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Beyond the Numbers

Beyond the Numbers

By: Chris Everett
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About this listen

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.

Copyright 2025 | All Rights Reserved
Economics Personal Finance
Episodes
  • Sam Rolph Insurance Agency | Beyond the Numbers | EP 105
    Nov 26 2025

    From a trailer park to building a thriving insurance empire—Sam Rolph's story is proof that the American dream is alive and well. After 25+ years as a captive insurance agent, Sam faced a potential $2.5 million loss in premium when his company changed their business model. Instead of accepting defeat, he made a bold pivot to become an independent agent with Erie Insurance and is now on track to nearly triple his first-year revenue projections. In this powerful episode of Beyond the Numbers, host Chris Everett explores Sam's remarkable journey from Air Force avionics specialist to American Airlines mechanic to insurance industry powerhouse, revealing the strategies behind his explosive growth and service-first philosophy.


    Whether you're an entrepreneur considering a career change, building an insurance agency, or looking for inspiration on how to turn adversity into opportunity, this conversation delivers actionable insights on business transitions, financial planning, team leadership, and the power of strategic risk-taking. Learn how Sam went from mowing lawns and snow plowing to fund his insurance startup to building a referral-driven agency that prioritizes client education over sales—and why surrounding yourself with people smarter than you is the key to long-term success.


    Timestamps

    00:00 - Welcome to Beyond the Numbers

    01:10 - Introducing Sam Rolph's Journey

    04:06 - The Pivot from Aviation to Insurance

    07:09 - Getting Started Without a License

    09:13 - Mowing Lawns and Snow Plowing to Build a Business

    10:00 - The Power of Falling Into Opportunity

    10:25 - Leaving the Captive Agency: The $2.5M Decision

    14:25 - Underwriting vs. Order Taking: The Erie Difference

    16:03 - Projecting $700K, Tracking $1.6M in Year One

    17:14 - Growing Up in a Trailer Park: Financial Lessons

    19:22 - Taking Care of Your Team Through Transitions

    20:18 - Military Service and Turning Down $10K

    23:07 - The No Regrets Philosophy

    24:13 - Why Sam Called Chris After Hearing Him on Radio

    26:08 - Service Mindset: Leaving People with More Knowledge

    28:16 - The Circle of Knowledge

    30:16 - Building a Barn-dominium on 10 Acres

    33:08 - Where Sam Sees Himself in 15 Years

    33:57 - Advice for Making a Major Career Shift


    🔔 Subscribe for more inspiring conversations with entrepreneurs, business leaders, and wealth builders who are redefining success on their own terms.

    👍 Like this video if Sam's story resonated with you

    💬 Comment below: What's one major pivot you've made (or are considering) in your career or business?

    📢 Share this episode with someone who needs to hear that it's never too late to reinvent yourself



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    36 mins
  • Bill Bishop The BIG Idea Coach | Beyond the Numbers | EP 104
    Nov 12 2025

    Bill Bishop is rewriting the rules of entrepreneurship, innovation, and what it means to stay relevant in an AI-driven world.


    His journey—from coining “digital marketing” in 1995, to authoring bestselling books, to guiding over 5,000 entrepreneurs through his Big Idea framework—offers a masterclass in thinking bigger than your circumstances.


    This conversation explores the mindset shifts that transform hot dog stand businesses into gourmet chef empires. Bill breaks down why most founders unknowingly operate inside their “old factory,” how the penguin problem erases differentiation, and why the next era belongs to generalists who can orchestrate value instead of clinging to narrow specialties.


    Key Topics

    00:00 – The story of a 68-year-young disruptor

    02:10 – How a brilliant mother ignited a lifelong mission

    05:18 – Why patience (and tennis coaching) shaped Bill’s transformation philosophy

    08:44 – Getting unstuck: The hotdog stand trap

    12:10 – Think big. Start small. The 11% rule

    16:25 – The gourmet restaurant analogy that rewires your approach

    21:45 – The Penguin Problem: Why most businesses blend into the crowd

    27:02 – Building a $50M “hyper-intelligent building” business

    33:40 – AI as a dance partner, not a threat

    38:50 – Why wellbeing—not metrics—is the new value proposition

    42:10 – The rise of generalists and the death of narrow specialization

    47:35 – Education, critical thinking, and fixing the old factory mindset

    52:48 – Future-proofing yourself through intention

    56:30 – Coaching the next generation of entrepreneurs

    1:01:14 – Autonomous cars and finding opportunity inside disruption

    1:05:20 – The lobster story that launched a movement

    1:10:02 – How to discover your own Big Idea


    For entrepreneurs with good intentions and a desire to build meaningful value, this conversation delivers a practical perspective wrapped in future-focused clarity. This isn’t theory—it’s transformation in real time.


