Discover
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
Author: Andrew Rafal
Subscribed: 22Played: 325Subscribe
Share
Description
"Your Wealth and Beyond - Secrets of Successful Entrepreneurs" is the podcast where we delve into entrepreneurs' journeys, uncovering their stories of success, perseverance, and valuable lessons learned along the way.
Hosted by Andrew Rafal, a seasoned financial advisor and Founder of Bayntree Wealth Advisors, each episode features insightful interviews with ambitious individuals who have achieved remarkable success.
Whether you're a long-time business leader or an aspiring entrepreneur, this podcast offers invaluable guidance and unique insights to help you navigate the business world and unlock your full potential. Tune in and embark on a transformative journey that will inspire, educate, and empower you to reach new heights in your entrepreneurial endeavors.
Hosted by Andrew Rafal, a seasoned financial advisor and Founder of Bayntree Wealth Advisors, each episode features insightful interviews with ambitious individuals who have achieved remarkable success.
Whether you're a long-time business leader or an aspiring entrepreneur, this podcast offers invaluable guidance and unique insights to help you navigate the business world and unlock your full potential. Tune in and embark on a transformative journey that will inspire, educate, and empower you to reach new heights in your entrepreneurial endeavors.
119 Episodes
Reverse
In today's episode, I'm thrilled to be joined by Michael Spangenberg, CEO and co-founder of State Forty Eight–one of Arizona's most recognizable local apparel brands. Since 2013, Michael and his partners have been sharing clothing for all, inspired by Arizona, through collaborations, screen printing, embroidery, art & branding, and their work. In our conversation, Mike and I dig into the "why" behind his brand, his love for Arizona, and how this side gig turned into a full-time pursuit with fans in Bruce Arians and the Arizona Cardinals, the Diamondbacks, and the Suns organizations. You'll also hear what he's doing now with the State Forty Eight Foundation to empower everyday people with dreams like his. Enjoy! In this podcast interview, you'll learn: How Michael and his friends turned business partners envisioned their brand, quickly learned how to tell their story, and used unconventional methods to quickly build momentum. The moment Mike realized this side hustle could become a full-time career. Why it's so important to invest–and keep investing–in yourself as an entrepreneur. What inspired the State Forty Eight Foundation–and what they've learned since helping to fund 32 businesses in their community. The toughest challenges State Forty Eight faced as they built and scaled their business. Interview Resources StateFortyEight.com State Forty Eight on Facebook | Instagram | TikTok | X/Twitter | YouTube State Forty Eight Foundation State Forty Eight Foundation on Instagram | YouTube | Facebook Michael Spangenberg on LinkedIn | Instagram | Facebook Stephen Polando on LinkedIn Phoenix Fashion Week Arizona Cardinals Arizona Diamondbacks Phoenix Suns Phoenix Mercury Arizona State University Marina Sandoval
When building a brand, everyone talks about the power of storytelling. These days, however, it's not as simple as starting a blog and expecting your audience to explode overnight. That's why people turn to today's guest, Dan Curran. Dan is a founding partner at Chapters.io, where he works to eliminate the anxieties of book writing through a process that helps people finish manuscripts in 100 days or less, connect with amazing editors, and preserve their wisdom for generations to come. Dan has over a decade of experience working with editorial teams for large financial institutions, especially with financial advisors, and has a deep understanding of how to bring new life to so-called unsexy topics in this complex field. In today's episode, Dan and I discuss the chaotic state of modern content marketing, how to stand out in a world where everyone has 10,000 notifications and zero attention span, and the technology–including AI–he's using to help people share their stories and grow audiences right now. In this podcast interview, you'll learn: How content marketing has changed over the last decade. Why authenticity matters–and why so many people are scared to be authentic. Why there's a place for entrepreneurs over the age of 40 on TikTok. How Chapters is using a combination of AI and human talent to kickstart books when the words don't just magically flow from an author's fingers. Ways to get your story told without running the gauntlet of the traditional publishing model. How to craft a legacy book for your loved ones. Interview Resources Chapters.io Dan Curran on LinkedIn Chapter.io on LinkedIn | Facebook | Instagram | YouTube Climbing the Retirement Mountain: And Getting Safely Down the Other Side by Andrew Rafal ChatGPT Gemini Python OpenAI The Entrepreneurs' Organization 90 Minute Book by Dean Jackson
