Afleveringen
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Dr. Nestor Rodriguez is a board-certified emergency physician and the Medical Director of Carbon World Health, a medically supervised spa and fitness facility. He is also the Medical Director of the Emergency Department at Watertown Regional Medical Center. With a passion for health and longevity, Dr. Rodriguez has worked with elite professionals and athletes to help them prevent disease.
In this episode:Entrepreneurs often neglect their health and wellness, believing they must sacrifice personal well-being to grow their businesses. How can business leaders prioritize their health while maintaining peak performance in their companies?
Physician Dr. Nestor Rodriguez believes optimizing health is essential for long-term business prosperity. Much like running a company, maintaining wellness requires a systematic approach. Dr. Rodriguez emphasizes recognizing the importance of health before implementing personalized nutrition, exercise, and sleep routines. He also recommends seeking expert guidance to avoid confusion from conflicting health advice and to create a tailored wellness plan.
In this episode of System Simplified, Adi Klevit interviews Dr. Nestor Rodriguez, the Medical Director of Carbon World Health, about systematizing health for business leaders. Dr. Rodriguez discusses the importance of proactive health strategies, how to integrate wellness into busy schedules, and why a healthy lifestyle is critical for sustained business success.
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Adam Goldman is the Franchise Consultant and Coach at FranchiseCoach, where he provides personalized coaching sessions for franchisees and franchisors. With over 20 years of experience as an investor and franchise consultant, he has founded and scaled three companies, including an IT company and an investment company. Adam also grew the Vanguard Cleaning Area Developer into a multimillion-dollar enterprise with over 30 franchisees and 300 customers before selling it.
In this episode:Franchising offers a structured pathway to business ownership, but it isn’t for everyone. How can you determine if franchising is right for you and identify an ideal franchise business?
According to franchise coach Adam Goldman, franchising relies on leveraging systems and support mechanisms provided by the franchise, including training programs, marketing assistance, and operational frameworks. These systems enable entrepreneurs to scale efficiently while allowing for some creativity within the established guidelines. Becoming a franchisee requires following proven processes, collaborating with corporate offices, and aligning personal goals with the franchise’s systems and purpose.
In today’s episode of Systems Simplified, Adi Klevit welcomes Adam Goldman, the Franchise Consultant and Coach at FranchiseCoach, to discuss breaking into the franchise model. Adam talks about the importance of aligning yourself with franchises’ established systems, how to excel as a franchisee, and how he became a franchise coach.
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Zijn er afleveringen die ontbreken?
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Chris Hamilton is a Partner at Hotchkiss Insurance, which provides business and personal insurance, risk management, and employee benefits consulting. In his role, he leads the employee benefits practice by advising consultants and specialists focused on helping companies improve performance and profitability. With nearly 20 years of experience in corporate finance and insurance, Chris has worked with mid-market, regional, and national employers.
In this episode:With rising healthcare costs, businesses struggle to provide valuable benefits to employees. Many entrepreneurs don’t understand the forces driving these costs and the inequities within the healthcare system. How can businesses manage healthcare expenses effectively without compromising coverage?
According to insurance expert Chris Hamilton, escalating healthcare costs stem from industry consolidation, rising provider expenses, and vague insurance company practices. He explains that many businesses purchase traditional fully insured plans, which may involve high premiums and conflicts of interest with insurers. Chris advocates for partially self-funded health plans, in which employers assume part of the risk and gain more control over costs. This strategy enables companies to customize their plans, engage in direct contracting with providers, and offer enhanced benefits at lower prices.
In this episode of Systems Simplified, Adi Klevit interviews Chris Hamilton, a Partner at Hotchkiss Insurance, to discuss strategies for controlling healthcare costs and enhancing employee benefits. Chris shares insights into partially self-insured plans, the role of direct contracts in reducing expenses, and his experience with a direct agreement that significantly cut the cost of surgery.
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Rick Kranz is the Director of The AI Marketing Automation Lab, a premium community of marketing professionals leveraging ready-to-deploy marketing automations. With entrepreneurial and Fortune 500 experience and 15 years of managing digital marketing agencies, he bridges the gap between advanced AI technology and practical business applications.
