Beyond the Numbers

Chris Everett
  • 5.0 (1)
  • Investing
  • Updated Weekly

Beyond the Numbers is where growth-minded professionals come to talk strategy, legacy, and the financial decisions that shape their future. Hosted by a fiduciary financial planner, the podcast reveals how people align business growth and personal purpose through intentional wealth-building. It’s a clear-eyed look at what it takes to build a financial life that actually works.Guests include entrepreneurs, advisors, and industry experts who share how they protect assets, create income streams, and design wealth that lasts. If you’re ready to go beyond profit and build something that matters, this show is for you.

  1. 5d ago

    From Ice Cream Factory Floor to 14-Time Microsoft MVP: A Case Against Vendor Lock-In | Ep 131

    Juan Soto, President of IT Impact and a 14-time Microsoft Access MVP, joins Beyond the Numbers to talk about what happens when a business's own software becomes the thing holding it back. Juan got his start as a plant manager at a Chicago ice cream ingredients company, building a custom database just to prove the dollar impact of his own process improvements — and it worked well enough to launch his career. Decades later, IT Impact helps companies around the world get more out of the data they already have, often replacing $5,000–$10,000 vendor reports with tools that cost a fraction of that. He and Chris get into why "spreadsheets are wonderful, but they're not a database," what a real disaster-recovery test actually looks like, and the financial mistake Juan made waiting too long to start saving for his own retirement. 🔑 What You'll Learn The plant-manager story behind IT Impact: how one custom database proved roughly $150,000/year in savings Why Juan asks clients "is your software holding you hostage" — and how ERP vendor lock-in quietly drains cash The disaster-recovery test every business should run: start a clock and see how long you'd actually take to recover Why he trains new AI users to "treat the AI like a colleague" for a week before judging it What Juan wishes he'd known about retirement savings before waiting until his 30s to start 🔗 Links & Resources IT Impact: itimpact.com Access User Groups: accessusergroups.org Juan Soto on LinkedIn: linkedin.com/in/juansoto #DataStrategy #MicrosoftAccess #SmallBusiness #AI #BusinessTechnology #EverettWealthSolutions Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

    From Ice Cream Factory Floor to 14-Time Microsoft MVP: A Case Against Vendor Lock-In | Ep 131

  2. Aug 26

    10% to 35%: Nick Loise on Humanizing the Sales Floor | EP 130

    Nick Loise built a career proving sales doesn't have to be aggressive to work. As founder and Chief Sales Officer of Sales Performance Team, LLC, he's helped organizations grow sales by as much as 225%, driven 118% year-over-year growth in online education, and pushed SaaS win rates from under 10% to 35% — while building an empathetic, inclusive sales culture. In this conversation with Chris Everett, Nick explains why he built his Five P Framework (People, Process, Playbook, Production, Pipeline) after hearing the same frustration from business owners: "I understand marketing, but why can't I hire good salespeople?" They also cover why top performers often mismanage their own money despite strong incomes, why a business's value drops when its revenue depends on the owner's relationships instead of a systemized sales team, and why Nick believes culture — not aggression — drives sales results. Connect with Nick and Sales Performance Team at salesperformanceteam.com. Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

    10% to 35%: Nick Loise on Humanizing the Sales Floor | EP 130

  3. Aug 19

    15 Years Bridging "The Time In Between": A Fractional COO on Getting Unstuck | EP 129

    Drew Roberts has spent 15 years studying something most business owners feel but rarely name: the frustrating gap between knowing what you want and actually getting there. He calls it "the time in between," and it's the foundation of DB Impact, the consulting practice he built to help business owners fix the operational chaos that keeps them stuck. In this conversation with Chris Everett, Drew talks about the moment his father's decade running a restaurant shaped his sense of purpose, what a fractional COO actually does day to day, and why the same psychology that keeps businesses stuck — fear of the unknown — shows up in personal financial planning too. They also get into Drew's approach to CRM and automation: do the process manually first, then automate what makes sense, and keep a human in the loop wherever the business is relationship-driven. Connect with Drew and DB Impact at dbimpact.com. Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

    15 Years Bridging "The Time In Between": A Fractional COO on Getting Unstuck | EP 129

  4. Aug 12

    Two $100M Staffing Firms, Two Different Leaders: What 30 Years of Executive Coaching Reveals EP 128

