Behind The Numbers With Dave Bookbinder

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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…

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…

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…

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…

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…

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…