Your Wealth & Beyond: Secrets of Successful Entrepreneurs

Andrew Rafal
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"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.

  1. The Exit Playbook for Business Owners with Scott Snider

    -3 J

    The Exit Playbook for Business Owners with Scott Snider

    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!

    42 min
  2. The Next AI Revolution with Andrew Amann

    8 AOÛT

    The Next AI Revolution with Andrew Amann

    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!

    47 min
  3. Lessons from a Reluctant Entrepreneur with Mike Konrad

    11 JUILL.

    Lessons from a Reluctant Entrepreneur with Mike Konrad

    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!

    45 min
  4. From Family Business to Franchise Empire with Michael Seitz

    13 JUIN

    From Family Business to Franchise Empire with Michael Seitz

    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!

    41 min
  5. Finding Purpose and Optimyzing Your Life with Michael Rovellio

    9 MAI

    Finding Purpose and Optimyzing Your Life with Michael Rovellio

    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

    1 h 16 min
  6. Mastering Your Mindset with Michael Kohan

    11 AVR.

    Mastering Your Mindset with Michael Kohan

    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

    46 min
  7. The Purpose-Driven Handbook with Carly Pepin

    21 MARS

    The Purpose-Driven Handbook with Carly Pepin

    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

    46 min
  8. Elevating The Customer Experience with Blake Morgan

    7 MARS

    Elevating The Customer Experience with Blake Morgan

    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

    48 min
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À propos

"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.

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