Blog

  • Documenting Processes for Accelerated Growth with Jonathan Freeman
    Dec22
    Documenting Processes for Accelerated Growth with Jonathan Freeman

    Jonathan Freeman is the Chief Operating Officer and the Chief Compliance Officer of Centura Wealth Advisory, a fast-growing wealth management firm based in San Diego, California. Throughout his career, Jonathan has held leadership positions for companies in a variety of industries, including technology, professional services, consulting practices, real estate, and…

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  • Systematizing Your Processes and Procedures with Keith Gillette
    Dec17
    Systematizing Your Processes and Procedures with Keith Gillette

    Keith Gillette is the Founder and CEO of TaskTrain, a process management platform. TaskTrain designs and develops simple workflow solutions to enable teams to consistently and efficiently achieve excellence. Keith is also the CIO of GilletTEK and a Senior Collaborator at Educational Collaborators. He has a background in IT operations…

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  • Building Systems for Hiring and Training New Employees with Chris Martin
    Dec10
    Building Systems for Hiring and Training New Employees with Chris Martin

    Chris Martin is the Owner and President of Mt. Hood Pro Painting, a Portland-based residential and commercial painting company. Mt. Hood Pro Painting delivers over 15 years of professional painting experience to its wide range of clients. Chris currently runs the business with his wife, Alexandra Martin.  Here’s a glimpse…

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  • How to Set Up a Simple Email Marketing System with David Baer
    Dec8
    How to Set Up a Simple Email Marketing System with David Baer

    David Baer is the Creative Partner and Co-owner of The Prepared Group, a strategy-first marketing consultancy. He is a veteran direct response marketer who started his career at the dawn of email marketing selling classical music subscriptions online. Since then, David has served as the marketing director for three wine…

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  • Maintaining Passion and Financial Solvency
    Dec3
    Maintaining Passion and Financial Solvency

    Carla Titus is the Founder of Wealth & Worth Within, where she offers finance business consulting to help start-ups and midsize businesses improve their profitability. Carla is a financial expert and an advocate for women in business. Through her coaching, she strives to close the confidence and wage gap for…

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  • Processes for Scaling and Surviving a Pandemic with Urmila Ratnam, CEO of Alima Pure
    Nov26
    Processes for Scaling and Surviving a Pandemic with Urmila Ratnam, CEO of Alima Pure

    Urmila Ratnam is the CEO and President of Alima Pure, a natural cosmetics brand from Portland, Oregon. Urmila and her team design products for everyone with clean, non-toxic ingredients. Before Alima Pure, Urmila was a management consultant and Partner at Ratnam Solomon Brown.  Here’s a glimpse of what you’ll learn: …

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  • The Field Recon App and How Documenting Processes Helps With Quality Control
    Nov24
    The Field Recon App and How Documenting Processes Helps With Quality Control

    Chad Gill is the Founder and Owner of Concreate, a family-owned business specializing in all things concrete, including polishing, staining, surface prep, and joint repair. The company works hand in hand with designers, architects, project managers, general contractors, tradespeople, and homeowners from start to finish.  Chad is also the Founder…

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  • The Value of Progress Over Perfection with Ben Grise
    Nov19
    The Value of Progress Over Perfection with Ben Grise

    Ben Grise is a real estate investor and successful entrepreneur. He is the Owner-Operator of InvestWithBen.com and BenBuysIndyHouses.com, one of Indianapolis’ most reviewed online home buyers. Ben delivers solutions for Indianapolis homeowners and works with some of the city’s busiest and most experienced residential real estate investors.  Here’s a glimpse…

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  • How to Choose the Best Automation Tools for Systematizing Your Business with Daleele Alison
    Nov12
    How to Choose the Best Automation Tools for Systematizing Your Business with Daleele Alison

    Daleele Alison is the Co-founder and CEO of RooksDM, a technology consulting company that helps small to midsize businesses find and implement the right technology tools. With RooksDM, businesses have more time to spend on the things that matter most. Daleele is also a skilled networker and connector, and in…

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  • How To Get Your Processes & Systems Implemented and Followed by the Team
    Nov10
    How To Get Your Processes & Systems Implemented and Followed by the Team

    Adi Klevit is the Founder and CEO of Business Success Consulting Group, an organization that provides businesses with the infrastructure, processes, and systems they need to thrive. Adi and her team help companies scale up, transfer knowledge, and prepare for succession. She has over 25 years of experience as a…

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