Today, I'm talking to Megan Greenwood, founder of Greenwood Brewing, where she's making woman-owned, woman-inspired real beer for all. Megan was an enthusiast and a homebrewer before venturing on her own as an entrepreneur. So, how did she get from Boston to Phoenix and from 8 taps in a garage to 14 taps downtown? In this episode, Megan shares the story of her entrepreneurial journey, the challenges she faced along the way, and why beer has to be better than good to succeed in an ever-crowded industry. Key takeaways: How homebrewing went from a hobby to a profession for Megan–and why her backgrounds in industrial engineering and manufacturing proved hugely helpful. The steps Megan took to get her product into bars and to customers when she didn't have her own facility. How Megan found power in telling her business's unique story in a male-dominated industry. What happened when Megan was finally ready to open at the height of the COVID pandemic. How Megan navigated growing pains as her business grew, manages an ever-growing staff, and continues to create opportunities for herself and her staff. Interview Resources Greenwood Brewing Greenwood Brewing on Facebook | X/Twitter | Instagram | Pinterest Megan Greenwood on LinkedIn | Instagram Samuel Adams Boston Lager Sierra Nevada Sierra Nevada Pale Ale Fat Tire First Draft Book Bar Fresh Start Women's Foundation
Building a successful career in an incredibly competitive real estate market doesn't happen by accident, especially when your area of expertise is luxury residential real estate. Today's guest has climbed to the top and is recognized as one of Arizona's top real estate advisors. As you'll hear, tremendous success doesn't happen without developing great partnerships and long-term relationships. Adrian Heyman is a Real Estate Advisor at The Agency, a luxury real estate firm in Scottsdale, AZ. Adrian was The Agency's top-producing agent from 2018-2021 and reclaimed the title in 2023. In addition to succeeding in Arizona's real estate markets, he's also passionate about the Surfrider Foundation and has built a thriving 25-year partnership with his wife. In this conversation, Adrian shares the story of how he came from Australia's fitness industry to American real estate, how he achieved success in an incredibly competitive industry with a very high failure rate, and what lies ahead in Arizona's hot luxury real estate market. Key takeaways: How Adrian kept his business growing and his family stable even through brutal market downturns and cross-continental moves. How a huge real estate deal in Paradise Valley in 2017 changed the trajectory of Adrian's career. The critical mistakes Adrian sees homeowners and agent advisors make that stop them from getting top dollar. How technology has transformed the landscape for home buyers and sellers. Factors that attract high-end homebuyers to the Paradise Valley. Interview Resources AdrianHeyman.com Adrian Heyman on LinkedIn | Instagram | Facebook The Agency The Agency on Instagram | YouTube | Facebook | LinkedIn | X/Twitter Mauricio Umansky Billy Rose Surfrider Foundation
Imagine that you're a few years away from retiring, and you just found out that you've been laid off. You've been putting money away as best you can, and now you're really not sure if it's enough. What do you do? In today's episode, Andrew Rafal provides a quick list of actionable steps that you can take immediately to better understand what your financial situation looks like, what pre-retirees should consider after losing health benefits and how to get the most out of your 401(k) as you make the transition to the next phase of your life. Key takeaways: Look at your living expenses, both fixed and discretionary. Take inventory of your assets including a 401(k). Understand what your unemployment, health insurance, Social Security benefits are. Things to consider if you have a company pension. Interview Resources COBRA - Continuation of Health Coverage _____________________________________________ Subscribe & Learn More! If you'd like to subscribe for future podcast episodes, Your Wealth and Beyond is available on iTunes, Spotify, iHeart Radio, Overcast, Stitcher, and Google Play. · Listen and subscribe: https://linktr.ee/YourWealthandBeyond · Learn about financial planning: http://www.bayntree.com/ On Social Media? Connect with us! • Facebook: https://www.facebook.com/bayntreewealth/ • Instagram: https://www.instagram.com/bayntreewea... • LinkedIn: https://www.linkedin.com/company/bayn... • Twitter: https://twitter.com/bayntree Music: The Whole World Crashes Down – Astral Orange DISCLOSURE: Investment advice offered through Bayntree Wealth Advisors, LLC, a registered investment adviser. Insurance services offered separately through Bayntree Planning Group, LLC Bayntree does not provide specific legal or tax advice. Please consult with your tax advisor or legal professional for guidance with your individual situation.
