package and launch your GPTs.

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

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!

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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In this episode of Behind The Numbers With Dave Bookbinder, we’re exploring why strong managers are the backbone of every successful organization. Dave is joined by Brian Walch, owner of Shift Focus Coaching and Consulting, who draws on his diverse career—from software development to executive coaching—to reveal what it really takes to turn managers into influential leaders.

Dave and Brian unpack the most common mistakes companies make when developing managers, the essential leadership skills every manager needs, and the tricky transition from being a peer to becoming the boss. They also dive into how empathy and emotional intelligence impact performance, culture, and retention—and why investing in managers can pay off in a big way.

If you’re an aspiring manager, a seasoned leader seeking to grow, or part of an organization striving for a stronger leadership culture, this conversation delivers actionable insights you can put to work immediately.

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About Our Guest:

Brian Walch is a certified executive coach, writer, and speaker. As the owner of Shiftfocus Coaching and Consulting, he helps organizations develop their managers and build best-in-class management cultures. Before launching his own practice, he spent 25 years at a growing national consulting firm where he worked with clients in HR, IT, Finance, Operations, and the C-suite. As a partner, he filled diverse leadership roles in HR, business development, operations, and project execution. He built a comprehensive employer branding and recruiting program and spearheaded employee retention and development initiatives.

In addition to his business experience, he has led projects that have transformed small businesses, modernized government agencies, and improved enterprise-wide systems and processes. Today, Brian uses his experience with people and systems to develop tools and programs to empower managers to lead themselves, their teams, and their organizations.

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

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!

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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Public speaking is one of the most common fears in business—but it doesn’t have to hold you back.

In this episode of Behind The Numbers With Dave Bookbinder, we’re exploring the business value of public speaking with Juanita Wheeler, a TEDx speaking coach, strategist, and expert in persuasive communication.

Juanita shares her journey from introvert to speaker and coach, revealing how mastering communication can drive career growth, support business development, and build powerful personal brands. We unpack why presentation skills matter in today’s marketplace—and how you can use them to stand out.

You’ll learn how to:

  • Overcome fear and anxiety around public speaking
  • Craft impactful, memorable messages
  • Use slides with intention—not as a crutch
  • Connect with your audience authentically
  • Leverage speaking opportunities to grow your influence

Whether you’re pitching investors, leading a team, or building your reputation in the marketplace, this conversation will help you speak with confidence—and purpose.

About Juanita Wheeler:

Juanita Wheeler has coached over 100 TEDx speakers in addition to CEOs, entrepreneurs, authors, researchers and change-makers to deliver presentations worthy of their great ideas.

Juanita is a public speaking coach, speechwriter, the CEO and Head of Speaker Coaching at TEDxBrisbane and the Founder of Full & Frank.

Juanita has over two decades of speaking experience, is an Adjunct Lecturer at the University of Queensland, and a Global Fellow with the Atlantic Fellows based out of Oxford University. Juanita has three Masters degrees (two in business and one in social change leadership).

Connect with her here: https://linktr.ee/fullandfrank

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

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!

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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What if HR could be measured with the same rigor as finance?

In this episode of Behind The Numbers With Dave Bookbinder, we’re diving into how human capital can—and should—be treated as a value-creating investment. Dave is joined by Dr. Solange Charas, founder of HC Moneyball, co-author of Humanizing Human Capital, and professor at Columbia University.

Dr. Charas shares how HC Moneyball is equipping human capital practitioners with the quantitative tools they need to speak the language of finance—helping shift HR from a qualitative support function to a strategic business partner.

You’ll hear insights on:

  • Why aligning HR with financial metrics is essential for earning a seat at the executive table
  • The impact of AI on workforce management and decision-making
  • How to calculate and apply key metrics like HCROI
  • The global movement toward standardized human capital reporting
  • How to reframe the workforce from a cost center to a driver of business value

This episode is a must-listen for business leaders, CFOs, and HR professionals looking to bridge the gap between people and performance.

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About Solange Charas:

In this enlightening episode of Behind the Numbers, host Dave Bookbinder welcomes Dr. Solange Charas to discuss the significant role of human capital in driving business success. Dr. Shirah, a professor at Columbia University and founder of HC Moneyball, shares her expertise on preparing human capital practitioners with quantitative skills to transform HR from a qualitative to a more data-oriented function.

The conversation explores the importance of HR professionals speaking the language of finance to gain a strategic seat at the table, the impact of artificial intelligence on human capital, and how HC Moneyball helps organizations perceive human capital as an investment rather than an expense. Additionally, Dr. Charas introduces her co-authored book "Humanizing Human Capital," which combines future HR perspectives with data analytics for value creation.

With insights into the global landscape of human capital reporting and metrics, the episode breaks down crucial formulas like the HCROI and offers a roadmap for improving workforce efficacy. The discussion also addresses challenges and opportunities within HR functions and the need for a business-minded approach to human capital management.

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

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!

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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What’s stopping your business from scaling? It might be a revenue bottleneck—and Andrea Beach knows how to fix it.

In this episode of Behind The Numbers With Dave Bookbinder, Andrea Beach, CEO of Growth Concierge and founder of 22 companies, shares how her membership-based model gives businesses access to a team of seasoned entrepreneurs—without the overhead of full-time hires.

Andrea explains how to identify and remove growth roadblocks, streamline operations, and build a culture that supports long-term success. She also explores the psychology of leadership and why understanding human behavior is critical to scaling smart.

This episode is a must-listen for founders and business leaders ready to accelerate growth without sacrificing culture or control.

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About our Guest:

Andrea Beach is an accomplished entrepreneur, investor, and business strategist specializing in scalable growth, technology innovation, and consumer behavior. In addition to having founded over 21 companies herself, she has helped CEOs and business owners scale efficiently while reducing risk. As founder of the TC Network, Andrea provides a special operations – meets - white glove service for companies looking to grow without adding overhead. She has worked with Fortune 500 brands, advised hundreds of growth-stage companies. As an in-demand speaker and media commentator, Andrea is passionate about helping leaders unlock growth, leverage technology, and work smarter—not harder.

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

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!

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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Can mindfulness actually make you a better business leader?

In this episode of Behind The Numbers With Dave Bookbinder, we’re exploring a transformative approach to entrepreneurship with Sid Mohasseb—author, TEDx speaker, angel investor, and self-described Entrepreneur Philosopher. As the founder of Anabasis Academy, Sid offers a powerful framework that blends mindfulness and business strategy to unlock human potential.

Sid shares why he believes everyone has the capacity to be an entrepreneur—not just in starting companies, but in how we approach decisions and change. He breaks down his philosophy of mindfulness as a tool for active awareness—a way to confront our biases, manage emotions, and ultimately make smarter choices in business and life.

We also discuss how organizations can thrive when they operate as platforms supported by five key pillars: employees, customers, partners, investors, and society. Sid brings these ideas to life with compelling stories and actionable insights that challenge conventional thinking.

If you're ready to rethink your approach to leadership, decision-making, and value creation, this episode is for you.

About Our Guest:

Sid Mohasseb is known as the “Entrepreneur philosopher.” Sid is twice best-selling author (“You Are Not Them: The Authentic Entrepreneurs Way” and “The Caterpillar’s Edge: Evolve, Evolve Again and Thrive in Business”), a university professor at both engineering and Business School, a 2 time TED speaker, an advisor to fortune 500 leaders and an innovation thought leader who has built multiple companies and invested in many more. Sid is the founder of the Anabasis Academy, a global movement fusing mindfulness and entrepreneurship. He is a frequent contributor to Forbes, TIME, Newsweek, USAToday, Fox, Independent, Foreign Policy, Globe, London School of Economics, and Harvard Business Review.

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

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!

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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What separates businesses that scale from those that stall?

In this episode of Behind The Numbers With Dave Bookbinder, we’re joined by Stewart Ervin, founder of Bracket Management and creator of Built to Run: The $100 Million System. Stewart specializes in business turnarounds and operational systems designed to align finance and operations—so businesses can scale efficiently and maximize value.

Stewart shares a practical playbook for helping owners break through growth ceilings by focusing on:

  • Clean financials that tell the real story
  • Core process reviews that improve efficiency
  • Forward-looking forecasts that drive decision-making

Drawing from deep experience in the manufacturing sector, Stewart explains how fractional CFO services can deliver C-suite-level insights without the full-time cost. He also discusses how smart pricing, cost optimization, and cultural alignment can unlock new levels of profitability.

Whether you're building toward an exit or just trying to regain control, this episode delivers actionable insights for creating a business that runs—without running you.

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About Our Guest:

Stewart Ervin, founder of Bracket Management and creator of the Built to Run: The $100M System™ — a no-fluff, execution-first operating system for real businesses that are stuck, scaling, or preparing for exit.

With over 25 years of experience in finance, operations, and manufacturing leadership, Stewart has helped companies break through profit ceilings, eliminate chaos, and drive results — not just reports. His clients, typically owner-led businesses between $1M and $100M, see an average 36.7% increase in revenue and a 27.9% increase in net profit.

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

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!

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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What does it really take to succeed as a first-time CEO?

In this episode of Behind The Numbers With Dave Bookbinder, we're cutting through the theory and getting real about leadership at the highest level. Dave Bookbinder talks with David Roche—former CEO, startup chair, and author of Become a Successful First-Time CEO—about the lessons no one teaches you before stepping into the top role.

David shares his journey from working in a U.S. textile company to leading major retailers like HMV and Borders. Along the way, he opens up about the growing pains of leadership, including self-doubt, imposter syndrome, and the critical role that mentors and coaches played in his development.

This episode dives deep into:

  • What it really means to be CEO—not just in title, but in mindset
  • How to lead with empathy and build high-trust teams
  • The leadership traps that trip up even smart, driven people
  • Why relationship skills often matter more than technical skills
  • How gender dynamics shape leadership—and how to lead with awareness

Whether you're already leading or preparing to, this conversation will challenge how you think about leadership—and give you the tools to lead with confidence and clarity.

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:

David Roche is Non-Exec Chair of London Book Fair, Chair of the publishing tech start-up Libraro, and an ambassador and senior advisor to PEN International, the worldwide association of writers that defends freedom of expression and promotes literature globally. He is also a professional executive coach and mentor with his own company, Grey Area Coaching, and works with first-time CEOs across many sectors.

David’s latest book, Become a Successful First-Time CEO, was published in March 2024 and is an Amazon number one bestseller. He also lectures at the National Film and Television School. David has thirty years of board experience including as CEO of both Borders & BOOKS etc, Product Director of both Waterstones and HMV, and Group Sales and Marketing Director of HarperCollins Publishing. He was also President of the Booksellers Association of UK & Ireland, and co-founder and co-chair of the Publishers Association/Booksellers Association Liaison Group. David was Chair of the writing agency New Writing North for nine years, standing down at the end of 2024 when NWN won Trustee Board of the Year in the North East Charity Awards.

David was also a long-term trustee and interim chair of UK’s largest literary charity, BookTrust, and Chair of the Publishing Industry digital news service BookBrunch. David has also acted as a literary agent to a select few authors, sits on several advisory boards, and had two books of his own published.

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

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!

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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What does it take to bring financial clarity to a growing business?

In this episode of Behind The Numbers With Dave Bookbinder, we’re cutting through the noise with Jim Emerich, founder and CEO of Backbone CFO, to talk about how businesses can move from financial chaos to control—and why a fractional CFO might be the key to making it happen.

Jim shares hard-earned insights on when a company is ready for financial leadership beyond bookkeeping, and how strategic forecasting, cash flow modeling, and dynamic financial planning can transform operations. He breaks down his "chaos to control" framework, anchored by five core pillars: cash, profit, people, systems, and position.

If you're advising business owners—or you are one—you'll want to hear this conversation. It’s packed with practical guidance for creating a more stable, scalable, and ultimately more valuable company.

About Our Guest:

Jim Emerich is the founder of and CEO at Backbone CFO. His professional career boasts many accomplishments, including Chief Financial Officer at Parts Life Inc. During his time at PLI, he led efforts to acquire DeVal Life Cycle Support as well as LC Engineers, Inc. and successfully integrated both companies into the PLI family. He has closed financing deals including acquisition, real estate, working capital and equipment financing. Though he experienced an exciting career trajectory, in his heart he knew small business was always near and dear. This passion ultimately led him to focus on launching Backbone CFO with the primary purpose of creating clarity for growth-minded business owners.

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

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!

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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What separates effective leaders from those who stall out? In this episode of Behind The Numbers With Dave Bookbinder, we explore the answer with leadership strategist Liz Weber—author, speaker, and founder of Weber Business Services.

Liz unpacks the core ideas from her latest book, Something Needs to Change Around Here: The Five Stages to Leveraging Your Leadership. She breaks down the leadership development journey, from “doing” the work to effectively “leading” others—and why most people get stuck in stage two. If you've ever struggled with delegation, role clarity, or stepping back to truly lead, this conversation offers a clear roadmap forward.

Dave and Liz also explore:

  • The most common leadership transition traps
  • Why succession planning isn’t about family—it’s about fit
  • The critical role of organizational culture in developing talent
  • How self-awareness and strategy combine to drive performance

Whether you're a business owner, advisor, or aspiring leader, you’ll walk away with practical insights you can apply immediately.

About Our Guest:
Liz has been named a Top Leadership Influencer by LeadersHum, a Top HR Influencer to Watch by HR Exchange Network, and a Top HR Influencer by BambooHR. She is one of fewer than 100 people in the U.S. to hold both the Certified Speaking Professional (CSP) and Certified Management Consultant (CMC) designations; the highest earned designations in two different professions.

As the President of Weber Business Services, LLC, a management consulting, training, and speaking firm, Liz provides strategic and succession planning, executive coaching, and leadership training to boards, business owners and leadership teams, as well as to associations and government agencies.

Liz holds an MBA in International Business and has extensive association leadership experience. She has served six years as a national board director, and three years as a national foundation trustee and as the presidential appointee to the Global Speakers Federation.

Liz has supervised business activities in 129 countries and has presented in over 20 countries. In addition to writing more than ten leadership books, and her monthly Leadership Insights blog, Liz posts to social media daily.
Liz was also named one of 2025 Top 30 Global Gurus for Leadership along with Simon Sinek and John Maxwell. So, when Liz Weber talks, her clients listen.
Liz is an advisor to boards, owners, and C-Suite teams. She’s a leadership, strategic and succession planning consultant, author, and speaker.

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

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!

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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Is “executive presence” still about polished suits and boardroom bravado—or has the definition evolved?

In this episode of Behind The Numbers With Dave Bookbinder, we’re unpacking the future of leadership with Katherine Lazaruk, founder of Lazaruk Consulting and author of Executive Being: Humanizing Business One Leader at a Time.

Katherine is on a mission to redefine what it means to lead in today’s workplace—one that demands authenticity, adaptability, and a more human approach to business. Together, we explore why “bringing your whole self to work” is more than a catchphrase, how leaders can show up with credibility and vulnerability, and why outdated norms around appearance and behavior no longer serve the modern professional.

We also discuss:

  • How toxic positivity undermines trust and performance
  • What generational shifts mean for leadership expectations
  • The balance between authenticity and professionalism
  • Why the old playbook for executive presence is due for a rewrite

Whether you're leading a team, advising clients, or looking to evolve your own leadership style, this episode offers a fresh perspective on what it really means to show up—and stand out.

About Katherine Lazaruk

Katherine Lazaruk is a professional presence expert who helps leaders and their teams walk the walk, talk the talk and look the part. She is passionate about achieving gender parity in her lifetime and through her coaching, consulting, and speaking, she works with women and champions of women to get more women into senior leadership faster. Recognizing that we are currently in a shifting paradigm, she works within the system to change the system for teams and individuals alike to create a kinder, gentler, and more effective world.

Katherine holds degrees in Voice Performance and Education, holds her second level international designation of Certified Image Professional (CIP) with the Association of Image Consultants International (AICI) and her Professional Certified Coach (PCC) designation with the International Coach Federation (ICF). She has also been Vice-Chair of the Women’s Leadership Council Advisory Committee with the Greater Vancouver Board of Trade and served for six years as the Secretary of the AICI Canada Chapter Board. She has been a member of the nominations committee for the YWCA Vancouver Women of Distinction Awards and volunteered with two of their programs for women, sharing her expertise on professional presence and currently serves on the Global DEI Committee for AICI. She is the author of "Executive Being: Humanizing Business One Leader at a Time.”

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

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!

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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What separates good leaders from great ones? Mental strength.

In this episode of Behind The Numbers With Dave Bookbinder, we're unpacking the psychology of leadership with Scott Mautz—CEO of Profound Performance and author of The Mentally Strong Leader. Scott brings deep insight from his executive tenure at Procter & Gamble and shares how the same mindset tools he used to lead at the highest level can be developed by anyone.

You’ll learn:

  • Why mental strength—not just technical skills—is what drives results
  • The six "mental muscles" that define today’s most effective leaders: Confidence, Boldness, Fortitude, Decision-Making, Goal Focus, and Messaging
  • How to assess your own mental fitness and build the capacity to thrive under pressure

This isn't soft skills fluff—it's a hard-edged look at how mental resilience fuels performance, productivity, and purpose. Whether you're leading a team, a company, or just trying to lead yourself more effectively, this conversation delivers actionable strategies that can shift your trajectory.

About Scott Mautz:

SCOTT MAUTZ, author of THE MENTALLY STRONG LEADER, is the founder and CEO of Profound Performance, a keynote, training, and coaching company. Mautz is a former Procter & Gamble executive who successfully ran four of the company’s largest multi-billion dollar businesses, he is also the multi award-winning author of Leading from the Middle, Find the Fire, and Make It Matter.

Scott has been named a “CEO Thought-leader” by The Chief Executives Guild and a "Top 50 Leadership Innovator" by Inc.com, He is faculty on reserve at Indiana University’s Kelley School of Business for Executive Education and is a top instructor at LinkedIn Learning.

Get your free mental strength assessment here: https://scottmautz.com/mentallystrong/

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

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!

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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Is your performance management system helping your team thrive—or holding them back?

In this episode of Behind The Numbers With Dave Bookbinder, we're joined by JJ Ghatak, founder and CEO of Onloop, who shares how he's rethinking team assessment and development for the modern workplace. Drawing from his leadership experience at Uber and his journey as an angel investor, JJ offers a deep dive into how AI—particularly generative AI—is transforming the way teams set goals, receive feedback, and grow together.

We unpack:

  • The fundamental flaws in traditional performance management systems
  • Why goal clarity and continuous feedback are critical for high-performing teams
  • Onloop’s innovative five-layer team management framework: energy, targets, superpower feedback, blind spots, and micro-coaching
  • How to combat burnout while fostering personal and team growth
  • The evolving responsibilities of leaders and managers in the AI era

JJ also shares his predictions on the future of work, highlighting why soft skills and human judgment are becoming even more valuable in an AI-driven world.

Whether you're a business owner, team leader, or advisor helping organizations adapt to change, this episode offers powerful insights into aligning business goals with human potential.

About Our Guest:

JJ (Projjal) Ghatak, the visionary founder and CEO of OnLoop, is at the forefront of revolutionizing team assessment and development. With an impressive background that includes leadership roles at Uber and Accenture, Projjal has established himself as a seasoned executive in strategy and operations. Armed with an MBA from Stanford, he has chosen Singapore as the base for his entrepreneurial endeavors.

As the CEO of OnLoop, Projjal leads a diverse and global team, spearheading the transformation of the future of work through the company's innovative approach. With his extensive experience and strategic vision, Projjal is reshaping the industry by leveraging cutting-edge technologies and empowering teams to reach their fullest potential. Under his guidance, OnLoop continues to disrupt traditional paradigms and deliver game-changing solutions in team assessment and development.

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

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!

BEHIND THE NUMBERS WITH DAVE BOOKBINDER IS ENJOYED IN MORE THAN 100 COUNTRIES AND WAS RECENTLY NAMED THE “#1 BUSINESS VALUATION PODCAST TO FOLLOW” BY FEEDSPOT; AND THE “BEST BUSINESS VALUATION PODCAST” BY MILLION PODCASTS. – 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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Employee turnover is expensive—and preventable.

In this episode of Behind The Numbers With Dave Bookbinder, we’re tackling the hidden costs of turnover and the ROI of investing in your people. Dave is joined by Francie Jain, founder of Terawatt, a B2B marketplace for group coaching that Francie describes as “Airbnb for executive coaching.”

Francie unpacks how scalable group coaching can help organizations drive learning, build psychological safety, and improve employee retention. The conversation explores the measurable and intangible impacts of turnover and burnout—and why professional development is the key to tackling both.

You’ll learn:

  • How to calculate ROI on learning and development initiatives
  • Why burnout is an organizational issue—not just an individual one
  • Real-world examples of how coaching drives financial and cultural gains
  • How leaders can foster engagement, empowerment, and better communication

If you're looking for actionable ways to improve employee experience while improving your bottom line, this episode is for you.

----more----About Francie Jain:

Francie Jain believes supporting people to achieve their potential creates a ripple effect for every community. After a career in alternative asset marketing (match-making for hedge funds), she became obsessed with the lack of professional support for individuals at crossroads. She founded Terawatt to make it easy to be great.

