On the Brink with Andi Simon Podcast Por Andi Simon arte de portada

On the Brink with Andi Simon

On the Brink with Andi Simon

De: Andi Simon
Escúchala gratis

Acerca de esta escucha

 On The Brink is a podcast where the goal is to help you better "see, feel and think" about your business, your job, your personal life and your purpose. There will be great interviews and conversations with people who are deeply involved in change—consultants, change agents, managers transforming their teams, entrepreneurs just starting out and CEOs running well-established companies. Economía Gestión Gestión y Liderazgo Liderazgo
Episodios
  • Victoria Woods on Women, Money, and Our Future

    Victoria Woods on Women, Money, and Our Future
    Jul 6 2025
    In this captivating episode of On the Brink with Andi Simon, I welcomes an unstoppable force in the world of finance, Victoria Woods—entrepreneur, wealth advisor, speaker, author, and the renowned Financial Diva. What makes Victoria’s story so compelling isn’t just her success in managing money for millionaires and billionaires—it’s how she got there, and what she’s teaching women everywhere about stepping into financial power. Victoria’s journey began in humble, even challenging circumstances. Growing up poor, abandoned by her father at 11, she learned early how to hustle, survive, and eventually thrive. From organizing games for neighborhood kids to modeling for Montgomery Ward in exchange for school clothes, she was a born entrepreneur. But it was her uncanny ability to see opportunity where others saw limits that ultimately launched her into success. Women, It is Time To Master Your Money Her first “real” pivot came while working in retail. Rather than taking a promotion, she pitched a new concierge buying service to her boss—a bold move that soon had executives handing her their credit cards and letting her shop for their wardrobes. That fearless innovation caught the attention of a financial executive who saw something unique in Victoria: resilience, determination, and an uncanny knack for follow-through. He recruited her into the world of financial advising. Seven months later, Victoria took the leap—and never looked back. Now the founder and CEO of ChappelWood Financial Services in Edmond, Oklahoma, Victoria advises high-net-worth individuals, particularly women who are often underserved or underrepresented in wealth management. But her mission is broader: to educate and empower women about their finances, especially business owners who need to understand, not fear, their numbers. Watch our podcast video on YouTube here: Key Lessons from Victoria Woods on Women, Money and Mastering Your Future 1. Your Gut Is Your Superpower—But So Are Your Numbers. Victoria reminds listeners that while your instincts matter, success demands fluency in your financials. “If you're not comfortable with the numbers, you’ve got to get comfortable,” she says. “You should be able to read your profit and loss statements, understand your balance sheet, and question your accountant.” Her practical advice: take an accounting class—even if you’re already running a company. Know your numbers or risk being run by them. 2. Don’t Outsource What You Don’t Understand. Too many women assume someone else—often a spouse—will handle their finances. Victoria pushes back. “90% of women will manage their own money at some point in their life,” she says. “You must know what you own, owe, spend, and invest.” Whether you’re growing a business, selling one, or inheriting one, financial literacy is not optional. 3. Exit on Your Own Terms. One of Victoria’s most powerful messages is about preparing for what’s next. Succession planning, business exits, and legacy planning all require strategic thought before there’s a crisis. “Don’t plan in the middle of a tornado,” she says. “Start when the sun is shining.” She shares how she’s guided women through inheriting family businesses, navigating complex buyouts, and staying strong in boardrooms full of skeptics. 4. Build Your Team with Intention. When hiring financial advisors, accountants, or legal professionals, Victoria encourages women to trust both their head and their heart. “Would you want to have dinner with this person every month?” she asks. Chemistry and clarity matter. Her book, It’s All About the Money, Honey!, includes practical questions women should ask potential advisors—plus the answers they should expect to hear. 5. Serve First, Sell Second. At the heart of her success is a simple philosophy: be the easy button. Whether solving a client’s complex tax issue or finding an international attorney for a property dispute, her focus is always service. That’s how she built a practice with 100% retention and a global clientele. “Clients don’t want more work,” she says. “They want someone who makes their lives easier.” You can read more in her book, "It's All About the Money, Honey," on Amazon. Why This Conversation about Money and Women Matters Now Women control more wealth today than at any time in history, and the number of women-owned businesses is soaring. Yet many still feel unprepared to manage that wealth with confidence. This episode is a powerful reminder that financial empowerment is about knowledge, confidence, and the courage to ask questions. As Victoria says, “Don’t take advice from broke people—physically, financially, or spiritually.” Whether you’re launching a startup, scaling a company, or planning a graceful exit, take time to get financially fluent. The future is female—and she should be well-funded. Learn More To learn more about Victoria Woods, visit ...
    Más Menos
    45 m
  • Building Human-Centered Workplaces in the Age of AI

