James Dawson and Richard Doherty are seasoned professionals from the fintech and financial services industries, each bringing decades of expertise to their respective fields.

James Dawson, founder of Humble Technology, has over 21 years of experience in fintech. His career has been dedicated to addressing and overcoming the challenges fintech startups face in sales. James believes that many fintechs fail not due to a lack of funding but because they rely too heavily on relationship-driven sales rather than employing proven, science-backed methodologies. As a former Head of Europe at OpenFin, a leader in desktop interoperability, James successfully built high-performing teams and developed his own sales techniques. To share his strategic insights, James created the Fintech Sales FastTrack programme - a framework designed to help startups establish predictable and scalable revenue systems. In addition to his fintech achievements, James also owns Humble Grape, a wine bar and merchant that imports high-quality wines from 600 small vineyards across 22 countries, exemplifying his entrepreneurial versatility.

Richard Doherty, meanwhile, leads the technology practice for Asset & Wealth Management at Publicis Sapient, a prominent consultancy in financial services and digital business transformation. With over 20 years of experience in technology and financial services, Richard specialises in helping firms align their technological initiatives with business strategies. His expertise lies in implementing large-scale technological changes, including system overhauls, data transformations, and technology-focused innovations. Richard advises business leaders on building future-ready operating models that leverage technology to drive innovation, generate revenue, cut costs, and mitigate risks. By collaborating with both business and technology stakeholders, Richard fosters alignment that enables firms to ensure sustainable and expedited transformation in highly competitive markets.

Together, James and Richard exemplify leadership and innovation in their fields, uniting expertise in sales strategy, technology, and enterprise transformation to shape the future of fintech and financial services.

In this episode, Dominic explores methodologies used by founder-led sales to scalable sales operations. Learning that in the early stages of business development, a relentless focus on an initial product offering is essential. For example, for Amazon it was books and for Google it was search functionalities - even though their objective was expansion and market domination.

With James and Richard emphasising the importance of aligning sales strategies with marketing efforts, they encourage leaders to nurture a growth-oriented mindset among sales personnel. Hear their insights on the complexities of building successful sales engines that can withstand the rigours of today's competitive landscape.

Discover

Business Growth and Focus: Successful companies often start by focusing on a single, straightforward offering before expanding into larger and more complex operations. This focus is essential in the early stages to build a sustainable foundation.

Sales Transition Challenges: Transitioning from founder-led sales to scalable, enterprise-level sales processes is a significant challenge for businesses, especially in the fintech sector. It requires a particular skill set and mindset to scale sales effectively from small to large operations.

Collaborative Expertise: Leveraging the collaboration of industry experts with diverse professional backgrounds, such as consulting and financial services, can help scale businesses by addressing complex challenges and driving transformation.

The Importance of Combining Sales and Marketing: Businesses can benefit greatly from aligning their sales and marketing functions. This alignment ensures that both teams work toward shared goals and deliver consistent messaging, which improves the overall business development process.

The Value of Specialised Framework: Implementing structured approaches, such as the MEDIC framework, helps businesses enhance their sales processes by focusing on clear, measurable, and adaptable steps, leading to more predictable and successful outcomes.

Book recommendations:

Seth Godin - This Is Strategy

Patrick Lencioni - The Five Dysfunctions of a Team

Shane Parish - Clear Thinking

Dominic’s book Mind Your F**king Business is out now

** Listen to Richard interviewing Dom on his podcast 'The Fintech Scaling Show' **

Mike Hicks' connection to investing in mid-market companies dates back to 1994, when he worked at the EBRD, contributing to the creation of the first private equity fund in Romania. After overseeing a joint venture between Creditanstalt Investment Bank and Advent International, he developed a keen interest in enhancing investor-management interactions, dedicating over 20 years to this pursuit.

In 2010, Mike founded Catalysis, following several years of leading a similar practice at Grant Thornton. With the support of skilled colleagues, he has managed over 375 projects since the company's inception, Mike advocates the importance of coachability and partnership in navigating the complex landscape of mid-market firms.