Terawatt is Francie’s third for-profit endeavor. Before Terawatt, Francie founded a community that helped people with career change, Nxt Chptr, and prior to Nxt Chptr, a third party marketing consultancy, West River Partners, that raised capital for Emerging Markets-based equity hedge funds.

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

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!

BEHIND THE NUMBERS WITH DAVE BOOKBINDER IS ENJOYED IN MORE THAN 100 COUNTRIES AND WAS RECENTLY NAMED THE #1 BUSINESS VALUATION PODCAST TO FOLLOW IN 2025. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!

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What if the key to a thriving workplace isn't strategy or technology—but genuine human connection?

In this episode of Behind The Numbers With Dave Bookbinder, Dave is joined by Morag Barrett, founder of SkyeTeam and author of You, Me, We: Why We All Need a Friend at Work and How to Show Up as One. Morag shares compelling insights from her research and experience about the power of relationships at work—and why cultivating allies can be a game-changer for your career and your company.

You’ll discover:

  • The four types of workplace relationships: allies, supporters, rivals, and adversaries
  • How adopting an “ally mindset” can transform your leadership and team performance
  • Practical strategies for setting boundaries, building trust, and dealing with toxic behaviors
  • How generational differences influence workplace dynamics
  • Why trust is the “secret sauce” for innovation and success

This conversation is packed with real-world advice for leaders, managers, and anyone seeking to elevate their workplace culture. If you're looking to boost engagement, performance, and leadership credibility, this is one you won’t want to miss.

About Morag Barrett:

Morag Barrett is proving that success in business isn't just about what you know - it's about who you know, and how you connect. Morag Barrett is on a mission to transform workplace connections. Morag has helped more than 15,000 leaders across 20 countries transform their workplace relationships from sources of stress into catalysts for success.

She's the founder of SkyeTeam, a best-selling author, and was handpicked from over 16,000 candidates to join Marshall Goldsmith's prestigious 100 Coaches group.

Listeners are invited to complete their complimentary Ally Mindset Profile: https://www.skyeteam.cloud/youmewe

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

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!

BEHIND THE NUMBERS WITH DAVE BOOKBINDER IS ENJOYED IN MORE THAN 100 COUNTRIES AND WAS RECENTLY NAMED THE #1 BUSINESS VALUATION PODCAST TO FOLLOW IN 2025. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!

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What does it take to build a high-performance culture that actually moves the needle on engagement and business results?

In this episode of Behind The Numbers With Dave Bookbinder, we’re exploring the intersection of mindset, leadership, and organizational alignment with certified high-performance coach and corporate trainer, Julie Hruska.

Julie shares how high-performance coaching helps leaders identify and close critical gaps—both in mindset and skill set—to elevate individual and team performance. We unpack the role of rapid transformational therapy in helping leaders overcome limiting beliefs and blind spots that hold them back.

We also talk about how clarity of vision and cultural alignment can translate into measurable gains in revenue and employee engagement—backed by research. Julie offers practical tips for adopting high-performance habits and creating an energized, accountable workplace.

If you’re a leader looking to sharpen your edge—or someone aiming to help your organization thrive—this conversation delivers both inspiration and actionable takeaways.

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!

----more----

About Julie Hruska:

Julie Hruska is a highly regarded high-performance coach and workshop facilitator known for her expertise in elevating executive and leadership performance. She specializes in unlocking your executive edge, excavating limiting beliefs, fostering mindset mastery, and enhancing effective communication.

Julie's coaching approach is customized to drive impactful change and maximize leadership potential across various industries, including construction, finance, fashion, technology, and real estate. Her goal is to empower leaders to transcend mindset barriers, optimize their impact, and cultivate high-performance environments for high levels of success.

Connect with Julie here: https://www.powerfulleaders.com/ or on LinkedIn: https://www.linkedin.com/in/julie-hruska/

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 WITH DAVE BOOKBINDER IS ENJOYED IN MORE THAN 100 COUNTRIES AND WAS RECENTLY NAMED THE #1 BUSINESS VALUATION PODCAST TO FOLLOW IN 2025. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!

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What do failure, artificial intelligence, and mindful leadership have in common? They're all critical elements in the journey of Faisal Hoque - entrepreneur, innovator, and one of today’s most respected voices in business transformation.

In this episode of Behind The Numbers With Dave Bookbinder, I’m joined by Faisal Hoque for a candid discussion about how great leaders navigate complexity, maintain their humanity, and build organizations that thrive in an era defined by rapid technological change.

We explore:

  • Why failure is foundational to entrepreneurial success
  • How Faisal’s leadership style has evolved - and the importance of the “middle path”
  • The interplay between innovation, AI, and human-centered values
  • Practical strategies for resilience and purpose-driven leadership

We also dive into Faisal’s bestselling book, Transcend: Unlocking Humanity in the Age of AI, which outlines a framework for integrating human values into the future of work and technology.

Whether you're an entrepreneur, executive, or advisor, you’ll take away powerful insights on how to lead with clarity, courage, and character - especially when the stakes are high and the landscape is shifting.

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!

----more----About Faisal Hoque:

Faisal Hoque is the founder of SHADOKA and NextChapter and serves as a transformation and innovation partner for CACI, an $8 billion company focused on U.S. national security. He is a #1 Wall Street Journal and USA Today bestselling author with ten award-winning books to his name. His new book, TRANSCEND: Unlocking Humanity in the Age of AI, has been named by the Next Big Idea Club as a ‘must read'.

For thirty years, he has been developing commercial business and technology systems, and enabling leadership teams at MasterCard, American Express, GE, Home Depot, French Social Security Services, US Department of Defense (DoD), US Department of Homeland Security (DHS), PepsiCo, IBM, Chase, and others with sustainable growth.

Today, Faisal is a highly sought-after innovation and transformation (digital/AI, business, organization) partner for both public and private sector organizations, and recognized as one of the world’s leading management thinkers and technologists. As a founder and CEO of multiple companies, he is a three-time winner of the Deloitte Technology Fast 50TM and Fast 500TM awards. Faisal is a contributor at MIT's IDEAS Social Innovation program, Thinkers50, and the Swiss business school IMD. His work has appeared in Fast Company, Harvard Business Review, The Wall Street Journal, The Financial Times, Business Insider, Fortune, Inc., Yahoo Finance, Fox, ABC, CBS, and others. Learn more at https://faisalhoque.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 WITH DAVE BOOKBINDER IS ENJOYED IN MORE THAN 100 COUNTRIES AND WAS RECENTLY NAMED THE #1 BUSINESS VALUATION PODCAST TO FOLLOW IN 2025. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!

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What really drives performance in today’s best leaders? This episode explores the mindset and methods that create high-impact leadership.

In this episode of Behind The Numbers With Dave Bookbinder, we’re exploring how great leaders are made—not born.

Dave Bookbinder welcomes H.R. Huntsman, organizational strategist, keynote speaker, and founder of Leaders Edge, to unpack the real mechanics of leadership. From a difficult upbringing to global humanitarian efforts, H.R.’s journey is a masterclass in resilience and purpose-driven leadership.

We dive deep into:

  • How understanding human motivation drives team performance
  • Why mindset is the foundation for effective leadership
  • The role of creative conflict and psychological safety in innovation
  • How to foster accountability without micromanaging
  • The Leaders Edge performance engine and how it’s transforming organizations

Whether you’re a business owner, a manager, or someone aspiring to lead with more impact, you’ll walk away with practical insights to build trust, boost engagement, and align people with 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 Our Guest:
HR Huntsman is the founder of Leader’s Edge. He is also a business and leadership keynote speaker, organizational strategist, author, business executive coach, and business leadership consultant. HR founded Leader’s Edge to be able to invest in leaders, especially young leaders. His passion stems from his backstory of overcoming early childhood struggles then going on to building successful and impactful organizations.

HR now shares many of the life and leadership principles he learned in his 30+ years of leadership with other leaders. He firmly believes to succeed one must begin with mindset, then move on to principles and disciplines which create long term success for a company or individual. HR is an accomplished speaker having given roughly 4000 talks to approximately 400k people around the world.

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 WITH DAVE BOOKBINDER IS ENJOYED IN MORE THAN 100 COUNTRIES AND WAS RECENTLY NAMED THE #1 BUSINESS VALUATION PODCAST TO FOLLOW IN 2025. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!

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How do high-performing organizations remove barriers and unlock results? In this episode, we’re exploring proven strategies for aligning strategy, empowering people, and creating a culture built for growth.

In this episode of Behind The Numbers With Dave Bookbinder, we’re exploring what it really takes to build a thriving organization.

Dave is joined by Jurriaan Kamer—co-founder of Unblock and author of Unblock: Clear the Way for Results and Develop a Thriving Organization. Jurriaan is a Dutch organizational change agent with a global perspective on how businesses can align strategy, empower people, and drive sustainable results.

You’ll hear how to:

  • Align strategic decision-making with organizational goals
  • Use leading indicators to drive business success
  • Dismantle unproductive meetings and promote psychological safety
  • Build a culture of trust, autonomy, and continuous improvement

This episode is packed with practical insights for business owners, leaders, and anyone committed to fostering a more effective and human-centered 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 Our Guest:

Jurriaan Kamer is a future-oriented organizational change expert, co-founder of Unblock (a modern management consultancy), and a keynote speaker. He's the author of 'Formula X' - a business novel inspired by the world of Formula 1.

His second leadership book "Unblock: Clear the Way for Results and Develop a Thriving Organization," is about unblocking organizations by rethinking strategy, decision-making, teamwork, and ownership.

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 WITH DAVE BOOKBINDER IS ENJOYED IN MORE THAN 100 COUNTRIES AND WAS RECENTLY NAMED THE #1 BUSINESS VALUATION PODCAST TO FOLLOW IN 2025. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!

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How do you build a team that truly drives business success? In this episode of Behind The Numbers With Dave Bookbinder, we explore the critical link between talent and enterprise value with Ryan Englin, CEO of Core Matters and author of Hire Better People Faster.

Ryan, who grew up in a blue-collar family, understands the unique hiring challenges in the trades and beyond. He shares why people don’t just quit jobs—they quit leaders—and explains what business owners can do to create a culture that retains top talent.

Key insights include:
✅ Why hiring is a marketing activity—and how most businesses miss this point
✅ The importance of an effective careers page in attracting top candidates
✅ How to evaluate culture fit and authenticity during the interview process
✅ The role of empathy in leadership and its impact on employee retention
✅ Strategies for becoming an "employer of choice" to attract the right talent

Plus, Ryan shares a special offer for listeners—a free copy of his book, Hire Better People Faster! Get it here: https://corematters.com/freebook/

Tune in to discover actionable strategies to improve your hiring process and build a team that fuels 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:

Ryan Englin is passionate about supporting growing businesses, particularly in blue-collar industries, to build amazingly productive companies by hiring the right people. Growing up, he saw his own father working 12-hour shifts and weekends as an owner/operator, witnessing firsthand the struggles that these companies have in hiring quality frontline employees. Ryan was determined to help them find a better way.

His company, Core Matters, provides coaching and training on attracting, hiring, and retaining rock star employees. Using his proven process, the Core Fit Hiring System, small and midsize businesses learn how to start hiring better people, faster. Ryan is the author of Hire Better People Faster hosts the Titans of the Trades podcast.

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 WITH DAVE BOOKBINDER IS ENJOYED IN MORE THAN 100 COUNTRIES AND WAS RECENTLY NAMED THE #1 BUSINESS VALUATION PODCAST TO FOLLOW IN 2025. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!

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In this episode of Behind The Numbers With Dave Bookbinder, Dave visits with Claire Milligan, CEO and co-founder of Aimably, to explore the complexities of private equity ownership. Claire shares her personal journey in the private equity landscape, highlighting the unique challenges and opportunities companies encounter when transitioning from venture capital to private equity.

Throughout the conversation, Claire provides practical insights into value creation under private equity ownership. She discusses crucial strategies for managing cloud costs and the delicate balance between pursuing growth and ensuring profitability. Claire emphasizes the importance of financial literacy and understanding key performance metrics as essential tools for thriving in a private equity environment.

In addition, Claire offers a fresh perspective on safeguarding teams amidst the evolving dynamics of private equity. She underscores the significance of adapting leadership strategies to foster success in this competitive arena.

Whether you're a business owner navigating growth phases or an aspiring leader in the tech industry, this episode offers actionable advice to navigate the intricate demands of private equity ownership. Tune in to gain valuable insights and strategies from Claire Milligan and Aimably's journey.

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 Claire Milligan:

Claire Milligan thrives on distilling complex problems down to their core issues — and turning these pragmatic findings into groundbreaking solutions. She started her career as a software designer and worked her way up to leading business unit strategy at Emburse, a company backed by private equity. Now, as the CEO and Co-Founder of Aimably, she helps technology companies save money by making better decisions about their cloud spending. With her mix of technical know-how, business experience, and a passion for helping others, she brings valuable insights to any conversation about business growth and smart spending.

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 WITH DAVE BOOKBINDER IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR MAKING BEHIND THE NUMBERS AMONG THE MOST POPULAR PROGRAMS GLOBALLY!

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In this episode of Behind The Numbers With Dave Bookbinder, Dave is joined by Tom Schwab, founder and Chief Evangelist Officer of Interview Valet, to unpack how podcast interviews can drive real business growth.

Widely known as the godfather of podcast interview marketing, Tom has helped countless thought leaders, entrepreneurs, and professionals turn podcast guest appearances into measurable ROI.

In this insightful conversation, Tom shares his journey from blogging to podcasting and explains why being the guest is often more impactful than hosting a show. He and Dave explore what separates great podcast guests from forgettable ones, why delivering value beats pitching products, and how even introverts can win big in this space.

Key takeaways include:

  • How podcast interviews drive growth through trust and authority
  • Smart strategies for pitching yourself as a podcast guest
  • Preparing for interviews to maximize impact and repurpose content
  • The evolving role of AI in content discovery and distribution
  • Why relationships and resonance matter more than downloads

If you're looking to boost visibility, build authority, and grow your business through podcast interviews, 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 Tom Schwab:

Tom Schwab is a leading authority on leveraging podcast guest appearances and AI-powered strategies to drive business growth. Asthe Founder of Interview Valet, the premier podcast guest marketing agency, Tom has worked with over 1,500 clients, including Fortune 500 companies, professional services, and high-level coaches. His innovative approach centers on building meaningful conversations that convert, rather than relying on outdated marketing funnels.

An engineer by training, Navy veteran, and former Nuclear Propulsion Plant Operator, Tom brings a unique perspective to marketing, combining analytical precision with creative strategy. He is the author of Podcast Guest Profits: How to Grow Your Business with a Targeted Interview Strategy, often regarded as the bible of podcast marketing.

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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In this episode of Behind the Numbers, host Dave Bookbinder sits down with Jennifer Thornton, CEO of 304 Coaching and host of the Let’s Fix Leadership podcast, for a deep dive into the critical role of talent strategy in business success.

Jennifer shares her journey from retail leadership to becoming a sought-after expert in HR consulting and talent development. Together, they explore how aligning talent strategy with business objectives can drive sustainable growth and resilience.

The conversation covers:
✔ The evolving landscape of leadership and how it impacts company culture
✔ Why flexible work environments matter for attracting and retaining top talent
✔ The risks of a “talent cliff” and how to avoid it
✔ Practical strategies for ensuring the right people are in the right roles

Whether you’re a business owner, executive, or HR leader, this episode is packed with insights to help you build a stronger, more adaptable organization.

Tune in to learn how to future-proof your workforce and create a culture where talent thrives.

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 Jen Thornton:

After an exciting 20+ year career in Operations and HR, leading teams across the US, Greater China, Mexico, and the UK, Jennifer launched 304 Consulting.​

Jennifer understands the importance of having a strong Talent Strategy to ensure you have the right people in the right roles with the right skill sets to deliver the business strategy.​

304 Coaching offers services and consulting to help companies build and execute custom Talent Strategies.​

Jen is credentialed through the International Coaching Federation and holds certifications in several accredited methodologies, including Conversation Intelligence and Gallup Strengths.

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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In this episode of Behind the Numbers, hosted by Dave Bookbinder, we embark on a journey into the realm of business differentiation with Barry Labov, president of Labov and Beyond Marketing Communications and author of The Power of Differentiation: Win Hearts, Minds, and Market Share.

  • From Rock Musician to Entrepreneur of the Year: Barry shares his inspiring path, transitioning from a rock musician to achieving Entrepreneur of the Year status. He discusses how his background shaped his approach to marketing and business strategy.
  • The Essence of Differentiation: Barry emphasizes the critical role of differentiation in business success. He explores how identifying and celebrating unique brand traits can propel businesses forward in competitive markets.
  • Discovering Unique Selling Propositions: Barry reveals how his company helps businesses uncover their inherent differentiation. He shares anecdotes, including a transformative experience with a family bakery, illustrating the power of discovering and promoting unique selling propositions.
  • Impact of Customer Experience: The conversation dives into the significance of customer experience and its direct influence on brand perception and market positioning.
  • Engaging Employees for Business Success: Barry discusses the importance of promoting differentiation both internally among employees and externally to the market. He explores how engaging employees can enhance overall business value and customer satisfaction.

Tune in to gain insights into why differentiating your brand is crucial in today’s competitive landscape and how strategic differentiation can drive business growth and customer loyalty.

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 Barry LaBov

Barry LaBov, a two-time Ernst & Young Entrepreneur of the Year, is a celebrated author, speaker, and brand strategist. With a core emphasis on differentiation, Barry advocates for leaders to unearth and champion their brand’s distinctiveness to win market share and the hearts of the people who represent it. His book, “The Power of Differentiation. Win Hearts, Minds and Market Share,” distributed by Simon and Schuster, embodies this philosophy. Heis the founder of LABOV, a renowned marketing training firm serving blue-chip clients, and author of The Power of Differentiation: Win Hearts, Minds, and Market Share.

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!

View Details

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!

View Details

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!

View Details

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!

View Details

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!

View Details

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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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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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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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/

dave@nastpartners.com

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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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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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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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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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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Welcome to another episode of "Behind the Numbers" with host Dave Bookbinder, where we delve into the crucial aspects of business that matter most. In this episode, we explore the intricacies of the business exit process with Sean Sands, Director of Mergers and Acquisitions at Haefele Flanagan.

Sean shares his extensive experience from multiple perspectives within the M&A landscape, offering insights into when business owners should start thinking about selling, and the importance of planning and preparing for a successful exit. He emphasizes the significance of getting a business "sale ready" by addressing financial, legal, and operational considerations early on.

The discussion also covers the mental and emotional aspects of selling a business, the differences between strategic and financial buyers, and the role of earnouts in bridging valuation gaps. Sean provides advice on assembling a team of advisors to ensure a smooth transaction and offers tips for entrepreneurs approached by potential buyers.

Join us for an enlightening conversation filled with practical advice for business owners contemplating an exit strategy, ensuring they maximize value and achieve their long-term goals. Don't miss this opportunity to learn from a seasoned M&A professional!

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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Join host Dave Bookbinder in this inspiring episode of Behind the Numbers as he interviews Jenn Drummond, world record-holding mountaineer, motivational speaker, and author of Break Proof: 7 Strategies to Build Resilience and Achieve Your Life Goals. Jennifer shares her resilience journey from finance to becoming a resilience coach and record-setting climber, where she scaled the "seven second summits" after surviving a near-fatal car accident.

In this must-listen interview, Jennifer unveils the mindset strategies that helped her build resilience, tackle challenges, and set goals that truly align with her purpose. She discusses:

  • Essential elements of a resilient mindset for both business success and personal growth.
  • The power of teamwork and perspective in overcoming adversity.
  • Tips for goal-setting, staying motivated, and navigating the challenging "messy middle" of any major pursuit.

Get actionable advice to transform setbacks into success and elevate your personal and professional journey. Whether you're climbing mountains or career ladders, this episode has insights to help you reach your summits!

BehindTheNumbers #DaveBookbinder #JennDrummond #Resilience #Mindset #GoalSetting #OvercomingAdversity #BreakProof #Motivation #Leadership #ClimbingSevenSummits

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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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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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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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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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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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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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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Proudly brought to you by The NEW ROI: Return on Individuals - www.NewROI.com

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!

The post The Power of Mindset in Entrepreneurship – Victoria Yampolsky appeared first on The NEW ROI: Return on Individuals.

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Proudly brought to you by The NEW ROI: Return on Individuals - www.NewROI.com

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”

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The post Balancing Acts in Business and Life – Dr. Andrew Temte appeared first on The NEW ROI: Return on Individuals.

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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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Welcome to another episode of Behind the Numbers, hosted by Dave Bookbinder. Today, we delve into the intriguing world of hypernomics with Doug Howarth, the CEO of Hypernomics, Inc. and author of "Hypernomics: Using Hidden Dimensions to Solve Unseen Problems." Doug shares his unique insights on how hypernomics can reveal the underlying structures that support and constrain market numbers in various industries.

