Guest Interview

The Rise of the Virtual CFO: How a Fractional CFO Model Builds Lasting Value for Small and Mid‑Size Businesses

The Rise of the Virtual CFO: How a Fractional CFO Model Builds Lasting Value for Small and Mid‑Size Businesses

Are you struggling to navigate the complexities of financial management in your business?

In this episode of “The Business Philosopher Within You,” host Bhavesh Naik sits down with Ellen Wood, the CEO of vcfo, to explore the journey and vision behind her successful company. Ellen shares her experiences and insights on the role of a virtual CFO, the importance of understanding client needs, and the psychological and cultural aspects of financial management.

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Scaling People-First Advisory Firms Beyond AI: Talent, Culture & Legacy

Scaling People-First Advisory Firms: Talent, Culture, Legacy, AI with Brett Bernstein, CEO of XML

How do you build a sustainable financial advisory business that values the talent of its people as a competitive advantage against the rise of AI?

In this episode of “The Business Philosopher Podcast,” host Bhavesh Naik sits down with Brett Bernstein, CEO and co-founder of XML Financial Group, to explore how to create organizations that prioritize people, nurture emotional intelligence and drive sustainable growth. From building a legacy-focused culture to navigating mergers and acquisitions, Brett shares his unique philosophy on leadership, effective communication and empowering teams to thrive.How do you build a sustainable financial advisory business that values the talent of its people as a competitive advantage against the rise of AI?

In this episode of “The Business Philosopher Podcast,” host Bhavesh Naik sits down with Brett Bernstein, CEO and co-founder of XML Financial Group, to explore how to create organizations that prioritize people, nurture emotional intelligence and drive sustainable growth. From building a legacy-focused culture to navigating mergers and acquisitions, Brett shares his unique philosophy on leadership, effective communication and empowering teams to thrive.

Scaling People-First Advisory Firms Beyond AI: Talent, Culture & Legacy Read More »

Scaling Culture with SaaS: How to Turn Frontline Employees into Revenue Drivers

Scaling Organizational Culture SaaS Sales Service Frontline Performance

What does it take to scale organizational culture with Software As a Service (SaaS) business model, and ensure your business thrives for the long haul?

In this episode of “The Business Philosopher,” host Bhavesh Naik dives into the secrets of building high-performing, resilient organizations with special guest Geoffrey Toffetti, CEO of Frontline Performance Group (FPG). Drawing from decades of experience, Geoffrey shares how FPG has revolutionized the hospitality industry, transforming frontline employees into empowered revenue drivers while fostering a culture of collaboration and growth.

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How Purpose-Driven Leaders Transform Organizational Culture with Carol Cone

Purpose-Driven Leaders, Organizational Culture, Lasting Business with Carol Cone Show Notes

How do purpose-driven leaders transform organizational culture and build lasting businesses?

In this conversation with Carol Cone, pioneer, researcher, and practitioner in purpose-driven strategy, we unpack why purpose-driven leaders transform organizational culture and how leaders can turn a noble statement into measurable business performance.

Carol has spent more than three decades helping companies, large and small, move social purpose from an optional marketing line to the center of brand and business strategy. What follows is a practical, story-rich exploration of discovery, activation, and the hard work of living purpose across products, people, and policy.

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Tap Into Your Flow State: Secrets to Effortless Workplace Productivity

Flow State: Effortless Workplace Productivity with Steven Puri, The Sukha Company

In this episode of “The Business Philosopher Within You,” host Bhavesh Naik sits down with Steven Puri, founder and CEO of The Sukha Company, to explore how you can transform your work experience by tapping into the flow state. Discover how the principles of Sukha, happiness, fulfillment, and ease, can revolutionize your approach to productivity.

Steven shares his journey from the film industry to tech, revealing how lessons from Hollywood can be applied to modern workplaces. He shares the concept of flow state, a powerful mental state where individuals perform at their peak, and explains how it can be achieved by anyone willing to embrace the right conditions.

Listeners will discover insights into the differences between engagement and entertainment, the history and future of remote work, and the importance of setting meaningful goals. Steven also provides actionable strategies for leaders to help their teams enter the flow state, enhancing both individual and collective productivity.

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How to Build Sustainable Organizations Through Collaborative Learning and Leadership

Revolutionize Leadership with Collaborative Learning: Building Sustainable Learning Organizations

What if the key to your organization’s success lies in how you approach learning and development?

