The Strategy Skills Podcast: Strategy | Leadership | Critical Thinking | Problem-Solving

Sarah Keohane Williamson, CEO of FCLT Global and coauthor of The CEO's Guide to the Investment Galaxy, offers a disciplined primer for executives operating at the intersection of corporate strategy and capital markets. Drawing from her background in investment banking, government, consulting, and asset management, she explains why "investors are not a single audience," how their incentives shape corporate outcomes, and what leaders must do differently to secure durable capital and strategic flexibility.
Williamson pushes back on conventional wisdom about investor relations, replacing it with practical routines and priorities. She emphasizes a consulting-rooted discipline, "Start with the answer", as a communications principle, and translates it into a concrete playbook for CEOs who cannot afford ambiguity when describing long-term bets. She underscores that "quarterly calls are important, but they're often dominated by the sell side," and CEOs should deliberately allocate their limited time toward building trust with long-term owners and anchor shareholders.
Key takeaways include:
Map the owners. "Who actually owns your company? Who makes the decisions about those shares?" Owner types—retail, index funds, active managers, hedge funds—differ in incentives and time horizons, and executives should treat that map as a strategic input.

Build an investor strategy like a customer strategy. Decide which kinds of capital the company needs, why, and how to attract and retain those investors.

Use a long-term roadmap. Make risky investments intelligible by explaining milestones that link short-term actions to enduring value, and "don't be afraid to update the roadmap when the assumptions change."

Translate investor signals into operational choices. Avoid reflexive short-term fixes, like cutting R&D to meet a quarter, without measuring the long-term cost.

Treat disclosure and dialogue as governance tools. Clarity about ownership, voting, and incentives reduces misalignment and reputational risk.

Reframe consultancy input for execution. "The hard part is not the analysis, the hard part is making it happen inside the organization."



This episode equips CEOs, CFOs, and board members with a practical framework for raising capital, defending strategic bets, and managing shareholder composition. It reframes investor engagement from a compliance exercise into a core discipline of strategy and governance.
📚 Get Sarah's book, The CEO's Guide to the Investment Galaxy, here: https://shorturl.at/7hFeb
Here are some free gifts for you:
Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach
McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf
Get Exclusive Episode 1 Access of How to Build a Consulting Practice: www.firmsconsulting.com/build
Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

Welcome to Strategy Skills episode 361, an interview with the author of Building Trust: Exceptional Leadership in an Uncertain World, Darryl Stickel. In his book, Darryl outlines his groundbreaking Trust Unlimited blueprint for building trust. Stickel moves away from the traditional approach of influencing people's willingness to trust—the con artist's tactic—to employing one or more of ten levers, which leaders can "pull" to close the gap between how much they are trusted and how much they should be. This approach also makes them more trustable and increases trust where it is deficient.
Darryl Stickel is one of the world's leading experts on trust with over twenty years of experience. His Ph.D. ¨Building Trust in Hostile Environments¨ from Duke University established him as a global leader for governments, businesses and NGOs on practical approaches to building trust. 
Darryl has worked for Mckinsey & Company in their Toronto office, as well as advised the Canadian Military on trust building in Afghanistan. He has served as faculty for the Luxembourg School of Business and the Center for Effective Organizations at the University of Southern California and recently completed his book Building Trust: Exceptional Leadership in an Uncertain World.
His contribution to the field of trust has been recognized by his nomination to the Top Thought Leaders on Trust by Trust Across America; Trust Around the World.
Get Darryl's book here: https://rb.gy/3boas

Building Trust: Exceptional Leadership in an Uncertain World, Darryl Stickel
Claim your free gift:
Free gift #1
McKinsey & BCG winning resume
www.FIRMSconsulting.com/resumePDF
Free gift #2
Breakthrough Decisions Guide with 25 AI Prompts
www.FIRMSconsulting.com/decisions
Free gift #3
Five Reasons Why People Ignore Somebody
www.FIRMSconsulting.com/owntheroom
Free gift #4
Access episode 1 from Build a Consulting Firm, Level 1
www.FIRMSconsulting.com/build
Free gift #5
The Overall Approach used in well-managed strategy studies
www.FIRMSconsulting.com/OverallApproach
Free gift #6
Get a copy of Nine Leaders in Action, a book we co-authored with some of our clients:
www.FIRMSconsulting.com/gift

For this episode, let's revisit a Strategy Skills classic featuring an interview with the author of Inside the Competitor's Mindset, John Horn, where he shares proven techniques to help businesses think like the competition and understand why they act the way they do. Inside the Competitor's Mindset presents a systematic approach to competitive intelligence that starts with three frameworks to get inside the competitor's mindset, predict their reactions to your moves, and assess whether the competition is getting ready for a spontaneous move of their own. 
John Horn is a professor of practice in economics at the Olin Business School at Washington University in St. Louis. He teaches MBA students microeconomics, macroeconomics, and global business.
John was a Senior Expert in the Strategy Practice of McKinsey & Company for 9 years, working with clients on competitive strategy, war gaming workshops, and corporate and business unit strategy across a variety of industries and geographies. He helped over 100 clients with war game workshops and developed a set of simulation exercises to help companies understand the challenges of reallocating resources. He continues to consult through his LLC: Gateway Competitive Insights.
John has published nine papers in the McKinsey Quarterly and three in the Harvard Business Review, mostly on the application of behavioral economics and competitive insight to business strategy. John has a PhD in economics from Harvard University, where he also received a Masters degree in economics.
Get John's book here: https://tinyurl.com/4dbv29ju
Inside the Competitor's Mindset: How to Predict Their Next Move and Position Yourself for Success
 