Doug introduces the concept of hypernomics, explaining how it rearranges familiar market elements into multidimensional views, offering a deeper understanding of market dynamics. For instance, in the housing market, hypernomics can elucidate the relationships between factors like square footage, lot size, and price, and can predict the upper limits of housing prices in a given area. This methodology has proven effective across multiple industries, beyond just raw commodities.

Doug illustrates the practical applications of hypernomics with relatable examples, such as choosing a washing machine and optimizing restaurant seating during COVID-19. These stories demonstrate how hypernomics can simplify complex decisions and improve business outcomes, even for small local businesses.

In the episode, Doug also discusses how hypernomics can be a powerful tool for business leaders, offering a competitive advantage by identifying market gaps and potential new products. The software developed by Hypernomics, Inc. allows businesses to map out competitive spaces and understand the demand limits for their products, preventing costly mistakes and maximizing profitability.

Investors can also benefit from hypernomics. Doug explains how their private fund, using principles of hypernomics, significantly outperformed the S&P 500, demonstrating the effectiveness of this approach in stock market investing.

Looking to the future, Doug envisions hypernomics becoming an integral part of industry, academia, and government, revolutionizing how we understand and navigate markets. He hopes that hypernomics will be taught in universities and widely adopted, making the world a better place through more informed decision-making.

To learn more about hypernomics, connect with Doug Howarth on his personal website dughowarth.com or visit the company website at hypernomics.com. You can also find his book on the Wiley, Barnes & Noble, or Amazon websites.

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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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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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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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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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.

Chis 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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Welcome to another episode of Behind the Numbers! Join host Dave Bookbinder as he delves into the realms of leadership, entrepreneurship, and even skincare with the CEO and founder of Tiege Hanley, Kelley Thornton.

In this episode, Kelley shares his journey as a serial entrepreneur, detailing his transition from corporate sales to founding a successful skincare company dedicated to helping men look and feel their best. Discover how personal experiences with skin cancer inspired Tiege Hanley's mission and learn about the company's innovative approach to marketing skincare routines to men.

Kelly also opens up about the importance of company culture, leadership values, and the challenges of marketing directly to consumers. He emphasizes the role of humility in leadership and offers insightful advice for aspiring entrepreneurs. Don't miss Kelly's special offer for Behind the Numbers listeners!

Go to www.tiege.com/behindthenumbers for amazing savings for viewers and listeners of this show.

Tune in to gain valuable insights on entrepreneurship, leadership, and the evolving landscape of men's skincare. Whether you're a business owner or simply interested in personal care, this episode has something for everyone.

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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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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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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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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Proudly brought to you by The NEW ROI: Return on Individuals - www.NewROI.com

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!

The post Creating Success with Mindset and Authenticity – Coach Jay Izso appeared first on The NEW ROI: Return on Individuals.

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Proudly brought to you by The NEW ROI: Return on Individuals - www.NewROI.com

On this episode of “Behind the Numbers,” Dave Bookbinder interviews Keith Baldwin, CEO of Spikes Natioanlly Famous, author, and podcast host. Baldwin provides a riveting recount of his journey from being an employee in the sports industry to owning a successful enterprise, underlining his belief in the power of resilience, hard work, and employee care.

Keith shares his company’s transformative experience during the global pandemic—how an industry reliant on group gatherings adapted on the fly to stay afloat and keep everyone employed. Baldwin’s business acumen and dedication to his team resulted in Spikes transforming into a call center for New York State in record time, demonstrating the vital role of responsiveness and adaptation in business.

In addition to his business journey, Keith reveals a personal challenge to break the norm and experience something new every day. From flying a plane to spending a night on Philadelphia’s streets, Keith’s inspiring adventures became not just a year of unique experiences, but also a journey of self-discovery and profound life insights.

Also mentioned is Keith’s podcast, “Trophy Moments,” where listeners join Keith on a journey of significant milestones and ‘firsts’ in people’s lives, offering a blend of humor and wisdom. The podcast pushes listeners to break their daily monotony, stretch their limits, and pursue their aspirations.

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!

The post Trophy Moments – Keith Baldwin appeared first on The NEW ROI: Return on Individuals.

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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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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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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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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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Proudly brought to you by The NEW ROI: Return on Individuals - www.NewROI.com

“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!

The post Sound Advice For Business Owners and Decision Makers – Seth Broder appeared first on The NEW ROI: Return on Individuals.

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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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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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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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On this episode of Behind the Numbers., we dive deep into the intricate world of financial management, focusing specifically on cash flow intricacies. We are delighted to host David Safeer, the creator of the Cash is Clear learning system, and a seasoned businessman with extensive experience in Fortune 50 and Fortune 100 companies.

Drawing on his career in business and consulting, David shares valuable insights from his transformative Cash is Clear program. He sheds light on common misconceptions related to cash flow and how it profoundly affects the sales, marketing, and operational aspects of a business. The discussion is especially enlightening for small businesses navigating their transition into larger operations which often presents challenges in managing cash flow.

In addition to identifying the problems, Safeer also suggests practical solutions. He underscores the need for robust systems to manage cash flow effectively, challenging the typical emphasis on measuring success through profit and sales. Safeer suggests a different perspective, advocating for efficient cash flow systems as the foundational backbone of a successful business model.

This episode extends beyond basic financial management principles and touches on the vital aspect of mindset shift in handling cash flow. While many businesses focus on past financial records, Safeer advises on the necessity to anticipate and strategize for future financial decisions. He discusses the typical errors businesses make and emphasizes the need for a forward-thinking approach, underlining the role of the 5M model - Mindset, Modeling, Management, Mentoring, and Maximizing - in impacting cash flow positively.

Safeer explores the often-overlooked role of accountants in cash flow management, suggesting that they should not just report but proactively manage cash flow. He wraps up the episode by reiterating the importance of changing business mindsets to achieve a healthier financial state and extends an invite to struggling businesses to seek help and strategies for becoming more cash flow positive.

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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Join us in this power-packed episode of 'Behind the Numbers,' where we explore authoritative leadership and executive presence with Denise Yosafat, Founder and President of Choice Executive Solutions. Denise untangles the integral elements of a commanding executive presence - Composure, Communication, and Confidence, and addresses how these aid in captivation and influence within and beyond the organization.

Denise debunks prevalent misconceptions about executive presence and emphasizes the significant role of self-confidence in your competencies. She also sheds light on scenarios where accomplished leaders grapple with self-assurance in formal environments and offers solutions on reinforcing confidence, mitigating negative self-perception, and enhancing effective self-presentation.

Drawing from a treasure trove of anecdotes and practical advice from her successful stint as an executive coach, this episode is a must-listen for leaders seeking to elevate their professional outlook. Tune into 'Behind the Numbers' for a compelling discourse on executive presence and leadership, sponsored by Haefele Flanagan.

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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On this episode of Behind the Numbers, we uncover the unconventional business approach of professional rule breaking! Join us as we decipher this unique strategy with Kathy Walterhouse, a professional rule breaker and host of the Professional Rule Breaker podcast. Learn how breaking from the norm doesn't mean breaking laws, instead it's about challenging conventional wisdom and disrupting the status quo.

Through Kathy's unique approach, paralleled with Elon Musk’s disruption of the auto industry, she has found stunning success in her sales career, selling close to a billion dollars. In our discussions, Kathy dives deep into the importance of maintaining a strong mindset, overcoming doubts and fears, dealing with imposter syndrome, and centering the focus on the customer for utmost success in sales.

Kathy lays emphasis on the principle of selling in the same way you'd like to be sold to. Pushing stereotypes aside, she introduces the idea of selling as a noble act of helping others, removing their pains, and guiding them towards success. As Kathy points out, when customers succeed, so does the business. Also, learn about Kathy’s 'connection campaign'- a unique way to engage customers at a personal level for more meaningful connections.

To wrap up, Kathy encourages us to dare to break the norm and to always remain brave and authentic. According to her, every individual carries the potential to make a significant difference. Don't miss out on this enlightening episode of Behind the Numbers, where we explore how professional rule breaking can lead to unprecedented success in sales and business.

About our guest:

Kathy Walterhouse has been named Top 20 Business Coach to look out for in Disrupter Magazine. She is an ex- corporate sales expert having sold close to a billion dollars. After being asked numerous times how she did it Kathy realized there was a real need to help entrepreneurs find success in their marketing and sales. She has her own methodology of success. One of her pillars of success is being authentic and having the philosophy of drawing outside the lines, not following what is expected .....in essence being a rule breaker.

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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Your business is your largest asset and perhaps also your largest emotional investment but do you know what your business is worth?

In this episode, we’re discussing business valuation with two experts in the valuation profession.

Go Behind The Numbers with Ken May, Partner at Haefele Flanagan and Dave Bookbinder, Executive Director of Valuation Services at Haefele Flanagan.

Ken is a CPA and Certified Valuation Analyst. He leads the consulting practice at Haefele Flanagan and also has a diverse public accounting background. He provides accounting and assurance, tax, consulting, litigation, and business valuation services to clientele. Ken’s industry exposure includes transportation, financing, manufacturing, distribution, service, and health industries. He also serves as treasurer for the Southern New Jersey Chapter of the Risk Management Association.

In this episode we’re discussing the many reasons why companies need a business valuation; valuation methodologies and techniques, mistakes that can be avoided; how knowing the value of your business can save you money; and more!

The article about EBITDA mentioned in the conversation can be found here: https://bit.ly/3CH5AQA

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

Dave Bookbinder is Executive Director of Valuation Services at Haefele Flanagan. He’s a corporate finance executive with a focus on business and intellectual property valuation and the person that clients reach out to when they need to know what their most important assets are wort. 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.

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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Join Dave Bookbinder as he gets up close with Brandon White, an entrepreneur, author of Back of the Napkin to... Business Plan in 11 Slides, and radio host, in this illuminating episode of Behind the Numbers. Learn about Brandon's journey from the confusion he faced post-college to his triumphant stride into the world of entrepreneurship. Trace his steps to success as he used the internet to his advantage, built a digital magazine, and successfully raised funds from venture capitalists.

Listen to Brandon tell the tale of his run-ins as an entrepreneur including his dramatic encounter with a venture capitalist that facilitated a million dollars boost to his digital magazine. Discover how his innovative mindset and determination led to his company being sold to a large public media organization based in Canada. Aside from his entrepreneurial exploits, learn about his experiences as a venture capitalist, a stint at America Online, and his journey to business school.

When it comes to starting or growing a business, having a lucid and robust business plan is critical. Brandon discusses his approach of turning a comprehensive business plan into an easy-to-understand 11-slide presentation. He outlines the various aspects of the business plan, from the elevator pitch to the go-to-market strategy. With valuable insights from his experiences, missteps, customer interactions, and knowledge as an investor and entrepreneur, Brandon is a treasure trove of advice for aspiring and established business owners alike.

Besides dispensing his wealth of knowledge, Brandon is also involved in his recent project, Trevally and hosts the The Brandon White Show. Whether you're starting out with a business idea or seeking ways to expand your existing venture, this episode is brimming with actionable tips that can guide you towards success in business.

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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In this episode of "Behind the Numbers," our host, Dave Bookbinder, engages in a compelling discourse with Rich Kirkpatrick, author of "Mind Blown: Unlock Your Creative Genius by Bridging Science and Magic." Together, they explore the vast landscape where creativity intersects with the corporate universe.

Throughout the conversation, Kirkpatrick shatters the widely held belief that creativity and business live in separate spheres. He emphasizes how leadership and innovation are tied deeply within an extensive, systematic process. We journey with them into the profound phases of creative exploration - discovery, development, and delivery. An impactful dialogue unveils before us, demonstrating how breaking free from conformist constructs and tapping into the realm of imagination can stimulate creativity in business.

Kirkpatrick provides invaluable insights into the captivating interplay between science and magic within creativity. He highlights the transformative power that creativity can invoke when effectively integrated into business. He deciphers the importance of empathy, vision, and intentionality in fostering a culture of innovation, pointing out that embracing creativity can lead business leaders towards exceptional growth and profitability.

We conclude with Rich's invaluable advice aimed at nurturing creativity in personal and professional settings. Whether it's understanding which facet of creativity they lean towards - the 'robot' or the 'wizard' - or even discovering the lessons from the opposite style, viewers are sure to glean a wealth of knowledge. This riveting episode is a treasure-trove for anyone looking to channel their creative genius for personal & professional advancement. Prepare to transform your business approach through the power of innovation and inspiration.

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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Today’s guest says that many sellers are surprised by how grueling the sale of their company can be, He’s here today to offer advice on how to navigate the process and come out on top.

Dave Bookbinder goes Behind The Numbers with Jim Haefele, Partner and Visionary at Haefele Flanagan.

Jim has provided a variety of services to clients including tax consulting and compliance, general advisory, strategic business planning and budgeting, due diligence, business valuation and succession planning. He is regularly involved in negotiating loans and exploring financing alternatives for his clients with various financial institutions. Jim has extensive experience with the acquisitions and dispositions of business operations for corporations, partnerships, limited liability companies and sole proprietorships.

In this episode we’re discussing the elements that make a business ready for sale; navigating the sale process; and when to start preparing for a sale.

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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In this engaging episode of 'Behind the Numbers', host Dave Bookbinder delves into a fascinating conversation with Sean Austin, the Founder and CEO of Helios Life Enterprises. The discussion centers around the extraordinary role of voice tone in shaping business outcomes.

Sean unravels how his innovative algorithm at Helios aids in identifying voice changes and tonal variations, thereby facilitating a deeper understanding of the underlying messages conveyed. With his extensive experience in AI, Austin highlights the widespread applications of voice analytics, encompassing capital markets, interviews, and customer services.

The conversation takes an interesting turn towards Market EQ, a venture co-founded by Sean, that provides an AI tool to analyze any communication. Designed to unravel the intricacies of language and measure voice volatility, Market EQ aims to enhance communication efficiency and instill confidence through a user-friendly platform.

Diving deeper, the discussion unravels the substantial impact of voice tone and its potency in detecting deception, evaluating confidence, and accurately deciphering corporate genuineness. Sean unraveled the exceptional value of this technology in honing individuals' presentation skills and providing an edge to investment quants.

The episode concludes with Sean imparting insightful advice to budding entrepreneurs, urging them to demonstrate resolve, perseverance, and to 'pound the pavement' in their respective journeys. Tune in to glean fascinating insights at the crossroads of technology, corporate communication, and market trends.

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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Welcome to an exhilarating episode of 'Behind the Numbers', where business topics are uncovered and unraveled. Our guest this time, Jerry Dugan, the founder, and CEO of BTR Impact, sheds light on crafting a workplace environment where employees can take pride.

Diving into the intricacies of modern workplaces, we discuss how leaders can weave together professional achievements and personal values, to curate a work-life balance offering success on their terms. BTR Impact specializes in detecting and solving the issues of disengagement and dwindling morale that typically plague workplaces.

Dugan's take on the 'Great Resignation', the rising trend of employees leaving their positions worldwide, is loaded with enlightening statistics. Essential themes of hybrid work models, the significance of growth opportunities, and the necessity of competitive pay are tactfully covered.

Together, we tackle the financial and morale implications of high employee turnover and explore potential strategies to combat dissatisfactory workplace environments. Devoting this episode to leaders and employees worldwide, we aim to foster a work culture that everyone can esteem.

For more of Jerry's impactful insights, visit btrimpact.com. We also venture into a hidden piece of wisdom from the Society for HR Management (SHRM) that states replacing an employee can potentially cost up to three times their annual salary.

Featuring Jerry's experience from his military background and professional sphere, he provides practical guidance on reducing turnover and boosting engagement at work. The conversation winds down with highlighting 'leading with empathy', showing how thoughtful and adaptable management can instigate incredible loyalty and commitment from staff.

Tune in for an episode packed with insights for business leaders and HR professionals aiming to refine their leadership skills, increase employee engagement, and lessen turnover to enhance their organization's profitability and performance.

Here’s the link for the turnover calculator discussed during the interview https://btrimpact.com/healthcare-staffing

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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Today’s guest says that “talent isn’t enough.” Just like in sports, he has built his team on that notion and is creating an organization that is becoming the “employer of choice.”

Dave Bookbinder goes Behind The Numbers with Michael Rosen, Chief Executive Officer at Commercial Cleaning Corp.

Mike Rosen has been the CEO of Commercial Cleaning Corporation since 1988 and has been working in the cleaning industry since 1978. As an early proponent of green cleaning, Mike has served on green cleaning panels for the Mid Jersey Chamber of Commerce, New Jersey Sanitary Supply Association, and the New Jersey Green Association, as well as co-authoring an article in the Building Service Contractors Association International entitled “Green Cleaning in Public Schools”. Mike also serves as the president of the Trenton Rotary Club and services on the Board of Directors of the Trenton Rotary Foundation and Trenton Catholic Academy.

In this episode we’re discussing the dynamics of family-owned businesses; the journey to re-invent the company’s culture; and more.

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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Today’s guest is a former tech recruiter who wanted to change the employee / employer recruiting experience by launching his own company. That company was just recognized with an award for Startup of the Year.

Dave Bookbinder goes Behind The Numbers with Jared Tang, Founder and CEO of Gaggle Social.

Jared Tang is the Founder &. CEO of Gaggle Social, the enterprise software dedicated professional networking. The platform reduces the length of the hiring process by fine tuning your talent search through faster skills evaluation, streamlined search features, multiple job posting options, and more.

In this episode Jared shares his insights about the limitations of one-size-fits-all recruiting sites; how to find the best-fit employees and why empathy in the workplace is critically important.

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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Why do many small businesses fail to scale? Today’s guest says that it’s a function of leadership and it’s fixable.

Dave Bookbinder goes Behind The Numbers with Hal Levenson, Partner and Chief Visionary Officer at Haefele Flanagan.

Former CPA, Hal Levenson, spent many years in his accounting practice helping small and medium-sized companies, in the New York, New Jersey and Philadelphia area. An entrepreneur himself, Hal is passionate about the contributions that entrepreneurs make to economic growth, standard of living, skill advancement, and community development. Yet, in his years in accounting, he saw the frustration of CEOs trying to align business objectives with personal goals. He noticed that so many businesses seemed stuck. Employees at most every level were putting in long hours and working exceptionally hard just to get an edge on a competitor, keep up with technology or handle sensitive personnel issues.

When organizations attempt to carry out major business functions without the required skills and behaviors, it creates a great and unnecessary challenge and slows business growth. Hal founded Trilogy Partners in 2009 to provide these businesses and their CEOs with the direction, planning, and financial advice that they need. He formed a team of experienced C-Suite advisors, called Alliance Partners, who could help entrepreneurs implement their vision.

In 2021, Trilogy Partners merged with Haefele Flanagan to provide stronger outcomes for clients, whom now have access to holistic business advisory services from strategy through finance. HFConsulting services include, but are not limited to, strategic planning, executive and leadership coaching, business transition and exit planning, financial education, and C-Suite support.

In this episode we unpack the various factors that impact a company's ability to scale, including identifying blind spots; making tough decisions; creating healthy conflict to increase accountability; and more!

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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Is private equity a solution for your company? Is private equity in your career path? Today’s guest says that she has “the coolest job in the world” and she’s going Behind the Numbers to discuss both of these questions.

Dave Bookbinder goes Behind The Numbers with Dyana Baurley, Director, Head of NA Business Development, Middleground Capital.

MiddleGround Capital is a private equity firm based in Lexington, KY. MiddleGround makes control equity investments in middle market B2B industrial and specialty distribution businesses. MiddleGround works with its portfolio companies to create value through a hands-on operational approach and partners with its management teams to support long-term growth strategies. For more information, please visit: https://www.middleground.com/

In this episode we’re discussing how private equity can help family-owned businesses as a resource for long-term growth. Dyana also shares her passion about business development and networking.

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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Many small business owners feel that they aren’t “ready” for a CFO, but most would benefit from CFO services.

Dave Bookbinder goes Behind The Numbers with Chris O’Brian, Founder of O’Brian CFO Consulting

In this episode we’re discussing how small businesses and entrepreneurs can benefit from a chief financial officer; why clean financial statements are a critical need; and the importance of financial planning and analysis (FP&A).

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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Interested in lowering your tax bill? (Who isn’t?) Today we’re discussing strategies that business owners can employ to keep more money in their coffers.

Dave Bookbinder goes Behind The Numbers with Dave Gill, Partner at Haefele Flanagan.

Dave leads Haefele Flanagan’s tax compliance and planning practice, also offering accounting and consulting services to clients across a variety of industries. His specialties include real estate, retail, restaurants, wholesale, construction, medical practices, financial services and nonprofit. Dave’s specialty in tax includes the compliance, planning and IRS representation of businesses, individual and nonprofit clients.

Dave is a former chair of the Pennsylvania Institute of Certified Public Accountants’ Emerging CPA committee.

In this episode Dave shares his insights regarding the issues that business owners face in planning for tax time and strategies to use to reduce the tax burden. He also sheds light on the real estate segment, sharing techniques to minimize the tax bite, and more!

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.

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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Today we’re discussing how compliance can increase the value of your company with the man who is known as the “Compliance Evangelist.”

