Best The Cfo Edge Podcasts (2025)

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Price Like You Mean It: How Founders Use Pricing to Attract Customers and Investors 6:43

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3d ago6:43

6:43

our pricing says more about your business than you think. In this episode of The CFO Edge, we dive into how pricing shapes your brand, signals value to customers, and directly impacts how investors assess your company. Whether you’re underpricing to stay “competitive” or unsure how to raise your rates, this conversation will help you reframe pricin…

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The Operator’s Edge: Charlie Talbot’s Path to CFO and Ongoing Impact 24:14

10d ago24:14

24:14

In this episode, Charlie Talbot shares how two decades in brand leadership and operations paved the way for his success as a multi-time CFO and now Executive Partner at Shore Capital. He reflects on scaling companies like Potbelly, Athletico, and Tend, building strong CEO partnerships, and learning to lead with both numbers and empathy. Charlie dis…

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Building Financial Success: Expert Tips from a Virtual CFO 10:37

18d ago10:37

10:37

In this episode of The Barter Edge Podcast, host Jen Trevorrow interviews Mike Hall from MKH Associates, a virtual CFO with over a decade of experience. Mike shares his journey from corporate life to helping small and medium-sized businesses manage their finances. He discusses the significant benefits he's gained from being part of the Bartercard n…

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Heroes of the Sea: Glen Norris from Volunteer Marine Rescue and the Bartercard Impact 11:10

5d ago11:10

11:10

In this episode of The Barter Edge Podcast, host Jen speaks with Glen Norris, President of Volunteer Marine Rescue Southport. Glen shares insights into the critical, volunteer-run services they provide to the boating public on the Gold Coast, including marine rescues and collaborations with the police and ambulance services. The conversation also h…

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17. How to Craft Messaging That Truly Connects and Resonates 24:59

6d ago24:59

24:59

In this episode of Resilient in Business, we chat with therapist-turned-copywriter Arianna Smith to unpack the power of emotionally resonant messaging. Arianna shares her unique journey blending trauma-informed therapy with high-converting copywriting, and how business owners can build messaging that actually lands with their audience. Key takeaway…

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Closing the Gender Investing Gap – Meet Dr. Sylvia Kwan CEO & CIO at Ellevest 27:24

10d ago27:24

27:24

Title Closing the Gender Investing Gap – Meet Dr. Sylvia Kwan CEO & CIO at Ellevest Guest Dr. Sylvia Kwan, CFA®, CAIA® CEO & CIO Ellevest Website www.ellevest.com About Dr. Kwan Dr. Sylvia Kwan, CFA®, CAIA® is the Chief Executive Officer and Chief Investment Officer at Ellevest. Dr. Kwan is a Chartered Financial Analyst with more than 30 years of i…

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Are You Leaving Money on the Table? Margins, Markups & Cost-Based Pricing Explained 7:21

10d ago7:21

7:21

Setting prices isn't just about covering your costs—it's about building healthy margins, protecting profits, and fueling your growth. In this episode of The CFO Edge, we dive into the fundamentals (and blind spots) of pricing strategy that too many founders overlook. 🔍 You’ll learn: The difference between margin and markup—and why that matters How …

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Maximising Business Growth with Bartercard: Insights from Paul Hebbink 24:31

13d ago24:31

24:31

In this episode of the Barter Edge Podcast, host Jen interviews Paul Hebbink from Bartercard, who shares his extensive 30-year journey with the company. Paul discusses the value of Bartercard in providing businesses with new customers, filling spare capacity, and saving cash through trade dollars. He highlights successful case studies, including a …

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Ex-HubSpot Director: Will AI Make Corporate Careers Obsolete? The Rise of Fractional Specialists 1:24:07

16d ago1:24:07

1:24:07

In this insightful conversation, Adam and Sam Mallikarjunan, General Manager at Agent.ai, delve into practical AI adoption strategies beyond the hype. Sam outlines three key buckets for effective AI implementation: automating tedious tasks, accessing skills beyond your expertise, and enhancing human communication.What makes this discussion unique i…

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Is Your Business Built to Scale? How to Set Up Financial Systems That Grow With You 8:34

18d ago8:34

8:34

Growth is exciting—until your systems start breaking under pressure. In this episode, we unpack the financial foundations every growing business needs. From setting up simple workflows and choosing the right tools, to building a usable forecast and knowing when to level up your finance team—this is your roadmap to scaling with confidence. You’ll le…

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This $450M Money Manager Uses Stocks & Options To Gain An Edge In The Market - Meet Paul S. Stanley 23:29