When it comes to finding purpose and building wealth, few things matter more than estate planning. While putting it off to tomorrow might seem fine in theory, it could eventually lead to the government making big decisions that could affect your legacy. That's why I'm thrilled to introduce you to Allison Kierman. Allison has been an estate planning attorney for nearly 20 years, and she has extensive experience helping people understand their goals and the best way to transfer their wealth and legacy. In this episode, you'll learn all about the common mistakes people make when it comes to estate planning, why a simple written will is almost never enough, and how to build a trust to protect yourself and your assets across generations. In this podcast interview, you'll learn: · Why thinking you're invincible and refusing to face the facts is an easy way to set yourself up for disaster later in life. · What happens when a family member leaves nothing but a signed piece of paper deeding out their possessions to their heirs–and why this almost always leads to probate court. · The differences between wills and trusts–and why almost every DIYer misses something. · The importance of having a good team of advisors, when and where attorneys should get involved. · The common misconceptions around protecting inheritance for adult children–and major tax exemptions you can take advantage of along the way.
Many entrepreneurs reach a point in their careers where the traditional corporate path no longer aligns with their values, energy, or passions. For today's guest, that moment came when he realized the culture surrounding him no longer reflected the performance-driven lifestyle that fueled his passions and motivated him. Today, I'm sitting down with my longtime friend and serial entrepreneur, Blake Uptain, founder of Moxie Bike Shop and Caffeine & Watts. Blake shares how his journey began with a passion for fitness, a talent for building relationships, and an instinct for creating environments where people feel like they belong. From growing a small race team into a powerful marketing engine and turning a business that started in his garage into a high-end performance retail brand, Blake reveals the pivotal decisions that shaped his entrepreneurial path. Whether you're an entrepreneur searching for direction or someone considering turning a personal passion into a professional pursuit, this conversation offers valuable lessons in resilience, authenticity, and embracing the unknown. In this podcast interview, you'll learn: Why following your passion often reveals business opportunities others overlook. How performance-driven communities create trust, loyalty, and long-term brand growth. Lessons Blake learned transitioning from corporate sales to entrepreneurship. The challenges of scaling a retail business and adapting to industry changes. Why authenticity, consistency, and community remain the foundation of his success. Find All Interview Resources Here - www.bayntree.com/119 Download your copy of The Entrepreneur's Financial Planning Checklist
As another tax year comes to a close, many successful business owners are undoubtedly asking themselves the same question: How do I keep more of what I've earned away from Uncle Sam this year? In this episode, I'm sitting down with Bayntree's Director of Corporate Development, Brian Hartstein, to break down year-end strategies to help entrepreneurs and high-income earners make the most of their pre-tax dollars and reduce their biggest expense: Taxes. With over 30 years of experience collaborating with business owners, CPAs, and plan administrators, Brian has seen firsthand how many companies wait until the fourth quarter to address tax planning. He emphasizes the benefits of proactive planning and how it leads to significant savings and long-term wealth creation through strategies such as SEP IRAs, 401(k)s, profit-sharing plans, and cash balance pension plans. We'll also walk you through the Retirement Plan Pyramid, and demonstrate which tools make the most sense for different business stages—from solo entrepreneurs to companies with dozens of employees. Whether looking to shelter high income before year-end or looking for ways to use retirement plans as a competitive advantage to recruit, retain, and reward top talent, this episode will help you identify smart, actionable ways to keep more of what you earn and build your retirement wealth strategically. In this podcast interview, you'll learn: Why most business owners wait too long to plan—and how to avoid the "fourth-quarter fire drill." The most overlooked pre-tax opportunities that can save tens of thousands in taxes. How to choose between a SEP, SIMPLE, 401(k), or cash balance plan based on your business structure. The power of the Retirement Plan Pyramid and how each layer fits your financial goals. How to use retirement plans as recruitment and retention tools for key employees. Why being proactive—not reactive—with your CPA and advisor can make all the difference. Find All Interview Resources Here - www.bayntree.com/118 Download your copy of The Entrepreneur's Financial Planning Checklist