Dave Bookbinder goes Behind The Numbers with Tom Fox, founder of the Compliance Podcast Network.

Over the past 15 years, he has been a General Counsel and Chief Compliance Officer. He is now an Independent Consultant, assisting companies with anti-corruption, anti-bribery compliance, and international transaction issues. He specializes in bringing business solutions to compliance problems. Tom is the author of the award-winning Foreign Corrupt Practices Act (FCPA) Compliance and Ethics Blog and the international best-selling book “Lessons Learned on Compliance and Ethics.”

In this episode we’re discussing all things related to compliance including how compliance makes businesses more efficient and more profitable.

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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“When should I sell my business?” is a common question asked by business owners, and one that today’s guest is often answering.

Dave Bookbinder goes Behind The Numbers with Jim Rogers, Managing Partner at Haefele Flanagan.

Jim’s areas of expertise include audit, private business consulting, succession planning, mergers and acquisitions, litigation support and forensic accounting. A licensed CPA in Pennsylvania, New Jersey, New York and Delaware, Jim works primarily in the not-for- profit, real estate development, construction, service, manufacturing and leasing industries. He serves on the Board of Directors for the Building Industry Association of Philadelphia and Holy Redeemer Health System.

In this episode we’re discussing how to overcome the emotional challenges related to selling your business; maximizing valuation; managing the proceeds of a sale; and more!

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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Today’s guest is a hands-on CFO who’s involved in leading more than just the finance function. He’s going Behind the Numbers to share why he believes that organizations will benefit from having a CFO that thinks like a CEO.

Dave Bookbinder goes Behind The Numbers with Scott Stone - Chief Financial Officer at Alliance for Multispecialty Research.

Scott is not your “typical” CFO (not that there's anything wrong with that). He has always been fascinated by how things work, and that has led him to continuously seek a deeper understanding of how businesses really function. While he is passionate about being a Finance leader, he is drawn to learning how enterprises grow and thrive, and how to build and develop the teams that create meaningful opportunities for people - and ultimately drive value creation.

Scott also leads a class in the UAB School of Entrepreneurship called "Entrepreneurial Finance and Accounting", in which the entrepreneurs of tomorrow learn how to develop and use Accounting and Finance skills in their future endeavors.

In this episode we’re discussing how a CFO can create value in an organization; how to manage the ever-expanding role of the CFO and why they should be asking for more; and building culture as a finance leader.

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.

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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How do you know if your investment in marketing is paying off? Today’s guest answers that question and more.

Dave Bookbinder goes Behind The Numbers with Ali Schwanke, CEO and Founder of Simple Strat

Ali Schwanke is the founder of Simple Strat, a Diamond HubSpot solutions partner and B2B

content marketing agency. She’s also the co-host of HubSpot Hacks, the unofficial YouTube

channel for HubSpot tutorials.

Ali is a sought-after speaker, marketing advisor, and podcast guest about HubSpot, marketing

strategy and driving leads and awareness through content across multiple platforms. Audiences

appreciate her no-BS approach and her keen ability to bring fresh ideas and strategies to

marketing and sales teams.

In this episode Ali shares how the use of video shortens the sales cycle, the role of artificial intelligence in content marketing and why building a brand is a strategy for building valuation.

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.

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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Is there ever a perfect time to sell your business?

Dave Bookbinder goes Behind The Numbers with Sean Frank, Founder and Chief Investment Officer of Cloud Equity Group, a private equity firm that invests in, acquires or lends funds to startup, emerging, established or distressed companies that operate in the cloud computing and managed IT services space.

In this episode we’re discussing the things that a private equity investor looks for when making a purchase or investment decision. We’re going into the numbers; discussing key metrics and drivers as well as behind the numbers in discussing the importance of key people; and more!

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.

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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Today's special guest is a Chief Executive Officer, Founder, and Financier of businesses. She is here today to discuss ways to unleash your leadership potential and overcome self-doubt.

Dave Bookbinder delves deeper into the details with Tissa Richards, the author of No Permission Needed: Unleash Your Leadership Potential and Eradicate Self-Doubt.

As a consecutive Silicon Valley technology startup creator, Tissa raised millions of dollars in funding, obtained multiple patents for intricate cybersecurity products, and received recognition for innovation from both HPE and Dell. Currently, she works as a highly sought-after keynote speaker, trusted executive consultant, and corporate facilitator for Fortune 1000 and emerging organizations, assisting them in establishing connections.

Check out Tissa’s TedX talk here.

In this episode we’re discussing how to create high performing teams, why resilience is a super power and how to build it, and why ‘elevator pitches’ are not the way to become memorable.

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.

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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Today, we are delving into the artistic aspect of artificial intelligence with Matt Swalley, one of the founders and the Chief Business Officer of Omneky.

Omneky serves as an AI-based marketing platform that generates and optimizes personalized advertisement creations to enhance sales across all digital interactions. Utilizing the powerful capabilities of OpenAI's GPT-4, DALLE-2, and their own exclusive algorithms, Omneky's platform empowers clients to analyze the aesthetic preferences of their target audiences and effectively manage a multitude of AI-generated advertisements tailored to drive conversions for each customer profile.

In this episode Matt explains how artificial intelligence is being used in the creative advertising space; the challenges associated with content creation, distribution and engagement; and more!

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.

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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Research suggests that individuals who lack empathy and remorse and possess manipulative tendencies are drawn to leadership positions in companies. Surprisingly, the incidence of psychopathy among CEOs is comparable to that of the prison population, with up to 1 in 5 corporate executives exhibiting psychopathic traits. This alarming statistic highlights the significant presence of psychopathy among CEOs, especially when compared to the general population where only 1 in 100 individuals are psychopaths.

In a fascinating conversation, Dave Bookbinder delves into the subject with Jack McCullough, the President of CFO Leadership Council and author of "Secrets of Rockstar CFOs" and "The Psychopathic CEO: An Executive Survival Guide." Jack, who founded The CFO Leadership Council in 2006, has successfully established a platform for chief financial officers to access top-notch professional development programs and networking events. With his extensive experience as the Director of KPMG's Global Innovation Center and as a CFO for 26 startups, Jack understands the challenges faced by corporate leaders in today's business landscape. His expertise has earned him recognition and media attention, with interviews on Bloomberg, CNN, and Fox Business Network, as well as mentions in publications such as the Wall Street Journal, CFO Magazine, and Business Finance Magazine.

Jack's contribution to the field of finance extends beyond his role as a CFO. He has developed a venture capital course for Harvard Business School and MIT Sloan MBA candidates, solidifying his reputation as a thought leader in the industry. Furthermore, he is the visionary behind the highly acclaimed MIT Sloan CFO Summit, regarded as the most influential conference for financial leaders worldwide.

In this episode Jack tells us how to identify a psychopathic CEO including some famous ones; how to survive working with a psychopathic CEO; what separates a good CFO from an elite CFO, and more!

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.

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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Does leadership truly have an impact on your financial results?

Dave Bookbinder delves into the statistics with Dr. Andy Neillie, the founder of Neillie Leadership Group. Dr. Neillie is not only a business owner but also a bestselling author on leadership and an acclaimed speaker.

Andy Neillie is an expert in his field, serving as a keynote speaker, corporate trainer, coach, and consultant. He works with both Fortune 500 companies and small to mid-sized businesses, as well as trade groups and associations. Additionally, he imparts his knowledge of leadership principles to MBA students at Concordia University.

Dr. Neillie has also authored a book titled "The Golden Principles: Life and Leadership Lessons from a Rescued Dog," which draws upon simple yet powerful lessons from a Golden Retriever to guide individuals in living and leading successfully.

In this episode we’re discussing how leadership impacts profitability and culture; the Four Leadership Necessities; and more!

Visit www.leadershipmaterials.com for a free e-book from Andy!

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.

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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An exit plan generally takes into account the possibility of selling to strategic purchasers, such as competitors, and financial purchasers, such as private equity firms. Our guest today, Dominic Wells, CEO and Founder of Onfolio Holdings, operates in a unique position as a financial buyer.

Onfolio specializes in acquiring, managing, and optimizing a diverse range of digital companies. It focuses on purchasing businesses operating in sectors that offer long-term growth opportunities, possess stable and positive cash flows, face minimal threats from competitors or emerging technology, and have strong management teams or the potential to be effectively managed by the Onfolio team. Under Dom's leadership, Onfolio has transformed from a startup into a publicly listed company on NASDAQ.

In this episode Dom discusses growing, selling and investing in online businesses, his journey from entrepreneur to CEO of a public company, and more.

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

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🔹 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.

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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Today's special guest is the author of The Business Hierarchy Of Needs® – Transforming Strategy Into Outcomes. He is here today to educate us on how to achieve that. Dave Bookbinder delves into the details with Jim Gitney, CEO of Group 50 Consulting and author of The Business - Hierarchy Of Needs® – Transforming Strategy Into Outcomes.

Jim Gitney has accumulated more than 45 years of practical experience in the corporate world and as the CEO of Group50® Consulting. He gained his expertise working with notable companies such as GE, Stanley Black & Decker, Sunbeam, and over 200 other companies ranging from startups to large publicly traded corporations during his 18 years of consultancy. Throughout his entire career, he has held leadership positions, including serving on boards of directors and managing various functional organizations such as manufacturing, marketing, engineering, and quality.

During his extensive experience, Gitney consistently observed that a lack of strategic alignment and agreement within organizations, along with poorly executed technology and business processes, were the underlying causes of failed strategies. In 2013, he developed the Business Hierarchy of Needs® as a framework for designing and implementing successful strategies. Strategy Realized – The Business Hierarchy of Needs® serves as his comprehensive guide, presenting a step-by-step process for transforming strategy into tangible results, drawing upon his key learnings from the past 45 years.

In this episode we’re discussing why identifying an organizations most important goal is critical to success, how to think about organizational design, managing change and technology, developing and implementing strategy through engagement, and more!

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.

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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Today’s guest shares her experience in senior finance roles to help leaders and aspiring leaders to develop executive presence.

Dave Bookbinder goes Behind The Numbers with Sue Rosen, finance leader and executive coach.

In this episode Sue breaks down the elements of executive presence and how to use it to create influence and connection. She also explains that executive presence goes well beyond how you dress and how you speak; and why having executive presence is critical in today’s workplace.

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.

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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Today’s guest was inspired by a strong woman in her life: her mother.

Dave Bookbinder goes Behind The Numbers withNatalie Luke, CEO of UnCeiling You and author of "UnCeiling Your Career."

Natalie Luke holds an interdisciplinary Ph.D. in Molecular Biology, Cell Biology, Biochemistry, and Biophysics from the University of Missouri, Kansas City. She has transitioned her career several times, starting as a high school science teacher before climbing several rungs of the career ladder to become Vice President of a STEM company. Natalie's bold career transitions wouldn't have happened without using her mom's formula of career success, as illustrated in her debut book, UnCeiling Your Career — At Any Age.

Natalie has immortalized her mother’s recipe in this book to help women worldwide gain confidence in themselves, develop their leadership skills, and provide a framework to create the life of their dreams.

In this episode Natalie shares advice for career advancement that is predicated on dreaming big, focusing on the WHY and not the HOWs, and how to overcome the inevitable obstacles.

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.

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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Dave Bookbinder goes Behind The Numbers with Bob Woolverton, author of “The Part of Leadership No One Talks About.

During his career, Bob spent more than three decades in leadership positions. He is a graduate of the FBI National Academy in Quantico, Virginia, and was a contract leadership instructor for the Washington State Criminal Justice Training Commission for twelve years. He authored the book, The Part of Leadership No One Talks About. He is regularly called upon for guest appearances on Leadership Podcasts across the United States and as far away as India.

In this episode we’re discussing what employees hate most about bosses, why people quit their boss and not their job, and the number one message that leaders need to hear.

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.

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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Today’s guest says that “choosing an entrepreneur’s lifestyle comes with indescribable feelings of freedom and purpose. It also evokes a strong sense of loneliness and stress when navigating the roadblocks, setbacks and personal sacrifices that come with business leadership.”

Dave Bookbinder goes Behind The Numbers with Leo Popik, founder and CEO of Leading Peers, a community for CEOs to connect and collaborate.

Leo is a servant leader with a passion for helping entrepreneurs achieve personal and professional goals within a supportive peer-to-peer environment. In 2020, he founded Leading Peers and became its CEO, with a vision of transforming the organization into the largest global CEO community for connection, collaboration, and growth.

In this episode Leo explains the value proposition of peer and advisory boards, when a company is ready for each, and the top issues facing business owners today.

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.

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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Today’s guest escaped from his “personal prison” at work to help others do the same.

Dave Bookbinder goes Behind The Numbers with Executive and Relational Coach and author of How to Escape From Prison, Devan Bailey.

Devan helps stressed-out professionals regain control of their lives, exponentially increasing their happiness and effectiveness at work while designing a life that provides meaning to enjoy the journey truly. Using the principles he teaches, Devan went from being an international “Big 4” businessman with burnout, enduring a nervous breakdown, to a happy, fulfilled person running his own business and life.

In this episode we’re discussing the qualities that great leaders possess and how those qualities overlap with your life outside of work. We also discuss the impact of stress on health and performance, and Devan shares actionable advice about how to create and manage boundaries for yourself and with others.

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.

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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Proudly brought to you by The NEW ROI: Return on Individuals - www.NewROI.com

New episodes of Behind The Numbers will be coming soon. Thank you for supporting the show!!   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 […]

The post New Episodes Coming Soon!! appeared first on The NEW ROI: Return on Individuals.

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What can a couple of squirrels teach you about leadership? Tune in to find out!

Dave Bookbinder goes Behind The Numbers with Tania Luna, Author of Lead Together - Stop Squirreling Away Power and Build a Better Team.

In this episode we’re discussing why a "power-with" vs "power-over" leadership style produces innovative and cohesive teams, and the real-world impact of leadership on Tania’s business valuation.

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.

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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Proudly brought to you by The NEW ROI: Return on Individuals - www.NewROI.com

Today’s guest says that financial models have become the most important decision making tools in modern finance. So, what do financial models, craft beer and the rock band, Rush have in common?   Dave Bookbinder goes Behind The Numbers with Ian Schnoor – the Executive Director of the Financial Modeling Institute, the only Financial Modeling accreditation […]

The post Beneath, Between and Behind The Numbers – Ian Schnoor appeared first on The NEW ROI: Return on Individuals.

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Whether you’re looking to raise capital or just grow the top line, today’s guest has valuable insights to share with you.

Dave Bookbinder goes Behind The Numbers with Michael Doyle - Chief Executive Officer at BrandIron

Brand Iron is a leading branding and marketing consulting and implementation firm. Michael is an advisor to private equity firms, real estate firms and technology companies, focusing on capital raise efforts, branding and positioning companies for acquisition. He's been a part of 3 successful exits including selling his own company and being part of an initial public offering. He's helped companies raise over 5 Billion in capital, and been an advisor to over 40 acquisitions.

In this episode we’re discussing the qualities of a memorable brand, how to position your company to get acquired, and the key elements of every successful pitch deck.

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.

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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Proudly brought to you by The NEW ROI: Return on Individuals - www.NewROI.com

If you’re the kind of person who wants to get things done but sometimes struggles with how to do so, you’ll want to meet today’s guest. Dave Bookbinder goes Behind The Numbers with Blaine Oelkers, America’s only Chief Results Officer.   Blaine Oelkers is a leading authority on Personal Implementation & Consistency. He’s a Habit […]

The post What You Think About You Bring About – Blaine Oelkers appeared first on The NEW ROI: Return on Individuals.

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Artificial intelligence, or “AI,” has been hailed as one of the greatest inventions of our time – AND – a legitimate threat to life as we know it. Which is it?

Dave Bookbinder goes Behind The Numbers with Artem Koren, Co-Founder and Chief Product Officer at Sembly.ai.

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 as a systems engineer, product manager, IT executive, management consultant, and entrepreneur to create innovative products, bringing to life new ways that technology can help us reach our goals. Sembly AI, which he co-founded in 2019, is at the forefront of advancing natural language understanding, paving the way for a symbiotic partnership between humans and technology.

In this episode we’re breaking down AI in the area of conversational intelligence and meeting assistants. Artem also shares his thoughts about the future of AI technology, along with insights from his experience as an entrepreneur.

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.

THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES

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The ‘Great Resignation’ shined a spotlight on the importance of retaining your top talent. Today’s guest authored a survival guide for how to win the ongoing war for talent.

Dave Bookbinder goes Behind The Numbers with Dr. Merrylue Martin, President and CEO of the Job Joy Group. She is a celebrated leadership strategist, coach, and best-selling author of, ‘The Big Quit Survival Guide- Tools and Tactics to Attract the Best, Retain Top-Performers, and Nail the Talent War.’

In this episode we’re discussing the psychology of work, how to attract and retain top-performers, and how to build an engaged workforce one person at a time.

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.

THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES

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Proudly brought to you by The NEW ROI: Return on Individuals - www.NewROI.com

How many times have you sat in a meeting and wished that the speaker would just get to the point already. Today’s guest is with you on that and he’s here to tell us how to do just that.

Dave Bookbinder goes Behind The Numbers with Lewis Chaney, Founder of Get To The damn Point LLC.. Lewis is a National Speakers Association member and TEDx Alumnus with over 30 years in TV broadcasting, advertising, and filmmaking, and has mastered the art of getting to the damn point.

From news interviews to meetings to breakroom brainstorms, Lewis’s courses teach your team how to speak clearly & confidently in any situation. But most importantly, he’s pioneering how poor communication skills are costing you valuable time.

In this episode Lewis explains how the use of ‘filler words’ not only kill time, but damage your credibility; how to improve meetings and sales calls; all while building a more cohesive team.

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.

THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES

The post Get To The Damn Point – Lewis Chaney appeared first on The NEW ROI: Return on Individuals.

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Today’s guest’s mission is to create great places to work that achieve the Strategy of the Organization. He’s here today to discuss how to do just that.

Dave Bookbinder goes Behind The Numbers with Julian Chapman, President of Forrest and Company and author of The Managerial Leadership Journey. Julian has over three decades of experience engaging teams and organizations, from small groups to thousands of employees, building their leadership capability. His leadership knowledge is augmented by his 30+ year "second" career as a member of the Canadian Armed Forces from which he retired in 2014 at the rank of Brigadier-General. He joined Forrest & Company in 2002 taking over as President of the company in 2015.

In this episode Julian discusses the why management is really about the journey, where accountability and responsibility appear on the roadmap, and why we need to manage the managers in the first place!

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.

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Today’s guest says that 80% of an organization’s culture is a result of its managers. He’s here today to help managers understand how to become better leaders.

Dave Bookbinder goes Behind The Numbers with Kevin Herring, President and Founder of Ascent Management Consulting. Kevin is a recognized expert in team and business unit turnarounds and creator of the 90-day Turnaround, a unique program for building great leaders and transforming any workgroup into a highly engaged, high performing team in just 90 days.

In this episode Kevin explains how your STANCE about your employees determines how they perform. We’re discussing motivation and accountability and how they impact engagement, and more!

For BTN listeners, Kevin is offering a tool that steps the leader and team through a process of integrating team members’ work and commitments. It’s a great engagement and productivity-enhancing tool. Here’s the link to access it: https://ascentmgt.com/5-steps-to-higher-productivity/

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.

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About 70% of change initiatives fail. Today’s guest is here to tell us why, and how to create transformational change.

Dave Bookbinder goes Behind The Numbers with Ben Baker, President of Your Brand Marketing, an Employee Engagement Consultancy specializing in helping companies communicate more effectively inside their organizations.

He is also the author of two books: “Powerful Personal Brands: a hands-on guide to understanding yours,” and “Leading Beyond a Crisis: a conversation about what’s next/”

In this episode Ben shares his insights on how to use podcasting as an instrument for change and why leaders should be the last to speak in a meeting, and more!

Check out these tips from Ben: https://yourbrandmarketing.com/wp-content/uploads/2022/11/How-to-communicate-change-successfully-FINAL-.pdf

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.

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Today’s guest has been recognized as one of the greatest teachers of our time and has been called a "Creativity Guru." She’s here today to teach us about Strategic Creativity.

Dave Bookbinder goes Behind The Numbers with Robin Landa.Robin is an expert in creative advertising, branding, graphic design, and social media, and has been called a "creativity guru," having published over 20 widely recognized books in her fields of expertise. Robin holds the title of Distinguished Professor of the Michael Graves College, Kean University, USA. She has won numerous awards for her design, writing, and research, and the Carnegie Foundation lists her among the greatest teachers of our time.

In this episode Robin shares why ‘brainstorming’ is counterproductive in idea generation; how to use creativity in a strategic fashion; constructing a brand narrative; and more!

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.

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Today’s guest has written the book on problem-solving.

Dave Bookbinder goes Behind The Numbers with Hans Norden, Author of The Root Cause: Rethink Your Approach To Solving Stubborn Enterprise-Wide Problems.

In this episode Hans explains the mechanics of problem-solving and business mechanics; and also offers new ways of thinking to help in decision making; and more!