    Building Human-Centered Workplaces in the Age of AI
    Jun 13 2025
    As our workplaces grow more complex and technology accelerates, one skill set is becoming more essential than ever: emotional intelligence. In this compelling episode of On the Brink, I spoke with Jeremy Williams, an emotional intelligence coach and consultant based in Paris, whose journey from sailing instructor to sales professional to global coach reveals how transformative emotional awareness can be—especially in our rapidly digitizing world. Jeremy’s mission is simple yet profound: help individuals and teams enhance their self-awareness, empathy, and influence to become better collaborators and leaders. His work focuses on helping fast-growth companies develop cultures where people can thrive—and it starts with how we manage emotions, especially the tough ones. Jeremy’s Journey: From the Sea to the C-Suite Jeremy began his career as a sailing instructor, where he discovered his passion for sharing knowledge. That passion carried him through various industries—from luxury motorcycles to real estate—before he transitioned into teaching business English in France. Eventually, he found his way into consulting with startups and tech companies. As these teams grew from five to fifty employees, Jeremy noticed a recurring issue: "soft skills"—now rightly called emotional intelligence—were the glue (or the gap) in how teams succeeded. It became clear: technical skills could only take a company so far. People needed to better understand themselves and each other. What Is Emotional Intelligence? As Jeremy explained, emotional intelligence isn’t a single trait. It’s a set of competencies that determine how well we relate to ourselves and others—especially when emotions run high. Drawing from the Genos model (based on Daniel Goleman’s pioneering work), Jeremy outlined six key competencies: Self-Awareness – Recognizing your own emotional state and its impact.Awareness of Others – Showing empathy and tuning into how others feel.Authenticity – Acting with integrity and consistency; “standing in your own truth.”Emotional Reasoning – Blending logic and emotion to make sound decisions.Self-Management – Managing your reactions, especially in challenging moments.Positive Influence – Inspiring others with your emotional tone and leadership. In practice, this means pausing before reacting, being present during meetings (no multitasking!), and responding constructively to tension. As Jeremy put it: “It’s how we positively deal with negative emotions.” If you prefer to watch our podcast, click here Peer Coaching for 60: A Simple but Powerful Model To foster these emotional competencies, Jeremy created the Peer Coaching for 60 program. It brings together four peers from different parts of an organization—or even different companies—for four one-hour sessions over four weeks. Each session gives one participant the “hot seat” to share a challenge, while peers actively listen, ask clarifying questions, and offer insights. Importantly, the participant steps away for part of the session to hear their peers discuss their issue candidly. It’s powerful, humbling, and affirming. The outcome? Better problem-solving, stronger connections, and a growing global network of emotionally intelligent professionals. How Emotional Intelligence Drives Engagement Jeremy’s work touches on a problem plaguing many companies today: low employee engagement. His prescription? Presence and intention. Leaders must “walk the talk”—not just display company values, but live them. Meetings should have purpose, with multitasking discouraged. He introduced the P.I.E.O. model to guide communication: Proof: What evidence supports taking action?Impact: What are the consequences of action or inaction?Energy: What resources are needed?Objective: How does this support company goals? Training employees to think and speak this way improves collaboration, productivity, and focus. AI and EQ: A Necessary Balance As we explored, AI is transforming business. But what it offers in speed, it lacks in humanity. AI pulls from averages and past data—but human insight, creativity, and relationships come from lived experience and emotion. Jeremy emphasized that the rise of AI only amplifies the importance of emotional intelligence. Roles focused on repetitive tasks will evolve. What will remain critical is how we build trust, nurture teams, and connect across cultures and experiences. Key Takeaways Emotional intelligence is your superpower in a world dominated by algorithms.Leaders must cultivate presence, empathy, and reflective decision-making.Peer coaching builds trust, insight, and leadership capacity in a scalable way.To improve engagement, simplify meetings, foster focused dialogue, and model authenticity.AI isn’t replacing us—it’s augmenting us. But what makes us human matters more than ever. Final Thoughts Jeremy’s parting message was one of optimism: Embrace this technological era. Be ...
    Más Menos
    37 m
  • The Real ROI: People and Culture Drive Business Value