The stress and anxiety of high-pressure careers can take a heavy toll on mental health, relationships, and physical well-being. Many business owners and professionals live with constant overwhelm, numbing themselves through long days instead of finding actual relief. But what if there was a practice that could calm the nervous system, ease stress, and even spark personal transformation without years of training or expensive therapy? After decades of working in demanding corporate roles, Cary Ballou experienced burnout, loss, and a sense of disconnection from her authentic self. Her turning point came when she first experienced a sound bath, a centuries-old healing practice using vibration and frequency to restore balance. That moment set her on a new path, founding Shanti Sound and dedicating her life to helping others heal, reset, and reconnect with purpose. In our conversation, Cary shares her journey of reinvention, the science behind sound healing, and how practices once dismissed as "alternative" have gained popularity and are helping people reduce stress, release trauma, and live healthier, more purposeful lives. From corporate wellness programs to intimate healing sessions, Cary shares what it takes to follow your passion and build a mission-driven business around it. In this podcast interview, you'll learn: How chronic stress and repressed emotions manifest in the body—and why traditional medicine often overlooks them. The transformational moment when Cary discovered sound healing. Why sound baths work as "meditation without having to learn how." How sound healing can help with stress, trauma, and even chronic illness. The challenges and rewards of turning a passion into a sustainable business. Why companies are bringing sound healing into the workplace to reduce burnout and boost productivity. Find All Interview Resources Here - www.bayntree.com/117 Download your copy of The Entrepreneur's Financial Planning Checklist
For most entrepreneurs, building a business is the dream — but exiting successfully is often an afterthought. Most business owners pour their lives into creating a company only to face regret, financial gaps, or a lack of purpose when it's time to transition. Today, we'll uncover what it takes to align your business, personal, and financial goals, so your exit leads not just to financial security, but to significance and fulfillment. Joining me is Scott Snider, President of the Exit Planning Institute (EPI) and a nationally recognized leader in exit planning. Scott started his first business at 17, sold it by 24, and now helps entrepreneurs create transferable value and prepare for life after business ownership. He and his father have grown EPI into a global organization that educates thousands of advisors and empowers business owners to look beyond profit. In our conversation, Scott shares his entrepreneurial journey, including the lessons learned from selling his first company, the emotional hurdles of defining identity outside of business, and why so many owners fail to prepare for what comes next. We discuss the Value Acceleration Methodology™, the importance of building enterprise value through structural, human, social, and customer capital, and why personal planning is just as critical as business strategy. Whether you're years away from a sale or facing one sooner than expected, this episode will help you reframe your approach to leadership, value creation, and long-term wealth. In this podcast interview, you'll learn: The three "legs of the stool" that every business owner needs to align before an exit. How CEPAs help business owners prepare for a successful and profitable exit. Why many business owners grow profitable companies but fail to create transferable value. The Four Intangible Capitals that account for 80% of a company's value and how to improve them. How Scott uses the Family Business Blueprint to encourage communication in family owned businesses. Why Scott believes Entrepreneurship Through Acquisition (ETA) is an emerging trend for exiting a business. How AI will be a net positive for the advisor industry if you're willing to learn and adapt. Find All Interview Resources Here - www.bayntree.com/116 Download your copy of The Entrepreneur's Financial Planning Checklist!
AI is transforming business at breakneck speed and most entrepreneurs are struggling to keep up. From clunky chatbots to overwhelming tech stacks, many founders and CEOs are wasting time and money chasing trends instead of building real, scalable solutions. And today's guest is here to explain how the future of AI is already reshaping the way we do business—and how to stay ahead of the curve. Andrew Amann is a serial entrepreneur who has founded 14 companies and successfully exited three of them. He's the CEO and co-founder of NineTwoThree Studio, an award-winning AI agency serving major brands like Consumer Reports, SimpliSafe, and Experian. With a background as a nuclear submarine engineer, Andrew brings a unique systems-thinking approach to helping business owners cut through the noise and implement AI solutions that drive real results. In this conversation, we explore why most companies are missing the mark with chatbots, the evolving landscape of content creation, and how leaders can harness AI agents to streamline operations, personalize services, and build lasting value. From managing global development teams to staying ahead of emerging trends, Andrew shares what it truly takes to scale with purpose in today's rapidly changing digital world. In this podcast interview, you'll learn: The four phases of AI—and why most businesses are stuck in the wrong one. How workflow automation is replacing chatbots and changing the future of work. Why the most valuable skills come from working for someone else first. How CEOs should think about integrating AI to avoid costly mistakes. Why every CEO needs to understand MCPs and how to integrate them in their business. What the rise of AI means for content authenticity, deepfakes, and future-proofing your brand. Find All Interview Resources Here - www.bayntree.com/115 Download your copy of The Entrepreneur's Financial Planning Checklist!