In this episode:Automation is becoming standard as companies look to enhance efficiency and maximize sales. With the rapid adoption of AI, businesses can automate and optimize time-consuming and labor-intensive tasks. How can AI transform the sales process, and what tools can facilitate this evolution?
Digital marketing and automation whiz Rick Kranz recommends integrating AI tools like Claude into your CRM to develop automated sales agents. These agents can conduct in-depth research into prospects, allowing you to develop an outreach process. Claude and other AI tools can also create customized outreach campaigns based on prospect and business goals. When integrating AI tools into your sales processes, Rick emphasizes maintaining authentic human input to enhance the customer experience.
Tune in to the latest episode of Systems Simplified as Adi Klevit sits down with Rick Kranz, the Director of The AI Marketing Automation Lab, to talk about automating the sales process through AI. Rick shares how AI can streamline the customer research process, the differences between popular AI tools, and how to customize prompts for outreach campaigns.
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John Warrillow is the Founder and President of The Value Builder System™, which offers an assessment tool to help business owners build value. He is also the Founder of VidGuide, a software that allows business owners to document SOPs using video. As an entrepreneur, author, and speaker, John hosts the Built To Sell Radio podcast and is the author of Built to Sell.
In this episode:Many businesses operate using the hub-and-spoke model, which relies on the founder to direct every company process. However, the operations fall apart when the owner needs to step away from the business. How can you separate yourself from your business?
According to business value builder John Warrillow, entrepreneurs are too focused on growing revenue and don’t consider the company’s end goal. Founders should consistently work toward their eventual exit by building value and slowly offboarding themselves. This requires identifying your company’s purpose and documenting systems and processes that promote that purpose. Well-documented systems increase value to potential buyers by relying on employees to execute operations rather than the founder.
In the latest episode of Systems Simplified, John Warrillow, the Founder and President of The Value Builder System™, joins Adi Klevit to discuss building business value for an eventual exit. John shares how systems documentation increases company value, VidGuide’s video process documentation software, and how to determine your company’s identity.
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Rachel Lebowitz is the Founder of Empowered COO, which helps integrators and COOs eliminate burnout, resentment, and self-doubt to execute their visions. She is also the Founder of Driven Spouse Forum, a space that bridges the gap between high-level, visionary entrepreneurs and their spouses. As a former EOS implementer, Rachel is the author of Empowered COO.
In this episode:Visionaries drive innovation and big-picture thinking, but their success often relies on the unsung efforts of integrators who systemize and execute those ideas. Without clear boundaries and effective communication, integrators risk burnout and frustration, hindering business growth. How can second-in-command leaders, like COOs, thrive in their roles and build successful partnerships with visionaries?
Rachel Lebowitz, a coach for visionaries and integrators, has developed processes to support integrators in navigating their demanding roles. She highlights five key areas that lead to burnout, including people-pleasing behaviors, lack of assertive communication, and overdependence on external validation. Rachel emphasizes the importance of setting boundaries, delegating effectively, and fostering self-confidence to maintain balance and productivity. Additionally, Rachel recommends asking critical questions rather than providing solutions to empower teams and encourage independent thinking.
In this episode of Systems Simplified, Adi Klevit speaks with Rachel Lebowitz, the Founder of Empowered COO, about how integrators can enhance their roles and relationships with visionaries. Rachel shares insights from her book, the process for executing visions, and her systems-oriented approach to developing calculated solutions.
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Christian Brim is the CEO of CORE Group, an outsourced bookkeeping and tax preparation services firm. With over 25 years of experience in business finance, he helps business owners increase profits through financial planning and reporting, business valuation, and budgeting. Christian is also the author of Profit First for Creatives.
In this episode:Creative entrepreneurs often separate profit and passion, believing they can’t pursue what they love while making money. How can creatives change their mindset around money to pursue their endeavors?
