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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
Rfg Advisory
Communication Techniques
Meeting 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

PublishesWeeklyEpisodes117Founded3 years ago
Number of ListenersCategories
BusinessInvestingMarketing

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Artwork for Billion Dollar Backstory

Latest Episodes

Your story isn’t too messy, too boring, or too personal to share.

It’s the very thing that sets you apart.

And Holly Crawshaw Joyner has built her entire business helping leaders do exactly that.

Holly’s ghostwritten 120+ books and built a standout... more

People matter more than performance. Yes, even in a numbers-obsessed industry. 

Take it from Karl Heckenberg, founder of Constellation Wealth Capital, a $1B platform that takes minority, non-controlling stakes in large RIAs and wealth management fir... more

What if the most powerful thing a CEO can do… is show up?

That’s exactly what John Bowman is doing. As the new CEO of CAIA, he’s not sitting behind a desk or delegating from an ivory tower. He’s on a plane, in person, listening to the very people hi... more

You’ve got your pitch deck. Your talking points. Your “why us” slide.

But if you’re telling the wrong story in meetings, none of that matters.

In this episode, Stacy’s diving into the two MVPs of storytelling for fund managers: the job story and the... more

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Recent Guests

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
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
Eric Flynn
EVP and Head of Wealth Management at Compound Planning
Compound Planning
Episode: 103: From Ranch Life to Running a $3B Firm — Meet Eric Flynn, CFA of Compound Planning
Agata Dornan
CIO and founder of Chepstow Lane, specializing in European credit investments
Chepstow Lane Capital
Episode: 102. How a Female, First-Gen American Founder Turned European Credit on Its Head | Meet Agata Dornan and Her $230M Boutique, Chepstow Lane

Host

Stacy Havener
Host of the show, focusing on storytelling, sales strategies, and personal experiences in the finance and investment sectors.

Reviews

4.8 out of 5 stars from 33 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
    Netherlands14 days 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 States16 days 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.

Listeners appreciate the authentic storytelling approach and practical insights shared throughout each episode.
The focus on personal experiences from successful professionals resonates strongly, inspiring a wide audience looking to enhance their own skills.
Many have noted the engaging conversational style of the host, who effectively mines guests for deep, meaningful stories.
There is a general consensus that the podcast provides valuable lessons applicable to both life and business.
Reviews highlight the empowering narrative style and how it inspires both aspiring professionals and seasoned experts.

Chart Rankings

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

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.

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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?

Focuses on the intersection of storytelling, finance, and entrepreneurship, showcasing the personal journeys of successful investment leaders and sales professionals. By highlighting authentic experiences and strategic insights, listeners gain valuable tips on sales and marketing, driven by the foundational belief that behind every financial portfolio lies a compelling story. The uniqueness of the series is emphasized by its blend of inspiring narratives and actionable advice, making it appealing for those interested in personal and professional growth in the business sector.

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How many listeners does Billion Dollar Backstory get?

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What are the audience demographics for Billion Dollar Backstory?

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To see how many followers or subscribers Billion Dollar Backstory has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Billion Dollar Backstory?

These podcasts share a similar audience with Billion Dollar Backstory:

1. Behind the Balance Sheet
2. Capital Allocators – Inside the Institutional Investment Industry
3. The Meb Faber Show - Better Investing
4. Value Investing with Legends
5. Masters in Business

How many episodes of Billion Dollar Backstory are there?

Billion Dollar Backstory launched 3 years ago and published 117 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?

Rephonic pulls ratings and reviews for Billion Dollar Backstory from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on Billion Dollar Backstory?

Recent guests on Billion Dollar Backstory include:

1. Karl Heckenberg
2. John Bowman
3. Chad Willardson
4. Lucy Walker
5. Greg Dean
6. Bob Lind
7. Liz Fritz
8. Eric Flynn

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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