    Tom Kosnik has spent more than three decades coaching staffing-industry executives, and in 1995 he founded the Presidents' RoundTable, a peer-to-peer leadership forum that brings C-suite executives together to solve their toughest business problems. In this conversation with Chris Everett, Tom tells the story of two $100 million staffing companies led by two very different CFOs — and what happened to each of them two years later. He and Chris dig into why long-term business success can quietly become its own obstacle, what Tom looks for first when a company's culture is breaking down, why "revenue solves all ills" is a dangerous myth, and the most common financial planning mistake he sees as staffing firms scale past their bookkeeper's capabilities. Connect with Tom and Visus Group at visusgroup.com. Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

    Two $100M Staffing Firms, Two Different Leaders: What 30 Years of Executive Coaching Reveals EP 128

  5. Aug 5

    30 Years Inside Nonprofit Tech: Why the Platform Is Almost Never the Real Problem | EP 127

    Bill Walsh spent three decades inside the nonprofit technology sector — including senior leadership roles at Blackbaud through the company's growth from a $10 million business to a billion-dollar market cap — before founding IBW Solutions, a vendor-neutral consulting practice for nonprofit leaders and the vendors that serve them. In this conversation with Chris Everett, Bill explains why organizations that invest heavily in new platforms so often see the same disappointing results: the real gap usually isn't the software, it's adoption, operational discipline, and data clarity. They talk through what a genuine technology assessment looks like, how nonprofits should think about "responsible AI" without losing the human element donors trust, and what Bill learned about his own financial architecture after leaving a stable corporate career to build an independent practice. Connect with Bill and IBW Solutions at ibwsolutions.com. Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

    30 Years Inside Nonprofit Tech: Why the Platform Is Almost Never the Real Problem | EP 127

  6. Jul 29

    The $200,000 Social Security Mistake Most Couples Make | EP 126

    If you're planning to claim Social Security the moment you're eligible just to "get your money back," fiduciary financial planner Chris Everett wants you to slow down and run the real numbers first. Claiming at 62 instead of waiting until 70 can mean a 76% difference in your monthly benefit — and for a couple, the lifetime income gap can exceed $200,000. In this episode, Chris walks through a real married-couple scenario showing how spousal and survivor benefit rules change the optimal strategy, and why "wait as long as possible" isn't a one-size-fits-all answer. If you're within five years of claiming, this is the conversation to have before you decide anything. Grab the free Pre-Retiree resource here: everettwealthsolutions.com/knowledge-vault/ Book a Pre-Discover Session (30 min, no cost): https://calendly.com/ews407/30min?bac... Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

  7. Jul 22

    15 Years Building Brands: A Chicago Creative Director on Why Branding Is a Financial Decision EP 125

    Patrick Smith has spent 15 years building C2 Creative Studio, a Chicago branding and design agency built on a simple idea: get creatives working directly with clients, without layers of account managers in between. In this conversation, Patrick shares the financial lessons of growing a creative business from two people to a working studio — including the missed invoice that pushed him to invest in real systems — and walks through how C2 helps brands discover their authentic positioning instead of chasing trends. He and Chris talk through why branding ROI looks different from a pay-per-click campaign, how brand equity becomes real financial value (using Starbucks and Red Bull as examples), and what it means to measure success by legacy rather than just revenue. Connect with Patrick and C2 Creative Studio at c2creativestudio.com. Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

    15 Years Building Brands: A Chicago Creative Director on Why Branding Is a Financial Decision EP 125

  8. Jul 15

    The $300,000 Retirement Gap Most Plans Never Account For | EP 124

    Most people think they're ready to retire once they've hit a savings number — but readiness isn't about how much you've saved, it's about whether that money can generate income that outlasts you. In this episode, fiduciary financial planner Chris Everett breaks down why retirement plans fail: underestimated healthcare costs (often exceeding $300,000 for a couple), ignored inflation, and longevity risk that turns "the number" into mile 20 of a 26-mile race, not the finish line. Chris walks through three questions that reveal whether you have an actual income strategy or just a savings balance. Grab the free Pre-Retiree resource here: everettwealthsolutions.com/knowledge-vault/ Book a Pre-Discover Session (30 min, no cost): https://calendly.com/ews407/30min?bac... Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

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Beyond the Numbers is where growth-minded professionals come to talk strategy, legacy, and the financial decisions that shape their future. Hosted by a fiduciary financial planner, the podcast reveals how people align business growth and personal purpose through intentional wealth-building. It’s a clear-eyed look at what it takes to build a financial life that actually works.Guests include entrepreneurs, advisors, and industry experts who share how they protect assets, create income streams, and design wealth that lasts. If you’re ready to go beyond profit and build something that matters, this show is for you.

Information

  • Creator
    Chris Everett
  • Years Active
    2025 - 2026
  • Episodes
    32
  • Rating
    Explicit
  • Copyright
    © 2026 Chris Everett
  • Show Website
    Beyond the Numbers