In this episode of the Systems Simplified podcast, Adi Klevit interviews Charles Warren, a Partner and Retirement Plan Consultant at Pacific Retirement Partners, about the value of implementing effective systems and processes when building a retirement plan. Charles talks about the benefits of having an investment policy statement, how businesses can measure the quality and performance of their retirement plans, and his tips for working with financial advisors. Stay tuned.
In this episode of the Systems Simplified podcast, Adi Klevit sits down with Raynette Yoshida, an Executive Assistant at Mario’s and a Board Member at IMA, to talk about the rewards of volunteering and the importance of systemizing the process. Raynette discusses her strategies for organizing successful volunteer events and explains how she helps people network. Stay tuned.
On this episode of the Systems Simplified podcast, Adi Klevit interviews Bob Paskins, a sales consultant, coach, and keynote speaker, about the six key components of his comprehensive sales strategy. They talk about the benefits of implementing a sales CRM, the importance of documenting your sales process, and how you can benefit from hiring an accountability coach. Stay tuned.
On this episode of the Systems Simplified podcast, Adi Klevit has a conversation with the Owner of DP Marketing Services, Ryan Redding, about marketing in the plumbing and HVAC industries. They discuss the relationship between creativity and systems, why processes can make or break your business, how marketing differs in various industries, and much more.
On this episode of the Systems Simplified podcast, Adi Klevit talks with the Co-founder and CEO of ioogo, Josh Alballero, about how to transform your tax preparation using technology. Josh discusses the importance of knowing your financials, how his software can improve tax strategy, his tips for simplifying the accounting process, and much more.
On this episode of the Systems Simplified podcast, Adi Klevit talks with the Co-founder and CEO of Summit CPA Group, Jody Grunden, about the importance of systems and processes when working remotely. They discuss the benefits of remote work, the intersection between team, technology, and processes, and the key to maintaining company culture and collaboration with a virtual team.
On this episode of the Systems Simplified podcast, Adi Klevit talks with the Founder and CEO of Jetpack Workflow, David Cristello, about the importance of workflow applications. They discuss why David created his workflow software for accountants, what you should look for in task management software, and the importance of using the right application for your business. You won’t want to miss this jam-packed episode!
In this episode of the Systems Simplified podcast, Adi Klevit talks with Lewis Schiff, Chairman of the Board of Experts at Birthing of Giants, about how to become a brilliant leader and grow a strong business. Lewis discusses his strategies for scaling while avoiding burnout, the traits of a successful entrepreneur, and the importance of putting systems in place when building your business. Stay tuned!
On this episode of the Systems Simplified podcast, Adi Klevit is joined by Sunny Sassaman, the Founder of ADR Group NW, to talk about developing a good dispute resolution system in organizations. Sunny differentiates between a toxic and non-toxic work environment, discusses the importance of getting an outside mediator, and shares examples of conflicts she has helped resolve. Stay tuned.
On this episode of the Systems Simplified podcast, Adi Klevit is joined by Ashley Micciche, the CEO of True North Retirement Advisors, to discuss Ashley’s step-by-step exit strategy for business owners who are looking to retire with financial security. Together, they talk about how to find a business successor, Ashley’s tips for establishing an exit date, and the benefits of financial planning before making an exit. Stay tuned.