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.

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Today’s guest has shared the stage with internationally-renowned thought leaders and he’s here today to share his insights with you.

Dave Bookbinder goes Behind The Numbers with workplace communication expert and author of 14 books, Antoni Lacinai.

Antoni’s business passion is to decipher the mysteries of human communication, especially around conscious leadership, employee engagement, and customer service.

As a global speaker, he has been invited to speak on most continents, and he has coached thousands of executives and teams around the world. When large international organizations or national governments need to elevate for instance their leadership-, sales- and presentation skills they reach out to Antoni and his unique blueprint called Communication insights.

To date, he has written and co-written 14 books and hundreds of columns and articles. He is a regular columnist in various magazines and is often interviewed on Swedish national TV. Founder of Lacinai AB Communication & Performance Development.

In this episode Antoni shares the hidden reasons for employee engagement; the super-powers of communication and more!

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.

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Today’s guest is the Founder of an award-winning company that gained notoriety during the global pandemic and is still keeping people safe from germs on common surfaces today/

Dave Bookbinder goes Behind The Numbers with Zeynep “Z” Ekemen, Founder and CEO of Silver Defender.

Silver Defender provides self-cleaning adhesive films with built-in antimicrobial protection that help businesses keep their commonly touched surfaces clean.

In this episode, Zeynep shares the history of the company, what inspired the idea for the product and how the product is being used. She also shares her entrepreneurial journey and more!

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.

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Today’s guest discusses what’s behind the numbers to understand what really drives consumer behavior.

Dave Bookbinder goes Behind The Numbers with Darshan Mehta, Founder of iResearch.com, a platform that allows users to quickly extract insights from consumers throughout the world, and ConnectQik.com, an app that allows users to make instant connections and take part in engaging interactions. Darshan has also authored a book, “Getting to Aha! Today’s Insights Are Tomorrow’s Facts,” to help business leaders understand and leverage changing consumer preferences.

In this episode, Darshan shares how insights and branding drive growth’ the importance of the customer experience; and a few aha moments.

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.

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Today’s guest coaches business leaders by sharing what he’s learned about being an elite performer in the military.

Dave Bookbinder goes Behind The Numbers with Mark Ashby – Founder, Mark Ashby Consulting.

Mark Ashby is a highly-regarded specialist who assists multinational companies and their leaders in crisis awareness, cultural change & high-performance leadership. He has displayed an extraordinary ability to perform optimally under stressful scenarios through extensive experiences as a member of the Elite Paratroopers and other Specialist roles in the Australian Army, as well as having been attached to the U.S. military, the U.S. State Department and embedded with the Green Berets in Iraq.

In this episode, Mark shares the parallels between leadership in the military and leadership in the private sector including: why leadership is about the heart and mind, how to perform optimally in stressful, toxic and high-pressure environments and more!

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.

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Sports often provides us with metaphors for the business world. Today’s guest has interviewed business leaders and athletes to better understand this connection.

Dave Bookbinder goes Behind The Numbers with Bryan Gillette, Founder of Summiting Group and Author of EPIC Performance Lessons from 100 Executives and Endurance Athletes on Reaching Your Peak.

Bryan is a former Silicon Valley human resource executive, founder of his own leadership consulting business, and amateur ultra-endurance athlete. He has ridden his bike across the United States and run 205 miles around Lake Tahoe. Bryan knows how to connect with both the business leader or the amateur athlete to help them reach their peak and achieve the impossible. The skills and behavior, as he learned, are the same.

After interviewing 100 leaders on how they reach their peak and from his own experience in both roles, he wrote EPIC Performance: Lessons from 100 Executives and Endurance Athletes on Reaching Your Peak.

In this episode, Bryan shares the key takeaways from the leaders and athletes he’s interviewed. We’re also discussing what holds people back from making big leaps and how we can push ourselves further.

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.

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Today’s guest is the author of the book, “Fixing Work.” He’s here today to tell us what’s broken and how to fix it.

Dave Bookbinder goes Behind The Numbers with Thomas Bertels, Founder and President - Purpose Works Consulting.

In this episode we’re discussing process improvement with a human capital component and how that focus is benefitting organizations and employees by creating more meaningful work. Thomas also shares the ROI that companies capture in redesigning processes along with some tips to fix work.

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.

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Pricing a product or service properly encompasses many factors. Today’s guest is a pricing strategist who’s here to shed light on this important topic.

Dave Bookbinder goes Behind The Numbers with Per Sjofors. Per, aka “The Price Whisperer”, is a thought leader in how companies can use pricing to drive higher growth, sales volume, and profits. He is a sought-after speaker for various conferences, appears regularly on podcasts and business radio shows, and gets routinely quoted in the financial and business press. Get Per’s new book, The Price Whisperer – A Holistic Approach to Pricing Power here.

In this episode, Per explains what drives pricing power and explains the psychology behind a buyer’s willingness to pay. Per also shares the impact that pricing power has on business value and private equity holding periods, and more!

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.

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Today’s guest learned about leading in crisis and chaos from his days as a Navy SEAL. He’s with us today to explain why the most difficult times are opportunities the for leaders to shine in the business setting.

Dave Bookbinder goes Behind The Numbers with Marty Strong. Marty is a retired Navy SEAL, CEO and author. While he is the author of nine novels, his expertise and passion are leading dynamic organizations. His insights are captured in his two business books, Be Nimble: How the Creative Navy SEAL Mindset Wins on the Battlefield and in Business, and Be Visionary: Strategic Leadership in the Age of Optimization.

In this episode, Marty discusses leading in crisis and shares what military leadership characteristics translate well for business and which ones don’t. We’re also discussing the characteristics that good leaders possess, how to develop those skills – and much more!

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.

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Today’s guest believes that the next big technological disruptor event for many businesses is going to be implementing Operations Management software to shape the future of work and beat competitors through better, more consistent daily operations.

Dave Bookbinder goes Behind The Numbers with Tommy Yionoulis, SaaS Founder & CEO of OpsAnalitica, an Operations Analytics platform that focuses on managing and measuring daily team activities for large multi-unit businesses.

In this episode, Tommy offers insights for how companies with multiple locations can deliver a consistent customer experience via a unique software platform. He also shares how artificial intelligence will impact the operations management space, and more.

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.

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Today’s guest is here to help you to share your unapologetic value proposition and stake your claim as an industry expert.

Dave Bookbinder goes Behind The Numbers with Beate Chelette, The Growth Architect.

In this episode, Beate describes the ways to grow your authority quickly and effectively and how to systematize all of it for 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.

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Today’s guest helps new and experienced managers become confident, high-performing leaders people love to work for.

Dave Bookbinder goes Behind The Numbers with Ramona Shaw, author of The Confident & Competent New Manager and host of The Manager Track podcast.

In this episode, Ramona shares insights about how to elevate your leadership skills; why what worked previously won’t work as you climb the corporate ladder; and the ROI of leadership development. She also offers tips for new managers to become successful leaders.

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.

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Today’s guest is taking leadership to the next level with psychology and neuroscience.

Dave Bookbinder goes Behind The Numbers with R. Michael Anderson, 3x business Founder, Keynote Speaker and Author of Leadership Mindset 2.0.

In this episode, Michael explains the neuroscience of leadership and how to move from tactical to strategic thinking. We’re also discussing leadership ‘blind spots,’ mindset shifts and more.

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.

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The Labor shortage combined with a skills gap in technical and general fields has created a void that employers need to close. Today’s guest offers a solution.

Dave Bookbinder goes Behind The Numbers with Scott Shaw, Chief Executive Officer at Lincoln Tech.

In this episode, Scott discusses the benefits of trade schools and why they are a viable alternative to college for many individuals. He also shares insights on his role as CEO.

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.

🔸 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.

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The World Economic Council studies confirm that diverse organizations outperform their peers who are not diverse across a wide range of key performance metrics., including profitability (25-36%), innovation (20%), decision-making (30%) and employee engagement (statistically significant). Yet, many company leaders remain reluctant to embark on diversity, equity and inclusion (DEI) initiatives. Myths and assumptions often hijack the critical work needed to create change.

Today’s guest is here to bust those myths.

Dave Bookbinder goes Behind The Numbers with James T. McKim, founder and managing partner at Organizational Ignition. He is also the author of: The Diversity Factor: Igniting Superior Organizational Performance.

In this episode, we’re discussing

  • What changes are necessary to achieve the benefits of DEI efforts
  • Why diversity alone isn’t enough, and what part equity and inclusion play in workplace satisfaction
  • How to perform a current-state analysis of DEI within organizational performance areas
  • How to establish and carry out goals that ensure achievement of DEI benefits

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.

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Today’s guest is here to help you to share your unapologetic value proposition and stake your claim as an industry expert.

Dave Bookbinder goes Behind The Numbers with Beate Chelette, The Growth Architect.

In this episode, Beate describes the ways to grow your authority quickly and effectively and how to systematize all of it for 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.

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Today’s guest says that the feeling of belonging is the key to driving your organization’s success and he’s got the academic research to support it.

Dave Bookbinder goes Behind The Numbers with Jason Butler, Creator of The Village Mindset Model and author of The Village Mindset.

In this episode, Jason shares the academic research behind the connection between ‘belonging’ and improved business results. He also explains the pillars of the Village Mindset Model and the ROI achieved by focusing on creating a collaborative culture.

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.

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Today’s guest says that we need to be less ‘accountable’ and more ‘Count-On-Able.” He’s here today to explain what that means and why you should be doing that.

Dave Bookbinder goes Behind The Numbers with Jeff Cohen, CEO & Founder of C-Level Roundtable and author of Count-On-Able - A Practical Guide to Lift, Shift and Empower You and Your Team.

In this episode, Jeff explains what it means to be Count-On-Able and how to achieve that state for your team. He also shares the results that you can expect on metrics like growth and profitability, and what’s driving him to share his process with others.

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.

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Influencer marketing is a core strategy for brands to share their stories. Today’s guest brings brands and creators together to streamline the influencer marketing space.

Dave Bookbinder goes Behind The Numbers with Austin Rosenthal, Co-Founder & Chief Operating Officer at Lionize.

In this episode, we’re discussing how influencer marketing has changed the landscape for brand authenticity and how brands are working with content creators to enhance their authenticity. Austin also shares some advice for entrepreneurs – and more!

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.

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Today’s guest says that "People don't do business with a logo. They do business with a person." She’s here today to discuss the importance of building your personal brand to stand out from the competition.

Dave Bookbinder goes Behind The Numbers with Tonya Eberhart, Founder & CEO of BrandFace. Tonya is also a bestselling author of the book, BrandFace: Be the Face of Your Business & a Star in Your Industry, and hosts of the Be Bold Branding Podcast.

In this episode, we’re discussing why your personal brand is a valuable asset and what it takes to build an authentic, consistent personal brand. We’re also discussing how to differentiate and monetize that brand, and more!

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.

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For many people, the experience of eating sugar-free chocolate has generally ended with them thinking that the wrapper probably tasted better. Today’s guest offers a product that will change their minds – and yours.

Dave Bookbinder goes Behind The Numbers with Glenn Gardone, President of Chocolette Distribution – the maker of Red Chocolate.

In this episode, Glenn shares the history of Red Chocolate and why it tastes so good. We’re also discussing the entrepreneurial challenges associated with launching a European Brand in the U.S. and appealing to the varied tastes of consumers.

Red Chocolate is gluten free and no-sugar-added and tastes great! If you’d like to try some for yourself, visit the company here: https://www.red-chocolate.com/grab-n-go-bars/

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.

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Today’s guest helps entrepreneurs put structure around their great ideas to build a successful business.

Dave Bookbinder goes Behind The Numbers with Jason Acevedo, Partner with the law firm of Klehr, Harrison, Harvey, Branzberg.

In this episode, we’re discussing the steps that entrepreneurs need to take to build a business - from forming a legal entity, to raising capital, to achieving a successful exit.

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.

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Today’s guest is the founder and former CEO of Blinds.com, the world’s largest online window coverings retailer, acquired by The Home Depot in 2014. His new book documents the most important element of growing a company—the human element.

Dave Bookbinder goes Behind The Numbers with Jay Steinfeld. Jay founded, and was the CEO of Blinds.com, the world’s number one online window covering retailer. Boot-strapped in 1996 for just $3,000 from his Bellaire, Texas, garage, Blinds.com was acquired by The Home Depot in 2014. Jay is also the author of the Wall Street Journal Best Seller, Lead from the Core: The 4 Principles for Profit and Prosperity.

In this episode, Jay discusses the keys to successfully disrupting the larger competitors, including building a culture of entrepreneurship. He also discusses his core values for life and business.

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.

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Today’s guests are making an intentional effort to build a great culture for their law firm and are reaping the benefits from doing so.

Dave Bookbinder goes Behind The Numbers with Neil Cooper & Roger Braunfeld, Partners at the law firm of Royer, Cooper, Cohen, Braunfeld.

In this episode, Neil and Roger explain how and why they empower their people to create a mindset of opportunity. They also share the ROI that they’ve achieved by building an intentional culture.

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.

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Today’s guest channels the discipline of bodybuilding to enhance all aspects of her business and personal life. She’s helping entrepreneurs to do the same in their own business quests.

Dave Bookbinder goes Behind The Numbers with Michelle Fox, CEO of AllRealms.

In this episode, Michelle discusses how the Ultimate Business Quest app has helped thousands of entrepreneurs along their journeys through the gamification of business. We’re also discussing work-life balance – what it means and how to achieve it - and other nuggets that entrepreneurs and business leaders will enjoy.

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.

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Today’s guest learned that by enhancing the three C’s: Clarity, Capability, and Capacity; organizations are empowered to exceed their objectives and desired outcomes. That’s why she founded 3C Consulting.

Dave Bookbinder goes Behind The Numbers with Cornelia Shipley Bearyman, Founder and CEO of 3C Consulting, and author of Design Your Life: How to Create a Meaningful Life, Advance Your Career and Live Your Dreams.

In this episode, we’re discussing leadership development, culture strategy, diversity, inclusion, and equality in the workplace, and the power of mindset for leadership.

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.

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Whether meeting someone for the first time or talking with colleagues on a daily basis, your interactions will define the level of relationship and rapport with those individuals. Today’s guest explains how to improve our connection with people to build better relationships.

Dave Bookbinder goes Behind The Numbers with Ron Macklin, Founder of Macklin Connection and host of The Story in Your Head podcast.

In this episode, Ron discusses what it takes to foster better relationships and communicate more effectively, while positively impacting performance metrics like engagement and profitability.

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

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They say that people don’t quit their job – they quit their boss. Today’s guest has categorized the various types of bad bosses and tips for dealing with them.

Dave Bookbinder goes Behind The Numbers with Vicky Oliver, multi-bestselling author of six books on career enhancement, including Bad Bosses, Crazy Coworkers & Other Office Idiots.

In this episode, Vicky discusses the personality types of bad bosses and offers advice about how to manage them. She also shares her thoughts about the Great Resignation.

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 also 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 is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

🔸 Grab Dave’s best-selling book: The New ROI: Return on Individuals

🔸 Connect with Dave on LinkedIn

🔸 Connect with Dave on FaceBook

🔸 Follow Dave on Twitter

🔸 Check out 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.

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Today’s guest has been a visionary and early pioneer in the operational restructuring industry for recognizing the potential of bringing in "best practices" from other industries. He has been instrumental in increasing value for some of the largest private equity firms in the world as well as leading and implementing programs for major automotive OEMs and suppliers.

Dave Bookbinder goes Behind The Numbers with Dan Ruskin, President at B. Riley Operations Management Services.

In this episode, Dan shares his thoughts about the importance of changing the culture of an organization to change its trajectory, and why being “different” is so important in business. Dan also discusses the process of creating change, and much more!

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 also 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 is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Grab Dave’s best-selling book: The New ROI: Return on Individuals

Connect with Dave on LinkedIn

Connect with Dave on FaceBook

Follow Dave on Twitter

Check out 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.

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The role of the Chief Financial Officer has certain unique aspects when the organization is considered to be a “micro-cap” company. Today’s guest is here to share his experiences and insights as a micro-cap CFO.

Dave Bookbinder goes Behind The Numbers with Mike Kandell, Chief Financial Officer at Wireless Telecom Group.

In this episode, Mike shares his journey to the CFO role and the additional responsibilities he’s assumed along the way. Mike also discusses acquisitions and divestitures as well as the importance of cybersecurity.

A micro-cap is a publicly-traded company in the U.S. that has a market capitalization between approximately $50 million and $300 million.

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 also 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 is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Grab Dave’s best-selling book: The New ROI: Return on Individuals

Connect with Dave on LinkedIn

Connect with Dave on FaceBook

Follow Dave on Twitter

Check out 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.

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Today’s guest is one of the most in-demand experts on the topic of professional performance and he’s also an award-winning keynote speaker. He’s here to tell us how to create a “tip jar” culture.

Dave Bookbinder goes Behind The Numbers with Gregory Offner, Founder of the Global Performance Institute.

In this episode, Greg draws on his experience from both the corporate world and as a professional entertainer to explain how their connected. He shares the importance of a ‘tip jar culture’ in the corporate setting and how that impacts engagement and retention. Greg also identifies the moment when someone makes the decision to ‘quiet quit,’ and what the larger conversation about quiet quitting really needs to be.

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 also 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 is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Grab Dave’s best-selling book: The New ROI: Return on Individuals

Connect with Dave on LinkedIn

Connect with Dave on FaceBook

Follow Dave on Twitter

Check out 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.

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The design and production of an automobile involves a variety of ‘moving parts’ – including the ability to acquire the necessary component parts. In fact, today’s guest describes the automotive supply chain as a “Rubik’s cube of logistics.”

Dave Bookbinder goes Behind The Numbers with Alicia Masse, Senior Managing Director at B. Riley Advisory Services.

In this episode, Alicia shares her insights about the unique aspects of the automotive industry including the complexities of the production process, including the supply chain.

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 also 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 is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Grab Dave’s best-selling book: The New ROI: Return on Individuals

Connect with Dave on LinkedIn

Connect with Dave on FaceBook

Follow Dave on Twitter

Check out 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.

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Today’s guests are a mother-daughter team who are organizational and leadership development experts specializing in dismantling dysfunction in organizations. They’ve written three books on the subject, with a fourth on the way, and they are here today to enlighten us about organizational dysfunction and how to repair it.

Dave Bookbinder goes Behind The Numbers with Heather Dranitsaris-Hilliard & Anne Dranitsaris, Ph.D., Founders of Caliber Leadership Systems.

In this episode, we’re discussing how to develop followership of employees, overcoming entitlement and how to cure a toxic workplace. We also talk about how the limitations of leaders can limit the value of a business and more!

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 also 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 is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Grab Dave’s best-selling book: The New ROI: Return on Individuals

Connect with Dave on LinkedIn

Connect with Dave on FaceBook

Follow Dave on Twitter

Check out 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.

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Today’s guest says that “CFOs need to think like a CEO or an investor.” He’s a seven-time Chief Financial Officer and he’s here today to share his thoughts on a variety of topics.

Dave Bookbinder goes Behind The Numbers with Bill Korn, Chief Financial Officer at CareCloud.

In this episode, Bill shares his insights about what it takes to become and remain a publicly traded company. Bill also discusses his experiences in leading the finance function and creating value for shareholders and employees.

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 also 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 is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Grab Dave’s best-selling book: The New ROI: Return on Individuals

Connect with Dave on LinkedIn

Connect with Dave on FaceBook

Follow Dave on Twitter

Check out 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.

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If you’re in a service-oriented business and think that you’re selling labor and technical abilities, this CEO might have you rethinking your pitch.

Dave Bookbinder goes Behind The Numbers with Sunir Shah, Founder and CEO of AppBind. AppBind helps digital marketing agencies manage software and ads for their clients in order to win long-term, high-value, service contracts without getting stuck in the middle of the client's billing. Their revolutionary app has created a solution many service-based businesses need.

In this episode, Sunir shares how AppBind was started as a result of being fired by a client and what he learned from that experience that has led him to become a successful entrepreneur. We’re also discussing the real problem that clients want solved when they engage you.

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 also 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 is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Grab Dave’s best-selling book: The New ROI: Return on Individuals

Connect with Dave on LinkedIn

Connect with Dave on FaceBook

Follow Dave on Twitter

Check out 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.

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Imagine a day when your Amazon package is delivered to your doorstep via a drone. It’s coming! In fact, robotics and automation are already here and helping to perform tasks that humans either can’t – or would rather not do.

Dave Bookbinder goes Behind The Numbers with Michael McHale, Chief Executive Officer at Production Systems Automation, Inc.

In this episode, Mike discusses how robotics and automation can dramatically improve a company’s bottom line, while busting the myth that robots are replacing people in the workforce. Mike also shares his perspectives on leadership and culture as the CEO of a growing enterprise.

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 also 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 is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Grab Dave’s best-selling book: The New ROI: Return on Individuals

Connect with Dave on LinkedIn

Connect with Dave on FaceBook

Follow Dave on Twitter

Check out 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.