In this episode of “The Business Philosopher Within You,” host Bhavesh Naik sits down with Dr. Christie Vanorsdale, a seasoned learning systems architect, to explore the transformative power of effective learning environments. Together, they delve into the intricacies of building sustainable learning ecosystems that not only meet compliance requirements but also inspire personal and organizational growth.

Christie shares her unique insights on the philosophical aspects of learning, emphasizing the importance of creating environments that foster low anxiety and high motivation. She discusses the role of design thinking in understanding learners’ needs and the significance of prototyping and testing in learning design. The conversation also touches on the challenges of customizing learning management systems to fit organizational needs and the strategies for overcoming these hurdles.

Listeners will gain valuable perspectives on the differences between teaching adults and children, as well as the importance of clear communication and accessibility in education. Christie also opens up about her personal journey in learning and development, offering reflections on transformation and self-reflection that resonate with anyone seeking to foster a culture of continuous learning.

How to Build Sustainable Organizations Through Collaborative Learning and Leadership Read More »

Sustainable Business Growth with AI-Driven Financial Management: The Business Philosophy That Transforms Growth

Sustainable Business Growth, AI-Driven Financial Management, Johan Colvig, ClearGrowth

What if transforming your business growth wasn’t just about numbers but about a revolutionary financial philosophy?

In this episode of “The Business Philosopher Within You” podcast, host Bhavesh Naik sits down with Johan Colvig, Founder & CEO of ClearGrowth, to explore the transformative power of AI-driven financial management. Together, they explore the intricacies of building high-performing organizations that stand the test of time.

Johan shares his journey from startup struggles to achieving clear growth, offering valuable insights into the importance of understanding cash flow, customer acquisition cost and retention. He emphasizes the role of a solid business philosophy grounded in actionable insights, which can drive informed decision-making and sustainable growth.

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Leadership Beyond Fear and Greed: Why Associations Outperform Corporations with Chris Vaughan, Sequence Consulting

Leadership Beyond Fear and Greed: Associations Vs Corporations with Chris Vaughan, Sequence Consulting

What can corporations learn from associations?

In this episode of “The Business Philosopher Within You” podcast, host Bhavesh Naik sits down with Chris Vaughan from Sequence Consulting to explore this and other intriguing questions. They dive into the unique dynamics that make associations thrive, even in challenging environments.

– Discover why associations are likened to platypuses rather than unicorns.
– Understand the concept of the triple bottom line and its significance.
– Learn how associations engage members and sustain growth.
– Discover ways to lead an organization that transcends transactional engagement based on fear and greed.
– Realize the power of distributed decision-making and its role in driving organizational innovation.

Tune in to uncover the secrets behind the success of associations and how they can inspire change in the corporate world.

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Situational Awareness: Leadership Lessons from Crisis with Fabiana Lacerca-Allen

CRISIS CAPABLE: Situational Awareness and Leadership Lessons From Crisis with Fabiana Lacerca-Allen

How can you sharpen your leadership instinct in the times of crisis and uncertain times?

In this episode of “The Business Philosopher Within You” podcast, host Bhavesh Naik sits down with Fabiana Lacerca-Allen, a C-Level executive and author of “Crisis Capable,” to explore how these skills can transform leadership in challenging environments.

Fabiana shares her personal journey growing up in Argentina during a military dictatorship, revealing how these experiences honed her situational awareness and intuition. She discusses the importance of emotional intelligence and making decisions with limited information, offering listeners a unique perspective on leadership.

They explore:
– Developing instinct and emotional intelligence
– The role of intuition in career success
– Understanding people in negotiations
– The illusion of security in modern society

Tune in to this episode and you might recognize something you’ve often felt, but never been able to put into words.

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Inclusion Vs Belonging: The Truth About DEI with Joanne Lockwood, SEE Change Happen

The Truth About DEI: Inclusion Vs Belonging with Joanne Lockwood, SEE Change Happen

How can businesses and organizations truly benefit from Diversity, Equity and Inclusion (DEI) in the workplace?

How can we transcend merely “being inclusive” and create a lasting culture of belonging in businesses and organizations?

Further, how can organizations truly embed equity, diversity, and collaboration into their cultures to unlock potential and drive sustainable success?

In this episode of “Business Philosopher Within You” podcast, host Bhavesh Naik sits down with Joanne Lockwood, a leading expert in enabling inclusive cultures, to explore these critical questions.

Joanne, a visionary behind See Change Happen and a speaker with decades of experience, shares her journey of transformation and her work with leaders to create environments of empathy, self-awareness, and belonging. From her unique perspective as a transgender woman and consultant, Joanne offers actionable insights into breaking down barriers, redefining organizational growth, and embracing diversity as a key driver of innovation and team dynamics.