    The Real ROI: People and Culture Drive Business Value
    Jun 8 2025
    In times of uncertainty, knowing what your business is worth—and how to protect or grow that value—can feel elusive. You are never sure what business you are really in. What should you do? How can you retain the value you have created and prepare for the next growth phase, or even the exit strategy? On this recent episode of On the Brink with Andi Simon, I had the pleasure of speaking with Dave Bookbinder. Dave is a business valuation expert whose groundbreaking work focuses on an often-overlooked truth: your people are your most valuable asset. Dave, the author of The New ROI: Return on Individuals, joined me to unpack how business owners can better understand, manage, and maximize the value of their companies—especially in a rapidly changing business environment. His key message? Valuation isn’t just a number. It’s a reflection of leadership, culture, and strategic clarity. Let me repeat that: Your business's value is a reflection of leadership, culture, and strategic clarity. What can Dave teach you about how to build and protect that value? The Human Side of Valuation Dave’s experience spans thousands of valuation engagements across industries. And while balance sheets highlight assets like patents and trademarks, human capital rarely makes the cut. “Every CEO says their people are their most valuable asset,” Dave points out, “but where do they show up on the balance sheet? They don’t.” That gap sparked his first book, The New ROI, which explores the critical link between culture, engagement, and enterprise value. His second, The New ROI: Going Behind the Numbers, draws from his award-winning podcast, Behind the Numbers, which focuses on how leadership and culture truly impact business performance. You will totally enjoy watching our video of the podcast here. Common Valuation Mistakes Dave shared some of the biggest pitfalls business owners face when it comes to valuing their company: Relying on rules of thumb: “Back-of-the-napkin” valuations based on hearsay can be wildly misleading. Dave recounted a client who declined a generous acquisition offer assuming better ones would follow. Years later, the business couldn’t command even half that valuation.Tax-driven financials: Many entrepreneurs minimize income to reduce taxes, only to struggle during a sale. Buyers don’t take your word for “adjusted EBITDA”—they want clean, auditable numbers.Unrealistic projections: Over-optimistic forecasts, especially those shaped like a hockey stick, often destroy credibility with buyers. “They’re buying the future,” Dave says. “And if your projections seem disconnected from market realities, they’ll discount for risk.” De-Risking Your Business to Maximize Value Buyers and investors are risk-averse. That’s why Dave emphasizes the need to "de-risk" your business: Clean financial statements: Avoid running personal expenses through the business. Have your books reviewed or audited by a CPA.Strong management team: If the business can’t run without you, it’s not scalable—or sellable.Documented processes: Institutional knowledge should live in systems, not just in people’s heads. “If your business can’t survive you getting hit by a bus,” Dave quips, “you don’t have a sellable business.” Exit Planning is a Process, Not an Event Whether you’re transferring ownership to a family member or preparing for an acquisition, Dave urges owners to think ahead. “Selling a business is like selling a house,” he explains. “You need to get an appraisal, clean it up, and understand what similar businesses are selling for.” He also warned that poorly integrated acquisitions often fail—not due to valuation issues, but because of clashing cultures. “Seventy-five to ninety percent of deals miss their synergy targets because they ignore people and culture,” he says. Why Culture is Core to Company Value As a corporate anthropologist, I know firsthand how culture shapes performance. Dave agrees. “It’s not that successful companies have a good culture—it’s that good culture drives success,” he said. When leaders overlook how work gets done—or try to impose a new cultural model without understanding the old one—they risk alienating key people and destroying value. Culture is the operating system of the business. Your People Are Your Value Dave’s work offers a refreshing, human-centric view of business valuation. Whether you're growing, planning an exit, or considering acquisitions, the lesson is clear: your people, your culture, and your credibility are the real ROI. If you’re curious to learn more, check out Dave’s books on Amazon: The New ROI: Return on IndividualsThe New ROI: Going Behind the NumbersThe Valuation Toolbox for Business Owners and Their Advisors And tune into his award-winning podcast, Behind the Numbers. Final Thought In today’s volatile market, it's not just about numbers—it's about narratives. The story...
    Más Menos
    35 m
Todavía no hay opiniones