With 80% of new businesses seemingly destined to fail, the odds are stacked against most entrepreneurs. But today's guest is on a mission to shift that equation. From overcoming financial hardship and a lawsuit that nearly bankrupted him to reshaping his leadership style and creating a winning team culture, today's conversation is all about what it takes to build and scale a thriving business. Mike Konrad is the founder and CEO of Aqueous Technologies, a public speaker, podcast host, and author of The Reluctant Entrepreneur. Mike shares his 40-year journey in the electronics manufacturing industry, from leaving his corporate job in the early 90s to create an innovative business through dedication and a core belief that reliability matters. In this conversation, you'll hear how Mike navigated the operational challenges of entrepreneurship and underwent a profound transformation as a leader. He shares how building a sustainable company required evolving from naivety to knowledge, from arrogance to savvy, and from poor risk assessment to awareness. One of his biggest breakthroughs came when he recognized the need to set aside his ego—the very trait that helped launch the business—to empower others, hire smarter, and scale with intention. In this podcast interview, you'll learn: Why the traits that help start a business often sabotage its long-term growth. The costly lawsuit that nearly ended Mike's company—and how his ego and tenacity helped survive it. How naivety and bad risk assessment fueled his early success. Why company culture and team fit are critical for new hires in a growing company. How counterintuitive ideas from a mentor helped shift his mindset and achieve greater success. Find All Interview Resources Here - www.bayntree.com/114 Download your copy of The Entrepreneur's Financial Planning Checklist!
Big-box pet stores may offer convenience, but they often fall short when it comes to personalized service, expert nutrition advice, and a deeper overall commitment to pet wellness. Today's guest recognized this gap in the industry and set out to build a franchise model that delivered on all fronts—without sacrificing community values or sustainability. His goal: to empower local pet store owners with the tools and support to thrive in a competitive market where natural food and nutrition are expected from pet owners. Michael Seitz is the CEO and Chairman of EarthWise Pet, one of only four national pet retail franchisors in the United States. Since joining his family's business in 2005, Michael has grown the brand from a handful of stores into a nationwide operation with over 200 retail locations and a rapidly growing mobile grooming platform. His unconventional journey has shaped a unique, people-first approach to scaling a multi billion dollar franchising business in the pet industry. In this episode, Michael shares how EarthWise Pet has differentiated itself through holistic nutrition, pet services, and sustainable sourcing. He shares his expertise on what it truly takes to scale a successful franchise, why mobile grooming services are now a multi-million-dollar growth engine. In this podcast interview, you'll learn: Why Michael left dental school to rejoin the family business. How EarthWise scaled from 3 stores to over 200 locations. The evolution from natural pet food to sustainable sourcing. How grooming services have become a huge growth driver, especially for new franchises. How EarthWise Pet uses AI to improve marketing and efficiency. Find All Interview Resources Here - www.bayntree.com/113 Download your copy of The Entrepreneur's Financial Planning Checklist!
After years of service in the U.S. Navy, and a successful career in the corporate world, Michael Roviello found himself battling crippling neck and back pain. This led to a less-than-successful surgery and self-medicating with alcohol and prescription pain meds. When faced with the prospect of having another surgery, he embarked on a healing journey that didn't come with more prescriptions or procedures, but through nature, ancient healing traditions, and deep introspection. Today, Michael is the co-founder of Optimyze, a wellness studio in Phoenix, Arizona. Optimyze has become a community that empowers others to take personal responsibility for their physical, mental, and emotional health through natural healing methods. In our conversation, Michael shares how his search for answers led him to meet Wim Hof and leave his corporate job to explore plant medicine, the science, and the benefits of cold plunges, breathwork, and energy practices. This experience ultimately reshaped his view of wellness and how the human body is equipped to deal with stress and health issues naturally and holistically. In this podcast interview, you'll learn: Michael's journey from the U.S. Navy to become an entrepreneur. How plant medicine and ceremonial practices transformed Michael's life. The benefits of cold therapy and exercise as a way of stressing our body to improve wellness. The link between technology and common health issues and autoimmune diseases. The importance of setting boundaries with staff and customers as an entrepreneur. More resources and info > https://www.bayntree.com/112
