Albert Ramos is a financial strategist and fractional CFP specializing in the fitness and wellness industry. In this episode, we discuss the importance of financial literacy for fitness brands, key metrics for growth, and various funding strategies available to entrepreneurs.
Albert emphasizes the need for effective matchmaking between investors and business owners, the role of podcasts in sharing knowledge, and the challenges of entrepreneurship. We also touch on the impact of AI on marketing and the necessity for collaboration within the industry to improve overall health outcomes.
Takeaways:
- Albert Ramos is a financial strategist focused on the fitness and wellness industry.
- Financial literacy is crucial for fitness brands to scale effectively.
- Key metrics for growth include cash flow, customer acquisition costs, and average dollar per member.
- Funding options for fitness brands include self-funding, bank loans, and angel investors.
- Matchmaking between investors and entrepreneurs is essential for successful partnerships.
- Podcasts can serve as a platform for sharing financial knowledge and best practices.
- Building an entrepreneurial ecosystem can enhance collaboration and innovation.
- Entrepreneurs must be realistic about their commitments and avoid overextending themselves.
- AI is transforming marketing strategies in the fitness industry.
- The industry needs to share data and collaborate to address health challenges.
About Albert:
Podcast: https://www.youtube.com/@ValisightsPodcast
Portfolio: https://gamma.app/docs/Albert-Ramos--8lzfuxqg5cwur34?mode=doc
Website: https://www.strategointel.com/plans-and-pricing
Bio:
Albert Ramos is a strategic finance and operations executive reshaping how modern companies think about money, data, and decision-making. As the Founder & Fractional CFO of Stratego (StrategoIntel.com) and CEO of Valisights (Valisights.com), Albert bridges classic financial discipline with AI-powered intelligence—helping HALO, fitness, wellness, and lifestyle brands scale from $1 million to $50 million without losing control of their cash flow.
Over a 16-year career, Albert has rebuilt finance engines across public, private-equity-backed, and founder-led companies. His portfolio includes Fractional CFO partnership at Equity Launch Pad, Mercer Controls, Fitizens Holdings, Plunge House, The Well New York, Alchemize House, Relentless Brands, and so many more. Albert has also held leadership roles at Life Time Athletic, Gold’s Gym, 24 Hour Fitness, and Lori’s Gifts
At Stratego, he leads a boutique fractional CFO firm built for the HALO (Health, Active Lifestyle, Outdoor) industry. And at Valisights, he’s architecting the next generation of AI-driven finance platforms for CFOs, FP&A leaders, private-equity operators, and CPA Accounting Firms—delivering real-time forecasting, scenario planning, and decision intelligence.
A recognized voice of modern finance, and recognized on CFO.com, Albert hosts The Valisights Podcast, where he interviews visionary CFOs, like Paul Barnhurst, Wassia Kamon, Carl Seidman, Chris Ortega, and Glenn Hopper and operators on the intersection of finance, leadership, and AI. He also releases a weekly newsletter, The AI-Powered Finance Guide, where he reaches thousands of finance leaders and owners seeking practical, tech-enabled insight into cash-flow forecasting, M&A modeling, and AI strategy.
More from Jessica:
Currently, Jessica is starting a new chapter as President of Squeeze Massage.
LinkedIn: https://www.linkedin.com/in/jessicayarmey/
Instagram: https://www.instagram.com/jessicayarmey/
Twitter: https://twitter.com/JessicaYarmey
Website: https://jessicayarmey.com/
