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.

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.

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.