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Elevating The Customer Experience with Blake Morgan

Your Wealth & Beyond: Secrets of Successful Entrepreneurs

Release Date: 03/07/2025

The Risk Management Corner: Is Your Coverage Keeping Up?

Your Wealth & Beyond: Secrets of Successful Entrepreneurs

The moment you open your doors, you take on risk. Most business owners put basic coverage in place when they started the company and haven't given it a real look since. Meanwhile the business has grown, the exposures have changed, and the broker who sold the policy only calls at renewal. In this episode of Your Wealth and Beyond, Andrew Rafal and Brian Hartstein continue the Four Corners of Business Owner Planning series with the Risk Management Corner. They cover property and casualty coverage, cybersecurity, workers' comp, business interruption, and the quiet items like the 401(k) plan bond...

The Legal Corner: The Questions Most Business Owners Never Think to Ask

Your Wealth & Beyond: Secrets of Successful Entrepreneurs

Most business owners have worked with an attorney at some point. Usually it was to set up the business entity. Then it was done. What they do not always realize is how much gets left behind when the legal piece stays event-driven and disconnected from the rest of the plan. Entity structure, liability protection, exit strategy, benefit plan compliance — the legal corner of a business owner's financial picture touches nearly everything. And if nobody is coordinating it with the accounting, the investments, and the overall plan, the gaps quietly compound. In this episode, Andrew Rafal and Brian...

The Tax Corner: Are You Asking the Right Questions?

Your Wealth & Beyond: Secrets of Successful Entrepreneurs

Most business owners leave their planning meetings feeling good about the conversation. But if nobody follows through on what was discussed — and nobody knows who is supposed to — the whole year gets wasted. In this episode, Andrew Rafal and Brian Hartstein pick up where they left off in Episode 123, going deeper into the Tax Corner of the Four Corners of Business Owner Planning. This time it is about the roadmap — the specific planning areas every business owner should be asking their advisory team about, and the real-world examples that show what happens when those questions go...

The Tax Corner: Your Team and Knowing Their Roles

Your Wealth & Beyond: Secrets of Successful Entrepreneurs

Most business owners have a CPA, an attorney, and a financial advisor on their team. But if nobody is driving the plan, the best opportunities get missed — not because the team is bad, but because nobody knows who is supposed to be doing what. In this episode, Andrew and Brian dig into the Tax Corner of the Four Corners of Business Owner Planning — starting with the question most business owners never think to ask: Does everyone on your advisory team actually know their role? With decades of experience working with business owners across complex planning scenarios, Brian and Andrew...

The Four Corners of Business Owner Planning (Where You’re Losing Money)

Your Wealth & Beyond: Secrets of Successful Entrepreneurs

Most business owners spend their time focused on growth — revenue, employees, and operations. But the biggest opportunities to build wealth often aren’t in the day-to-day. They’re in how the business is structured, how advisors work together, and how efficiently profits are turned into personal wealth. In this episode, Andrew is joined by Bayntree Wealth’s Director of Corporate Development, Brian Hartstein, to introduce the Four Corners of Business Owner Planning — a framework for identifying where businesses are losing money and where untapped opportunities exist. With over three...

Choosing a CPA: The Questions Business Owners Should Be Asking

Your Wealth & Beyond: Secrets of Successful Entrepreneurs

Choosing the right CPA is one of the most important decisions a business owner will ever make, yet it’s also one of the most misunderstood. Many entrepreneurs assume their CPA is proactively looking for opportunities to reduce taxes and improve efficiency throughout the year, only to realize too late that most planning happens in hindsight. Today, I’m joined once again by Bayntree’s Director of Corporate Development, Brian Hartstein, for a deeper conversation about how business owners can evaluate whether their CPA is truly the right fit. We break down the different types of CPA firms,...

From Hustle to Scale: How a Multi-Generational Arizona Business Built Systems for Growth

Your Wealth & Beyond: Secrets of Successful Entrepreneurs

Many business owners reach a point where sheer grit and hard work are no longer enough to keep growing. What once fueled success can eventually become a ceiling if structure, systems, and leadership don’t evolve alongside the business. In this episode, I’m sitting down with Brad Levkowitz, co-owner of , to explore his journey of growing a multi-generational family business. Brad shares how early lessons from working alongside his father and grandfather shaped his work ethic, leadership style, and approach to long-term growth. We dive into the realities of building through economic...

High Performance Entrepreneurship: Blake Uptain on the Moxie Mindset and Community-Driven Growth

Your Wealth & Beyond: Secrets of Successful Entrepreneurs

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 and . Blake shares how his journey began with a passion for fitness, a talent for building relationships, and an instinct for creating environments where people...

The Owner’s Retirement Blueprint: Design a Plan, Reduce Taxes, Retain Talent

Your Wealth & Beyond: Secrets of Successful Entrepreneurs

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...

From Burnout to Breakthrough with Cary Ballou

Your Wealth & Beyond: Secrets of Successful Entrepreneurs

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...

More Episodes

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

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