713: Lee Benson: How to Unlock Value Creation in Your Business
Release Date: 04/24/2025
Pete Moore: The HALO Effect: Transforming Health and Lifestyle Industries
Healthy Wealthy & Smart
In this episode of the Healthy, Wealthy and Smart podcast, Dr. Karen Litzy interviews Pete Moore, founder of Integrity Square, discussing the evolution of the health, active lifestyle, and outdoor sector, known as Halo. They explore the shortcomings of the term 'wellness', the importance of understanding business valuations and KPIs, and the emotional readiness required for business transitions. Pete shares insights on navigating growth, preparing for exits, and the significance of knowing one's competitors and market position. Takeaways The term 'wellness' is outdated and not serving the...
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Nikesh Patel, PT: Proactive Solutions for Fall Prevention
Healthy Wealthy & Smart
In this episode, Dr. Karen Litzy discusses the critical issue of falls among the elderly with Nikesh Patel, PT, a physical therapist and executive director of the Alliance for Physical Therapy Quality and Innovation. They explore alarming statistics on falls, the need for proactive prevention strategies, and the SAFE Act, which aims to address fall risks and improve the quality of life for older adults. The conversation emphasizes the importance of advocacy and the role of physical therapists in preventing falls and promoting independence in aging individuals. Takeaways ...
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Rachel Burr: Navigating the Messy Middle of Leadership
Healthy Wealthy & Smart
In this episode of the Healthy, Wealthy and Smart podcast, Dr. Karen Litzy interviews Rachel Burr about leadership, transformation, and the challenges of navigating change. They discuss the importance of understanding one's core identity, the messy process of transformation, and the significance of emotional intelligence in leadership. Rachel emphasizes the need for leaders to recognize their strengths and weaknesses through feedback and self-assessment, and she offers insights into building resilience and adapting to the evolving landscape of leadership. Takeaways ...
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Dr. Stephanie Weyrauch: PT: The MacGyver of Healthcare?
Healthy Wealthy & Smart
In this episode, Dr. Karen Litzy and Dr. Stephanie Weyrauch discuss the evolving landscape of physical therapy as they look ahead to 2026. They explore the identity crisis within the profession, the shift from volume to value, the role of AI, the importance of clinician leadership, and the need for community building over social media algorithms. The conversation emphasizes the proactive nature of physical therapy and the opportunities for growth and visibility in the field. Takeaways · Physical therapy is at a pivotal moment with evolving...
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Dr. Eva Norman: How to Innovate and Diversify Your Therapy Practice
Healthy Wealthy & Smart
In this episode of the Healthy, Wealthy, and Smart podcast, host Dr. Karen Litzy welcomes Dr. Eva Norman, a seasoned physical therapist with over 25 years of experience. Dr. Norman shares her journey of establishing a unique physical therapy model that operates outside the traditional insurance framework. She discusses the inception of her business, Live Your Life, which provides personalized, in-home therapy services tailored to individual needs. The conversation delves into the challenges and successes of running a cash-based practice, the importance of listening to clients, and the...
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Amy-Lynn Taylor: Transforming Healthcare Practices with Jane App Solutions
Healthy Wealthy & Smart
In this episode of the Healthy, Wealthy and Smart podcast, host Dr. Karen Litzy sits down with Amy-Lynn Taylor, Jane's Customer Insights and Enablement Expert, to discuss the innovative solutions Jane offers to healthcare practitioners. Amy shares her journey from the US support team to her current role, emphasizing the importance of customer feedback in product development. The conversation covers Jane's AI scribe, community building, and upcoming features, providing listeners with insights into how Jane is transforming the healthcare industry. Takeaways Amy Lynn Taylor...
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Dr. Sara Tariq: Advocating for Holistic Patient Care
Healthy Wealthy & Smart
In this episode of the Healthy, Wealthy, and Smart podcast, host Karen Litzy welcomes Dr. Sara Tariq, MD, to discuss holistic patient care. Dr. Tariq shares her journey from academia to concierge medicine, emphasizing the importance of understanding patients' social and environmental contexts. She highlights the significance of addressing the whole person, including mental health, lifestyle, and social determinants of health. The conversation also covers women's health, particularly challenges faced during perimenopause and menopause, and the need for personalized, empathetic healthcare....
