Luís Alves Dias spent nearly a decade inside international law firms before deciding the way legal work gets done didn't have to stay the same. In 2021 — before the current AI wave hit — he and his co-founders bootstrapped Legau, a generative AI tool built to support the full legal drafting cycle from inside the software lawyers already use: Word, Outlook, iManage, and NetDocuments.

In this conversation with Chris Everett, Luís shares the moment he drafted a shareholders' agreement for a friend in 10 minutes instead of the usual 3 hours, and why the real value wasn't the time savings — it was being present with his client instead of buried in the document.

He also opens up about what he wishes someone had told him about the financial side of leaving a stable law career to found a company: build the personal cushion first, both for the safety net and for the freedom it gives you to make decisions without fear.

Connect with Luís and Legau at legau.com.

Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

Most people think building real wealth comes down to picking better investments. It doesn't. In this episode, Chris Everett of Everett Wealth Solutions explains why structure — not returns — is what actually determines whether wealth survives taxes, life events, and time. Two people can hold the exact same portfolio and end up in very different financial positions, because one built a structure around it and the other didn't.

Chris walks through what that structure actually includes: how accounts are titled, how a tax situation is coordinated with investments, whether an estate plan is actually connected to an investment plan, and where risk management and insurance planning fit in. She closes with three questions listeners can ask about their own plan's structure today. No client of Everett Wealth Solutions is ever required to use any particular insurance provider, including Everett & Associates.

Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation

Tim J. Smith spent his early career in a quantum mechanics lab — a PhD in physical chemistry from the University of Chicago — before a year of unemployment pushed him toward an unexpected question: what if the same rigor that governs how atoms interact could explain how prices work?

Two decades later, Tim is the founder of Wiglaf Pricing, where he's helped companies ranging from startups to Fortune 500 firms capture more of the value they create, authored "Pricing Done Right," and teaches at DePaul University.

In this conversation with Chris Everett, Tim explains why he believes pricing should be treated as a verb, not a noun, walks through the three questions behind real value-based pricing, and reflects on what a year without a paycheck taught him about resilience. Connect with Tim and Wiglaf Pricing at wiglafpricing.com.

Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

Letting a statement sit unopened for a few extra days. Dreading tax season instead of planning around it. An unspoken agreement with a spouse not to talk about the credit card bill.

In this solo episode, Chris Everett explains why financial avoidance isn't a character flaw — it's the brain treating uncertainty like a low-grade threat — and why willpower alone rarely fixes it. She walks through how unresolved uncertainty compounds quietly in the background, and how a real financial plan turns the numbers from something to fear into something you can actually use.

Book a free 30-minute Pre-Discover Session at https://go.everettwealthsolutions.com/widget/bookings/pre-discover-session.

Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

Chris Everett has sat across the table from surgeons and seven-figure business owners who all say some version of the same thing: "I don't know why, but I still feel broke."

In this solo episode, Chris explains why that feeling is almost never about how much money someone has — it's about how much clarity they have. He walks through the real difference between a money problem and a clarity problem, the quiet signs you might be avoiding your own finances without realizing it, and why the fix isn't discipline, it's a plan that turns your numbers into a picture you can actually look at.

Book a free 30-minute Pre-Discover Session at https://go.everettwealthsolutions.com/widget/bookings/pre-discover-session.

Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

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.

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.

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.