In this episode, Dominic explores the myths and realities of private equity as Mike dismantles common misconceptions about management and investment partnerships. Highlighting the nuanced dynamics between investors and business leaders, he explains that in smaller companies, collaboration often trumps the fear of management changes. 

Discover

The Role of Private Equity in Business Growth: Private equity plays a crucial role in providing funding for businesses, particularly those lacking tangible assets for traditional bank loans, such as tech companies. It serves as an alternative to the UK's shrinking bank funding market by offering equity, facilitating business growth, and providing management teams a pathway to personal wealth.

Misconceptions About Private Equity: Management teams often face misconceptions about private equity investment. Some assume operations will continue unchanged, while others fear losing control to investors. In truth, investors aim to add value and collaborate for improvements without seizing control of the business.

Team and Organisational Alignment: Aligning the management team’s capabilities with the business's needs is crucial. This match depends on the business model's complexity, market conditions, and growth goals. Businesses often require guidance to optimise their leadership teams to effectively meet these demands.

Governance and Strategy in Management: Effective governance should balance strategy formulation and operational execution without overwhelming management. Boards should prioritise maintaining this balance to ensure alignment with value creation rather than focusing solely on financial oversight. Keeping boards small and focused helps avoid operational inefficiencies.

Mistakes in Scaling Businesses with Private Equity: Common mistakes in scaling businesses post-private equity deal include neglecting due diligence insights, misunderstanding strategy, underestimating organisational inertia, confusing change activity with results, hastily making key personnel decisions, and suffering from unbalanced governance. Avoiding these pitfalls is essential for the success of private-equity-backed ventures.

Higher Multiples with Demonstrated Scalability: Businesses that can demonstrate scalability, such as sustainable growth and robust operational capacity, are more likely to attract higher multiples and favourable responses from investors during deals, highlighting the importance of long-term strategic planning.

Book recommendations:

Rory Sutherland - Alchemy

Ben Horowitz - The Hard Thing About Hard Things

Mike’s book Assessing And Strengthening Teams and Organisations is out now.

Dominic’s book Mind Your F**king Business is out now

Kat Thorne is a positive habits international keynote speaker, teacher and consultant. Her life story of workaholism, breakdown and burnout inspires global audiences to make one small habit change. Former Global Commercial Director & CEO, after losing everything in 2016 due to a health scare, she had no choice but to start again. Kat now works with organisations, leaders and individuals around the world to create one small positive habit change that actually results in increased well-being & resilience.

Kat says “Burnout, anxiety, and stress are at an all-time high. People are the most important asset. The better people look after themselves, the better they perform in all areas of life. The result? A healthier, happier and high-performing work and home life”.

In this episode, Dominic explores how small changes can have a monumental impact on our personal and professional lives, with Kat challenging the outdated notion of separating work from home life, emphasising how intertwined they really are. An advocate of how quality rest shapes his energy levels and daily performance choices, Dom explains the impact of technology on his mood and productivity, highlighting the delicate balance between connectivity and wellbeing. 

We also explore how positive habits can transform work environments, and the power of how small yet consistent changes can improve team dynamics, health, and productivity. From breaking the cycle of multitasking in meetings to achieve genuine engagement, this episode provides actionable insights for both personal and professional growth. Whether it's encouraging kids to embrace creativity without screens or finding simple ways to be present, you'll come away with a toolkit for fostering meaningful change in every area of your life.

Discover

The Power of Morning Routines: Establishing a positive morning routine, like waking up early and dedicating time to self-care, can lead to significant improvements in both personal well-being and professional performance. Starting your day with intention sets a positive tone for everything that follows.

Small Changes, Big Impact: Implementing small, positive habits - such as engaging in just 10 minutes of physical activity each day - can be transformative. These manageable changes can lead to increased energy, improved mood, and greater productivity in both personal and work life.

Integrating Personal and Professional Life: Recognising the interconnection between personal habits and professional success is key. By fostering positive habits in your personal life, you can enhance your performance, satisfaction, and effectiveness at work.