19d ago23:29

23:29

This $450M Money Manager Uses Stocks & Options To Gain An Edge In The Market - Meet Paul S. Stanley Managing Partner At Granite Bay Wealth Management Guest: Paul S. Stanley, CFP®, CPM® Managing Partner At Granite Bay Wealth Management $450M AUM Website: https://granitebaywm.com/ Bio: Paul graduated from Bentley College with a Bachelor’s in Economic…

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Managing Tough Client Talks: Lessons from a $20 Billion AUM Firm 27:49

20d ago27:49

27:49

Description: In this episode, Johnson Investment Counsel’s managing director Chad Maggard joins Adam in a conversation about getting started in wealth management, a snapshot of the industry today and strategies for navigating tough client conversations. Chad shares his perspective on building trust, addressing client concerns and delivering value —…

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16. How to Utilize Compassion as a Competitive Edge in Your Business 25:29

20d ago25:29

25:29

Can compassion actually give your business a competitive advantage? In this episode of Resilient in Business, host Jad Atwe sits down with Bruno Cignacco, author of The Art of Compassionate Business, to explore how values like empathy, generosity, and gratitude are not just feel-good ideas—they’re game-changing strategies for sustainable growth. Th…

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Navigating Wills and Succession with Nick Harrison 13:46

26d ago13:46

13:46

Unlocking the Power of Barter: Insights on Business Growth and Legal Planning with Nick Harrison In this episode of the Barter Edge Podcast, host Jen Trevorrow interviews Nick Harrison, founder of The Legal House, about the impact of barter systems on his business and the importance of legal planning for business owners. Nick shares his journey wit…

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What It Really Costs to Run a Startup: Fixed vs. Variable Costs, Founder Time & Scalability 7:28

27d ago7:28

7:28

Are you truly aware of what it costs to run your business? In this foundational episode of The CFO Edge, we break down the hidden truths behind startup cost structures. You’ll learn: The difference between fixed and variable costs—and why it matters How to allocate costs across products, services, and team How to factor in founder time and sweat eq…

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Bitcoin Depot COO $BTM Discusses Building Teams and Navigating the Crypto Boom 11:24

30d ago11:24

11:24

Guest Name: Scott Buchanan, COO, of Bitcoin Depot $BTM Website: https://bitcoindepot.com/ Ticker: NASDAQ: BTM Bio: Scott Buchanan serves as the COO of Bitcoin Depot, where he oversees the day-to-day operations of the business as well as long-term strategic planning. In his role, Scott applies his long-standing passion for solving complex problems a…

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How to Be Irreplaceable in the AI Economy: Ex-CFO Explains the Importance of Domain Expertise 1:03:26

1M ago1:03:26

1:03:26

In this value-packed conversation, Adam Shilton and former CFO turned content creator CJ Gustafson debunk common misconceptions about AI's impact on business while sharing tactical insights about metrics that actually matter. CJ draws from his finance background to explain why AI is creating efficiency gains rather than replacing jobs, how companie…

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This CEO Wants To Make Banking Easy – Meet Heath Fountain, CEO of Colony Bankcorp $CBAN 30:06

1M ago30:06

30:06

Guest: Heath Fountain CEO of Colony Bankcorp Website: https://colony.bank/ Ticker: CBAN Bio: T. Heath Fountain is the Chief Executive Officer of Colony Bankcorp, Inc., a leading community bank headquartered in Fitzgerald, Georgia. Fountain joined Colony Bank on July 30, 2018, as President and CEO, and also serves on the company’s Board of Directors…

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15. How a Fractional CFO Helps You Grow Your Business 25:29

1M ago25:29

25:29

In this episode of we chat with Stephanie Peterson, founder of Accounting Pro LLC, to unpack what a CFO really does, and why it might be exactly what your growing business needs. Stephanie shares: The key signs you need a fractional CFO How she helps businesses plug cash leaks and hit personal goals Her take on fraud prevention, goal-driven forecas…

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Strategic Planning for Startups: How to Pick Growth Bets That Actually Work 4:22

1M ago4:22

4:22

Too many startups chase every opportunity—until they burn out or stall out. In this episode of The CFO Edge, we walk through a proven strategic planning framework that helps founders prioritize the right growth bets—based on cost, effort, timing, margin, and more. If you’ve ever felt pulled in too many directions, this one’s for you. 📥 Grab the Fre…

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Top-Down vs. Bottom-Up Forecasting: How to Build Projections Investors Actually Trust 6:26