Are you feeling stuck in your personal or professional life, unable to break free from limiting beliefs that hold you back? Many high achievers struggle to find balance and fulfillment, often feeling overwhelmed by stress and self-doubt. In this episode, we dive into proven strategies for transforming your mindset and taking control of your future. Michael Kohan, a certified life coach, speaker, and host of the Your Wellness Yogi podcast, has spent years helping individuals shift their perspectives and cultivate meaningful success. With a background in yoga, mindfulness, and personal development, Michael specializes in guiding entrepreneurs and professionals toward greater clarity and purpose. His work has empowered countless individuals to implement daily habits that drive lasting change. In this conversation, we explore how self-awareness plays a critical role in personal growth, the science behind habit formation, and practical techniques to overcome self-imposed limitations. You'll also learn how to develop resilience, enhance productivity, and align your daily actions with your long-term goals. If you're ready to take the next step toward unlocking your full potential, this episode is for you. In this podcast interview, you'll learn: How self-awareness plays a crucial role in achieving success and fulfillment. The impact of daily habits on mindset and long-term growth. Practical steps to shift limiting beliefs and create empowering routines. Why personal development is the key to thriving in both life and business. Strategies for maintaining motivation and focus in the face of challenges. Interview Resources: Elevate Life Project Michael Kohan on LinkedIn | Facebook | Instagram BetterHelp Thumbtack Bark
Many professionals and entrepreneurs struggle with burnout, imposter syndrome, and the challenge of aligning their daily actions with their true passions. Without a clear vision and strategy, it's easy to lose momentum and feel disconnected from what truly matters. But today's guest has a proven track record of helping entrepreneurs and business leaders clarify their purpose and build lives that inspire them. Carly Pepin is the Founder and Senior Advisor at West Coast Growth Advisors, a human behavior specialist, coach, and speaker who has spent years helping individuals and business leaders break through mental barriers and unlock their full potential. With a background in behavioral psychology and mindset coaching, Carly has worked with high-level executives, entrepreneurs, and organizations to refine their leadership, streamline their operations, and amplify their impact. In our conversation, Carly shares actionable insights on overcoming self-doubt, applying core values to your decision-making, and avoiding the comparison trap that holds so many back. Whether you're looking to take your career to the next level or simply want to feel more fulfilled in your daily life, this episode provides a roadmap to get there. In this podcast interview, you'll learn: How your personal struggles and voids shape your life's purpose. The importance of recognizing daily patterns to uncover what truly drives you. Why comparison leads to imposter syndrome—and how to overcome it. How to balance ambition with authenticity in business and life. The role of mission, vision, and values in creating long-term success. How to cultivate a mindset that fuels growth instead of burnout. Interview Resources West Coast Growth Advisors Carly Pepin Carly Pepin on LinkedIn | Facebook | Instagram | YouTube Sony Electronics Elon Musk Brené Brown
In a rapidly evolving business landscape, customer experience is no longer just a department—it's a company-wide mindset. How can leaders create a customer-first culture that drives loyalty, improves engagement, and fuels long-term success? Today's guest, Blake Morgan, is a globally recognized customer experience futurist, keynote speaker, and best-selling author. She has worked with some of the world's top brands, helping them redefine the customer journey in an era shaped by technology, AI, and changing consumer behaviors. In our conversation, Blake shared insights from her latest book, The Eight Laws of Customer-Focused Leadership, and explained why customer experience is not just about service—it's about mindset, culture, and operational efficiency. We also discussed the impact of AI on customer relationships and practical strategies that businesses of any size can implement to stay ahead. In this podcast interview, you'll learn: How customer experience has evolved over the last 20 years—and where it's headed. Why CX is a company-wide philosophy, not just a department. The biggest mistakes businesses make in understanding their customers. How AI can enhance, not replace, human connection in customer service. The power of storytelling, content creation, and brand building in today's digital world. Practical steps small businesses can take to improve CX and stand out in competitive markets. Interview Resources Blake Morgan.com Blake Morgan on LinkedIn | Facebook | Instagram | YouTube | X/Twitter The 8 Laws of Customer-Focused Leadership: New Rules for Building A Business Around Today's Customer by Blake Morgan Leveraging AI in Contact Centers: Overcoming Volume and Improving Customer Experience (Blake Morgan's LinkedIn Course on AI and Change Management) Zappos Tony Hsieh Drew Brees Lynsi Snyder Joe Rogan Toastmasters Bo Eason Jacob Morgan