Mindful Technology Use: Be mindful of how and when you consume information, especially through technology. Checking your phone or emails immediately upon waking can inject unnecessary stress and negativity into your day. Instead, create a morning practice that supports a positive mindset.

Overcoming Resistance to Change: While making positive changes, you may encounter resistance or negativity from others. Understand that this is a common challenge, and focus on the long-term benefits of your new habits. Staying committed despite external pressures can lead to profound personal growth and transformation.

Book recommendations:

Dominic’s book Mind Your F**king Business is out now

Keith Ferrazzi, founder of Ferrazzi Greenlight, is a pioneering executive coach, thought leader, and New York Times #1 bestselling author. For over two decades, he’s transformed Fortune 500 companies, unicorn startups, and governments by challenging teams to break silos and embrace "teamship" over leadership. As the leader of the Greenlight Research Institute, Keith drives innovation in team performance and collaboration. His Radical Innovators Collaborative unites bold thinkers for groundbreaking ideas and best practices. A prolific writer featured in Harvard Business Review, Forbes, The Wall Street Journal, and more, Keith’s books include Never Eat Alone, Leading Without Authority, and the cutting-edge Never Lead Alone. In 2024, he received the prestigious Coaches 50 Award, honouring the world’s top executive coaches. Beyond coaching, he’s a philanthropist and strategic investor committed to driving meaningful social impact.

In this episode, Dominic explores innovative collaboration methods such as co-elevation and constructive conflict, the need for a shift from individual resilience to collective team resilience and the potential of AI in shaping future team structures. Keith shares anecdotes from coaching executive teams and the insights gained from his research on high-performing teams, highlighting the importance of collaboration, feedback, and a culture of candour in achieving team success. Hear his thoughts about moving away from traditional hierarchical models to more fluid, self-managed teams, advocating for a culture of openness and shared responsibility.

Discover

Shift from Leadership to Teamship - Leaders are encouraged to empower their teams to self-manage rather than controlling or micromanaging by transitioning from a traditional leadership model to "teamship" - where responsibility is shared across the team. This helps dismantle silos within organisations, fostering collective accountability and better performance.

Candour Over Conflict Avoidance - Radical transparency and open feedback are critical for high-performing teams. Avoiding conflict often leads to mediocrity, while embracing candid and constructive feedback leads to innovation and trust. Practical tools like "candour breaks" and stress testing enable teams to comfortably critique ideas and improve collaboration.

Asynchronous Collaboration and Agile Practices - Traditional meeting-centric collaboration methods are inefficient. Harnessing asynchronous collaboration (e.g., collecting input via shared documents) and agile sprints can make decision-making faster and more inclusive. This modern approach aligns team efforts around Key Performance Indicators (KPIs) and prevents siloed working.

Redefining Teams Beyond Org Charts - Teams aren’t merely those on the organisational chart. Instead, they should be built dynamically around specific goals or KPIs. For example, solving a sales issue may require involvement from marketing, product, and finance—not just the sales department. This approach reduces finger-pointing and fosters cross-functional ownership.

Practices for Building Resilient and Celebratory Teams - High-performing teams focus not only on achieving results but also on maintaining team well-being. Practices like monthly "energy checks" ensure team members support one another during challenging times. Additionally, celebrating successes creates a culture of positivity and enhances morale. Peer-to-peer recognition is particularly impactful and energising.

Book recommendations:

Andrew McAfee - The Geek Way

Peter Diamandis and Steven Kotler - Abundance: The Future is Better Than You Think

Keith’s book Never Lead Alone is out now

Dominic’s book Mind Your F**king Business is out now

It was a daily grind of ‘win the work, do the work, get paid for the work, only to have to find more work to replace the work’ that led David Hart (known as the ‘Agency to SaaS guy’) to sell his agency and embark on a new SaaS business.

