Building Scalable Support Systems for Mission-Driven Leaders With Shmuly Rothman

Systems Simplified

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הוסף לפני four שנים

תוכן מסופק על ידי Adi Klevit. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Adi Klevit או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

The Innovators & Investors Podcast

1
AI in Wealth Management: Scaling Financial Advisory & Democratizing Access 45:49

לפני 6 ימים45:49

הפעל מאוחר יותר

רשימות

לייק

אהבתי

45:49

In this episode of The Innovators & Investors Podcast hosted by Kristian Marquez, guest Sindhu Joseph, founder and CEO of CogniCor, shares how artificial intelligence is transforming the financial services and wealth management industry. Sindhu discusses the significant wealth disparity she has observed globally and how CogniCor’s AI-powered co-pilot platform empowers financial advisors to scale their services, reaching beyond the traditional 30% of affluent households to potentially 70-80%. By reducing administrative burdens and providing a unified, real-time 360-degree view of client households, CogniCor enables advisors to deliver personalized, data-driven financial advice efficiently. Sindhu also reflects on her 15+ years of experience in AI, her global upbringing across India, Europe, and the US, and how her human-first approach shapes CogniCor’s mission to democratize access to wealth management. The episode explores the future impact of AI on work and society, the importance of domain expertise combined with AI knowledge, and the challenges posed by fragmented legacy systems in financial services. Listeners gain valuable insights into the intersection of AI innovation, fintech disruption, and ethical leadership in building scalable, impactful technology solutions. Whether you’re a financial professional, investor, or tech enthusiast, this episode offers a deep dive into AI’s transformative potential in wealth management and the inspiring journey of a visionary founder driving meaningful change. Learn more about Sindhu's work at https://www.cognicor.com/ Connect with Sindhu on LinkedIn at https://www.linkedin.com/in/sindhujoseph/ Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/ Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com…

לפני שנה 31:19

MP3•בית הפרקים

In This Episode

What does it take to turn a deeply personal mission into a repeatable, scalable impact?

In this inspiring episode, host Adi Klevit interviews returning guest Rabbi Shmuly Rothman about how systems and delegation played a critical role in scaling his work with Chabad rabbis around the world. Shmuly shares the story of building the Donor Relations Manager (DRM) program—starting from a coaching insight and growing into an operational model that’s changing lives and communities.

Adi and Shmuly dive into the mindset shifts required for growth, including overcoming resistance to delegation, clarifying the “why,” and trusting the process. They discuss the importance of building infrastructure before launching and how thoughtful hiring, training, and documentation can create long-term sustainability. It’s a masterclass in values-based leadership through systems.

Whether you're a business owner or a nonprofit leader, this conversation offers practical wisdom on scaling with integrity, structure, and intention.

359 פרקים

#MBA #Entrepreneur #Business #Adi Klevit #Adiklevit #Businesspodcast #Businesssuccessconsultinggroup #Csuite #Podcasting #Rise25

Building Scalable Support Systems for Mission-Driven Leaders With Shmuly Rothman

Systems Simplified

published לפני שנה

שתפו

MP3•בית הפרקים

In This Episode

What does it take to turn a deeply personal mission into a repeatable, scalable impact?

Whether you're a business owner or a nonprofit leader, this conversation offers practical wisdom on scaling with integrity, structure, and intention.

359 פרקים

#MBA #Entrepreneur #Business #Adi Klevit #Adiklevit #Businesspodcast #Businesssuccessconsultinggroup #Csuite #Podcasting #Rise25

All episodes

1
Building Aligned, High-Performing Teams With Greg Benson 30:04

לפני 22 hours30:04

30:04

In This Episode Business growth isn’t just about strategy—it’s about building systems that keep everyone aligned, focused, and accountable. In this engaging conversation, host Adi Klevit speaks with Greg Benson about his journey from CPA to serial entrepreneur to EOS Implementer. Greg shares how his early career experiences, both successes and setbacks, shaped his approach to helping companies create strong leadership teams and scalable systems. They discuss the heart of the EOS model—vision, traction, and healthy—and how Greg enters the “danger zone” in meetings to address the issues others might avoid. He explains the importance of documented processes, the “followed by all” principle, and how simplicity is often the key to getting started. Greg also offers insight into his favorite industries to work with, from construction to manufacturing, and why trades-based businesses are often the most overlooked when it comes to implementing systems. This episode is packed with practical takeaways for leaders who want to strengthen their company’s foundation and drive sustainable growth.…