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Pedro Teixeira, MD, PhD: From Startup to Scale: What Every Rehab Owner Can Learn from Tech
Healthy Wealthy & Smart
In this episode of the Healthy, Wealthy, and Smart podcast, host Dr. Karen Litzy welcomes Dr. Pedro Teixeira, MD, PhD, co-founder and CEO of Prediction Health. They discuss the intersection of technology and healthcare, focusing on how tech can enhance clinical care and improve healthcare performance. Dr. Teixeira shares insights from his journey developing AI tools for clinical documentation and analytics, emphasizing the importance of mission-driven work, navigating ambiguity, and the parallels between tech founders and clinicians. Takeaways Dealing with ambiguity is crucial...
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Liane Wood RP: The Therapist-to-CEO Mindset Shift
Healthy Wealthy & Smart
In this episode of the Healthy, Wealthy and Smart podcast, host Dr. Karen Litzy is joined by Liane Wood, RP, a seasoned entrepreneur and registered psychotherapist. They discuss the transition from clinician to CEO, focusing on the mindset and identity shifts required. Liane shares her journey from running insurance brokerages to becoming a psychotherapist and eventually helping others build thriving private practices. The conversation covers the importance of systems, niching, and value-based pricing, as well as overcoming perfectionism and burnout. Takeaways Transitioning from...
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Dr. Nick Schmit: Exploring New Revenue Streams in Physical Therapy
Healthy Wealthy & Smart
In this episode of the Healthy, Wealthy, and Smart Podcast, host Dr. Karen Litzy welcomes Dr. Nick Schmidt, a practicing physical therapist and founder of PT Assist and the Physical Therapy Project. Dr. Schmidt shares his journey from a pre-pharmacy student to a passionate advocate for innovative revenue streams in physical therapy. The conversation delves into the importance of cash-based services, the potential of retail sales in clinics, and the creation of a supportive community for physical therapists. Dr. Schmidt emphasizes the need for sustainable business practices and the role of...
info_outlineIn this episode of the Healthy Wealthy & Smart podcast, Dr. Karen Litzy welcomes Lee Benson, a seasoned entrepreneur and value creation expert, who shares his insights on building successful businesses by embracing struggle and developing strong business models. Lee discusses how facing adversity is essential for growth, drawing from his experience running an aerospace company where he worked 80 to 100 hour weeks and nearly faced bankruptcy multiple times. He emphasizes the importance of clearly defining and communicating the "Most Important Number" (MIN) for your business, explaining that less than 2% of leaders can effectively articulate their business model. Lee introduces his MIND methodology (Most Important Number and Drivers) and stresses the significance of involving all employees in understanding the business model, pricing strategy, and cost structure. The conversation highlights how creating a culture of transparency and education empowers employees to make better decisions that align with company goals, ultimately transforming them into proactive contributors who act as CEOs of their own roles.
Time Stamps:
[00:02:47] Team matters in business success.
[00:05:04] CEO role evolution in business.
[00:09:08] Embracing struggle for growth.
[00:12:11] Employee understanding of business finances.
[00:16:25] Most important number and drivers.
[00:20:06] Building a community of families.
[00:23:11] Business model understanding.
[00:28:29] Measuring qualitative data in business.
[00:31:19] Measuring employee fulfillment at work.
[00:34:20] Employee inclusion in decision making.
[00:36:42] Value creation potential in workplaces.
[00:40:23] Employee development and struggle.
[00:45:20] Advice to 20-year-old self.
More About Lee Benson:
Lee Benson has spent over 30 years in the business world, focused on one thing: creating value. Today, he is the CEO of Execute to Win, where we help organizations of all sizes accelerate the value they bring to the table. His journey into value creation started way back when he was pulling weeds for just 25 cents an hour.
Since then, he has had the privilege of founding and leading eight companies, including Able Aerospace. What started with just two employees grew into a team of 500, serving 2,000 customers across 60 countries, and we eventually celebrated a 9-figure exit in 2016. It’s been an incredible ride!
Resources from this Episode:
Free Gift: Your Most Important Number
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