After founding digital agency Codegent in 2004, by 2014, after acquiring another agency, Thin Martian, David felt like he was on the treadmill to nowhere. In 2016, he launched SaaS business, ScreenCloud, which hit 8 figures in ARR after only six years and continues to see strong growth year-on-year. The switch has created significant financial value for him and his co-founders, investors and staff. 

David now advises other agencies and early-stage SaaS founders on scaling their own products, He sits on five boards as a NED and is the author of Productized: Stop Selling Time and Transition to Selling SaaS. 

In this episode, Dominic uncovers the strategies and mindset shifts necessary to transform a service-oriented business into a thriving SaaS company. We explore the contrasting dynamics of hiring and growth between the agency and SaaS models and the critical role of building an experienced team to achieve rapid expansion. David lays bare the exhilarating yet daunting task of burning through investment to scale revenue, the importance of aligning with market needs and avoiding the pitfalls of launching products without demand.

Discover

Start by Testing Your Idea: Before creating a product, it's important to make sure people actually need it. You can do this by asking potential customers questions that get to the heart of their problems. A good product should either help people make money, save money, or solve an important issue they worry about.

Moving from Services to Products: David transitioned from running a company offering services to selling a product. This shift allowed his business to grow faster and become easier to scale compared to offering services.

Spending Money to Grow: To grow a software business like ScreenCloud, David had to spend money up front, especially to get new customers. Investors encouraged him to spend boldly to grow quickly, even if the business wasn’t immediately profitable.

Focusing on One Thing Is Key: David realised that trying to create multiple products at once made it hard to succeed. Instead, focusing on creating one strong product helped him and his team direct their time, energy, and resources more effectively.

Learning from Early Failures: Before ScreenCloud, David worked on many products that didn’t succeed. He learned that talking to potential customers early on and finding out if they’d actually pay for a solution are critical steps to avoid wasting time and money on ideas that won't work.

Book recommendations:

April Dunford - Sales Pitch & Obviously Awesome

Rob Fitzpatrick - The Mom Test

David’s book Productized is out now

Dominic’s book Mind Your F**king Business is out now

Maria Ross, a keynote speaker, author, strategist, and empathy advocate, believes cash flow, creativity, and compassion can coexist. Founder of Red Slice, she advises organisations on leveraging empathy for better engagement. She authored ‘The Empathy Dilemma: How Successful Leaders Balance Performance, People, and Personal Boundaries’ and hosts ‘The Empathy Edge’ podcast. A dynamic speaker, Maria has addressed top conferences like TEDx, The 3% Conference, and Salesforce, with her insights featured in outlets such as MSNBC, NPR, Forbes, and Huffington Post.

In this episode, Dominic explores empathy's role in leadership and business success. With Maria explaining how empathy can be cultivated, especially in education, and addresses the challenge of balancing empathy with performance. Maria introduces the five pillars of empathetic leadership - self-awareness, self-care, clarity, decisiveness, and joy - offering a framework to enhance empathy while ensuring high performance. They explore effective leadership, the role of decisiveness, joy, and empathy in workplace culture, and how leaders can make tough decisions without causing team stress.

Discover

Balance Empathy with Action: Empathy doesn’t mean avoiding tough decisions. Instead, it’s about acting compassionately while staying focused on goals. Gathering different perspectives helps make thoughtful choices, but avoid overthinking - decisiveness keeps progress on track.

Clarity and Transparency Build Trust: Clear communication is essential. Whether setting boundaries, making decisions, or solving problems, being explicit about your intentions reduces misunderstandings and creates trust. Explaining your rationale helps others feel heard and valued, even if they don’t agree with your decisions.

Empathy Can Be Learned and Strengthened: Empathy is a skill that can grow with practice. Similar to building a muscle, environments that promote listening, curiosity, and collaboration can nurture this ability. Making an effort to understand others’ experiences leads to stronger connections and better outcomes in every aspect of life.

Empathy Drives Problem-Solving and Innovation: Empathy allows you to understand others' needs, fears, and motivations, which can lead to better solutions in any situation. Empathy isn’t just about relationships - it’s also a catalyst for better decision-making and innovation.