1M ago6:26

6:26

When it comes to pitching your startup to investors, your financial projections can make or break the deal. In this episode of The CFO Edge, we break down the two core forecasting methods—top-down and bottom-up—and show you how to use them the right way in your investor pitch. Too often, founders rely on big market numbers without connecting the do…

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14. Why Most Marketing Advice Fails 19:37

1M ago19:37

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In this episode of Resilient in Business, Rachel Allen joins us to unpack the truth behind marketing overwhelm. Rachel has helped entrepreneurs across industries from finance to astrology cut through noise and focus on what actually drives results. ✅ Why 99% of marketing advice sets you up to fail ✅ The 4 essentials every marketing strategy must co…

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The Power of the Patch: Serguei Melnik Shares How Nutriband Is Disrupting The Drug Delivery Business $NTRB 22:17

1M ago22:17

22:17

The Power of the Patch: Serguei Melnik Shares How Nutriband Is Disrupting The Drug Delivery Business Guest Serguei Melnik Founder & President Nutriband Ticker: NTRB Website: https://www.nutriband.com/ Bio: Mr. Melnik has been involved in general business consulting for companies in the U.S. financial markets and setting up legal and financial frame…

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From Camera to Commerce: Annie Noon's Bartercard Story 13:25

1M ago13:25

13:25

In this episode of the Barter Edge Podcast, host Jen Truro interviews Annie Noon from Photo Force Photography. Annie shares her experience of running a versatile photography business and reveals how Bartercard has significantly boosted her business over the past 20 years. She details how Bartercard has enabled her to enhance both her professional a…

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Don’t Mistake Risk For Stress: Direxion’s CEO Douglas Yones on Risk, Reward, and Leveraged ETFs 1:00:19

1M ago1:00:19

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Don’t Mistake Risk For Stress: Direxion’s CEO Douglas Yoneson Risk, Reward, and Leveraged ETFs Guest: Douglas Yones CEO of Direxion Company: Direxion ETF Website: https://www.direxion.com/ AUM: $50 Billion Bio: As CEO of Direxion, Douglas Yones spearheads the company's strategic growth, overseeing innovative ETF solutions for retail and institution…

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Reclaiming Joy: Dr. Kevin Cassidy on Orthodontics, Leadership and Growth 25:31

2M ago25:31

25:31

In this episode, Dr. Kevin Cassidy shares his journey from mowing the lawn at his father's orthodontic practice to joining the team, eventually buying the business, and scaling it over the next two decades. He discusses the decision to partner with Southern Orthodontic Partners, the mindset shift that came with stepping back from daily operations, …

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Fighter Pilot to CEO: Brandon Robinson on Leading Horizon Aircraft’s eVTOL Revolution (HOVR) 30:29

2M ago30:29

30:29

Fighter Pilot to CEO: Brandon Robinson on Leading Horizon Aircraft’s eVTOL Revolution (HOVR) Guest E. Brandon Robinson, Co-Founder & CEO, Horizon Aircraft $HOVR Ticker: HOVR Website: https://www.horizonaircraft.com/ Bio Brandon flew CF-18s in the Royal Canadian Air Force for two decades and managed capital projects up to $4B, including the F-35 acq…

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Aaron Day’s Amaze.co: Empowering Creators to Earn More Money - $AMZE 33:27

2M ago33:27

33:27

Aaron Day’s Amaze.co: Empowering Creators to Earn More Money - $AMZE Guest Aaron Day Co-Founder & Chief Executive Officer Stock Ticker: AMZE Website: https://www.amaze.co/ Bio Aaron Day brings over two decades of executive leadership experience to Amaze, with a track record of successfully scaling companies across multiple industries, including tec…

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This Scientologist & Best Selling Author Wants To Help You Look & Feel 10 Years Younger 37:54

2M ago37:54

37:54

Guest: Craig Brockie – Best Selling Author & Founder Ultimate Health Solutions Bio Craig Brockie is a best-selling author and founder of the Ultimate Health movement. After losing his health as a young man, he spent the next three decades and 7 figures researching advanced health and performance-enhancing technologies. Links to Resources Mentioned:…

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What’s The Value Of Life? Jay Jackson CEO of Abacus Global Mgmt Wants To Help You Find Out $ABL 27:01

2M ago27:01

27:01

What’s The Value Of Your Life? Jay Jackson Chairman & CEO of Abacus Global Management - $ABL Wants To Help You Find Out Guest: Jay Jackson Chairman & Chief Executive Officer, Abacus Global Management Ticker: $ABL Website: https://abacusgm.com/ Bio Jay Jackson is the Chairman and Chief Executive Officer of Abacus Global Management (Nasdaq: ABL). He …