1
Transforming Team Performance With Six Managerial Leadership Practices With Kelly Schaefbauer 19:04

לפני 3 ימים19:04

19:04

In This Episode When a small business crosses the startup threshold, growth brings complexity—and without structure, that complexity can stall progress. In this episode of the System Simplified podcast, host Adi Klevit sits down with Kelly Schaefbauer to explore the six managerial leadership practices that help small businesses build trust, clarity, and scalability. Kelly explains how his methodology begins with a “task inventory” to map out every function, department, and responsibility before assigning people to roles. From there, businesses can create precise role descriptions, document step-by-step processes, set measurable performance benchmarks, and establish targeted training plans. The conversation also dives into the final practice: continuous improvement. Kelly shares how regular reviews help identify constraints, refine processes, and raise performance across the board. Whether you’re a founder looking to scale or a manager striving for team alignment, this episode delivers a blueprint for operational success rooted in systems and accountability.…

1
Building People, Building Profit: Lessons in Systemized Success with Brian Gottlieb 39:37

לפני 8 ימים39:37

39:37

In This Episode From a single folding table to nearly $1 billion in sales, Brian Gottlieb’s journey is proof that disciplined systems and empowered people can scale any business. In this lively conversation, Adi Klevit digs into the lessons Brian learned building and selling his home improvement empire — and how his principles apply to leaders in every industry. Brian shares why he believes chaos might create short-term revenue, but discipline, documentation, and process consistency are what produce sustainable profit. He explains the importance of identifying core business disciplines first — such as “the lead is sacred” — and then building processes to uphold them. He also reveals why simplicity should be a leader’s ultimate goal and how to continuously inspect systems as a company grows. The discussion goes beyond operations into leadership and culture. Brian outlines how to forecast with accuracy, why each department should run like its own business, and how to shape a culture that raises the performance bar. From community impact programs to managing rapid growth, his insights are a masterclass in blending profitability with purpose.…

1
How Rick Yvanovich Built a Global Business With Systems-Driven Growth 40:50

לפני 10 ימים40:50

40:50

In This Episode What happens when decades of experience meet a systems-first mindset? In this engaging conversation, Adi Klevit interviews Rick Yvanovich about his unexpected journey from a corporate role in oil and gas to building a global ERP consulting firm. Rick shares how his early days in Vietnam sparked an entrepreneurial path fueled by word-of-mouth referrals and hands-on implementation. But it wasn’t until he began hiring and scaling that he saw the crucial need for documenting systems and procedures. Together, he and Adi dive deep into the ROI of standard operating procedures, revealing how process clarity reduces friction, supports onboarding, and ensures business continuity—even through staff turnover. The conversation also explores Rick’s take on proactive process review using Kaizen, how documentation increases business valuation, and why companies need to stop relying on tribal knowledge. Whether you're growing a team or preparing for an exit, this episode highlights how systems create both operational stability and long-term value.…

1
From Vision to Reality: Rivkah Krinsky’s Journey to Streamlined Matchmaking 31:59

לפני 11 ימים31:59

31:59

In This Episode Sometimes a single conversation can change the trajectory of a business—and a life. In this engaging interview, Adi Klevit speaks with Rivkah Krinsky about how her personal passion for connecting people evolved into One Soul, a structured matchmaking business serving Jewish singles worldwide. Rivkah shares the inspiring story of her early days as a health coach, the unexpected opportunity that introduced her to matchmaking, and the courage it took to leave a salaried position to build her own company. She explains why creating a team was a non-negotiable part of her vision and how that decision set the foundation for scaling. The conversation dives into the power of systems—how documented processes, clear roles, and structured client onboarding enabled One Soul to expand while maintaining a personal touch. Rivkah and Adi discuss how to adapt systems as the business evolves and why persistence, purpose, and process are essential for building a mission-driven enterprise.…

1
Laura Moran on Systematizing Product Development for Faster, Smarter Launches 18:57

לפני 15 ימים18:57

18:57

In This Episode What if the secret to faster product launches and fewer team conflicts is better alignment between R&D and strategy? In this episode of Systems Simplified, host Adi Klevit interviews Laura Moran, an innovation leader turned consultant, about how she helps pet food companies streamline innovation. Laura shares how her early experiences at Mars and Barc shaped her ability to turn big-business frameworks into agile, usable systems for smaller brands. Laura describes the core components of her Pet Spark Navigator system—a structured process that aligns teams early, defines product expectations clearly, and embeds innovation capabilities within organizations. She explains how the system reduces rework, builds team confidence, and prevents costly mistakes down the line. Throughout the conversation, Adi and Laura dive into how smaller companies often resist systems out of fear they’ll stifle creativity—when in reality, the right systems free teams to move faster with less risk. It’s a practical, actionable look at transforming chaos into repeatable growth.…

