In this episode, the host sits down with Cheryl Heller, co-founder of the Strategic Board Collective and managing principal at Pillar One Consulting. Cheryl, who boasts over two decades of executive experience, discusses her journey from a long tenure at Capital One to becoming a fractional CFO and a partner at Clipper Ship Ventures. The conversation covers her real estate portfolio, including short and mid-term rentals, and how she vets investment deals. Cheryl also shares insight on managing financial operations for startups, the importance of networking, and transitioning from a corporate job to entrepreneurship. The episode concludes with advice on being in the right networks and mastering the balance between a scarcity and abundance mindset in financial planning.
00:00 Introduction and Guest Overview
02:21 Cheryl Heller's Real Estate Portfolio
03:11 Insights on Syndications and Underwriting
08:17 Managing Midterm Rentals
13:40 Personal Financial Journey and Mindset
20:48 Balancing Abundance and Scarcity in Business
22:43 Exploring Cheryl's Businesses
26:19 Exploring Fractional CFO Services
26:48 Specializing in FinTech, Real Estate, and Professional Services
27:56 Understanding Professional Services and FinTech
28:38 The Impact of FinTech on Daily Life
30:03 Cryptocurrency and Clipper Ship Ventures
30:49 Private Equity and Institutional Investors
38:23 Balancing Work and Personal Life
43:14 Transitioning from Corporate to Entrepreneurship
47:08 The Importance of Networking and Masterminds
48:50 Conclusion and Final Thoughts
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Cardiac Cowboys
The heart was always off-limits to surgeons. Cutting into it spelled instant death for the patient. That is, until a ragtag group of doctors scattered across the Midwest and Texas decided to throw out the rule book. Working in makeshift laboratories and home garages, using medical devices made from scavenged machine parts and beer tubes, these men and women invented the field of open heart surgery. Odds are, someone you know is alive because of them. So why has history left them behind? Presented by Chris Pine, CARDIAC COWBOYS tells the gripping true story behind the birth of heart surgery, and the young, Greatest Generation doctors who made it happen. For years, they competed and feuded, racing to be the first, the best, and the most prolific. Some appeared on the cover of Time Magazine, operated on kings and advised presidents. Others ended up disgraced, penniless, and convicted of felonies. Together, they ignited a revolution in medicine, and changed the world.