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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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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The Importance of Systems for Successful Marketing with Ryan ReddingRyan Redding is an experienced business consultant and marketing strategist. He is the Owner of DP Marketing Services, a digital marketing firm for HVAC, plumbers, and other home service industries. Ryan is also the Owner of Hippie Cow, LLC, a web design and SEO agency for small businesses. Ryan has…
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How Technology is Simplifying Tax Preparation and Accounting with Josh AlballeroJosh Alballero is the Co-founder and CEO of ioogo, a technology-first company that simplifies accounting and tax preparation using revolutionary software. With a background in strategic advising, Josh uses his entrepreneurial mindset to help startups and other entrepreneurs grow. He is a Startup Mentor at Impact Ventures and a Member…
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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?
- How To Get Your Processes & Systems Implemented and Followed by the Team
- How to Save Your Team Time and Run a Well Oiled Machine — The Core Processes to Document for Any Company
- How to Increase Your Sales and Closing Percentage
- How to Onboard and Train Staff to Increase Staff Retention and Satisfaction
- Method Behind the Madness: Why Documenting Systems and Processes is Crucial for Success