    If this episode sparks something for you:

    👍 Like this video

    🔔 Subscribe for more authentic, future-focused conversations

    💬 Comment with your biggest takeaway

    🔗 Share this with someone who’s ready to rethink what they’re capable of


    #BigIdeas #BusinessTransformation #EntrepreneurMindset #ArtificialIntelligence #ThoughtLeadership #InnovationStrategy #FutureOfWork #DigitalMarketing #LeadershipDevelopment #BeyondTheNumbersPodcast

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    1 hr and 2 mins
  • Randall Witte | Brand Expert
    Oct 29 2025

    What happens when a kid from a small Wisconsin town finds his identity in punk rock, overcomes addiction, and becomes a brand strategist helping professionals lead with authenticity?

    In this inspiring episode of Beyond the Numbers, host Chris Everett sits down with Randall Witte — a former punk rock vocalist turned creative director — for a powerful conversation about authenticity, recovery, and redefining success.


    From screaming on stage to leading creative teams, Randall’s story proves that the most unconventional paths often lead to the most impactful careers. He shares how “being the weirdo” became his greatest strength — and how embracing who you are can transform your brand, your business, and your life.


    ⏱ Timestamps

    00:00 – Welcome to Beyond the Numbers: Wealth meets meaning and purpose

    00:35 – Introducing Randall Witte: From punk rock to branding expert

    01:02 – A journey from low-income beginnings to global record deals

    02:05 – How punk rock turned pain into purpose

    03:13 – Finding belonging in chaos and mentorship in unexpected places

    05:14 – The life-changing advice that became Randall’s north star

    06:45 – Choosing passion over practicality: From addiction to art school

    08:19 – Facing doubt, rejection, and staying the course through adversity

    09:49 – The power of authenticity in business and recovery

    10:55 – Turning down six figures to stay true to personal values

    13:14 – Manifestation, faith, and trusting your inner compass

    16:29 – Why authenticity doesn’t always align with corporate definitions of success

    17:58 – Keeping commitments even in toxic work environments

    19:05 – Teaching authenticity to conservative industries

    20:58 – How to vet your brand through storytelling and self-awareness

    23:14 – Using your past — trauma, triumph, and truth — as brand power

    25:36 – Breaking the rules: What’s holding people back in business

    27:32 – Why being yourself is the best marketing strategy

    29:57 – The psychology behind money, mindset, and communication

    32:34 – The hidden emotional roots of financial behavior

    33:54 – Building meaningful relationships in the digital age

    35:49 – Authentic love: Why Randall and Holly built a partnership on honesty

    37:17 – Recovery, resilience, and the gift of hard work

    38:36 – Finding joy in everyday moments — from punk shows to mowing lawns

    41:08 – What’s next: Randall’s dream to build a brand agency for trailblazers

    43:09 – The story behind the job that changed everything

    45:00 – How taking risks can lead to the most unexpected breakthroughs

    46:15 – Closing reflections: Live and lead with authenticity


    💡 Key Takeaways

    • Authenticity is your greatest marketing tool — and your life’s compass.

    • Success isn’t about status; it’s about alignment with your values.

    • The “weirdos” often build the most relatable brands.

    • Vulnerability creates connection — in business and beyond.

    • Sometimes, saying no to money means saying yes to yourself.


    🔔 Join the Conversation

    If Randall’s story resonated with you:

    ✅ Subscribe to Beyond the Numbers for more episodes on purpose-driven success

    💬 Comment what authenticity means to you

    📢 Share this episode with someone who’s redefining their own path

    Beyond the Numbers — where money meets meaning, and stories move us forward. 💬✨

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    47 mins
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