13 - Building Authentic Connections: The Human Side of Financial Consulting
Unlocking Business Growth Through Financial Education: Insights from Kurt William Gerwitz on Bridging Success
In a recent episode of the Bridging Success podcast, host Bo Jakins sat down with Kurt William Gerwitz, Business Consultant at Kurt Gerwitz CFO Services, to explore the transformative power of financial education in business. Kurt shared his journey from teaching and nonprofit leadership to fractional CFO services and public speaking, highlighting actionable strategies for business growth, authentic communication, and leveraging financial tools to make smarter, data-driven decisions.
Financial Education as a Catalyst for Business Success
Kurt emphasizes that finance is more than numbers—it’s a language for decision-making and understanding business dynamics. Drawing from his experience in education, nonprofit leadership, and corporate finance, he encourages leaders to invest in financial literacy not just for themselves but for their teams. The episode explores how mastering financial concepts empowers business owners and employees to recognize opportunities, anticipate challenges, and drive sustainable growth.
Authentic communication is at the heart of Kurt’s approach to consulting and marketing. Rather than relying solely on automation, he advocates for relationship-driven outreach, personalized messaging, and leveraging simple tools like LinkedIn and email to build trust and meaningful connections. His insights demonstrate that human-centered strategies, combined with clear financial guidance, can create lasting impact for clients and organizations.
Kurt’s diverse background—from teaching and nonprofit leadership to corporate consulting—illustrates the value of varied experiences in shaping a holistic approach to problem-solving. He discusses integrating technology and financial tools, including QuickBooks and Excel, while also addressing the human side of finance through emotional intelligence and client-centered strategies. This combination of technical proficiency and interpersonal insight positions leaders to make informed, confident decisions that advance their business objectives.
About Kurt William Gerwitz
Kurt William Gerwitz is a Business Consultant specializing in fractional CFO services, financial education, and strategic guidance for growing businesses. With a background in teaching, nonprofit leadership, and corporate finance, Kurt helps clients bridge the gap between financial data and actionable business strategy, empowering leaders to achieve measurable results.
About Kurt Gerwitz CFO Services
Kurt Gerwitz CFO Services provides fractional CFO consulting, financial planning, and strategic advisory services for businesses of all sizes. By combining deep financial expertise with a human-centered approach, the firm helps organizations make smarter decisions, streamline operations, and leverage data-driven insights to drive growth and profitability.
Links Mentioned in this Episode
Conclusion
Kurt William Gerwitz’s conversation with Bo Jakins underscores the importance of financial education as a tool for strategic business growth. By combining authentic communication, diverse experience, and mastery of financial tools, leaders can make confident decisions, foster meaningful relationships, and create lasting impact for their organizations and teams.
Key Episode Highlights:
Using financial education as a language for better business decision-making
Prioritizing authentic marketing and relationship-driven outreach
Leveraging diverse professional experiences to solve complex business challenges
Integrating financial tools like QuickBooks and Excel with human-centered strategies
Focusing on emotional intelligence and client-centered consulting
Explore BridgeNet LLC to learn more about driving business growth through innovation and strategic insights. If you’re a business leader or industry expert with valuable insights to share, apply to be a guest on the Bridging Success podcast here.