According to creative finance master Christian Brim, creative entrepreneurs who view passion and profit as mutually exclusive often underprice their services. Profit is essential to a sustainable business, so rather than structuring pricing based on costs and revenue, Christian recommends identifying the value you deliver to customers with your products or services. You can accomplish this by obtaining feedback from customers on how your products or services benefit them. This allows you to create a business model that rewards you for your services.
Tune in to this episode of Systems Simplified as Adi Klevit hosts Christian Brim, the CEO of CORE Group, to discuss how creatives can adopt a Profit First mindset to price their services. Christian shares his value pricing system for creatives, how to reevaluate your pricing, and why he adopted Mike Michalowicz’s Profit First process.
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Diane Helbig is a Business Advisor at Helbig Enterprises, which partners with businesses to create personalized growth strategies. As a growth accelerator, she provides workshops and presentations on sales, social media, leadership, and business planning for entrepreneurs and salespeople. Diane is the author of Lemonade Stand Selling, which offers a guide to the sales process. She also hosts the Accelerate Your Business Growth podcast.
In this episode:When networking, sales professionals talk too much about their product or service, trying to gain potential clients rather than build relationships. Consequently, they rarely close the sale since the customer becomes disinterested. How can you refine the sales process to focus on prospects’ needs?
Sales expert Diane Helbig maintains that sales leaders should attend networking events to observe prospects’ behaviors and determine how to build meaningful relationships with them. Rather than approaching prospects with your solution, invest time learning about them and their situations and nurture this relationship throughout the discovery process to build trust. When closing the sale, integrate value into each investment, ensuring the prospect can benefit from your product or service. A step-by-step process allows you to turn prospects into clients.
In the latest episode of Systems Simplified, Adi Klevit speaks with Diane Helbig, the Business Advisor at Helbig Enterprises, about improving the sales process. Diane shares best practices for building relationships with prospects, why she believes in system and process documentation, and how she helped transform a client’s business.
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Shmuly Rothman is the Founder and Executive Coach at Rothman Coaching, a consultancy that eliminates fundraising obstacles for Shluchim. He specializes in training fundraisers in the Chabad movement and the NFP sector.
In this episode:Leaders may excel at their craft in practice, but when turning it into a business venture, they may fall short. Systems prevent problems before they arise by enabling leaders to anticipate and address potential issues proactively. How can business owners foster smooth operations, reduce stress, and drive long-term success?
Leadership coach Shmuly Rothman has developed a “problem-free” mindset to address problems before they arise. After experiencing a critical equipment failure at a community event due to a lack of preparation, Shmuly realized the importance of planning ahead. He emphasizes learning from others’ experiences, stress-testing plans, and documenting best practices to avoid costly mistakes. He also suggests shifting from reactive problem-solving to proactive vision-setting by empowering teams through well-designed systems.
In this episode of Systems Simplified, Adi Klevit hosts Shmuly Rothman, the Founder and Executive Coach at Rothman Coaching, to discuss addressing leadership problems. Shmuly explains how to adjust your communication style, the value of intentional language, and how he eliminates self-doubt.
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Michael Richman is a Certified EOS Implementer® at EOS Worldwide, where he educates, facilitates, and coaches companies on optimizing their leadership teams and businesses. As a fourth-generation entrepreneur, he managed a multimillion-dollar custom manufacturing company, serving top brands like Panda Express and Four Seasons Hotel. During Michael’s tenure, the company doubled in size and increased profitability margins by 20%.
In this episode:After purchasing a company, some buyers try reinventing the wheel rather than following established processes, leading to potential bankruptcy. How can new business owners adopt well-documented and observed processes from previous owners?
EOS expert Michael Richman sold his company to an overzealous buyer who believed the business didn’t need systems to survive and eventually ran it into the ground. He emphasizes documenting processes efficiently through checklists rather than lengthy documents to ensure readability and follow-through. Michael also recommends that new owners encourage employees to update and refer to established systems instead of accomplishing tasks individually.
