What does it take to go from a buttoned-up CPA to a bold, strategic business leader winning the world of financial services? Growth isn't just about numbers — it's about vision, adaptability, and the courage to take bold steps forward.

In this episode, we chat with Bart Davis, CEO and co-founder of 512Financial, about his journey and what it's like to be a first-time CEO, why speed matters more than perfection, and how fractional services are helping small businesses do more with less.

You'll discover:

• Insider strategies for leveraging financial insights for business growth

• Navigating the challenges of becoming a first-time CEO

• Innovative approaches to outsourcing critical business functions

• The role of AI in modern financial services

• Practical advice for entrepreneurs and business leaders

Tune in and get inspired to rethink what financial leadership looks like.

Show Notes:

Bart Davis LinkedIn: https://www.linkedin.com/in/bartdavis512/

512Financial: https://512financial.com/

Resources:

Door No. 3 Website

Door No. 3 LinkedIn

Door No. 3 Instagram

Listen to The Empowered Challenger Podcast with Prentice Howe

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