The chart you shared on LinkedIn isn’t flopping because people “don’t get it.”
It’s flopping because you made them work too hard to understand it.

That’s one of the most common content mistakes fund managers make:dropping data without enough context.

The good news? It’s an easy fix, and in this episode, Stacy shows you how.

She dives into:
• 3 quick rules to make your chart posts actually land
• A better way to use data to tell a story
• Why one great chart beats four cluttered ones every time

This is Story Snacks, a bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in under 20 minutes a week.

Want More Help With Storytelling?

+ Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

---
Running a fund is hard enough.
Ops shouldn’t be.
Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

Your story isn’t too messy, too boring, or too personal to share.
It’s the very thing that sets you apart.

And Holly Crawshaw Joyner has built her entire business helping leaders do exactly that.

Holly’s ghostwritten 120+ books and built a standout brand on LinkedIn by being raw, honest, and far from perfect. She knows what it takes to turn life experience into the kind of authority that makes people stop scrolling, and start listening.

In this episode, Holly joins Stacy to discuss:

• The behind-the-scenes lessons from ghostwriting 120+ books (and what actually makes a good one)
• How she built her business, The Story Spark, as a single mom during the pandemic
• The honesty-over-perfection strategy that made her brand stand out on LinkedIn
• Why LinkedIn is still the most underrated platform for introverts + thought leaders
• Smart AI hacks to turn posts, podcasts, and raw ideas into publishable content
• The real talk on self, hybrid, and traditional publishing (and how to know which path is right for you)

If you’ve ever thought about publishing a book, or finally leveraging LinkedIn to grow your business, this conversation will help you find the courage to get started.

More about Holly:

Holly Crawshaw Joyner is a New York Times-bestselling ghostwriter.

Since entering publishing in 2006, Holly has ghostwritten, edited, and coached well over 1,000 titles. In addition to the NYT Bestseller, other projects Holly has worked on have topped the most prestigious lists in the industry including Amazon Bestseller, Amazon Best New Release, and Amazon Top 100, among others.

She’s written books for all the major publishing houses, including HarperCollins, Penguin, Random House, Baker, and Hachette.

Since 2021, Holly has also been ghostwriting for and coaching clients on LinkedIn, teaching them how to build a brand and grow an engaged audience. In 2024 Holly was named the #1 U.S. LinkedIn creator for Audience Building and Brand Awareness. In 2025 she was listed as one of the Top 20 LinkedIn experts worldwide.

Holly is married to Drew. They live in Atlanta with her three daughters. She is a self-professed cat lady with an addiction to sour candy.

Want More Help With Storytelling?

+ Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership.

---
Running a fund is hard enough.
Ops shouldn’t be.
Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

People matter more than performance. Yes, even in a numbers-obsessed industry.

Take it from Karl Heckenberg, founder of Constellation Wealth Capital, a $1B platform that takes minority, non-controlling stakes in large RIAs and wealth management firms.

Yes, he understands the numbers and mechanics behind investing. But what actually sets him (and his fund) apart is the fact that he builds real partnerships.

In this episode, he sits down with Stacy to talk about:

• His backstory: from investment banker to CEO, and how he built a $1B platform by betting on people
• Why founder-led firms outperform (and how Constellation supports them)
• What makes a capital partner “friendly” (and what doesn’t)
• Ownership and succession blind spots in wealth and asset management
• Lessons from 40+ deals that apply to any founder looking to grow
• The real ROI of relationships, connection, and shared values

More about Karl:
Karl serves as the President and Managing Partner of Constellation Wealth Capital. Before founding CWC, Karl was the CEO of Emigrant Partners and its affiliated company, Fiduciary Network. His career in the financial services has taken him to renowned institutions like Merrill Lynch, A.G. Edwards & Sons, Wells Fargo, and Charles Schwab. Karl has also contributed his expertise to several boards, including Sarasota Private Trust Company, New York Private Trust Company, and Cleveland Private Trust Company, and is currently on the board at Alternative Fund Advisors. He also held the position of Vice Chairman at Emigrant Bank and chairs the CWC Investment Committee.

A Washington, D.C. native, Karl is an alumnus of Saint Joseph’s University in Philadelphia.

Books Mentioned in This Episode:

• The Psychology of Money – Morgan Housel | https://a.co/d/j4ZWvk2
• Moneyball: The Art of Winning an Unfair Game — Michael Lewis | https://www.amazon.com/dp/0393324818
• The Big Short: Inside the Doomsday Machine — Michael Lewis | https://www.amazon.com/dp/0393338827
• The Undoing Project: A Friendship That Changed Our Minds — Michael Lewis | https://www.amazon.com/dp/0393354776
  
  

Want More Help With Storytelling?

+ Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe

- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership.

---
Running a fund is hard enough.
Ops shouldn’t be.
Meet the team that makes it easier. | billiondollarbackstory.com/ultimus