Manage episode 520447388 series 3553042
Financial expert Tricia M. Taitt shares her journey from Wall Street and Broadway to writing the Amazon bestseller Dancing with Numbers and founding FinCore, a financial planning platform for women entrepreneurs. Discover the mindset shifts that define a CEO, why financial literacy is essential for women entrepreneurs, and the most overlooked opportunity for increasing your business profit. Tricia also reveals the two biggest asks that transformed her life, including deferring a six-figure job offer to pursue her passion for dance.
You’ll hear Tricia discuss:
- The CEO Mindset Shift: Why she avoided the CEO title for years, and how she realized the role means building a team, not doing everything herself.
- From Layoff to Liberation: The pivotal moment in 2009 that led Tricia to combine her expertise (Wharton, Duke, Wall Street) with her passion for dance to create FinCore.
- Unlocking Profit: The single most overlooked profit opportunity Tricia sees across industries.
- Tough Love with Honey: How she balances compassion and accountability to help entrepreneurs face their money stories and understand the consequences of inaction.
- The Bold Ask: Tricia’s most uncomfortable asks, including the time she asked a major corporation to defer her employment to dance.
Important Links:
- Savvy Ladies (https://www.savvyladies.org/)
- Precious Williams' LinkedIn (https://www.linkedin.com/in/precious-l-williams/)
- Lisa Zeiderman's LinkedIn (https://www.linkedin.com/in/lisazeiderman/)
- Tricia M. Taitt's LinkedIn (https://www.linkedin.com/in/triciataitt/)
Important Links for Tricia:
- FinCore Website (https://fincorestrong.com/)
- Dancing with Numbers (https://a.co/d/7WZIpem)
About Tricia Taitt:
Tricia M. Taitt is the CEO of FinCore and Author of the Amazon best-selling book, "Dancing with Numbers: Grow A Financially Healthy Business and Choreograph the Life You Want".
She holds an M.B.A from The Fuqua School of Business of Duke University, and a BS in Economics with a Finance concentration from The Wharton School at the University of Pennsylvania. For over 20 years, she’s been a finance professional. Half of the time was spent working on Wall Street while the other half was spent in the trenches side by side with small business owners.
As a result of working with FinCore, clients have been able to take control of their numbers and feel more confident in their ability to make decisions, while increasing profits by 10% and building a cash stash to invest in growth.
Chapters
1. Welcome to the Power of the Ask (00:00:00)
2. Meet Guest: Tricia M. Taitt (00:00:38)
3. Fun Fact: Dance + Broadway Credits (00:02:24)
4. Mindset Shifts into CEO Identity (00:02:42)
5. A Pivotal Moment: Layoff During the Recession (00:06:27)
6. The Book & Brand: Blending Finance and Choreography (00:09:51)
7. Business as Dance (00:10:27)
8. Most Overlooked Profit Opportunity (00:14:07)
9. The Emotional Side of Money (00:16:29)
10. The CFO Who Gives Tough Love with Honey (00:24:01)
11. Tricia’s Most Courageous Asks (00:26:33)
12. Rapid Fire (00:29:00)
13. Financial Literacy & Closing the Revenue Gap (00:33:30)
35 episodes