Inclusion Vs Belonging: The Truth About DEI with Joanne Lockwood, SEE Change Happen Read More »

Building a Future-Proof Business with AI and Human Insight with Jonathan Schneider, CEO of Moderne

AI Human Factor Code Refactoring Business Jonathan Schneider Moderne

Discover how AI and human insight drive a future-proof business with Jonathan Schneider, CEO of Moderne, who shares leadership and technical debt strategies.

What does it take to build a business that stands the test of time, in the ever-evolving tech landscape?

In this podcast episode, Bhavesh Naik, the host of The Business Philosopher Within You podcast, interviews Jonathan Schneider, CEO and co-founder of Modern.

They discuss the human factors in building a sustainable business, especially one grounded in AI.

Jonathan shares insights into his journey from Netflix to founding Modern, a platform for auto refactoring and analyzing code.

The conversation covers the challenges of modernization, the concept of ‘freedom and responsibility’ at Netflix, and the importance of addressing technical debt. Jonathan also talks about the evolution of his company, the role of venture funding, and the cultural aspects of building a successful business.

The episode provides valuable lessons on leadership, innovation, and the continuous journey of entrepreneurship.

Building a Future-Proof Business with AI and Human Insight with Jonathan Schneider, CEO of Moderne Read More »

Heart-Centered Leadership: How Can Being Human Help Your Business?

Importance of Self-Awareness and Being Human On Business Leadership

What if the key to successful leadership lies in embracing the interconnectedness of humanity?

In this episode of “The Business Philosopher Within You” podcast, host Bhavesh Naik sits down with Mike Ettling, Executive Chairman of SYSPRO, to explore the profound impact of the Ubuntu philosophy – “I am because you are” – on business leadership.

Mike shares his journey from leading Unit4 to his current role at SYSPRO, emphasizing the importance of people-centric policies and trust in transforming organizational culture.

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UBUNTU: Exploring a Transformational Business Leadership Philosophy with Mike Ettling

UBUNTU Business Leadership Philosophy Mike Ettling Unit4 SYSPRO

What if the key to successful leadership lies in embracing the interconnectedness of humanity?

In this episode of “The Business Philosopher Within You” podcast, host Bhavesh Naik sits down with Mike Ettling, Executive Chairman of SYSPRO, to explore the profound impact of the Ubuntu philosophy – “I am because you are” – on business leadership.

Mike shares his journey from leading Unit4 to his current role at SYSPRO, emphasizing the importance of people-centric policies and trust in transforming organizational culture.

UBUNTU: Exploring a Transformational Business Leadership Philosophy with Mike Ettling Read More »

Harnessing Neurodiversity for a High Performing Company Culture

Harnessing Neurodiversity for a High Performing Company Culture

What if the key to a high-performing company culture lies in embracing neurodiversity?

In this episode of “The Business Philosopher Within You,” I sit down with Melanie Cook, founder and CEO of Veritas Management Group. Melanie shares her remarkable journey from overcoming personal challenges with ADD and dyslexia to leading a successful management consulting firm that champions neurodiversity, equity and inclusion.

Learn how Melanie’s personal experiences have shaped her leadership style and the culture at VMG. Discover how authenticity and integrity play crucial roles in building a supportive and innovative work environment. Explore how embracing neurodiversity can transform challenges into strengths and foster a culture of innovation and resilience.

Melanie also discusses the importance of understanding your dream and how it can drive entrepreneurial success.

Harnessing Neurodiversity for a High Performing Company Culture Read More »

Meditation for Business Success: Unlocking Your Potential Through Mindfulness

Harnessing Meditation and Mindfulness for Business Success with Jeff Patterson, Yielding Warrior

Explore with Jeff Patterson, a martial arts and meditation expert, insights on integrating mindfulness for business success and personal growth.

Are you struggling to find balance and focus in your business life?

Discover how meditation can unlock your potential and transform your business success in this enlightening episode of “The Business Philosopher Within You” podcast, hosted by Bhavesh Naik. Joining Bhavesh is Jeff Patterson, a seasoned meditation and martial arts expert with over 36 years of experience, who shares actionable insights on integrating mindfulness into daily life for personal and organizational growth.

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AI Vs Human In Transforming Insurance Industry: A CEO’s Bold Journey

AI Vs Human In Insurance Industry Charlee AI Story

What does it take to revolutionize an industry while staying true to human values?