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Cyber threats can be devastating, and defending against them requires having the right teams in place. Unfortunately, many companies are not finding the right people to fill these roles.

Dave Bookbinder goes Behind The Numbers with Leeza Garber, Cybersecurity and Privacy Attorney, and Professor; and Scott Olson, Founder and CEO of GlenHaven International.

Leeza and Scott are authors of the book: Can. Trust. Will. - Hiring for the Human Element in the New Age of Cyber Security. In this episode, we’re discussing the importance of building the right team and how the “Can. Trust. Will.” process is used for identifying and hiring the right candidates.

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 also 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 is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Grab Dave’s best-selling book: The New ROI: Return on Individuals

Connect with Dave on LinkedIn

Connect with Dave on FaceBook

Follow Dave on Twitter

Check out 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.

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Today’s guest frequently appears in live interviews on CNBC, FOX Business and Bloomberg TV and is quoted regularly in The Wall Street Journal, The New York Times, Financial Times, Yahoo Finance and many other outlets across the globe. He’s here today to share his insights on the economy and the markets.

Dave Bookbinder goes Behind The Numbers with Art Hogan, Chief Market Strategist at B. Riley Wealth.

In this episode, Art shares his insights about the damage done in anticipation of a recession and how consumption patterns have affected inflation. Art also shares his thoughts on the significance of earnings announcements and how he thinks about diversifying a portfolio.

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 also 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 is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Grab Dave’s best-selling book: The New ROI: Return on Individuals

Connect with Dave on LinkedIn

Connect with Dave on FaceBook

Follow Dave on Twitter

Check out 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.

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Today’s guest regularly appears on CNBC, Fox Business and is sought after for quotes by The Wall Street Journal, Yahoo! Finance, Reuters and The Washington Post.

He’s here today to tell us how to navigate the investment waters in turbulent markets.

Dave Bookbinder goes Behind The Numbers with Paul Dietrich, Chief Investment Strategist at B. Riley Wealth Management.

Paul says that “you can’t time the market, but you can time the economy.”

In this episode, Paul shares his insights about an investment strategy based on trend-following and the impact of inflation and recession on the markets. We’re also discussing cryptocurrency, and what signals Paul looks for to exit the markets ahead of a recession.

Email Paul at pdietrich@brileywealth.com to subscribe to his newsletter!

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.

Dave is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Grab Dave’s best-selling book: The New ROI: Return on Individuals

Connect with Dave on LinkedIn

Connect with Dave on FaceBook

Follow Dave on Twitter

Check out 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.

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Today’s guest is a tech entrepreneur who builds SaaS platforms for non-tech entrepreneurs. He’s here today to take some of the mystery out of technology and help us to understand how to benefit from it.

Dave Bookbinder goes Behind The Numbers with Patrick Parker, CEO at SaaSPartners.io.

In this episode, Patrick discusses the benefits of Software-as-a-Service (SaaS) and the evolution of the web to the current Web3. We’re also talking about NFTs (non-fungible tokens), blockchain and more.

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.

Dave is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Grab Dave’s best-selling book: The New ROI: Return on Individuals

Connect with Dave on LinkedIn

Connect with Dave on FaceBook

Follow Dave on Twitter

Check out 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.

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Today’s guest says that your story is your organization's most important marketing asset. He’s here to tell us why – and how we can improve that story.

Dave Bookbinder goes Behind The Numbers with Paul Furiga, founder of public relations/marketing agency, WordWrite, and author of Finding Your Capital S Story.

In this episode, Paul shares the science of story-telling and why it works. We’re also discussing why stories matter with customers, employees, and investors – plus, the value of a company’s story in relation to its brand.

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.

Dave is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Grab Dave’s best-selling book: The New ROI: Return on Individuals

Connect with Dave on LinkedIn

Connect with Dave on FaceBook

Follow Dave on Twitter

Check out 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.

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Dry eye disease is something that affects up to 50 percent of the global population. Today’s guest leads a company that’s working on a cure for that and he’s here to discuss it.

Dave Bookbinder goes Behind The Numbers with Dr. Todd Brady, Chief Executive Officer at Aldeyra Therapeutics.

In this episode, Todd shares his journey from an Entrepreneur in Residence at a private equity firm to becoming a CEO of a publicly traded company. He also shares his ‘why’ behind the journey, which is rooted in helping society, and much more!

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.

Dave is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Grab Dave’s best-selling book: The New ROI: Return on Individuals

Connect with Dave on LinkedIn

Connect with Dave on FaceBook

Follow Dave on Twitter

Check out 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.

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Today’s guest explains that confidence and boldness are learned skills that can be transformational for your business and personal success.

Dave Bookbinder goes Behind The Numbers with Fred Joyal, President of The Fred Joyal Company and author of SuperBold. Fred co-founded the 1-800-DENTIST referral service in 1986 with Gary Saint Denis. It was the largest dental referral business in the country, with over 250 employees and serving every state, and over 30 years generated over $1 billion in revenue.

In this episode, we’re discussing what it means to be Superbold and how being bolder can help you secure more deals, advance your career and make you more financially successful. It starts with changing your mindset.

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.

Dave is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Grab Dave’s best-selling book: The New ROI: Return on Individuals

Connect with Dave on LinkedIn

Connect with Dave on FaceBook

Follow Dave on Twitter

Check out 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.

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Today’s guest says that audacious leadership is the key to breaking away from the traditional methods of getting sh*t done. His proof point: he took a data and internet company from its early stages to a billion in annual sales.

Dave Bookbinder goes Behind The Numbers with Roy Osing, President & CEO of Brilliance for Business and author of the Be Different or Be Dead book series. His latest is called The Audacious ‘Unheard-Of Ways I Took a Startup To A BILLION IN SALES and is his seventh book in the series.

In this episode we’re discussing the characteristics of audacious leadership and why is it absolutely critical to organizational success. Roy also shares how to build a remarkable brand that sets you apart from everyone else.

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.

Dave is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Grab Dave’s best-selling book: The New ROI: Return on Individuals

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💡 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

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Companies like to say that they are a “people-first” organization, but they don’t always behave that way. It’s not that they’re bad organizations – they just may not understand what really gets their people inspired. Today’s guest is here to explain why being people-first is a good business strategy.

Dave Bookbinder goes Behind The Numbers with Jeff Higgins, Founder and CEO of Human Capital Management Institute, and Adjunct Professor of Human Capital Analytics at University of Southern California.

In this episode, we’re discussing how SEC disclosure requirements around human capital will change the way organizations behave, and how they account for their most valuable assets: their people. We’re also discussing the valuation implications of the SEC reporting requirements and the role of human capital considerations in the valuation of an enterprise.

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.

Dave is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Grab Dave’s best-selling book: The New ROI: Return on Individuals

Connect with Dave on LinkedIn

Connect with Dave on FaceBook

Follow Dave on Twitter

Check out 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

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Today’s guest is the Founder and CEO of a technology startup whose mission is to help protect our food, health and planet. He’s here today to share his “why” behind the product.

Dave Bookbinder goes Behind The Numbers with Manik Suri, founder and CEO of Therma° (www.hellotherma.com), a climate tech start-up that aims to fight climate change by eliminating food waste and refrigerant emissions from the global refrigeration system.

In this episode, Manik discusses the role of technology in climate change and sustainability while also sharing his entrepreneurial journey and the challenges and opportunities along the way.

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.

Dave is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Grab Dave’s best-selling book: The New ROI: Return on Individuals

Connect with Dave on LinkedIn

Connect with Dave on FaceBook

Follow Dave on Twitter

Check out 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

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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.

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Today’s guest applies his Criminology, Law & Gamification training to hacking human communication, helping people to discover the hidden message or opportunities within each conversation.

Dave Bookbinder goes Behind The Numbers with Ben Bressington, CEO of BehaviorSales, a Behavioral Intelligence company.

In this episode, Ben shares the secrets to hacking influence, instantly build trust and how to understand key body language signs. Ben also offers insights into personality types and how to interact with each type.

Listen for Ben’s offer in the second segment and grab your free copy of his book: People Ignorant.

Email: help@behaviorsales.com and mention Behind The Numbers to get a free digital copy!

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.

Dave is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Grab Dave’s best-selling book: The New ROI: Return on Individuals

Connect with Dave on LinkedIn

Connect with Dave on FaceBook

Follow Dave on Twitter

Check out 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

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More than 85% of small to medium-sized company supply chains either have, or will be affected by the war in Ukraine. What can be done to ameliorate the impact?

Dave Bookbinder goes Behind The Numbers with Aaron Alpeter, founder and CEO of Izba and Capabl.

In this episode, Aaron helps us to understand the mechanics of supply chains and shares his insights about how to design and manage an effective supply chain. We’re also discussing how robotics has impacted fulfillment centers, and more.

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.

Dave is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Grab Dave’s best-selling book: The New ROI: Return on Individuals

Connect with Dave on LinkedIn

Connect with Dave on FaceBook

Follow Dave on Twitter

Check out 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

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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.

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Today’s guest learned about leadership through his lens as a Chief of Police and State Law Enforcement Director. He’s now sharing his experiences as an author and international speaker.

Dave Bookbinder goes Behind The Numbers with Jesus Eddie Campa, Author of Unmasking Leadership. Eddie is also the CEO and Founder of two companies and the host of the Leading Through Adversity podcast.

In this episode, Eddie shares insights from his law enforcement days and discusses the importance of diversity, equity and inclusion in the workplace and what it takes to be a great leader.

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.

Dave is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes

Grab Dave’s best-selling book: The New ROI: Return on Individuals

Connect with Dave on LinkedIn

Connect with Dave on FaceBook

Follow Dave on Twitter

Check out 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.

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Today’s guest is a recognized national authority in tax controversy and litigation. He’s here today to help you avoid getting in trouble with the IRS.

Dave Bookbinder goes Behind The Numbers with Philip Karter, Managing Partner of the Philadelphia Office of law firm Chamberlain Hrdlicka.

In this episode, Phil shares insights on how to structure a transaction to avoid an IRS audit and what you can do if you are subject to an IRS audit. Phil also discusses some of the hot topic issues with the IRS.

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.

Dave is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes

Grab Dave’s best-selling book: The New ROI: Return on Individuals

Connect with Dave on LinkedIn

Connect with Dave on FaceBook

Follow Dave on Twitter

Check out 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.

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Today’s guest is a CFO that has handled the finance function in both the corporate world and in academia. He’s here to share his observations from both lenses.

Dave Bookbinder goes Behind The Numbers with Roger Slagle, Vice President of Finance at Mars Hill University.

In this episode, Roger shares his perspective on the role of the finance function from the lens of the CFO and various lessons learned both in the role and along the path to CFO. Roger also shares what industry can learn from higher education, and what’s keeping finance leaders up at night.

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.

Dave is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes

Grab Dave’s best-selling book: The New ROI: Return on Individuals

Connect with Dave on LinkedIn

Connect with Dave on FaceBook

Follow Dave on Twitter

Check out https://www.NewROI.com

💡 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.

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Today’s guest helps seasoned entrepreneurs get their freedom back.

Dave Bookbinder goes Behind The Numbers with Pete Mohr, Business Coach and host of the Simplifying Entrepreneurship Podcast.

In this episode, Pete shares the 5 P’s of business, which are the framework for his forthcoming book, and offers advice for how entrepreneurs can get out of working IN the business, and start working ON the business.

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🔹 Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Please connect with him on LinkedIn and check out https://www.NewROI.com

💡 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

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With more than 40 years of practical leadership experience and a Ph.D. in Global Leadership & Entrepreneurship, Dr. Troy Hall’s passion is guiding leaders to retain talent by creating Cohesion Cultures™ where people have a sense of belonging, are valued, and share in mutual commitments.

Dave Bookbinder goes Behind The Numbers with Dr. Troy Hall, Talent Retention Expert and author of Cohesion Culture: Proven Principles to Retain Your Top Talent, and Fanny Rules: A Mother’s Leadership Lessons That Never Grow Old.

In this episode, Dr. Troy discusses Cohesion Culture, how to build one, and the benefits of doing so. We’re also discussing The Great Resignation – or as Dr. Troy refers to it; The Great Recalibration.

Dr. Troy is offering a free copy of Cohesion Culture to the Behind The Numbers audience by using this link: www.CohesionBook.com

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Please connect with him on LinkedIn and check out https://www.NewROI.com

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

THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!!

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Today’s guest says that you don’t have to hate Monday’s. Tune in to learn how.

Dave Bookbinder goes Behind The Numbers with Josh Levine, Managing Partner, Corporate Culture Design for Technology and Social Enterprise and author of Great Mondays.

In this episode, Josh discusses the main components of corporate culture and why is should be a core business strategy. He also shares tips for how to retain top talent in a challenging market, and how to scale culture in a merger / acquisition scenario.

Check out more of Behind The Numbers on YouTube

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Please connect with him on LinkedIn and check out https://www.NewROI.com

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

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How can you with the War for Talent amid the Great Resignation?

Today’s guest is a recruiter who shares his experiences from both the lens of the companies he works with, and the candidates that he serves. He says that the “Great Resignation” is going to ultimately lead to the “Great Termination.”

Dave Bookbinder goes Behind The Numbers with Keith Kornfuehrer, Managing Partner, The Kornfuehrer Group.

In this episode, Keith shares what companies are doing to stay competitive in the market for talent and how a lack of employee loyalty has impacted turnover. Keith also advises both companies and candidates about the dangers of overpaying for talent in a tough labor market.

Check out more of Behind The Numbers on YouTube

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Please connect with him on LinkedIn and check out https://www.NewROI.com

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

THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!!

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Today’s guest has been working with the private equity community for most of his career. He’s here to share his insights about how business owners and entrepreneurs can thrive in a PE-backed company.

Dave Bookbinder goes Behind The Numbers with John Bova, Business Development Executive, Private Equity, at Amazon Web Services.

In this episode, John shares the keys to successful growth and value creation via private equity, and what it’s like to be a part of a private equity-backed organization. Given the typical holding period for PE investments, John discusses the importance of the first year, and how Tech-Ops fits into the value creation equation.

Check out more of Behind The Numbers on YouTube

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Please connect with him on LinkedIn and check out https://www.NewROI.com

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

THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!!

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Today’s guest says that many entrepreneurs view their financial statements as nothing more than “a bunch of numbers.” That’s why he also says it’s important that they learn how to go behind the numbers.

Dave Bookbinder goes Behind The Numbers with Jim Downes, Founder of Blueprint CFO.

In this episode, Jim explains that when going behind the numbers, it’s important to do so with an eye toward the future. He shares the key metrics that entrepreneurs and business owners need to be paying attention to for their success, and the importance of a solid strategic plan.

Check out more of Behind The Numbers on YouTube

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Please connect with him on LinkedIn and check out https://www.NewROI.com

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

THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!!

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Today’s guest is an entrepreneur, an author, and host of a popular podcast. Today’s he’s sharing insights from all of these experiences.

Dave Bookbinder goes Behind The Numbers with Mike Malatesta, Entrepreneur Coach; author of Owner Shift - How Getting Selfish Got Me Unstuck; and host of the "How'd it Happen" podcast.

In this episode, Mike shares his entrepreneurial story and how that has led him to working with entrepreneurs to help them along their journey. Mile also shares some common themes about success that he’s gleaned from hosting his show.

  • Check out more of Behind The Numbers on YouTube
  • Check out more of Behind The Numbers on RVN Television
  • Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Please connect with him on LinkedIn and check out https://www.NewROI.com

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

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Today’s guest is redefining the framework for wealth and how to achieve it. He is also an author and host of a popular podcast.

Dave Bookbinder goes Behind The Numbers with Caleb Guilliams, Founder and CEO of Better Wealth; author of The AND Asset; and host of the Better Wealth podcast.

In this episode, Caleb shares why your goals are the key to creating a wealth strategy and why YOU are your most valuable asset. He also shares how he’s created an engaging culture and other insights gleaned from his podcast guests.

Check out more of Behind The Numbers on YouTube

Check out more of Behind The Numbers on RVN Television

Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Please connect with him on LinkedIn and check out https://www.NewROI.com

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

THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!!

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Small businesses have typically resorted to funding operations by using credit cards or another high interest vehicle. Today’s guest is changing the landscape with responsible lending for small businesses.

Dave Bookbinder goes Behind The Numbers with Eleni Janis, Managing Partner and Chief Investment Officer at Equivico.

In this episode, Eleni explains how ESG investing is impacting small business lending practices and how entrepreneurs can avail themselves of capital. She also shares the impact of such programs on the local communities and shares a call to action for everyone.

Check out more of Behind The Numbers on YouTube

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Please connect with him on LinkedIn and check out https://www.NewROI.com

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

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Today’s guest is a future of work expert, author and podcast host. She shares her insights on how to help people and the organizations they work for achieve meaningful fit in their pursuit of progress.

Dave Bookbinder goes Behind The Numbers with Connie Steele, Founder of Flywheel Associates and author of Building The Business Of You.

In this episode, Connie discusses the impact of the impending generational shift in leadership and the workforce, and what companies can do to be prepared for it. She also explains that you are the “CEO of YOU” and how to future-proof your career.

Check out more of Behind The Numbers on YouTube

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Please connect with him on LinkedIn and check out https://www.NewROI.com

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

THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!!

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Today’s guest is a former CFO of Walt Disney Studios and Twentieth Century Fox where he focused on organizational design and effectiveness. He says that there is one key piece missing from organizational leadership. Tune in to learn what that is.

Dave Bookbinder goes Behind The Numbers with Dean Hallett, President, Hallett Leadership and author of The Missing Piece.

In this episode, Dean discusses the common themes among high performers, overcoming imposter syndrome and how to scale culture and engagement as companies grow. And of course, he explains The Missing Piece – How Successful Companies Develop High-Performance Cultures

Check out more of Behind The Numbers on YouTube

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Please connect with him on LinkedIn and check out https://www.NewROI.com

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

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Camera IQ is on a mission to “democratize the camera” to create a brand experience using augmented reality. Today’s guest explains how they’re doing that.

Dave Bookbinder goes Behind The Numbers with Allison Ferenci, Co-Founder and Chief Executive Officer at Camera IQ.

In this episode, Allison helps us to understand augmented reality (“AR”) and shares examples of how brands are using AR to drive consumer engagement and sales growth. She also explains the metaverse and why it should be an important part of a Company’s digital marketing strategy.

Check out more of Behind The Numbers on YouTube

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Please connect with him on LinkedIn and check out https://www.NewROI.com

Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. BehindTheNumbersDB@Gmail.com

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Today’s guest has something to share with leaders, aspiring leaders and job-seekers as well. It’s about avoiding those small mistakes that lead to big consequences.

Dave Bookbinder goes Behind The Numbers with Anne Baum, President, Lehigh Valley Reilly Children’s Hospital and author of Small Mistakes, BIG Consequences.

In this episode, Anne discusses the key things that leaders need to know to be more effective; the importance of soft skills; and how courage and risk taking can enhance your career. Anne also has advice for how job seekers can stand out and make a great impression.

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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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Please connect with him on LinkedIn and check out https://www.NewROI.com

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

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Is social media marketing important for growing your business? Today’s guest has the answer to that question and more.

Dave Bookbinder goes Behind The Numbers with Gordon Van Wechel, President, The Alchemy Consulting Group.

In this episode, Gordon discusses the importance of your online reputation and how to get the most out of marketing technology. He also is offering the Behind The Numbers audience a free book by using this link: https://core5marketing.com/

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Behind The Numbers is available wherever you get your podcasts

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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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Please connect with him on LinkedIn and check out https://www.NewROI.com

Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers

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Today’s guest is building one of the fastest growing companies in the U.S. Tune in to learn how he did it.

Dave Bookbinder goes Behind The Numbers with Tyler Robertson, Chief Executive Officer at Diesel Laptops.

In this episode, Tyler discusses his entrepreneurial journey from a bootstrapped startup to a company with more than 200 employees. He offers insights for how to build a sustainable business; including lessons learned from his evolution as a leader.

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Behind The Numbers is available wherever you get your podcasts

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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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Please connect with him on LinkedIn and check out https://www.NewROI.com

Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers

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Many of your behaviors are driven by subconscious limiting beliefs. Today’s guest tells us how to increase your confidence and success by eliminating those limiting beliefs.

Dave Bookbinder goes Behind The Numbers with Daniel Tolson, Founder and CEO of The Tolson Institue.

In this episode, Daniel shares his insights regarding practical strategies and techniques used by all successful businesses that thrive in tough markets. The key is emotional intelligence.

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Please connect with him on LinkedIn and check out https://www.NewROI.com

Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers

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Today’s guest says that most investments in innovation do not lead to value creation. Tune in to learn why.

Dave Bookbinder goes Behind The Numbers with Innovation Strategy Expert, Bruno Pesec.

In this episode, Bruno explains how to create value from corporate innovation and how to measure the impact of innovation on three levels: Strategic, Managerial and Tactical. Bruno also shares how to get buy-in for innovation projects and how he created a board game for teaching entrepreneurial skills.