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Barter Breakthrough: How Bartercard Revolutionizes Business Trade 24:27

2M ago24:27

24:27

The Barter Edge: Introducing Bartercard with Co-Founder Andrew Federowski In the premiere episode of The Barter Edge Podcast, host and guest co-founder Andrew Federowski delve into the origins and evolution of Bartercard, an alternative digital currency and network designed to help businesses grow by trading services. With Federowski at the helm as…

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Grant Cardone Shares The #1 Most Important Thing He's Learned About Money & Other Timeless Lessons 53:53

2M ago53:53

53:53

About The SMC Show We interview the "Smart Money" - money managers and CEO's of publicly traded companies for timeless advice. Visit SmartMoneyCircle.com To Learn More Grant Cardone Shares The #1 Most Important Thing He's Learned About Money & Other Timeless Lessons Website: https://cardonecapital.com/ Guest Grant Cardone CEO Cardone Capital Cardon…

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Growth vs. Profitability Dilemma: How Top Startups Get It Right 4:21

2M ago4:21

4:21

Every founder hits this crossroad: grow fast or grow smart? In this episode of The CFO Edge, we're diving into real startup case studies to break down how top-performing startups managed to scale without sacrificing financial health. If you've ever wondered how to hit your growth targets while still keeping your burn rate in check—this one's for yo…

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13. Breaking Unhealthy Habits and Building a Resilient Mindset 29:22

2M ago29:22

29:22

Why do we repeat bad habits even when we know they’re harmful? How can we rewire our brain to build resilience and lasting positive change? In this episode of Resilient in Business, Jad Atwe chats with Loretta Breuning, founder of the Inner Mammal Institute and author of several best-selling books on brain chemistry and human behavior. Loretta shar…

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Everyone Should Have Someone To Talk To About Their Money & Other Important Lessons From A $3B Firm 34:47

2M ago34:47

34:47

Everyone Should Have Someone To Talk To About Their Money & Other Important Lessons From A $3B Firm Ernest Csak CFP Main Street Financial Solutions with over $3B in AUM Guest: Ernest M. Csak, CFP® Main Street Financial Solutions, LLC Website: www.msfsolutions.com Bio Ernest Csak, CFP®, CRPS®, CPFA® worked in the financial services field since 1995.…

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Cash Burn, Runway & More: The KPIs That Keep Startups Alive 5:30

2M ago5:30

5:30

Every founder says, “Cash is king,” but few truly track the metrics that matter. In this episode of The CFO Edge, we're breaking down the essential cash KPIs that can make—or break—your business. Whether you're trying to raise capital, extend your runway, or just stay afloat during a tough quarter, these numbers aren’t optional—they're survival too…

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12. How Profit-First Accounting Provides Financial Clarity & Growth 22:41

2M ago22:41

22:41

In this episode of Resilient in Business, host Jad Atwe is joined by John Scott, Partner at Anders CPAs & Advisors, to dive deep into the power of profit-first accounting and how it drives smarter decision-making for business owners. Whether you’re scaling, or just want financial clarity, this episode will shift the way you think about numbers. 🔗 T…

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Disrupting Children’s Health: Adam Gillman on Raising Healthier Kids 22:17

2M ago22:17

22:17

Guest Adam Gillman | Co-Founder and President of Hiya Health- Children’s Wellness Company Website: https://hiyahealth.com/ Bio Adam Gillman is a seasoned entrepreneur and business executive with a track record of launching and scaling consumer-focused companies. As the Co-Founder and President of Hiya Health, he has built one of the leading childre…

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Built to Last: What Iconic Companies Do Differently (And How You Can Too) 5:34

2M ago5:34

5:34

What do visionary companies like Disney, 3M, and Johnson & Johnson have in common? In this special episode of The CFO Edge, we break down the key takeaways from the legendary book Built to Last by Jim Collins and Jerry Porras — and translate them into real, actionable strategies for modern founders and small business owners. From setting a long-ter…

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11. 3 Secrets for Writing Copy That Converts 24:59

2M ago24:59

24:59

Ever wonder why some brands effortlessly attract loyal customers while others struggle to connect? In this episode, Holly Seybert dives into the art and science of effective copywriting. She’ll uncover common mistakes small businesses make with their messaging, explain why AI can't replace human creativity, and provide actionable tips to create cop…

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How to Set the Right Price: Proven Strategies for Founders & Small Businesses 5:15

