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Artwork for Billion Dollar Backstory

Billion Dollar Backstory

Stacy Havener
Storytelling
Sales Strategies
Behavioral Finance
Investment Management
Human Behavior
Emerging Markets
Client Relationships
Investment Strategies
Meeting Techniques
Rfg Advisory
Communication Techniques
Marketing
Job Stories
Brand Stories
Marketing Strategies
Greenwashing
Investment
Networking
Boutique Investment Firms
Work-Life Balance

Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours. Presen... more

PublishesWeeklyEpisodes123Founded3 years ago
Number of ListenersCategories
MarketingInvestingBusiness

Listen to this Podcast

Artwork for Billion Dollar Backstory

Latest Episodes

The founder is retiring. The team is evolving. The story… gets archived?

Not so fast.

In this episode, Stacy shares what to do before you toss the origin story and how to transition from version 1.0 to 2.0 without losing the magic.

Inside the epis... more

Some RIAs slap ESG labels on products and call it impact investing. Chat Reynders has been doing it for real, since before it was cool.

In this episode, Chat sits down with Stacy Havener to unpack the story behind Reynders, McVeigh Capital Managemen... more

Out of more than 100 episodes, this is the one that brought Stacy to tears.

And once you hear it, you’ll understand why.

Meet today’s guest, Lon Stroschein, founder of Normal 40, where he works with high-achieving professionals who look successful o... more

A lot of people build firms.

Very few sell them.

Even fewer?

Walk away from it all to start again.

But that’s exactly what Toussaint Bailey did.

After building and selling a $2B RIA, he’s back on the founder path, this time leading Uplifting Capita... more

Key Facts

Accepts Guests
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Recent Guests

Holly Crawshaw Joyner
Founder of content consultancy, The Story Spark, and LinkedIn expert.
The Story Spark
Episode: 116: Best-Selling Ghostwriter Holly Crawshaw Joyner on Building Authority with Books + LinkedIn
Karl Heckenberg
Founder of Constellation Wealth Capital and investor in wealth management firms
Constellation Wealth Capital
Episode: 115: Karl Heckenberg, Founder of $1B platform Constellation Wealth Capital, on Billion Dollar Partnerships, Founder-Led Firms, and Why People Matter More Than Performance
John Bowman
CEO of the CAIA Association
CAIA
Episode: 114: John Bowman, CEO of CAIA, on Founder-Led Sales, Listening Tours, and Why Empathy Wins in Finance
Chad Willardson
Founder of Pacific Capital, author, podcaster, and expert in wealth management.
Pacific Capital
Episode: 112: Rewind: $1.5B RIA Founder Chad Willardson of Pacific Capital on Entrepreneurship | How Your Authentic Story Can Fuel Growth | Why Mindset in Money Matters
Lucy Walker
Founder of AM Insights, a fund data platform
AM Insights
Episode: 111: Rewind: $1.2B Manager of Managers Turned Fintech Founder Lucky Walker of AM Insights on the Power of Data in Distribution
Alfonso Peccatiello
Founder of The Macro Compass and a prominent macro financial analyst
Macro Compass
Episode: 110: Rewind: Ex-ING $20B Bond Mgr to 500k Macro Research Followers to New Macro HedgeFund, Meet Palinuro Capital Founder / CIO Alfonso Peccatiello
Greg Dean
Founder of Langdon Partners, a global small cap specialist fund
Langdon Partners
Episode: 109: Rewind: Former Fund Manager at a $27B Shop Turned Boutique Founder Greg Dean of Langdon Partners on Entrepreneurship
Bob Lind
Co-founder of Lind Capital Partners, specialist in non-rated municipal bonds
Lind Capital Partners
Episode: 107: Bob Lind, Co-Founder of Lind Capital Partners, Specialist in Off the Run Credit Investments on Building an Investment Boutique Around Non-Rated Municipal Bonds
Liz Fritz
Co-founder of F2 Strategy, a boutique tech consultancy in finance.
F2 Strategy
Episode: 105: Liz Fritz, Co-Founder of F2 Strategy, a Boutique Tech Consultancy on Leading with Authenticity in the Wealth Space While Building a Thriving Family

Host

Stacy Havener
Host and founder who shares stories of investment and finance, specializing in storytelling techniques and sales strategies for business success.

Reviews

4.8 out of 5 stars from 34 ratings
  • Storyteller Gold for Entrepreneurs

    The podcast is a must-listen for anyone looking to grow their business through the power of story. The episode with Mike Michalowicz was especially impactful - it showed how the right narrative can transform how entrepreneurs connect with customers. Every episode offers clear, actionable insights on crafting stories that stand out and scale. Highly recommend!

    Apple Podcasts
    5
    Elizabeth_Toth
    Netherlands2 months ago
  • Love the Stories

    Stacy does a fantastic job of interviewing some really interesting guests. Jim Collins’ Good to Great … but for asset managers.

