Robert Fehlen: Why Financial Forecasting Fails
Your Brand Amplified
Bleav + Anika Jackson
5.0 • 132 Ratings
🗓️ 25 October 2022
⏱️ 38 minutes
🧾️ Download transcript
Summary
Robert has consulted for 20+ Shark Tank companies, startups, and Fortune 500 organizations. He has assisted in 4 exits - 2 of which were SaaS companies. He was formerly the Head Analyst for a $2.5 billion private equity portfolio and achieved a 7-figure net worth at 26.
Robert also runs two private equity funds totaling $10M in real estate assets.
Outside of business, Robert is passionate about spending time with his wife and kids, and considers himself a Personal Development Junkie.
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Transcript
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| 0:00.0 | Welcome to Your Brand Amplified, the podcast where we interview marketers, publicists, and |
| 0:06.5 | brands to learn their stories, what makes them tick, and tips and tricks that make a difference. |
| 0:12.4 | I am so excited to be back for another week of your brand Amplified. |
| 0:15.8 | I'm Anika Jackson and I'm here with Robert Phelan. |
| 0:19.0 | Robert, thank you so much for coming on today. |
| 0:22.0 | Thanks for having me, Anika, super excited for the conversation. much for |
| 0:25.0 | coming on today. |
| 0:28.0 | me, Anica, super excited for the conversation. |
| 0:25.0 | Me too. Now you have consulted for Shark Tank companies. |
| 0:30.0 | You have had a lot of success in helping organizations exit and make lots of money. |
| 0:35.9 | You have been a former head analyst for a private equity firm and you've done so many other things.'s just a little taste I'd love for you to |
| 0:44.4 | talk a little bit about what you're doing now and what your journey has been like. |
| 0:49.3 | For sure I will try to keep it as succinct as possible, but from 30,000. |
| 0:55.0 | Give us all the details. |
| 0:56.0 | Give us all. |
| 0:57.0 | Bring it on. |
| 0:58.0 | For sure. |
| 0:59.0 | So yeah, my background, Bachelor's and Financial Management, |
| 1:02.0 | Currently, I've got a wife, two young kids. background bachelor's and financial management. |
| 1:02.5 | Currently, I've got a wife, two young kids. |
| 1:06.2 | My son is our youngest, he's headed into kindergarten |
| 1:09.8 | this semester and then my daughter's in first grade this year. |
... |
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