Book recommendations:

Rob Volpe - Tell Me More About That

Dr. Adam Dorsay - Super Psyched

Robin Dreeke - Unbreakable Alliances

Anna Liotta - Unlocking Generational Codes

Maria’s books The Empathy Dilemma & The Empathy Edge are out now

Dominic’s book Mind Your F**king Business is out now

Kaihan Krippendorff is a world-renowned business strategist, innovation authority, and CEO of Outthinker Networks - a powerhouse of chief strategy and innovation leaders shaping the future of business. A former McKinsey consultant, he’s heralded as one of the top 30 global thinkers in strategy and innovation by Global Gurus and Thinkers50, with a proven track record of helping organisations generate over $3 billion in transformative growth.

The bestselling author of six books, including Outthink the Competition and Driving Innovation from Within, Kaihan’s latest work, Proximity, is a Next Big Idea Club must-read endorsed by thought leaders like Adam Grant and Malcolm Gladwell. He’s a go-to voice for innovation and strategy, regularly writing for Harvard Business Review and Fast Company and hosting podcasts like Outthinkers and The Chief Strategy Officer.

Kaihan has partnered with global giants like Microsoft, IBM, Procter & Gamble, and JP Morgan, while teaching at top institutions like Wharton Executive Ed and NYU. A sought-after speaker and media contributor, he inspires audiences worldwide, blending his global perspective and multicultural insights from his base in Miami, Florida.

In this episode, Dominic explores the intricacies of strategic thinking and the critical distinction between strategic planning and true strategy. With Kaihan highlighting the growing importance of proximity in value creation, focusing on how businesses can innovate closer to the moment demand arises. They also examine the shifts in various industries including the evolution of defence technology, the disruptive impact of 3D printing on manufacturing, the need to rethink inventory and production processes, and how AI is reshaping information delivery.

Discover

Proximity as a Strategic Advantage: How businesses can achieve competitive advantages by creating value closer to the time and location where demand appears. Examples include Coca-Cola's Freestyle machines and advances in 3D printing for customisable solutions.

Strategic Insights from Ancient Principles: The 36 strategic patterns derived from ancient Chinese fables, such as “Seize the Deer in the Headlights Moment” and “Embrace What’s Been Abandoned,” which empower businesses to outthink competitors and exploit overlooked opportunities

Shifting from Planning to Creation: Traditional strategic planning processes and shifts in focus toward narrative-driven strategy, emphasising the power of constraints in sparking innovative ideas.

Sustainable Innovation in Multiple Industries: How proximity can lead to both environmental and business advantages. Real-world examples of sustainability-driven innovations include hydroponic farming and lab-grown meat, to eliminating waste in production and inventory management.

Book recommendations:

Bruce Greenwald - Competition Demystified

Marcus Collins - For The Culture

Dr. Sandra Matz - Mindmasters

Kaihan’s books Proximity and The Art of the Advantage are out now

Dominic’s book Mind Your F**king Business is out now

James Kerr is a writer, coach, and consultant who specialises in leadership, culture and mindset in high-performing teams. His global bestseller, 'Legacy' has been described by The Daily Telegraph as “the modern version of Vince Lombardi’s guides to coaching”, saying that "for those searching for genuine keys to team culture, it is manna from heaven".

James has worked with Tier One Special Forces, the English Premier League, international cricket, Formula One, America’s Cup, Major League Baseball, and Olympic pathways. He has guest lectured at Westpoint Military Academy, Sandhurst and Eton College and written for the BBC, Independent, Times and Guardian. His corporate clients have included Google, Spotify, Goldman Sachs, McKinsey & Co, Adidas, and Arc'teryx.

In this frank discussion, Dominic explores the synergy between individual leadership and collective vision, and the critical role of cultural evolution in maintaining relevance and potency. James shares how the iconic “Sweeping the Shed” mantra, revolutionised team culture at the All Blacks, and how these principles can be applied beyond the rugby field into business and everyday life.