Tune in to this week’s episode of Systems Simplified as Adi Klevit chats with Michael Richman, a Certified EOS Implementer® at EOS Worldwide, about the importance of following established processes after purchasing a business. He shares why he exited his company, the barriers to process follow-through, and his multigenerational entrepreneurial background.
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Phil Risher is the President of Phlash Consulting, a digital marketing consulting company that helps local service businesses increase sales. He founded Phlash Consulting after becoming frustrated with traditional marketing services while working at one of the country’s largest air duct cleaning companies. Through his proprietary marketing strategies, Phil doubled a company’s size before selling it to private equity.
In this episode:Home service business owners often focus solely on targeting new customers. Yet past and existing customers are an untapped market these entrepreneurs can leverage to scale. What marketing strategies can you employ to enhance your customer base?
Home service executive turned marketing consultant Phil Risher has developed a three-part marketing system that involves visibility, conversions, and retargeting. Eighty-seven percent of customers rely on Google business profiles and reviews when selecting home service companies, so building your online presence through SEO optimization and B2B partnerships keeps you top of mind. Generating conversions requires consistent communication with new leads through automatic text messages, letting potential customers know you haven’t forgotten them. You can also retarget current and past customers through cross-sales or promotional offers.
Tune in to this episode of Systems Simplified as Adi Klevit talks with Phil Risher, the President of Phlash Consulting, about his three-step marketing process for home service companies. Phil shares how to foster lifetime value, the value of memberships, and how to nurture leads.
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Jason Neufeld is the Managing Partner of Elder Needs Law, PLLC, an elder law firm that specializes in Medicaid planning, estate planning, and probate administration. As an experienced attorney, he has been recognized as an AV Preeminent Rated Attorney by Martindale-Hubbel and a top lawyer by Super Lawyers Magazine and Florida Trend’s Legal Elite. Jason is also a board member of the Academy of Florida Elder Law Attorneys and a Co-chair of the Broward County Bar Association Elder Law Section.
In this episode:New business owners are often overwhelmed with anxiety about finances, hiring, and client acquisition. How can you scale your operations strategically rather than trying to manage everything single-handedly?
Attorney and business owner Jason Neufeld initially hesitated to hire outside help, worrying he wouldn’t make payroll. He maintains that these hiring fears are often irrational, and business owners must equip intelligent people with the tools to guide their operations. This entails implementing predictable operating systems for intakes, marketing, and hiring. Consistent processes give you a direction to scale your business.
In the latest episode of Systems Simplified, Adi Klevit talks with Jason Neufeld, the Managing Partner at Elder Needs Law, PLLC, about how he built his firm using scalable systems. Jason shares how he promotes his thought leadership, how to recognize when it’s time to hire, and his advice to his younger self.
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Ghazenfer Mansoor is the Founder and CEO of Technology Rivers, a software company developing HIPAA-compliant web, mobile, and cloud-based healthcare software applications. As a seasoned advisor and investor in technology and healthcare, he has fulfilled roles as an architect, programmer, software engineer, user experience specialist, product developer, growth hacker, and chief technology officer.
In this episode:Adopting software can streamline your company’s processes and enhance operations. How can you decide whether to build custom software or leverage existing tools?
While custom software increases business value through patented ownership, it’s often a costly option. Software developer Ghazenfer Mansoor recommends assessing your existing processes and business goals to determine whether customized tools can deliver viable solutions. Companies often discover they achieve better results when integrating their current systems with off-the-shelf tools. When building customized software, Ghazenfer suggests developing each model in stages to ensure it remains adaptable and risk-free.
Tune in to this episode of Systems Simplified as Adi Klevit hosts Ghazenfer Mansoor, the Founder and CEO of Technology Rivers, to discuss custom software integrations and solutions. Ghazenfer explains how to assess your current software solutions, how he builds HIPAA-compliant software for healthcare businesses, and his background as a software engineer.
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Eric Rozenberg is the President of Event Business Formula, an online platform enabling event entrepreneurs to manage and grow their businesses. As a seasoned expert in the events industry, he has executed over 736 events across 50 countries. Previously, Eric spent two decades consulting with Fortune 500 companies. He is also the author of Meeting at C-Level.