What does it take to scale a business from the ground up, navigate male-dominated industries, and build a company culture that thrives? As you'll hear from today's guest, leaders provide inspiration and remove obstacles to empower their teams. Kristin Steele is a serial entrepreneur and co-founder of Doozy Solutions and Crafted ERP, which are revolutionizing tech solutions for the beverage alcohol industry. With a background in ERP consulting and a keen eye for inefficiencies, she saw an opportunity to modernize an industry still reliant on outdated systems. She took the leap from corporate stability to entrepreneurship, building two companies that transformed operations for craft breweries, wineries, and distilleries across the country. In this episode, Kristin shares how she and her co-founders bootstrapped their companies, the lessons learned while scaling, and why fostering a strong leadership mindset is key to sustainable success. In this podcast interview, you'll learn: The unexpected path that led Kristin into entrepreneurship. How to identify inefficiencies in an industry and turn them into business opportunities. The power of scrappy, guerrilla-style marketing for early-stage startups. How great leaders inspire their team and remove obstacles. Trends shaping the beverage alcohol industry, from shifting consumer habits to the rise of tequila brands. Interview Resources Crafted ERP Crafted Erp on LinkedIn | Facebook | Instagram Doozy Solutions Doozy Solutions on LinkedIn | X/Twitter Kristin Steele on LinkedIn Great American Beer Festival Salesforce CRM Founder Mode
What if the thing you thought was holding you back was your biggest strength? We've learned that over 62% of successful entrepreneurs have some form of ADHD. Struggling with distraction, impulsivity, and the constant pull of new ideas is something many people deal with on a daily basis, but what if they were the keys to your success? That's why I'm thrilled to be speaking with John Torrens. John is an entrepreneur, professor, and author of Lightning in a Bottle: How Entrepreneurs Can Harness Their ADHD to Win—to explore how neurodiversity can be a superpower in business. With over 25 years of entrepreneurial experience and a deep passion for teaching, John shares his journey of building successful businesses, coaching the next generation of leaders, and optimizing performance while managing ADHD. In our conversation, you'll learn how to harness ADHD and hyperfocus as a superpower and build a team that balances your strengths. We'll also dig into the latest science-backed strategies for improving energy, decision-making, and overall leadership. If you're a high-achiever looking to level up, you'll love this episode. In this podcast interview, you'll learn: The link between ADHD and entrepreneurial success. Why impulsivity can be both a strength and a weakness and how to harness it. The key to balancing visionary thinking with structured execution. How proper nutrition, sleep, and exercise leads to making better decisions. Strategies to manage distractions and avoid burnout. How leveraging the right technology can improve focus and efficiency. Interview Resources John Torrens John Torrens on LinkedIn | Instagram Syracuse University Lightning in a Bottle: How Entrepreneurs Can Harness Their ADHD to Win by John M. Torrens, PhD Syracuse University Project Advance Dan Martell Buy Back Your Time EO Peter Attia Andrew Huberman David Sinclair
Entrepreneurship is a rewarding yet challenging journey. Entrepreneurs often feel isolated when working long hours, solving problems, and trying to grow their businesses. Many suffer from a lack of sleep and both mental and physical fatigue, which ultimately can lead to burnout. That's why I'm thrilled to have Jodi Hume on the podcast today. Jodi Hume is the Founder and CEO of At the Core. For over 20 years, she's used neuroscience and performance psychology to help first-time founders and Fortune 150 companies overcome decision fatigue, leadership challenges, and self-sabotage. Jodi focuses on finding a balance between business goals and personal well-being and empowers leaders to unlock their potential while fostering healthier, more productive work environments. In our conversation, Jodi provides tips and strategies for entrepreneurs to create spaces for reflection. If you're looking for ways to recharge your creative energy, build a cohesive leadership team, or overcome imposter syndrome and self-sabotage, this episode provides actionable advice to help you grow both personally and professionally. In this podcast interview, you'll learn: How reflection and celebrating wins fuels team motivation and growth. How to overcome decision fatigue by using breaks and routines to recharge. The value in aligning work with personal energy and planning tasks around peak focus times. Collaboration often leads to better strategic decisions and creates buy-in. How retreats allow creativity to thrive when you create time and space to let ideas percolate. Why curiosity is a superpower to combat procrastination and self-sabotage. Interview Resources At The Core Jodi Hume on LinkedIn | Facebook | Instagram | TikTok Download the Free Gift: Essential Recharge Guide for Entrepreneurs Asana Microsoft Outlook Practice HoneyBook Entrepreneurs' Organization






