1
Building Strategic ERP Systems That Scale With Kevin Bonfield 26:40

לפני 17 ימים26:40

26:40

In This Episode ERP implementation isn’t just a tech upgrade—it’s open-heart surgery for your business. In this powerful conversation, returning guest Kevin Bonfield joins host Adi Klevit to demystify ERP transitions and explain why businesses often underestimate the strategic complexity involved. Kevin shares the two main reasons companies switch ERP systems and emphasizes that success begins with clearly defining what the new system should accomplish. Adi and Kevin walk through a step-by-step roadmap—from strategic alignment to RFPs, internal process documentation, and license negotiations. They explore the real-world challenges of change management, especially when multiple legacy systems or acquired businesses are in play. Together, they reinforce the critical need for companies to distinguish between processes that differentiate and those that can be standardized. Whether you’re scaling, streamlining, or seeking clarity, this episode offers practical insights into planning and executing a successful ERP implementation—without losing your team, your vendors, or your data in the process.…

1
How Jennifer Lau-Hatcher Merged Purpose With Process to Transform Home Improvement Financing 25:44

לפני 22 ימים25:44

25:44

In This Episode What happens when a teacher’s heart meets a fintech visionary mindset? You get Jennifer Lau-Hatcher. In this episode, Adi Klevit interviews Jennifer on her journey from education to launching 1 & Fund, a fintech company solving financing challenges in the home improvement sector. Jennifer shares how her time at Synchrony Financial shaped her approach to user-friendly training systems—like gamified learning modules built around mobile-first design. These early innovations laid the groundwork for the customer-centered, systems-driven company she would later co-found. As Jennifer and her husband scaled 1 & Fund, they quickly realized the power of processes and implemented EOS from the very start—even when it was just a three-person team. The conversation dives deep into why standardized procedures are the foundation of any scalable business. Jennifer also explains the strategic reasons behind merging with One Click Contractor to consolidate tech stacks and streamline the estimating-to-payment experience. Beyond the business, Jennifer opens up about her personal goals, including launching a podcast called The Conscious Creator Community and finally writing her long-awaited books. Whether you're in fintech, trades, or any growth-stage company, this episode offers invaluable lessons on combining systems thinking with mission-driven leadership.…

1
Building Strategic Teams: Lori Bartle’s System for Empowered, Accountable Leadership 25:06

לפני 24 ימים25:06

25:06

In This Episode What if your team wasn’t just checking boxes—but thinking strategically, taking initiative, and driving real growth? In this engaging interview, Adi Klevit sits down with Lori Bartle to explore how marketers—and professionals of all kinds—can unlock their leadership potential through systems of accountability and clarity. Drawing on 30 years in the advertising world, Lori explains why traditional agency models often default to reactive, service-focused mindsets—and how she helps teams shift into proactive, strategic roles through her Accountable Leadership System. Lori also introduces her book, The Agency Within Us, which champions the concept of human agency—the power to act with ownership and foresight. She outlines the key principles of proactivity and accountability and explains how these traits create not only better employees but true leaders at every level of an organization. Later, Lori shares details about her new mobile microlearning app, Funnels, which delivers 5-minute training sessions to build business fluency and strategic acumen. Whether you're in marketing or managing any team that needs to shift from chaos to clarity, Lori’s systems-based approach to leadership offers a practical and inspiring path forward.…

1
Building a Self-Sustaining Company Through Systems With Stephanie Allen 21:48

לפני 25 ימים21:48

21:48

In This Episode What if the reason your business can’t scale isn’t your people or product—but a lack of systems to carry your vision? In this Systems Simplified episode, host Adi Klevit talks with Stephanie Allen, a fractional COO and consultant who helps founders build operational infrastructure and self-managed teams. Stephanie shares how her early experience running a hot dog stand taught her that success can't be sold unless it can be replicated—a lesson that fuels her system-first approach today. Stephanie outlines her three-phase engagement model: assessment, implementation, and acceleration. She explains how systems empower team members, reduce founder dependency, and unlock creativity instead of stifling it. Together, she and Adi debunk myths around rigid systems, explore how culture and process intersect, and explain why over-architecting may signal a deeper trust issue in your company. Whether you're a founder ready to delegate or an executive looking to improve execution, this episode offers a practical roadmap to structure your company for growth without sacrificing flexibility.…

1
Transforming Businesses for Freedom: Jason Duncan’s 7-Step Exit Method 29:50

לפני 29 ימים29:50

29:50

In This Episode What if your next sales hire wasn’t a person, but an AI agent? In this episode of Systems Simplified, host Adi Klevit sits down with Frank Sondors, Co-founder of Salesforge AI, to discuss how autonomous AI agents are revolutionizing the way businesses handle outbound sales. Frank introduces “Agent Frank,” an AI sales development rep that crafts personalized outreach emails, sources leads, and even adapts tone and language by region or industry. The conversation dives into how companies can integrate AI agents alongside human reps to create more scalable and efficient systems. Frank explains the legal and operational limits of automation—and how to work within them. Together, Adi and Frank emphasize the importance of documenting and optimizing processes before automating them, ensuring the AI operates within clear, strategic frameworks. Listeners will walk away with an understanding of how AI can power sales growth, where to start, and why well-defined processes are the backbone of any automation initiative.…