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Please connect with him on LinkedIn and check out https://www.NewROI.com

Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers

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Today’s guest brings a deep resume of technical expertise, but he’s here today to discuss what matters most in business.

Dave Bookbinder goes Behind The Numbers with Bill Andreoni, Financial Services Industry Leader, Technical Accounting Consulting at RSM US LLP.

In this episode, Bill discusses the challenges and opportunities of building and maintaining relationships with colleagues and clients in the midst of a global pandemic. He also shares the hard lessons-learned and some great advice for anyone with goals of leading a team.

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Please connect with him on LinkedIn and check out https://www.NewROI.com

Want to share your insights with the business community? Message us to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers

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In this low-yield environment, alternative investments might be an option for investors beyond the traditional stocks and bonds.

Dave Bookbinder goes Behind The Numbers with Bryan Pham, Vice President of Investor Relations at Clarus.

In this episode, we’re discussing the power of uncorrelated returns and how alternative investments can actually lower the risk of your portfolio.

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Please connect with Dave on LinkedIn and check out https://www.NewROI.com

Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers

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Botco.ai is changing the chat bot experience for its customers by leveraging the power of data and artificial intelligence.

Dave Bookbinder goes Behind The Numbers with Anu Shukla, Co-Founder and Executive Chair at Botco.ai.

In this episode, serial entrepreneur, Anu Shukla, explains why customer engagement is enhanced and how new product ideas are born from the chatbot experience. She also shares her journey of entrepreneurship and best advice for business owners from her experiences.

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Please connect with him on LinkedIn and check out https://www.NewROI.com

Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers

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If you can’t measure it; you can’t manage it. But what if you choose the wrong “it?”

Dave Bookbinder goes Behind The Numbers with Dave Coffaro, Principal, Strategic Advisory Consulting Group and author of Leading from Zero: Seven Essential Elements of Earning Relevance.

In this episode, Dave explains why earning and sustaining relevance with employees and customers is the primary responsibility of leaders. He also shares the roadmap to achieving relevance, including:

  • Leading by Cause
  • Re-defining ‘Normal’
  • Adaptive Disruption, and
  • Seeing Your Organization as Others Do.

Check out more of Behind The Numbers on YouTube

Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers

Please connect with me on LinkedIn and check out https://www.NewROI.com

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Today’s guest discusses a unique way to diversify your portfolio by investing in Real Estate.

Dave Bookbinder goes Behind The Numbers with Dana Cornell, Chief Executive Officer at Cornell Capital Holdings.

In this episode, Dana shares the ‘why’ behind founding the company and how investors can earn consistent equity-like returns by investing in “institutional-quality” real estate.

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs.  Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers

Please connect with me on LinkedIn and check out https://www.NewROI.com

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Today’s guest shares a little-known gem in the tax code that offers economic advantages in managing risk.

Dave Bookbinder goes Behind The Numbers with Van Carlson, Founder and CEO of SRA831bAdmin.

In this episode, Van explains the ins and outs of the 831b insurance program and why it is a strategic tool used by the Fortune 500 but also available to smaller companies as well.

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers

Please connect with me on LinkedIn and check out https://www.NewROI.com

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The Securities and Exchange Commission (SEC) recently mandated certain human capital disclosures for public registrants. Today’s guest shares why this also matters for private companies and institutional investors.

Dave Bookbinder goes Behind The Numbers with Laura Queen, CEO of 29Bison and author of People Economics.

We’re discussing the new landscape of business, where value creation is driven by intangible assets. At the top of the list of such intangibles is people.

In this episode, Laura discusses the Renaissance in the area of human capital measurement and reporting and how it relates to value creation. Laura also shares what inspired her to write People Economics and what readers will discover when they dive in.

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers

Please connect with me on LinkedIn and check out https://www.NewROI.com

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Today we’re discussing how to create a “Leadership Culture” with a licensed psychologist who has also served in the business world as vice president of an international publishing firm.

Dave Bookbinder goes Behind The Numbers with David A. Weiman, Psy. D., President of Weiman Consulting.

In this episode, Dr. Weiman explains the framework for creating a leadership culture along with the necessary core competencies of leadership. He also shares insights on how to develop up-and-coming leaders as well as seasoned professionals.

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. BehindTheNumbersDB@Gmail.com

Please connect with me on LinkedIn and check out https://www.NewROI.com

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You’ve probably gotten text messages with a code to authenticate your identity – or messages to confirm your curbside dinner pickup… but have you ever wondered what’s going on behind the scenes of those messages and who’s really sending them?

Dave Bookbinder goes Behind The Numbers with Paul Rupert, CEO of Global Point View.

In this episode, Paul shares his experiences in working with startups to Fortune 500 companies and “pulls back the curtain” on what’s behind those two-factor authentication messages. He also explains how companies are using CPaaS (communications platform as-a-service) to drive sales and scale businesses.

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers

Please connect with me on LinkedIn and check out https://www.NewROI.com

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Want to know why GIVERS earn 3x MORE than takers? Give this episode a listen for the answers.

Dave Bookbinder goes Behind The Numbers with E.A. Csolkovits, Founder of Givers University.

In this episode, E.A. explains what it means to be a “giver” and how to avoid those energy vampires, the “takers.” He also shares why he founded Givers University and how its ‘students’ can boost their income and overall satisfaction levels.

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers

Please connect with me on LinkedIn and check out https://www.NewROI.com

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Today’s guest is the world’s leading Amazon industry expert and a serial entrepreneur since the age of fifteen.

Dave Bookbinder goes Behind The Numbers with Shaahin Cheyene.

Shaahin is the creator of Herbal Ecstacy, the nootropic pill that sparked the 100% legal smart drug movement. Shaahin made millions, but what made it special was that he was only 15 years old at the time!

Shaahin was also an early innovator in the vaping world, inventing the industry first Vapir Vaporizer, as well as hundreds of other multi-million-dollar products. Since then, Shaahin has further established himself as an award-winning entrepreneur, Amazon expert, inventor, author and filmmaker.

His career as a serial entrepreneur spans more than 30 years and a billion dollars in revenue. Shaahin’s family of products on Amazon.com consistently outpace sales of household brands on the platform, making him a sought-after expert and consultant for Fortune 500 companies.

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. BehindTheNumbersDB@Gmail.com 

Please connect with me on LinkedIn and check out https://www.NewROI.com

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Positive psychology demonstrates that we’re much smarter when operating from a positive mindset. Today’s guest has made happiness his life’s mission - in fact - he created the Happiness Hall of Fame.

Dave Bookbinder goes Behind The Numbers with Mike Duffy, Founder of the Happiness Hall of Fame.

Mike is also the author of five books, a TedEx speaker and the CEO of Happiness Wealth Management.  In this episode, Mike explains the happiness ‘formula,’ shares stories from hall of fame inductees and much more!

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. BehindTheNumbersDB@Gmail.com 

Please connect with me on LinkedIn and check out https://www.NewROI.com

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If we’ve learned anything from the global pandemic, it’s that many of us are suffering from burnout and need to find ways to increase our resilience. Today’s guest helps us to manage stress and increase resilience.

Dave Bookbinder goes Behind The Numbers with Jodi Woelkerling, Founder, Jodi Woelkerling Enterprises and author of World Class Leadership.

In this episode, Jodi discusses the need for resilience for individuals and corporations, and how to build a resilient culture. She also says that “we don’t have to accept stress as a way of life.” Tune in to hear why that’s the case.

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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Please connect with me on LinkedIn and check out https://www.NewROI.com

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Today’s guest explains that certain numbers are merely “table stakes” and that what matters more is found behind the numbers. I couldn’t have scripted that any better myself 😊

Dave Bookbinder goes Behind The Numbers with Jim Barnish, Founder and Managing Partner of Orchid.Black.

In this episode, Jim explains the pillars of value creation, the strategies that drive growth, and also shares his feelings about the leadership responsibilities of being the founder of a business.

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. BehindTheNumbersDB@Gmail.com 

Please connect with me on LinkedIn and check out https://www.NewROI.com

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The fear of public speaking is ranked ahead of the fear of death, meaning that most people would rather be in the casket than delivering the eulogy.

Dave Bookbinder goes Behind The Numbers with Tyler Foley, Managing Director at Total Buy In and author of The Power to Speak Naked.

Tyler is an actor, performer and coach. In this episode, Tyler provides insights on how to overcome the fear of public speaking, whether it’s delivering a board presentation or a wedding toast.

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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Today we’re discussing the value that people contribute to an organization from the lens of private equity investing.

Dave Bookbinder goes Behind The Numbers with Claire Chandler, President & Founder of Talent Boost.

In this episode, Claire shares her insights from helping private equity firms to maximize the value of their investments by leveraging a key intangible asset; people.  Claire also sheds light on the key traits of leadership teams that are critical to achieving this value.

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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Please connect with me on LinkedIn and check out https://www.NewROI.com

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Today’s guest explains says that “IP is everywhere” – it’s up to the business owner to identify and leverage it.

Dave Bookbinder goes Behind The Numbers with Nicole Galli, Managing Member at ND Galli Law.

In this episode, Nicole tells us that many business owners are not aware that they have intellectual property (“IP”). She goes on to highlight some types of IP, and how to protect it.

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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Today’s guest explains how companies can move into the digital world and forge a deeper connection to the customer.

Dave Bookbinder goes Behind The Numbers with Mike Provance, CEO of 3x3.

In this episode, Mike shares his experience in helping brands in utilizing predictive marketing to better understand and add value to their customers.

Spoiler alert: value = creating great experiences.

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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If you’re looking to put your financial house in order and prepare a plan for your future, today’s guest has some great insights for you.

Dave Bookbinder goes Behind The Numbers with Scott Inglis, Regional Director at Carnegie Investment Counsel.

In this episode, Scott de-mystifies crypto / bitcoin, explains the merits of a diversified investment portfolio and a comparison of index funds vs. active management.

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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As a professional services provider, you’re always caught in the cycle of providing that service and looking for more clients. How can you do that successfully and find balance in your personal life?

Dave Bookbinder goes Behind The Numbers with Rod Burkert, Founder of Burkert Valuation Advisors.

Although Rod works with business valuation professionals, his process and methodology lend themselves to anyone in professional services. In this episode, Rod explains why the 1:1 business model doesn’t scale, how to attract more clients and developing a “selling mindset.”

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Behind The Numbers is available wherever you get your podcasts

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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Today’s guest tells us how to live the life of our choosing; unapologetically and bravely.

Dave Bookbinder goes Behind The Numbers with Eliza Van Cort, author of A Woman’s Guide to Claiming Space.

In this episode, Eliza Van Cort shares her inspiration for writing what has been described as one of the top 21 business books to read in 2021. She shares advice for avoiding “anti-mentors,” how to avoid people who make you feel small, how leaders can create safe space for everyone, and more! There are great insights here for the guys as well, so be sure to check it out.

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Anything that fosters collaboration and communication in an organization can’t be a bad thing. But did you ever consider software as a driver of collaboration?

Dave Bookbinder goes Behind The Numbers with Dave Mangot, Founder and CEO of Mangoteque.

In this episode, Dave tells us how DevOps is a cultural phenomenon that is driving collaboration in companies. He explains why every company “is a software company” and why DevOps has become a due diligence item for private equity investors.

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As a consumer, we are always on the receiving end of a customer service experience; sometimes good and sometimes… well… not-so-good. For the business, the customer experience needs to be a strategic imperative.

Dave Bookbinder goes Behind The Numbers with Mohamed Latib, Founder and CEO of CX University and PX Academy.

In this episode, Mohamed shares his knowledge around customer experience (“CX”) as a business discipline, how organizations can do a better job instilling this philosophy into their culture, and how the democratization of information has changed the way businesses and customers interact. 

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Today we’re discussing the business of real estate investment with the head of a leading private equity firm.

Dave Bookbinder goes Behind The Numbers David Hansel, Managing Partner, Lucern Capital Partners.

In this episode, David explains the concept of ‘value-added’ real estate investing and what a savvy investor looks for in identifying opportunities. David also shares his leadership philosophy and discusses how individuals can invest along side his firm in multi-family real estate.

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Today’s guest is a Merger and Acquisition Master Intermediary who has sold hundreds of businesses with a high degree of success.  She shares what you need to do Exit Rich when you sell the business.

Dave Bookbinder goes Behind The Numbers with Michelle Seilier Tucker, Founder and President of Seiler Tucker and author of Exit Rich.

In this episode, Michelle explains why most businesses don’t sell and how owners can avoid being a part of that statistical group. She also discusses what buyers look for, the “6P Method,” and her new book, Exit Rich.

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If you’re a CFO, an aspiring CFO, or just working in the finance space, what you do and how you do it is constantly evolving. Today we’re discussing what finance leaders need to do to stay ahead of the curve.

Dave Bookbinder goes Behind The Numbers with Steve Rosvold, Founder and CEO of CFO.University.

In this episode, Steve shares his insights on the leading-edge issues and challenges that finance leaders are facing, and how to overcome them. Steve also weighs in on how human capital has become a value driver rather than an expense.

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Wouldn’t it be great if your business didn’t need to go looking for new clients or customers? What if they all came looking for you instead? 

Today’s guest shares how to make this a reality and how to sell without closing.

Dave Bookbinder goes Behind The Numbers with Terri Levine, Founder and Creator of Heartrepreneur. Terri is also the author of 47 books!

In this episode, Terri explains the concept of “reverse marketing” and how it can lead to a conveyor belt of clients and customers. She also shares meaningful insight on how her “heart method” translates into increased profits.

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Today’s guest offers key takeaways for businesses in the early stages through their scaling into later stage established companies.

Dave Bookbinder goes Behind The Numbers with John Pennett, Partner in Charge of Technology & Life Science Practice at EisnerAmper.

In this episode, John shares his insights regarding innovation, differentiation and attracting investors. He also shares the challenges along the path and how companies can address or prevent them.

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We’re discussing leadership and corporate culture today, with someone who has built and maintained an intentional culture.

Dave Bookbinder goes Behind The Numbers with Randie Dial, Managing Principal at CLA.

In this episode, Randie shares his insights on the importance of a good corporate culture; how to build one and maintain it for the long haul. Randie also offers advice for building future leaders in a remote-work environment.

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Today’s guest lends perspectives as an experienced commercial banker and wealth manager.

Dave Bookbinder goes Behind The Numbers with Sal Patti, Senior Vice President at WSFS Bank and Chairman of the Philadelphia Industrial Development Corporation (PIDC).

In this episode, Sal shares his insights regarding how an infinite mindset can drive employee engagement and business performance; and what are the most critical issues that business owners should be focusing on now.

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It’s no secret that the global pandemic has devastated many businesses. My guest today discusses relief for those affected.

Dave Bookbinder goes Behind The Numbers with Andrew Finkle, Partner at Marcum LLP.

Andrew serves as a leader in the National Tax Office Services Group, the National Private Equity Industry Group and Transaction Advisory Services Team at Marcum.

In this episode, Andrew discusses what PPP loans are and how businesses can take advantage of them. We’re also discussing the tax implications of a new Presidential administration, and more.

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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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Please connect with him on LinkedIn and check out https://www.NewROI.com

Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers

THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!!

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“Your true worth is determined by how much more you give in value than you take in payment.” ― The Go-Giver

Dave Bookbinder goes Behind The Numbers with Bob Burg, co-author of the Go-Giver (the series) and author of a number of books on sales, marketing and influence, with total book sales approaching two million copies.

In this episode, Bob shares his perspectives on leadership and influence, the “Go-Giver” way as we discuss the various books in the Go-Giver series.

Bob Burg is a sought-after speaker at company leadership and sales conferences sharing the platform with everyone from today’s business leaders and broadcast personalities to even a former U.S. President.

Bob is the author of a number of books on sales, marketing and influence, with total book sales of well over a million copies. His book, The Go-Giver, co-authored with John David Mann, itself has sold over 975,000 copies and it has been translated into 29 languages.

Bob is an advocate, supporter and defender of the Free Enterprise system, believing that the amount of money one makes is directly proportional to how many people they serve. He is also an unapologetic animal fanatic, and is a past member of the Board of Directors of Furry Friends Adoption, Clinic & Ranch in his town of Jupiter, Florida.

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Today’s guest helps us to understand the healthcare system from an investor’s lens.

Dave Bookbinder goes Behind The Numbers with Michael Coppa, Healthcare Partner at RSM.

In this episode, Mike sheds some light on how healthcare providers get paid and the underlying economics of the healthcare system for investors.

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People don’t care how much you know until they know how much you care.

When you’re leading a team into battle, either literally or figuratively, a successful outcome is dependent upon the quality of the leadership.

Dave Bookbinder goes Behind The Numbers with Daniel Harris, CEO of Muddy Boots Leadership and author of On Guard: The Four Pillars of Leadership.

In this episode, Dan explains the four pillars of leadership and other insights learned through his experiences in the US Army and how they translate to the business community.

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Getting “back to work” has a lot of implications for employees returning to the workplace. Are you ready to get back into the office?

Dave Bookbinder goes Behind The Numbers with Brett Trembly, Managing Partner at Trembly Law Firm.

In this episode, Brett offers advice for how businesses can get “back to work” and what that means with regard to management’s role in creating a safe workplace for employees. We’re also discussing trademarks and how outsourced staffing can leverage a business.

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Today’s guest is a former CEO who started a private equity firm to help companies get investment capital and create a successful exit.

Dave Bookbinder goes Behind The Numbers with Bill Wilkins, Managing Partner, MSI Capital Partners.

In this episode, Bill offers advice for sellers to get a “second bite of the apple” and why “EBITDAC” is the new key financial metric for valuation.

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Data privacy and security is always a priority, for businesses as well as individuals. With so many people working from home and conducting business on personal devices, the lines around employee privacy are getting blurred.

Dave Bookbinder goes Behind The Numbers with Rebecca Rakoski and Jordan Fischer, Managing Partners at XPAN Law Group.

In this episode, Jordan and Rebecca share their insights around keeping your data private and secure in the ‘new normal’ as well as how they maintain a corporate culture as a virtual law firm.

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Building an investment portfolio can be a complicated process. With so many investment choices and investment styles, how do you know where to put your money? 

My guest today is one of the best in the business, and he answers that question and more.  You’ve seen him on CNBC, Fox Business and Bloomberg TV and today he’s going Behind The Numbers to go deeper than he typically has time to do on his other appearances.

Dave Bookbinder goes Behind The Numbers with Bill Stone, Chief Investment Officer at Stone Investment Partners.

In this episode, Bill shares his thoughts on what makes for a good investor mindset, in addition to tackling the topics of passive vs. active investing, avoiding ‘bubbles’ and taking the emotion out of investing.

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Leadership is a topic that always resonates and it’s fascinating when leadership principles come from “non-traditional” sources.

Dave Bookbinder goes Behind The Numbers with Captain Joe Sacchetti, author of Guts, Smarts and Love: Live Your Life The Army Ranger Way.  (Get it here: https://amzn.to/2SMuJCG )

In this episode, Captain Joe shares business and leadership insights learned through his experiences in combat leadership as an Army Ranger.

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Your brand is your identity.  More than a logo or color palette, my guest says that the brand should align with your mission because every brand is a “movement.”

Dave Bookbinder goes Behind The Numbers with Emily Soccorsy, CEO of Root and River.

In this episode, Emily shares insights on how to align the corporate brand with the mission and values of an organization, to attract the ideal customers.

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Aligning one’s financial investments with the issues that matter most is a popular investment theme.  Today’s guest explains how to do well while doing good.

Dave Bookbinder goes Behind The Numbers with Cory Donovan, Executive Director at ImpactPHL.

In this episode, Cory discusses the impact and benefits of “thinking local” when deciding where to invest and how both investors and businesses benefit by aligning their missions.

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How many initiatives are you working on right now? Today’s guest says that it’s probably too many and many of them are doomed to fail on the launching pad.

Dave Bookbinder goes Behind The Numbers with Michael Taylor, Co-Founder, SchellingPoint.

In this episode, Michael shares his research and techniques for achieving strategic alignment around organizational goals and how to get the most out of every critical decision and “get stuff done.”

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Businesses are always looking for ways to stand out from their competition and they are always looking for new ways to inspire their employees. My guest shares insights on both of these topics.

Dave Bookbinder goes Behind The Numbers with Dale Power, CEO of Big Shoes Marketing and Founder of The Encouragement Project.

In this episode, Dale offers marketing strategy tips for differentiation and also shares a leadership hack that is rocket fuel for productivity: the power of encouragement.

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Thank you so much for supporting this program - it is very much appreciated!  And a big thank you to everyone listening outside the US!  It is extremely gratifying to know the reach of this program. And thank you all for telling your friends and colleagues about the show!!

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Investors are demanding more socially-conscious activities from companies and new forms of investment choices have emerged as a result. "Stakeholder Capitalism” is front-page news, however, the definition of “stakeholder capitalism” is often confused.

Dave Bookbinder goes Behind The Numbers with Bruce Bolger, Founder of The Enterprise Engagement Alliance.

In this episode, Bruce de-mystifies stakeholder capitalism and shares his insights about the key human capital metrics that are emerging in the assessment of the ROI on people and why CEOs, CFOs and CHROs need to be aware of them.

