Behind The Numbers With Dave Bookbinder Podcast

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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…

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…

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…

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…

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…

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…

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…

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

…

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

…