Author Archives for Adi Klevit

Charles Warren

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

September 3, 2021 5:00 am Published by Comments Off on The Value of Implementing Effective Processes When Building a Retirement Plan with Charles Warren

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.


Lewis Schiff

How to Go From Business Brilliant to Leadership Brilliant with Lewis Schiff

August 11, 2021 5:00 am Published by Comments Off on How to Go From Business Brilliant to Leadership Brilliant with Lewis Schiff

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!


Mimi Banks

How to Strategize and Systemize Social Media Marketing with Mimi Banks

July 28, 2021 5:00 am Published by Comments Off on How to Strategize and Systemize Social Media Marketing with Mimi Banks

On this episode of the Systems Simplified podcast, Adi Klevit is joined by Mimi Banks, the Founder of MB Social, to talk about the importance of systemizing your social media marketing. Together, they discuss the connection between strategy and execution, the value of client onboarding checklists, and Mimi’s top social media advice and tools. Stay tuned.


Cathy Baillargeon

How a Virtual Assistant Can Transform Your Business with Cathy Baillargeon of Virtual Cathy

July 21, 2021 5:00 am Published by Comments Off on How a Virtual Assistant Can Transform Your Business with Cathy Baillargeon of Virtual Cathy

On this episode of the Systems Simplified Podcast, Adi Klevit has a conversation with the Founder and CEO of Virtual Cathy, Cathy Baillargeon, all about the benefits of virtual assistants. They discuss what virtual assistants can do for your business, effectively documenting processes and procedures, how processes can implement company culture, and much more. Stay tuned!