In this episode:Some business owners in the meetings and events industry feel overwhelmed by the challenges of managing and growing their businesses. To succeed, they must systematize processes, foster strong team values, and prioritize face-to-face connections. How can these steps drive business growth and create unique opportunities?
As a business builder, Eric Rozenberg emphasizes the importance of assessing management teams, understanding industry trends, and leveraging personal networks. He advocates for implementing structured processes to ensure scalability while aligning the business with personal strengths and values. Eric highlights the irreplaceable role of in-person interactions in building trust, creating unique experiences, and fostering community.
In today’s episode of Systems Simplified, the Founder of Event Business Formula, Eric Rozenberg, joins Adi Klevit to discuss success in the meetings and events industry. Eric shares how to evaluate businesses for growth, the power of human connection, and the strategies he uses to create impactful and profitable organizations.
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Swish Goswami is the Head of Growth and Marketing at Parallel, a sci-fi-based online card game. He is also the former CEO of Surf, a white-label loyalty and rewards platform that was acquired by Datacy. During his leadership, Swish raised over $9 million, executed two acquisitions, and partnered with blue chip companies, including Netflix, Amazon Prime Gaming, and L'Oreal. He also hosts Track Limits, a leading Formula One podcast, and is Chairman of the Board at League of Innovators (LOI), which accelerates entrepreneurship in Canada.
In this episode:Some entrepreneurs aim to scale their businesses and transition to new ventures. Achieving this requires a clear vision, strategic planning, and effective execution. What does it take to grow, exit, and pivot in today’s dynamic market?
Having facilitated several acquisitions and exited his company, experienced entrepreneur Swish Goswami emphasizes preparation and sustained growth during the business acquisition process. He also notes that well-documented systems and processes can enhance a company’s value, streamline the acquisition process, and ensure a smooth transition for new owners. A systemized company allows you to exit effectively and prepare for new goals.
In this week’s episode of Systems Simplified, Adi Klevit chats with Swish Goswami, the Head of Growth and Marketing at Parallel, about scaling and exiting your business. Swish shares strategies for preparing for acquisitions, his transition from entrepreneurship to employment, and insights from his book and podcast.
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Brooke Lively is the Founder, CEO, and President of Cathedral Capital (CathCap), which empowers entrepreneurs to achieve their financial goals. As a CFO and profitability strategist, she helps business leaders in fast-growing companies turn their organizations into profitable, thriving businesses. Brooke has been named Top 25 Women to Watch from 2016-2020, Diversity Journal's Women Worth Watching, and Fort Worth’s 2016 CFO of the Year.
In this episode:Some business owners want to grow their companies enough to retire early. This requires understanding cash flow and making data-driven decisions. How can you boost profitability to offboard yourself from your business?
As a CFO, Brooke Lively says businesses must analyze each service to determine production costs and profit margins. This allows you to identify ideal marketing and sales efforts and give team members a strategic direction for the company. Brooke recommends implementing the Entrepreneurial Operating System (EOS) to empower team members to follow data-driven processes and move the company forward.
In today’s episode of Systems Simplified, the Founder, CEO, and President of Cathedral Capital, Brooke Lively, joins Adi Klevit to discuss small business growth and profitability. Brooke explains why small businesses should acquire a CFO, how to delegate tasks using EOS, and a CFO’s roles and responsibilities.
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Damion Lupo is the Chief Investment Officer and a board member at FrameTec™, a manufacturing and framing services provider. He provides strategic advice and guidance for the company’s national rollout. As a 35-year veteran entrepreneur, Damion has started over 70 companies in private equity, real estate, and finance.
In this episode:Retirement plans are top of mind for many entrepreneurs, but a profitable plan requires a stable and thriving business. How can you invest in your business to yield long-term results?
Having written the playbook for profitable retirement, Damion Lupo advises building a business around a market need to create, educate, and empower a community of customers. This requires systemizing the company according to market dynamics and developing consistent processes that can scale with current trends. Damion emphasizes that creating a service-based culture increases profits, allowing you to build a profitable business that will culminate in a robust retirement plan.
