Joshua Keene

Utilizing Systems to Mitigate Risks and Prevent Losses with Joshua Keene

Podcast

In this episode of the Systems Simplified podcast, Adi Klevit is joined by Joshua Keene, an Insurance Advisor at Elliott, Powell, Baden & Baker, to explain how to mitigate risks and prevent losses at your business using effective systems. They discuss how the right systems can help you avoid cyber attacks, why you should always document your hiring process, and Joshua’s tips for encouraging employees to implement and follow company policies. Stay tuned.

Shannon Mackey

How to Systematize Your Marketing Efforts with Shannon Mackey

Podcast

On this episode of the Systems Simplified podcast, Adi Klevit interviews Shannon Mackey, the Co-founder and CEO of Roadside Dental Marketing and HipCat Society, about how to systematize your marketing efforts. They discuss how the team at HipCat Society helps businesses create better marketing processes, the value of networking with like-minded people, and how systemizing her business helped Shannon achieve success.

Charles Warren

The Value of Implementing Effective Processes When Building a Retirement Plan with Charles Warren

Podcast

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.

Raynette Yoshida

Simplifying and Systematizing Volunteer and Networking Events with Raynette Yoshida

Podcast

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.

David Cristello

The Importance of Workflow Software in Any Industry with David Cristello

Podcast

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!