How to Establish a Foundation for Your Exit Strategy
September 6, 2021 6:01 amMany business owners hope that they will be able to execute an exit strategy one day, leaving their company to... READ MORE »
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The Value of Implementing Effective Processes When Building a Retirement Plan with Charles Warren
September 3, 2021 5:00 amIn 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.
Simplifying and Systematizing Volunteer and Networking Events with Raynette Yoshida
September 1, 2021 5:00 amIn 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.