Systems Simplified
Podcast
Join host Adi Klevit as she interviews industry leaders and successful entrepreneurs who share actionable tips and proven strategies to help you streamline operations, boost efficiency, and scale your business to give you the freedom to focus on what truly matters.
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Utilizing Systems to Mitigate Risks and Prevent Losses with Joshua KeeneJoshua Keene is an accredited Insurance Advisor at Elliott, Powell, Baden & Baker, an independent insurance agency based in Portland, Oregon. Joshua helps local businesses protect their people, profits, and public relations through creative risk management and commercial insurance solutions for the manufacturing, technology, and construction industries. He is also…
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How to Systematize Your Marketing Efforts with Shannon MackeyShannon Mackey is the Co-founder and CEO of Roadside Dental Marketing, a leading agency that builds and markets cutting-edge dental and medical websites. Throughout her 20 years of marketing experience, Shannon has helped small business owners grow their monthly customer numbers by 50%, triple their online visibility, and expand their…
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The Value of Implementing Effective Processes When Building a Retirement Plan with Charles WarrenCharles Warren is a Partner and Retirement Plan Consultant at Pacific Retirement Partners. He entered the financial services industry in 1998 after serving 10 years with the US Marine Corps. In 2005, Charles established an independent investment advisory firm with three other partners. He later sold his interest to form…
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Simplifying and Systematizing Volunteer and Networking Events with Raynette YoshidaRaynette Yoshida is the Executive and Personal Assistant in charge of customer service at Mario's, a premier specialty clothing store in the Pacific Northwest. Raynette has also been an active Board Member for the Institute of Management Accountants (IMA) for over 20 years. In addition to this, Raynette volunteers for…
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The Six Components of a Successful Sales Strategy with Bob PaskinsBob Paskins is a corporate consultant, sales coach, and keynote speaker. He consults with companies looking to elevate their sales people, processes, and overall performance. Leveraging over 20 years of industry experience, Bob developed his own comprehensive sales system called the Growth Matrix, which he uses to help clients drive…
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Practical Advice by Adi
- The Proven Process to Uplevel Your Business and Decrease Stress
- What is the ROI of Documenting Your Procedures?
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