Behind The Numbers

Wealth Management

Episodes

Thursday Jul 28, 2022

Today’s guest regularly appears on CNBC, Fox Business and is sought after for quotes by The Wall Street Journal, Yahoo! Finance, Reuters and The Washington Post.
He’s here today to tell us how to navigate the investment waters in turbulent markets.
Dave Bookbinder goes Behind The Numbers with Paul Dietrich, Chief Investment Strategist at B. Riley Wealth Management.
Paul says that “you can’t time the market, but you can time the economy.”
In this episode, Paul shares his insights about an investment strategy based on trend-following and the impact of inflation and recession on the markets. We’re also discussing cryptocurrency, and what signals Paul looks for to exit the markets ahead of a recession.
 
About the Host:
 
Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.
 
Dave is the author of the #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.
 
He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.”
 
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals
🔸 Connect with Dave on LinkedIn
🔸 Connect with Dave on FaceBook
🔸 Follow Dave on Twitter
🔸 Check out www.NEWROI.com for more.
💡  Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers
🔹 Check out more of Behind The Numbers on YouTube
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it.
THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!!

Wednesday Mar 09, 2022

Today’s guest is redefining the framework for wealth and how to achieve it. He is also an author and host of a popular podcast.
Dave Bookbinder goes Behind The Numbers with Caleb Guilliams, Founder and CEO of Better Wealth; author of The AND Asset; and host of the Better Wealth podcast.
In this episode, Caleb shares why your goals are the key to creating a wealth strategy and why YOU are your most valuable asset.  He also shares how he’s created an engaging culture and other insights gleaned from his podcast guests.
Check out more of Behind The Numbers on YouTube
Check out more of Behind The Numbers on RVN Television
Behind The Numbers is available wherever you get your podcasts
Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!
About the Host:
Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth.
Please connect with him on LinkedIn and check out https://www.NewROI.com
Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers
THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!!

Friday Mar 04, 2022

Small businesses have typically resorted to funding operations by using credit cards or another high interest vehicle. Today’s guest is changing the landscape with responsible lending for small businesses.
Dave Bookbinder goes Behind The Numbers with Eleni Janis, Managing Partner and Chief Investment Officer at Equivico.
In this episode, Eleni explains how ESG investing is impacting small business lending practices and how entrepreneurs can avail themselves of capital. She also shares the impact of such programs on the local communities and shares a call to action for everyone.
 
Check out more of Behind The Numbers on YouTube
Check out more of Behind The Numbers on RVN Television
Behind The Numbers is available wherever you get your podcasts
Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!
About the Host:
Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth.
Please connect with him on LinkedIn and check out https://www.NewROI.com
Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers
THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!!

Wednesday Dec 01, 2021

In this low-yield environment, alternative investments might be an option for investors beyond the traditional stocks and bonds.
Dave Bookbinder goes Behind The Numbers with Bryan Pham, Vice President of Investor Relations at Clarus.
In this episode, we’re discussing the power of uncorrelated returns and how alternative investments can actually lower the risk of your portfolio.
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts
Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!
About the Host:
Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth.
Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs.  Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.
Please connect with Dave on LinkedIn and check out https://www.NewROI.com
Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers
THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!!

Thursday Nov 04, 2021

Today’s guest discusses a unique way to diversify your portfolio by investing in Real Estate.
Dave Bookbinder goes Behind The Numbers with Dana Cornell, Chief Executive Officer at Cornell Capital Holdings.
In this episode, Dana shares the ‘why’ behind founding the company and how investors can earn consistent equity-like returns by investing in “institutional-quality” real estate.
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts
Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!
About the Host:
Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth.
Dave is a Managing Director at B. Riley Financial, where he works closely with business owners, CFOs, Controllers, and CEOs.  Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes.
Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers
Please connect with me on LinkedIn and check out https://www.NewROI.com
THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 5% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!!

Tuesday Oct 27, 2020

Building an investment portfolio can be a complicated process. With so many investment choices and investment styles, how do you know where to put your money? 
My guest today is one of the best in the business, and he answers that question and more.  You’ve seen him on CNBC, Fox Business and Bloomberg TV and today he’s going Behind The Numbers to go deeper than he typically has time to do on his other appearances.
Dave Bookbinder goes Behind The Numbers with Bill Stone, Chief Investment Officer at Stone Investment Partners.
In this episode, Bill shares his thoughts on what makes for a good investor mindset, in addition to tackling the topics of passive vs. active investing, avoiding ‘bubbles’ and taking the emotion out of investing.
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts
Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!
Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. BehindTheNumbersDB@Gmail.com
Please connect with me on LinkedIn and check out https://www.NewROI.com

Wednesday Oct 16, 2019

Dave Bookbinder goes Behind The Numbers with Bill Andreoni, Head of Business Partnering, Planning & Performance at Aberdeen Standard Investments.
Perhaps the only thing more difficult than developing a strategic plan is executing on a strategic plan.  In any organization that requires coordination and collaboration.
In this episode, Bill shares his insights on how to foster trust, gain alignment and resolve the inevitable conflicts based on his experiences in his unique role.
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts.
Please subscribe to stay up to date on new episodes.  Your rating of the program is much appreciated!

Wednesday Sep 25, 2019

Dave Bookbinder goes Behind The Numbers with Carly Meyer Bentley, Managing Director and Senior Private Client Adviser at Wilmington Trust.
Carly shares her insights on the characteristics of the best entrepreneurs as well as discussing the power of startup communities and local investment.
About the Host:
Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. 
 
Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers. 
 
He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.”
 
🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals  & The NEW ROI: Going Behind The Numbers
🔸 Connect with Dave on LinkedIn 
🔸 Connect with Dave on FaceBook
🔸 Follow Dave on Twitter
🔸 Check out www.NEWROI.com for more.
💡  Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers
🔹 Check out more of Behind The Numbers on YouTube
🔹 Check out more of Behind The Numbers on RVN Television
Please share this podcast with your friends and subscribe to keep up with the latest episodes. Drop a review and rate the podcast so that others might find it.
BEHIND THE NUMBERS IS ENJOYED IN MORE THAN 100 COUNTRIES. THANK YOU FOR PUTTING BEHIND THE NUMBERS IN THE TOP 3% MOST POPULAR PROGRAMS GLOBALLY, ACCORDING TO LISTEN NOTES!

Wednesday Aug 07, 2019

Dave Bookbinder goes Behind The Numbers with Mike Sharp, Executive Chairman and Founder of The Sharp Financial Group.
In this episode we discuss the benefits of holistic financial plan including accounting, wealth management and exit planning.
Check out more of Behind The Numbers on YouTube
Behind The Numbers is available wherever you get your podcasts
Please subscribe to keep up with the latest episodes, and please rate the podcast so that others might find it – and please let me know what part of the world you’re tuning in from!
Want to share your insights with the business community? Message me to learn how you can be a guest on Behind The Numbers. BehindTheNumbersDB@Gmail.com 
Please connect with me on LinkedIn and check out https://www.NewROI.com

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