Winning High-Value Clients: The Human Connection Advantage

Investors don't fund your numbers....they fund the story you tell with them, and the confidence that makes it credible.My guest Regina Madigan, has sat on the other side of that equation for over 25 years. She's a CFO who's walked companies through multi-million dollar capital raises, an IPO, and many more term sheets, and she says the founders who get funded aren't always the ones with the best numbers. They're the ones who own them.Regina built a workshop for startups which is focused on female founders; as fewer than 2,500 women have ever raised a million dollars in venture funding.In this episode featured on the Prepare4Growth and Financial Acumen Podcasts, we ask her about the numbers every founder should master before a pitch, and what it actually takes to own your numbers instead of just reciting them.This is the conversation that gets you ready before you're in the room.

In this conversation with George Pita, retired Fortune 300 CFO, a current serving Independent Board Member and Audit Committee Chair for a public company, as well as Board Member & Strategic Advisor to private and public companies, we discuss role clarity and essential skills required of board members in the areas of financial acumen, strategic financial oversight, audit governance, financial risk management, and emerging considerations for boards.

In this episode of the Financial Acumen podcast with Rishi Gautam, CPA, Co-Founder & Director of Venning Advisors we discuss how firm owners can successfully transition their practice while preserving what matters most: client trust, team culture, and long-term legacy. Tune in as we unpack:• When and how to start planning your exit• What causes CPA transitions to fail—and how to avoid it• Strategies for valuing your firm, retaining staff, and communicating with clientsThis is a must-watch for any CPA owner thinking about the future of their practice.

In this conversation with Doug Brown, CEO of CEO Sales Strategies & Author of Win-Win Selling, and the creator of the Double Your Sales Methodology, he shares his wisdom bytes on how business leaders and sales professionals can shift from transactional sales tactics to authentic relationship-building strategies that drive high-value deals.

In this discussion with Stephane Nasser Co-Founder of Open VC , we discuss the components of a great pitch deck including storytelling, content and design, financial projections, risk and scalability and the "call to action." This is a must see podcast for entrepreneurs seeking capital from an executive whose platform attracts over 300 pitch decks per week.

In this discussion with Ivan Illian, AIF, CFS, Founder and Chief Investment Officer for Aligne Wealth Advisors, a best selling author of the book “ Success as a Financial Advisor for Dummies.” and an official member of the Forbes Finance Council, we discuss the difference between investing and speculating and cover topics such as market behavior, financial impact and risk management from these different approaches.

In this episode, David McCombie, Founder and CEO of McCombie Group, an M&A advisory firm that helps mid-market business owners sell their life's work at the best possible price and terms, and the author of the recently published book, "Selling Your Business with Confidence.”, helps us unpack the emotional and psychological aspects in the journey of selling a business. We also cover a possible double edged sword on how entrepreneurial DNA can impact the sale.

In this discussion with Thomas Garrett, CEO and Founder of TLGarrett, Executive Coaching & Consulting and Fortune 500 CFO, we discuss what it takes to build a world class financial organization and Office of the CFO, including core competencies, executive and leadership attributes and navigating today's business environment. Packed with wisdom gems from over 40 years of financial experience, Tom covers strategic leadership, technology savvy, people management and communication skills.

Unlocking Responsible AI: Navigating GenAI Adoption with a pioneer Risk Governance Framework! In this conversation with Jason Pikoos, Managing Partner, Client Experience and Ai Thought Leader at Connor Group, we discuss a pioneering enterprise risk framework for generative AI (GenAI) which provides a detailed guide to help companies of all sizes move into responsible GenAI adoption. See Link below to access the framework: https://p.connorgp.com/l/795853/2023-10-17/35q9m1#Solutions

In this conversation with Jonathan Kingsley, Vice Chairman at Colliers and a veteran of the commercial real estate industry, we discuss the key considerations when evaluating commercial real estate opportunities, including strategic, financial, operational, risk management, and industry/market specifics. Jonathan also shares key wisdom bytes on how to make such a critical cultural decision for your business, as well as a future outlook of the commercial real estate space.