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Margo Masri
Founder & CEO, Heartfelt CFO
In this conversation, Ahmad Ashrafi interviews Margo Masri, a financial expert who helps entrepreneurs overcome their fear of finances. Margo shares her personal journey, the importance of understanding money, and how to build a positive relationship with it.
Your numbers are keys and clues, not enemies. Margo Masri built Heartfelt CFO on one reframe: open the credit card statement, get intimate with your numbers, and let them tell the story that builds the dream instead of burning budget blindly.
Be, do, have — not have, be, do. The hardest belief to unlearn is waiting to have it before becoming it: be the person, do the activities, and you will have the result.
Money is like air — abundant and available. Swap the scarcity default for one challenge at a time: pick a goal, break it into possibilities, work the ladder backwards, and measure your comeback rate rather than beating yourself up over decisions.
The right clients treat fees as an investment. Margo declines work that violates her firm's culture — and points to results like a single mom's unheard-of 41% return as proof that a system followed always pays itself back.