2M ago5:15

5:15

Choosing the right price in today’s economy? Tricky. Costs are rising, customers are hesitating, and pricing feels more like guesswork than strategy. In this episode of The CFO Edge, Carol breaks down how founders and business owners can find their pricing sweet spot — without discounting their way into trouble. If pricing has ever made you feel un…

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This 9-Figure CEO's #1 Longevity Secret & Why Your True Age Helps You Live Longer and Happier 35:54

2M ago35:54

35:54

This 9-Figure CEO's #1 Longevity Secret & Why Your True Age Helps You Live Longer and Happier Guest: Matthew Dawson, MD Website: https://www.trudiagnostic.com/ Bio: Dr. Matthew Dawson is the founder of Wild Health, a genomics based precision medicine company, and the CEO of TruDiagnostic, an epigenetics testing lab. He has authored two textbooks, p…

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10 Lessons from 10 Episodes: Financial Strategies Every Founder Should Know 4:29

2M ago4:29

4:29

Welcome to Episode 10 of The CFO Edge — a special edition where we step back, zoom out, and spotlight the 10 biggest takeaways from our first 10 episodes. Whether you’ve been tuning in from the beginning or this is your first listen, this roundup delivers the core financial strategies every founder and small business owner needs to hear — in one va…

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10. Announcement Episode: Resilient in Business Book & The Resilient Leader Coaching Program 4:07

3M ago4:07

4:07

We’ve hit a milestone, Episode 10! And with it comes some exciting announcements. 🎉 In this special solo episode, host Jad Atwe shares: ✅ A heartfelt thank you to the listeners and early guests ✅A sneak peek at the upcoming Resilient in Business Book ✅The launch of the Resilient Leader Coaching Program, a 6-week one-on-one experience designed to he…

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This CEO Built a $7B Money Management Firm By Building Relationships with Ultra High Net Worth Investors $50M And Above 27:29

3M ago27:29

27:29

This CEO Built a $7B Money Management Firm By Building Relationships with Ultra High Net Worth Investors $50M And Above Guest Jack Ginter, Chief Executive Officer, Partner Callan Family Office (AUM: $7B) Website: https://callanfamilyoffice.com/ Bio: Having extensive experience that extends across ultra-high-net-worth wealth management and corporate…

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The Visionary CEO Who Created Billions in Shareholder Value Returns: The Dakota Gold Ambition 19:34

3M ago19:34

19:34

The Visionary CEO Who Created Billions in Shareholder Value Returns: The Dakota Gold Ambition Guest: Robert Bob Quartermain – CEO President and Vice Chairman of Dakota Gold Corp DC Website: https://dakotagoldcorp.com/ Ticker: DC Bio Robert Quartermain Co-Chairman, Director, President and CEO Dr. Quartermain currently serves as Co-Chairman, Director…

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The CFO Playbook: Recession-Proof Your Startup Now 6:25

3M ago6:25

6:25

Recession talk isn’t just media noise—it’s a wake-up call for founders to get their financial house in order. In this episode, I share The CFO Playbook for recession-proofing your startup from the inside out. 🔥 We’ll dive into the principles of sustainable growth, managing cash reserves, and shifting your metrics mindset during downturns. 💡 This is…

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Think Like a CFO: The Key Mindset Shift to Scale Your Startup 4:44

3M ago4:44

4:44

What really separates a visionary CEO from a strategic CFO? And more importantly — how can founders tap into both mindsets to scale smarter? In this episode of The CFO Edge, Carol breaks down the key differences between the CEO and CFO lens — and why switching gears between the two is crucial as your business grows. You’ll hear how to balance bold …

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This CEO Runs A $5.5B Money Management Firm By Putting The Client First & Having Great Ethics… 39:32

3M ago39:32

39:32

This CEO Runs A $5.5B Money Management Firm By Putting The Client First & Having Great Ethics… Guest: Ed Cofrancesco, Chief Executive Officer of International Assets Advisor With $5.5B AUM Website: https://www.iaac.com/ Bio: For the two years before joining International Assets, Ed was engaged in various entrepreneurial and consulting activities. D…

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9. How to Overcome Imposter Syndrome and Lead Authentically 36:40

3M ago36:40

36:40

Do you ever feel like you're faking it as a leader? Like you're one step away from being “found out”? In this powerful episode of Resilient in Business, leadership expert Michael Anderson shares his raw journey, from burnout and imposter syndrome to building award-winning companies and becoming a leadership coach to top-tier firms like Microsoft an…