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Thank you so much for supporting this program - it is very much appreciated!  And a big thank you to everyone listening outside the US!  It is extremely gratifying to know the reach of this program. And thank you all for telling your friends and colleagues about the show!!

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We get a dose of inspiration and motivation with someone who has inspired and motivated audiences around the world.  I’m talking about the one and only, Dr. James!

Dave Bookbinder goes Behind The Numbers with Dr. James Smith, Jr., Founder and CEO of James Smith Jr. International.

In this episode Dr. James shares his insights about managing uncertainty, the real meaning of authenticity and how leaders of today and tomorrow can be most effective.

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Thank you so much for supporting this program - it is very much appreciated!  And a big thank you to everyone listening outside the US!  It is extremely gratifying to know the reach of this program. And thank you all for telling your friends and colleagues about the show!!

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Dave Bookbinder goes Behind The Numbers with Michael Von Bevern, Co-Founder, Socium Fund Services.

In this episode Michael explains the importance of proper private equity fund administration and shares his experiences in working with private equity firms. He also offers insights for how companies can stand out in a crowded field of competition for investor capital.

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As companies grow, they often require private equity capital to fund the business. Learn how a private equity investor analyzes the business and what are the most important considerations for today and for the future.

Dave Bookbinder goes Behind The Numbers with Brett Hickey, Founder and CEO of Star Mountain Capital.

In this episode Brett shares his insights on what makes a company investable and the importance of human capital for long-term value creation.

Star Mountain Capital was recognized as one of the Best Places to Work by Pensions & Investments and Crain’s in 2019.

Note: Detailed award eligibility requirements for Crain’s can be found here and for Pensions & Investments here.

Full link to page here: https://starmountaincapital.com/contact-us/careers/

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The sale of a business impacts many stakeholders: employees, shareholders and advisors; to name a few. And of course, the largest impact is on the business owner. The decision to sell is often difficult and perhaps the biggest decision an owner will ever make. Wouldn’t it be nice if the sale process didn’t trigger negative emotions or worse; seller’s remorse?

Dave Bookbinder goes Behind The Numbers with Denise Logan, “The Seller Whisperer” and Author of The Seller’s Journey.

In this episode Denise provides insights about the critical elements that are often missing from the M&A process. By understanding these elements, the likelihood of better outcomes (and more of them) increases dramatically for all stakeholders.

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Fraud occurs every day – impacting businesses, charities and consumers. The Fyre Festival and the Theranos stock scandal were recent high-profile examples of fraud.

Why does fraud happen and what can businesses do to prevent it?

Dave Bookbinder goes Behind The Numbers with Frank Pina, Managing Director and Co-Chair of the Forensic and Litigation Support practice at The Mercadien Group

In this episode Frank explains where companies are vulnerable to fraud and how to identify and prevent it. It’s “CPA meets CSI” as Frank shares also shares a story about his ‘favorite’ fraudster.

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How has the role and responsibilities of the Chief Financial Officer continued to expand beyond that of just financial stewardship?

Dave Bookbinder goes Behind The Numbers with Jim Caruso, CFO at Simplura Health Group.

In this episode Jim, a CFO of the year award winner, discusses the role of the CFO in building teams, leading the finance function and modeling leadership.

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How are middle market companies navigating business continuity plans in the evolving “new normal” and what are savvy leaders doing to ensure that their teams are protected and productive?

Dave Bookbinder goes Behind The Numbers with Sudhir Kondisetty, Philadelphia Office Managing Partner at RSM.

In this episode Sudhir shares insights on leadership and risk management that companies will benefit from now, and into the future.

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A quick update as we’ve been on hiatus during the pandemic. Hope to be back with new episodes very soon. In the meantime, stay safe!

Please connect with me on LinkedIn and check out https://www.NewROI.com

Thank you so much for supporting this program - it is very much appreciated!  And a big thank you to everyone listening outside the US!  It is extremely gratifying to know the reach of this program. And thank you all for telling your friends and colleagues about the show!!

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We’re discussing the future of work and the power of employee engagement with Keith Campagna, Vice President, The ROI Shop.  Keith also co-hosts the Geeks, Geezers and Googlization podcast.      .

In this episode Keith explains how to disrupt human resources in a positive way, while integrating the function more closely with finance and accounting.

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We’re talking craft beer and entrepreneurship as Dave Bookbinder goes Behind The Numbers with Luke Bowen, CEO of Evil Genius Brands. 

In this episode Luke shares his insights on the craft beer industry, how his team comes up with the unique names for their beers (i.e. “You’re Killing me Smalls”) and his evolving role as CEO.

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It takes a pit crew to keep a car in the race – the same is true for you.  Are you ready for a different type of conversation about building a network?

Dave Bookbinder goes Behind The Numbers with Glenna Crooks, Co-Founder of Sage Group and author of The Network Sage.    

In this episode Glenna shares her research on the interconnectivity of people’s performance and their network support systems.…

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Hostage negotiators can’t “split the difference” – they can’t sacrifice half of the lives in a negotiation. So why are so many of us willing to split the difference in our negotiations?

Dave Bookbinder goes Behind The Numbers with Chris Voss, Former FBI Negotiator and CEO of the Black Swan Group. Chris is also the author of the best-selling book: Never Split The Difference, Negotiating As If Your Life Depended On It.

In this episode Chris shares his insights from his experiences in high-stakes negotiations and provides practical advice for how to be more successful in negotiating almost anything.

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Wouldn’t it be great to create the life you truly want and have work-life balance?  My guest explains how to achieve that.

Dave Bookbinder goes Behind The Numbers with Naketa Thigpen, President and CEO of Thigpro Balance and Relationship Management Institute.

In this episode Naketa shares her holistic approach to creating better relationships in your personal life and at work…

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CFO’s, CEO’s and business leaders who are tasked with the responsibility for protecting the balance sheet will appreciate this conversation.

Dave Bookbinder goes Behind The Numbers with Greg Howson, Vice President at USI Insurance Services.

In this episode Greg shares his insights and experiences in working with CFO’s and entrepreneurs in protecting their assets – including IP like proprietary production processes.

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As large companies continue to advise of data breaches that put you at risk, the need to be mindful and diligent is paramount.  Consumers and businesses alike share in the issue of risk regarding data privacy and cyber security.

Dave Bookbinder goes Behind The Numbers with Jordan Fischer, Managing Partner of XPAN Law Group.

In this episode Jordan shares her insights on data privacy issues and how to protect yourself or your business from cyber threats.  Jordan also shares her background as a founder of a women-owned business.

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During his career, Frank Tait has been on the inside of 24 acquisitions, 3 exits and an IPO.  Frank says that a successful business strategy should mirror NASA’s plan of beginning with the end in mind.

Dave Bookbinder goes Behind The Numbers with Frank Tait, Director at ELAB (Executive Leaders for Advisory Boards)

In this episode Frank shares insights from his experiences in advising companies of all sizes.

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Building a successful brand is only one part of the brand development process – that brand requires proper legal protection as well.

Dave Bookbinder goes Behind The Numbers with Sean McConnell, Senior Attorney at Pepper Hamilton.

In this episode Sean shares his unique experiences in building and protecting brands and intellectual property assets.

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Purposeful leadership requires a mindset to create an environment that inspires people to be their best self.

Dave Bookbinder goes Behind The Numbers with Alan Prushan, Executive Coach and Entrepreneur.

In this episode Alan explains why “power is to be given away” and how to build a culture of Reciprocating Authority.

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Sometimes next day delivery is not fast enough, but where can you turn for same day delivery of critical supplies or documents?

Dave Bookbinder goes Behind The Numbers with Victor Finnegan, Chief Executive Officer of American Expediting Company.  www.amexpediting.com

In this episode Vic shares his journey of entrepreneurship in building a leading logistics company that is responsible for the delivery of mission-critical items.

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Are you able to list five of your strengths?  How about those of your team member?

Dave Bookbinder goes Behind The Numbers with Erica Wexler, Change Facilitator and Chief Executive Officer of Erica Wexler Transforms.

In this episode Erica shares her insights on how to facilitate positive change in an organization by tapping into strengths and leveraging your success factors.

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Imagine a world without taxes…  That’s how my guest approaches business transactions and THEN dives into the tax implications.

Dave Bookbinder goes Behind The Numbers with Christopher Scott Esq, Partner at Klehr Harrison Harvey Branzburg LLP.

In this episode Chris shares his experiences on the legal and tax ramifications of mergers and acquisitions, real estate transactions and estate planning

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The “silver tsunami” is coming – how can business owners prepare for it?

Dave Bookbinder goes Behind The Numbers with Paul Visokey, President, Stony Hill Advisors.

Paul explains what proper exit planning preparedness means and how small business owners can build a ‘saleable’ enterprise for a successful transition.

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We’re discussing mergers and acquisitions in the middle market – what the process entails and what drives valuation.

Dave Bookbinder goes Behind The Numbers with Steve Economou, Managing Director of Baker Tilly Capital.

Steve shares his experiences in working with middle market companies to achieve a successful exit.

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Ninety percent of all of the data in the world today has been created within the last two years – and ninety percent of that data is unstructured. How can businesses make proper use of data in decision making?

Dave Bookbinder goes Behind The Numbers with Gary Melling, Chief Executive Officer of Acquired Insights.

Gary shares his perspectives on the impact and ROI of artificial intelligence while also sharing what inspires him day-today.

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Dave Bookbinder goes Behind The Numbers with Adam Berman, Senior Vice President of Operations at Excellis Health Solutions.

Adam is responsible for the oversight of various functional departments including Finance/ HR / IT and Accounting.  Adam shares his insights on how to successfully align the goals of the company with the goals of the individuals to drive growth in key performance indicators as well as building and scaling corporate culture.

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What funding options are available for small businesses and on what criteria are small businesses being evaluated for credit-worthiness?

Dave Bookbinder goes Behind The Numbers with Lynn Ozer, President of SBA Lending at Fulton Bank.

In this episode, Lynn shares her deep insights on SBA lending and offers strategies for businesses to succeed in financing the growth of the company.

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Data security is paramount, but how can individuals and companies protect their data from hackers? 

Dave Bookbinder goes Behind The Numbers with Anthony Mongeluzo, Chief Executive Officer of PCS.

In this episode we discuss IT vulnerabilities and solutions, from ransomware to the dark web - to identify theft and how to protect yourself from common scams. 

Anthony also shares his insights on his entrepreneurial journey in building a company with more than 150 employees.

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Dave Bookbinder goes Behind The Numbers with Anthony Carlozo, Senior Consultant at Trion.

Health care seems to always be a hot-button topic of conversation. In this episode we discuss what is driving the high cost of health care and what employers can do to mitigate those costs.

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What can go wrong in a construction project and what can be done when things don’t go as planned?

Dave Bookbinder goes Behind The Numbers with Jeff Kozek, Principal, Resolution Management Consultants.

In this episode, Jeff explains how to prevent and resolve the economic impact of delays, disruptions and other construction-related issues.

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Dave Bookbinder goes Behind The Numbers with Bill Andreoni, Head of Business Partnering, Planning & Performance at Aberdeen Standard Investments.

Perhaps the only thing more difficult than developing a strategic plan is executing on a strategic plan.  In any organization that requires coordination and collaboration.

In this episode, Bill shares his insights on how to foster trust, gain alignment and resolve the inevitable conflicts based on his experiences in his unique role.

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Dave Bookbinder goes Behind The Numbers with Dale Yeager, CEO of SERAPH.

What can you learn about transaction due diligence from a federally trained forensic profiler?

Dale explains where deal teams are missing the mark and leaving money on the table.  He also shares insights from his experiences in forensic investigation, forensic accounting and from training accountants and attorneys. 

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Dave Bookbinder goes Behind The Numbers with Ernie Russom, Executive Director of The Westview Associates.

As an executive recruiter, Ernie explains his proprietary process to really know if a candidate is going to be successful and the ROI of the proper hiring process. 

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Dave Bookbinder goes Behind The Numbers with Carly Meyer Bentley, Managing Director and Senior Private Client Adviser at Wilmington Trust.

Carly shares her insights on the characteristics of the best entrepreneurs as well as discussing the power of startup communities and local investment.

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Dave Bookbinder goes Behind The Numbers with John Hodge, Managing Partner at Miramar Global, where he shares his insights about executive recruitment within the connected enterprise.

John also explains the evolution of the role of the Chief Executive Officer and what CEOs of the future will be facing.

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Dave Bookbinder goes Behind The Numbers Robyn Pollack, CEO of Trellis Consulting, to discuss the subjects of diversity and inclusion.

Robyn shares her thoughts on best practices as well as the ROI of diversity.

Learn why she says that "diversity and inclusion are no longer nice to have - they are a MUST have."

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Dave Bookbinder goes Behind The Numbers with Jennifer Fondrevay, Founder of the M&A Consulting Firm, Day 1 Ready.  Jennifer is also the author of Now What? A Survivor's Guide for Thriving Through Mergers and Acquisitions

In this episode we discuss why more than 75% of M&A transactions don't actually produce their planned synergies and how to make M&A more successful.

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Dave Bookbinder goes Behind The Numbers with attorney, Nella Bloom, Managing Partner at Bloom & Bloom.

In this episode we discuss the things that get business owners and entrepreneurs in trouble and how to avoid those pitfalls.

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Dave Bookbinder goes Behind The Numbers with Glen Hartenbaum, Chief Financial Officer of Gemini Bakery Equipment Company.

In this episode, we discuss the issues that companies face from the perspective of the CFO.   

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Dave Bookbinder goes Behind The Numbers with Doug Bloom, Founder of DAB Ventures and Chair of Tiger21.

In this episode we discuss an entrepreneur's playbook and how leadership drives business value. 

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Dave Bookbinder goes Behind The Numbers with Mike Sharp, Executive Chairman and Founder of The Sharp Financial Group.

In this episode we discuss the benefits of holistic financial plan including accounting, wealth management and exit planning.

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Dave Bookbinder goes Behind The Numbers with Nick Bayer, Chief Executive Officer of Saxbys. 

In this episode we discuss entrepreneurship, corporate culture and the future of work with a CEO that empowers his people.

Nick also shares his own experiences as an entrepreneur and how that has inspired him to create an environment for his teams to thrive.

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Dave Bookbinder goes Behind The Numbers with Gerry Lantz, Founder of Stories That Sell.  

In this episode we discuss the power of stories in marketing and branding. 

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Dave Bookbinder goes Behind The Numbers with Thomas Lindberg, Partner, Upstream Capital. 

In this episode we discuss the benefits of private equity for privately held companies.  

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Dave Bookbinder goes Behind The Numbers with Gary Bender, Founder of The CFO Solution. 

In this episode we discuss the challenges that CFOs face and the resources that are available to help them. 

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Dave Bookbinder goes Behind The Numbers with Mark Iorio, Managing Director, BCAT. 

In this episode we discuss the alignment of corporate brand and corporate culture and how that impacts business valuation. 

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Dave Bookbinder goes Behind The Numbers with Jay Weinstein, Managing Partner, EisnerAmper. 

In this episode we discuss what’s hot in accounting, private equity and strategies that companies can employ to be nimble in business 

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Dave Bookbinder goes Behind The Numbers with Joe Kadlec, Partner, Pepper Hamilton.  

In this episode we discuss the M&A process from the attorney’s perspective. 

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Dave Bookbinder goes Behind The Numbers with Stan Cheiken, Esq.

in this episode we discuss legal advice for small business and entrepreneurs. 

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Dave Bookbinder goes Behind The Numbers with Robert Delaney, Chief Financial Officer at PFM. 

In this episode we discuss transformational leadership and building a cohesive team. 

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Dave Bookbinder goes Behind The Numbers with Michael Adler, Esq.

In this episode we discuss the challenges and opportunities of entrepreneurship with an entrepreneurial attorney. 

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Dave Bookbinder goes Behind The Numbers with Matt Kerzner, Director, EisnerAmper's Center for Family Business Excellence. 

In this episode we discuss the challenges that family owned businesses face. 

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Dave Bookbinder goes Behind The Numbers with Laura Queen, CEO of 29Bison. 

In this episode we discuss the impact of Human Capital on business value and M&A diligence. 

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Dave Bookbinder goes Behind The Numbers with Jeff Bruno, Founder, Your Outsourced CFO. 

In this episode we discuss finance and accounting for small businesses. 

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Dave Bookbinder goes Behind The Numbers with Gregory Jones, Vice President at Shelter Structures. 

In this episode we discuss leadership from the perspective of a Navy pilot.  

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Dave Bookbinder goes Behind The Numbers with Dr. Laura Sicola, Founder, Vocal Impact Productions. 

In this episode we discuss the concept of speaking to influence. 

You'll understand why Laura's TED talk has been viewed almost million times!  See it here: https://www.youtube.com/watch?v=02EJ1IdC6tE

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Dave Bookbinder goes Behind The Numbers with Dave Nast, Managing Partner at Nast Partners. 

In this episode we discuss people analytics and predicting employee behavior. 

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Dave Bookbinder goes Behind The Numbers with Marc Prine, Founder of MIP Consulting.

In this episode we discuss organizational dynamics and workforce analytics.

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Dave Bookbinder goes Behind The Numbers with Doug Claffey, CEO of Energage. 

In this episode we discuss the science of employee engagement and how to measure it and increase it. 

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Dave Bookbinder goes Behind The Numbers with Bruce Rubin, Founder of BHR International Associates. 

In this episode we discuss how to bring a consumer product to market. 

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Dave Bookbinder goes Behind The Numbers with Bill Andreoni, Senior Director at Pine Hill Group.

In this episode we discuss leadership and technical accounting with an enlightened accountant.

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Dave Bookbinder goes Behind The Numbers with Brian Lipstein, CEO of Henry Davidsen. 

In this episode we discuss how to make a great impression and dress for success.  

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Dave Bookbinder goes Behind The Numbers with Jim Griffith Esq., Partner at Reger Rizzo & Darnall. 

In this episode we discuss class action lawsuits - how to avoid them and how to survive them. 

Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!

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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs.  Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Please connect with him on LinkedIn and check out https://www.NewROI.com

Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers

THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!!

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Dave Bookbinder goes Behind The Numbers with Greg Offner, Director at Exude Inc.

In this episode we discuss the facets of organizational health.

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Dave Bookbinder goes Behind The Numbers with Dan Greenspon, Vice President at RenPSG. 

In this episode we discuss the concept of strategic philanthropy. 

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Dave Bookbinder goes Behind The Numbers with Brian Propp, Philadelphia Flyers Hall of Famer. 

In this episode we discuss how being a leader in sports translates to being a leader in business.  We also talk about Brian’s stroke and chat a little hockey too. 

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Dave Bookbinder goes Behind The Numbers with Andrew Haas, Esq. Partner at Blank Rome. 

In this episode we discuss business issues with a prominent attorney. 

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Dave Bookbinder goes Behind The Numbers with Mark Gaeto, Managing Director at Falcon Capital Partners. 

In this episode we discuss exit planning and the M&A process. 

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Dave Bookbinder goes Behind The Numbers with Alissa Carpenter, Founder of Everything's Not OK and That's OK.

In this episode we discuss how to recruit, retain, motivate and communicate with the millennial workforce.  

Alissa's insights are also applicable across all members of the modern workforce.

Check out Alissa's TEDx talk here: How to Humanize the Workplace One Conversation at a Time 

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Dave Bookbinder goes Behind The Numbers with Peter Smith, Esq., Partner at Semanoff Ormsby

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Dave Bookbinder goes Behind The Numbers with Kelly Meerbott, Founder of You Loud and Clear.

In this episode we discuss the importance of accountability with an executive coach.

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Dave Bookbinder goes Behind The Numbers with Tony Vitullo, Chief Financial Officer at Arora Engineering. 

In this episode we discuss the role of the CFO. 

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Dave Bookbinder goes Behind The Numbers with Charlie Muracco, CEO of CLM Advisors. 

In this episode we discuss growth strategies for small businesses. 

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Dave Bookbinder goes Behind The Numbers with Andy Levin, President of MHS Lift

In this episode we discuss how a Corporate leader turned around the business by improving the corporate culture and employee morale.   

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Dave Bookbinder goes Behind The Numbers with Chad Byers, CEO of Symmetrical Investments. 

In this episode we discuss growth strategy and succession planning. 

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Dave Bookbinder goes Behind The Numbers with Candida Seasock, Founder of CTS Associates and Executive Leaders for Advisory Boards  

In this episode we discuss how companies can benefit from an advisory board. 

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Dave Bookbinder goes Behind The Numbers with Charles Robins, Managing Director at Fairmount Partners. 

In this episode we discuss how to maximize a company’s valuation. 

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Dave Bookbinder goes Behind The Numbers with Ray Lemisch Esq, Partner at Klehr Harrison.

In this episode we discuss the issues around bankruptcy, as well as more positive aspects of business with a leading attorney.

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Behind The Numbers is available wherever you get your podcasts

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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.

Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs. Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.

Please connect with him on LinkedIn and check out https://www.NewROI.com

Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers

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