In this episode of “The Business Philosopher Within You” podcast, host Bhavesh Naik dives into the transformative journey of Sri Ramaswamy, CEO of Charlee AI, a trailblazing AI platform reshaping the insurance industry. Explore how AI is unlocking potential for exposure and risk management, while fostering collaboration and organizational growth.

AI Vs Human In Transforming Insurance Industry: A CEO’s Bold Journey Read More »

Origin Story: Importance of Authentic Storytelling in Developing Company Culture

ORIGIN STORY Impact of Authentic Storytelling On Company Culture

What if the key to transforming your company culture lies in the stories you tell?

In this episode of “The Business Philosopher Within You,” host Bhavesh Naik sits down with Carrie Klewin Lawrence, a renowned stage director and strategic storytelling expert, to explore the profound impact of storytelling on both personal and corporate development.

– Discover how personal discovery storytelling can lead to self-awareness and growth.
– Learn about the Hero’s Journey and Story Circle and their applications in developing company culture.
– Understand the role of authenticity in brand storytelling and its impact on consumer trust.

Tune in to uncover how you can harness the power of storytelling to reshape your business and personal life.

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How to Build a Sustainable Company Culture: The CapForge Story

Building a Sustainable Company Culture Leading By Strength CapForge

What does it take to build a sustainable company culture that stands the test of time?

In this episode of “The Business Philosopher Within You” podcast, host Bhavesh Naik sits down with Matt Remuzzi, the visionary founder of CapForge, to explore the intricacies of creating a thriving business environment. From the challenges of scaling a business to the importance of maintaining core values, Matt shares his journey and insights.

Tune in for deep insights on:

– Leveraging your unique strengths in developing a leadership style
– Creating a company culture anchored in professional talents
– The unconventional yet highly effective leadership model at CapForge
– The role of understanding people in business success
– Aligning personal interests with business goals
– Strategies for effective conflict management
– The impact of entrepreneurship on personal growth
– Building a legacy through company culture

Matt’s story is not just about business growth; it’s about personal evolution and the impact of entrepreneurship on one’s life. He delves into the importance of aligning personal interests with business goals and the significance of building a legacy through company culture.

Tune in to discover how CapForge has become a beacon of sustainable company culture and learn from Matt’s experiences and advice.

How to Build a Sustainable Company Culture: The CapForge Story Read More »

How to Scale a SaaS Business in Life Sciences Industry: The P360 Story

Scaling SaaS Business Life Sciences Industry P360

How would you build a successful, sustainable business employing hundreds of employees in a hyper-competitive marketplace, teeming with global players who have deep pockets?

In this conversation, Bhavesh Naik interviews Anupam Nandwana, CEO and co-founder of P360, a technology company focused on the life sciences industry.

Anupam and Bhavesh explore the challenges of building a business with a focus on commitment, timing and leveraging technological forces. Anupam shares his entrepreneurial journey in the pharmaceutical industry, emphasizing the importance of cultural influences and an entrepreneurial spirit. They discuss the inception of P360, addressing the challenges of competing in a regulated and competitive industry, and highlight the innovative Zing platform as a competitive advantage. The conversation also navigates through customer-focused business strategies, the role of marketing as an equalizer, and the necessity of a clear vision and adaptability. Effective leadership, maintaining integrity and empowering teams are underscored as essential for creating a successful and sustainable business.

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From Smart Business Growth to Successful Exit: The Power of Company Culture

Discover how aligning core values with smart business growth fosters a strong company culture, paving the way for a successful business exit.

• Is the pressure to constantly grow leaving you overwhelmed?
• Do you find it challenging to align your company’s growth with its core values?
• Are communication issues within your team hindering your progress?
• Have you struggled to define a strong niche with a clear marketing message and brand identity?

In this episode of “The Business Philosopher Within You” podcast, host Bhavesh Naik sits down with Ben Greiner, founder of Forget Computers. Ben shares his insights on navigating smart growth, carving a strong brand-identity and laser focus, creating a committed company culture and the power of effective communication in the tech industry.

Learn how Ben navigated the complexities of the tech industry, built a customer-centric business, and executed a successful exit strategy. Understand the importance of redefining growth beyond mere revenue and how focusing on a niche market with a strong marketing message can set you apart from the competition.

Tune in to explore how one CEO’s journey can inform your own path to success in the ever-changing world of technology and business.

From Smart Business Growth to Successful Exit: The Power of Company Culture Read More »

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