In this episode of Systems Simplified, Adi Klevit hosts Damion Lupo, the Chief Investment Officer and a board member at FrameTec™, to discuss generating a business model for retirement. Damion talks about his lucrative retirement process, his experience starting and scaling a home construction company, and how to take control of your entrepreneurial endeavors.
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Benjamin Moróne is the Founder of Zabota, a recruitment agency for European and Latin American English-speaking talent. He is also the Founder of VA Tasks, which outsources tasks to virtual assistants. Before founding Zabota and VA Tasks, Benjamin was one of the first employees at a rapidly growing tech startup.
In this episode:With global and remote businesses becoming standard, hiring overseas talent allows entrepreneurs to complete tasks and scale their businesses at accelerated rates. Yet, differing time zones, frequent internet outages, and communication and cultural differences can make working with global talent a challenge. How can you collaborate with these individuals effectively to build a thriving workforce?
Talent specialist Benjamin Moróne eliminates potential knowledge and communication barriers with global workforces by developing systemized playbooks and documenting processes. This streamlines the onboarding and training process, allowing entrepreneurs to focus on business growth. Before hiring global candidates, you must assess the role’s KPIs and align them with larger organizational goals and culture requirements.
In this week’s episode of Systems Simplified, Adi Klevit talks to Benjamin Moróne, the Founder of Zabota, about creating a hiring process for global workforces. Benjamin shares how to attract international candidates to your organization, how to collaborate effectively with global talent, and the benefits of working with overseas individuals.
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Jen Hamilton is the Founder and Fractional COO at Hamilton COOs, a professional service firm for small business owners and COOs. As a CPA turned fractional COO, she advises CEOs and COOs to empower and grow small businesses through strategic leadership. Jen has over two decades of experience helping companies achieve their visions.
In this episode:Many small businesses lack an efficient human capital system as they struggle to place the right people in the right seats. An effective system requires organization-wide process documentation and implementation. How can you obtain company buy-in to systemize your business?
As a fractional COO for business leaders, Jen Hamilton maintains that companies should embed processes into every stage of their operations, from hiring and recruiting to sales and bookkeeping. Yet, it’s not enough to simply document the processes; leaders and team members must adhere to them and make updates regularly. This requires demonstrating organizational value and communicating expectations to encourage process adoption and accountability from the top down.
Join Adi Klevit in this episode of Systems Simplified as she sits down with Jen Hamilton, the Founder and Fractional COO at Hamilton COOs, to discuss how COOs and other leaders can adopt and implement processes. Jen explains the difference between a full-time and fractional COO, how she ensures process follow-through, and how she became a fractional COO.
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Jessica Gomez is the Founder and CEO of Rogue Valley Microdevices, a full-service company specializing in MES and biomedical device fabrication. With experience in semiconductor processing and product management, she has worked with visionary companies in the automotive, biomedical, agriculture, military, aerospace, and industrial markets. Jessica is a member of the SEMI Board of Industry Leaders and the Oregon Business Council and is Chairman of the Board for Rogue Workforce Partnership.
In this episode:During economic uncertainty and financial distress, it can be difficult for entrepreneurs to maintain composure. Yet sustaining growth requires resilience and strategic action. How can you navigate your company through turbulent times?
Biomedical device pioneer Jessica Gomez maintains that inaction during a crisis is the worst mistake entrepreneurs can make. During the 2008 recession, Jessica laid off her entire staff, forcing her to restructure her company’s growth trajectory. She implemented robust hiring systems and expanded her service capabilities to reach a broader customer base. When developing a hiring process, Jessica recommends establishing a culture and hiring individuals who can uphold the company’s vision and values.
In the latest episode of Systems Simplified, Adi Klevit talks with Jessica Gomez, the Founder and CEO of Rogue Valley Microdevices, about how she propelled her company forward during a crisis. Jessica shares how implementing systems helped her overcome growth barriers, the characteristics of her company’s culture, and the future of her business in its dynamic industry.
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