Discover

The Role of Values in Sustainable Success: By embracing values such as humility, responsibility, and respect, the All Blacks created a foundation for long-term success, demonstrating that values-driven cultures outperform talent-driven ones.

The Power of Rituals and Symbols: The enduring significance of the Haka demonstrates how rituals and symbols can reinforce identity, unity, and purpose within a team.

Leadership Across Domains: The principles of leadership and cultural excellence are universal and can be applied across diverse fields, demonstrated by James’ work in sports, military, and business.

Neuroscience and Leadership: The interplay between neuroscience and performance underpins how understanding the brain's responses to fear and confidence can inspire leaders to strike a balance between challenges and support, fostering growth and accountability.

Book recommendations:

Viktor Frankl - Man's Search For Meaning

Daniel Kahneman - Thinking, Fast and Slow

Daniel Coyle - The Culture Code

Jim Collins - Good To Great

James' book Legacy is out now.

Dominic’s book Mind Your F**king Business is out now. 

A message from Dom about some exciting changes coming to the podcast from next week.

In this conversation, Ben Hunt-Davis shares insight into what drives and empowers an Olympic gold-winning team. A Former Olympic rower turned successful entrepreneur, Ben is the author of the acclaimed book Will It Make the Boat Go Faster?

Tune in for invaluable insights from Ben’s illustrious rowing career, recounting the journey from consistently finishing at the bottom to clinching Olympic gold. Discover the transformative power of team alignment and purpose, the crucial role of feedback and trust, and the non-negotiable importance of shared goals—whether in sports or business.

This episode delves into the details of team dynamics, the impact of clear communication, and the courage to embrace discomfort for the sake of improvement. Tune in, and let’s make your business unstoppable!

Takeaways

• Finding team alignment and purpose.
• Fostering a culture that values collective success over individual glory.
• The pivotal role of clear goals and regular feedback in driving continual improvement.
• Everyone brings different strengths and life situations to the table. Leveraging those differences to optimise performance.
• Embracing open, honest feedback as a tool for growth, even when it’s uncomfortable.

Timestamps

(00:00) Title with Ben Hunt-Davis.

(01:05) Coining A Phrase.

(03:10) Uni Drop Out To Full-Time Athlete.

(08:01) How Clear Expectations Lead To Gold.

(11:27) Helping A Team Get Clarity and Purpose.

(13:52) Team Dynamics.

(17:44) Constructive Conflict.

(19:09) Improving Focus and Learning.

(22:34) Helping Others Improve With Uncomfortable Truths.

(25:19) Difficult Real-Life Scenarios.

(27:02) Quick Fire Questions.

(32:58) People a bit better inspire relatable progress.

(33:54) Dad advises but feels unqualified for career guidance.

About Ben Hunt-Davis

Ben is an experienced performance coach, facilitator and world-class keynote speaker. Ben has spent the last 20+ years specialising in translating his Olympic-winning strategies into everyday business success.

Specifically focusing on leadership and team development, Ben has designed and run training courses, conferences and events for more than 100 different organisations.

Ben and executive coach Harriet Beveridge published the best-selling book Will It Make The Boat Go Faster? in 2011. Their real-world application of Ben’s rowing crew’s strategies, habits, and mindset is world-renowned. The performance principles underpinning their story still shape the philosophy of our business today. Ben is an expert in galvanising executive teams and organisations behind a shared ‘Crazy Goal’.

Ben consistently leads and inspires teams to deliver exceptional results. He is a three-time Team GB staff member at the Summer Olympics and chair of organising committees for two international rowing events in the UK.

Follow Ben Hunt-Davis

Website: https://willitmaketheboatgofaster.com/ 

LinkedIn: https://www.linkedin.com/in/benhuntdavis?originalSubdomain=uk 

X: https://x.com/olympianben 

Books by Ben Hunt-Davis

Will It Make The Boat Go Faster

Book Recommendations

James Holland books - https://griffonmerlin.com/ 

Mentioned in this episode:

Get Mind Your F**king Business