    Apple Podcasts
    5
    t2hicks
    United States2 months ago
  • A Gem in the World of Finance Podcasts

    Billionaire Backstory is a gem in the world of finance podcasts. It offers a unique and captivating look into the lives and strategies of boutique asset managers. Each episode is a deep dive into the personal and professional journeys of founders and managers, revealing the secrets behind their success and the challenges they've overcome.

    Stacy’s insightful questions and the guests' candid responses make for engaging and informative listening. Whether you're an investment professional or simpl... more

    Apple Podcasts
    5
    winners360
    United Statesa year ago
  • Stacy gets to the heart of guest’s stories FAST

    Not only is Stacy great at storytelling, she’s great at story mining. She digs deep and gets to the heart of guest’s stories so quickly. I love how you don’t have to wait forever for her to scratch beneath the surface. She gets right to it and almost always reads my mind and asks the questions I’m thinking.

    Apple Podcasts
    5
    EmileeKF
    United Statesa year ago
  • Soulful Storytelling

    Stacy has a gift for both storytelling and marketing. She uses these two superpowers to beautifully inspire greatness in others. Her work first caught my eye on LinkedIn where she shares value-add content daily. She speaks from the heart about vulnerabilities which makes it easy to relate & connect. She inspires her audience to embrace what makes us unique and to use our differences as our strengths. Her interview style on her podcast is fun, witty and laid back. I simply enjoying learning thing... more

    Apple Podcasts
    5
    Deedszoe
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The host is praised for her interview style, which is described as direct and insightful, getting to the core of her guests' experiences quickly.
Listeners appreciate the engaging storytelling and actionable insights shared by guests, making it a recommended resource for professionals in finance and marketing.
Many reviews highlight the relatability and authenticity of guests' stories that provide both inspiration and practical advice.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#110
Norway/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

111: Rewind: $1.2B Manager of Managers Turned Fintech Founder Lucky Walker of AM Insights on the Power of Data in Distribution
Q: What makes you add a manager to the lineup?
Lucy explains it's more about peaking interest in potential new managers rather than simply replacing existing ones.
109: Rewind: Former Fund Manager at a $27B Shop Turned Boutique Founder Greg Dean of Langdon Partners on Entrepreneurship
Q: How has becoming an entrepreneur changed your perspective on evaluating companies?
It's been a game changer for me personally, allowing greater empathy and understanding towards executives while also being less willing to accept hyperbole.
105: Liz Fritz, Co-Founder of F2 Strategy, a Boutique Tech Consultancy on Leading with Authenticity in the Wealth Space While Building a Thriving Family
Q: What do you wish you knew then that you know now?
Liz expressed her desire for a clearer roadmap and emphasized the importance of surrounding herself with a board of advisors for guidance.
105: Liz Fritz, Co-Founder of F2 Strategy, a Boutique Tech Consultancy on Leading with Authenticity in the Wealth Space While Building a Thriving Family
Q: What was the sort of catalyst to say, let's start a business?
Liz shared how the corporate grind became unsustainable, leading her and Doug to create F2 Strategy for a more balanced life.
101: Meet Rob Morier: From Wall Street Exec to Podcasting Entrepreneur to Venture Capital Professor
Q: What do you want people to say about you after you've retired?
I hope they will say 'I miss him'.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About Billion Dollar Backstory

What is Billion Dollar Backstory about and what kind of topics does it cover?

This podcast focuses on the art of storytelling in business, particularly within the realms of finance and investment. Hosted by an experienced professional, it features engaging conversations with industry leaders, founders, and fund managers who share their journeys, insights, and expertise in navigating the complexities of wealth management and entrepreneurship. Episodes often emphasize the importance of personal connections, authenticity, and solid communication in building relationships and driving success in business, making it a valuable resource for listeners eager to enhance their storytelling and sales strategies in a professional context.

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How many listeners does Billion Dollar Backstory get?

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Which podcasts are similar to Billion Dollar Backstory?

These podcasts share a similar audience with Billion Dollar Backstory:

1. Capital Allocators – Inside the Institutional Investment Industry
2. The Memo by Howard Marks
3. Money Maze Podcast
4. Value Investing with Legends
5. The Meb Faber Show - Better Investing

How many episodes of Billion Dollar Backstory are there?

Billion Dollar Backstory launched 3 years ago and published 123 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Billion Dollar Backstory?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Billion Dollar Backstory?

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What guests have appeared on Billion Dollar Backstory?

Recent guests on Billion Dollar Backstory include:

1. Holly Crawshaw Joyner
2. Karl Heckenberg
3. John Bowman
4. Chad Willardson
5. Lucy Walker
6. Alfonso Peccatiello
7. Greg Dean
8. Bob Lind

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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