In this episode, I talk with Alison Shekman, Chief of Staff at PhaseWell Research and a member of the CXO Fellows Program. Alison shares her journey from consulting into operations and what it has meant to step into an early-stage, acquisition-driven business. She reflects on slowing down to go fast, listening to frontline experts, and creating systems for prioritization. Alison also discusses lessons from the Shore Resource Team and why embracing iteration over perfection has shaped her approach as a CXO.

Key Takeaways:

• Go slow to go fast by taking the time to understand what motivates people and plan for change so it can be implemented more effectively
• Listen first and spend time in the field with the people who know the work best to close knowledge gaps and build credibility
• Create a system for relentless prioritization to bring clarity to the noise and stay aligned with leadership on what matters most
• Call it version one, move forward, and keep iterating rather than waiting for perfection

• 00:00 - Introduction
• 02:57 - Go Slow to Go Fast
• 05:01 - Closing the Knowledge Gap
• 09:35 - The Value of Networks
• 13:03 - Prioritization and Integration
• 19:47 - Lessons for Young Leaders

https://www.shorecp.university/podcasts

You’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore Capital University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.