Claim your free gift:
Free gift #1
McKinsey & BCG winning resume
www.FIRMSconsulting.com/resumePDF
Free gift #2
Breakthrough Decisions Guide with 25 AI Prompts
www.FIRMSconsulting.com/decisions
Free gift #3
Five Reasons Why People Ignore Somebody
www.FIRMSconsulting.com/owntheroom
Free gift #4
Access episode 1 from Build a Consulting Firm, Level 1
www.FIRMSconsulting.com/build
Free gift #5
The Overall Approach used in well-managed strategy studies
www.FIRMSconsulting.com/OverallApproach
Free gift #6
Get a copy of Nine Leaders in Action, a book we co-authored with some of our clients:
www.FIRMSconsulting.com/gift

For this episode, let's revisit a Strategy Skills classic featuring an interview with a former Monitor Associate partner and Chief Learning Officer of Teach For America, co-CEO of Transcend, and the author of Ask: Tap Into the Hidden Wisdom of People Around You for Unexpected Breakthroughs In Leadership and Life, Jeff Wetzler. In this book, Jeff offers a hands-on, surprisingly effective way to find out what others really think, know, and feel. Jeff brings you a powerful method called The Ask Approach™, based on a simple premise that tapping into what other people truly think, know, and feel is a game-changing superpower. Ask leads to smarter decisions, more creative solutions, and deeper relationships. 
 
Jeff Wetzler is co-CEO of Transcend, a nationally recognized innovation organization, and an expert in learning and human potential. Wetzler combines unique leadership experiences spanning more than 25 years in business and education, as a management consultant to the world's top corporations, a learning facilitator for leaders around the world, and as Chief Learning Officer at Teach For America. Jeff earned a Doctorate in Adult Learning and Leadership from Columbia University and a bachelor's in psychology from Brown University. Based in New York, he is a member of the Aspen Global Leadership Network and is an Edmund Hillary Fellow.
Get Jeff's new book here: https://rb.gy/6i05b7
Ask: Tap Into the Hidden Wisdom of People Around You for Unexpected Breakthroughs In Leadership and Life
 
Here are some free gifts for you:


Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach
McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf
Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

This discussion examines how senior leaders can navigate complexity, technology, and organizational change without losing clarity of purpose. Drawing on experience across global consumer brands, logistics, and technology, Louisa Loran outlines a practical approach to leadership that extends beyond execution into shaping direction.
Key insights from the conversation:
First, career progression at senior levels depends less on exceeding assigned tasks and more on articulating distinct value. Advancement requires a clear answer to a simple question: why should this individual be selected to shape the future of the business? Without that clarity, performance remains reactive and interchangeable.
Second, leadership in change environments requires understanding how people respond to disruption. Resistance is rarely personal. Effective leaders identify who is ready to move, who needs context, and who requires time, adjusting their approach accordingly rather than forcing alignment.
Third, many professionals remain overly focused on activity rather than contribution. Busyness often reflects adherence to process rather than progress toward outcomes. Leaders must continually reassess whether their efforts are advancing strategic objectives or simply maintaining momentum.
Fourth, the ability to think independently is becoming more important as technology advances. AI can accelerate research, synthesis, and articulation, but it does not replace judgment. Those who rely on it without strengthening their own reasoning risk becoming indistinguishable from the tools they use.
Fifth, organizations frequently approach AI adoption without sufficient clarity on their identity. Efficiency gains alone are insufficient. The critical question is what proprietary knowledge or capability should be developed and retained, and what can be commoditized through external tools.
Loran also introduces four reinforcing leadership behaviors: setting a sufficiently high ambition, expanding perspective through curiosity, making clear and timely decisions, and consistently embodying the direction being set. These are not episodic actions but daily practices that determine whether leaders shape change or respond to it.
Underlying the conversation is a consistent principle: leadership begins with self-awareness. Without a clear understanding of one's own strengths and perspective, it is difficult to remain open, to adapt, or to lead others through uncertainty.
Get Louisa's book, Leadership Anatomy in Motion, here: https://tinyurl.com/3a97vt5c
Claim your free gift:
Free gift #1
McKinsey & BCG winning resume
www.FIRMSconsulting.com/resumePDF
Free gift #2
Breakthrough Decisions Guide with 25 AI Prompts
www.FIRMSconsulting.com/decisions
Free gift #3
Five Reasons Why People Ignore Somebody
www.FIRMSconsulting.com/owntheroom
Free gift #4
Access episode 1 from Build a Consulting Firm, Level 1
www.FIRMSconsulting.com/build
Free gift #5
The Overall Approach used in well-managed strategy studies
www.FIRMSconsulting.com/OverallApproach
Free gift #6
Get a copy of Nine Leaders in Action, a book we co-authored with some of our clients:
www.FIRMSconsulting.com/gift