Balancing Life and Business: A CEO's Journey

 Learnings from the transition from B2C to B2B in the fintech space focus on what can be carried over and what not. Forming behavioral habits and the challenges of building a sustainable business model while addressing the social determinants of financial health were just a few topics in this fascinating episode I recorded with Erin Papworth.

The complexities of navigating the B2B sales landscape suddenly after selling to individuals.

takeaways

• “The core concept was how can we get people to do something for less than three minutes a day around their finances.”
• The shift from B2C to B2B requires different strategies.
• Internal tools often fail to meet market needs.
• Navigating the complexities of B2B sales is a learning process.

Chapters

06:00 Innovative Approaches to Financial Health

11:48 Engagement Strategies in Fintech

18:12 The Human Connection in Financial Services

24:06 Building a Sustainable Business Model

27:22 Financial Stress and Mental Health Nexus

30:39 Challenges in Internal Tooling for HR

32:31 Pivoting from B2C to B2B Strategies

36:03 Data-Driven Insights for HR

40:56 Navigating the B2B Sales Landscape 

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