1
Transform Your Sales Process With AI Agents: Lessons From Frank Sondors 19:48

לפני 4 weeks19:48

19:48

1
How Anya Cheng Uses Systems and AI To Revolutionize Fashion and Save Time 18:40

לפני 5 weeks18:40

18:40

In This Episode What if your entire wardrobe came to you—curated, sized, and ready to wear—with no shopping or laundry required? In this episode of the Systems Simplified podcast, Adi Klevit interviews Anya Cheng, the visionary behind Taelor, a systematized AI-powered clothing rental service designed for busy men who want to look great without the hassle. Anya shares the origin of Taelor, inspired by her own search for clothing solutions as a tech leader who didn’t have time—or interest—in shopping. She explains how most fashion companies are designed for enthusiasts, not professionals who want to look good and move on with their day. Taelor fills this gap by combining personal styling, AI, and a highly systematized backend to deliver stylish outfits on demand. The conversation also explores how Anya applies system thinking learned at Meta and eBay to streamline operations, categorize decisions logically, and create a scalable model. From partnerships with dating apps and fitness brands to sustainable corporate gifting, Taelor is redefining clothing through smart systems and strategic growth.…

1
Unlocking Strategic Door-Opening for Sales Growth With Caryn Kopp 28:13

לפני 5 weeks28:13

28:13

In This Episode What if your next big client is just one conversation away—but you’re stuck trying to get your foot in the door? In this episode of Systems Simplified, Adi Klevit interviews Caryn Kopp to discuss the systems behind successful sales prospecting and outreach. Caryn shares how her Door Opener® service helps companies land meetings with hard-to-reach decision-makers and explains the messaging and hiring systems that make her process repeatable and scalable. They explore how to match the right outreach professional to the right prospects, why business owners often make the mistake of hiring one salesperson to do everything, and how to avoid wasting time on leads that don’t convert. Throughout the conversation, Caryn emphasizes the power of documented systems—from qualifying leads to scripting conversations—to create consistency and growth in business development.…

1
How Justin Bartley Transformed Customer Communication Into a Scalable System 28:09

לפני 6 weeks28:09

28:09

In This Episode What do garage doors, custom windows, and fast food have in common? According to Justin Bartley, they all rely on one thing: a reliable, repeatable system. In this insightful conversation, Adi Klevit interviews Justin about how he built Next Door & Window into a scalable, systems-driven home improvement company. They discuss the customer journey in depth—starting from the first inquiry to post-installation follow-up—and the importance of managing expectations every step of the way. Justin shares how his team created a one-page visual timeline to communicate what happens during the 8–10 week custom order process, minimizing anxiety and maximizing trust. The episode dives into the practical use of surveys and automated texting tools to maintain transparency, improve communication, and elevate the customer experience. Justin also explains how video messages help preserve the human connection in a tech-driven process, and why documented processes are the foundation of both operational efficiency and business growth.…

Systems Simplified

1
Building a People-First Franchise Growth System With Angela Coté 4:37

לפני 6 weeks4:37

4:37

In This Episode Imagine buying into a franchise only to feel lost and unsupported. That’s the gap Angela Coté is determined to close. In this enlightening episode, host Adi Klevit speaks with Angela about the often-overlooked human systems that drive franchise growth. Angela shares her journey from growing up in the back of a franchise shop to becoming a franchisee herself—and ultimately launching AC Inc. to fix what she calls the “accountability void” in the franchise world. Angela walks listeners through the creation of her Strategic Growth Coaching Framework and how her team trains and certifies field coaches to truly motivate, support, and hold franchisees accountable. Whether you run a franchise or any business with repeatable processes, this episode offers a goldmine of insight on integrating systems with people for sustainable growth.…

Systems Simplified

1
Building Scalable Support Systems for Mission-Driven Leaders With Shmuly Rothman 31:19

לפני 7 weeks31:19

31:19

In This Episode What does it take to turn a deeply personal mission into a repeatable, scalable impact? In this inspiring episode, host Adi Klevit interviews returning guest Rabbi Shmuly Rothman about how systems and delegation played a critical role in scaling his work with Chabad rabbis around the world. Shmuly shares the story of building the Donor Relations Manager (DRM) program—starting from a coaching insight and growing into an operational model that’s changing lives and communities. Adi and Shmuly dive into the mindset shifts required for growth, including overcoming resistance to delegation, clarifying the “why,” and trusting the process. They discuss the importance of building infrastructure before launching and how thoughtful hiring, training, and documentation can create long-term sustainability. It’s a masterclass in values-based leadership through systems. Whether you're a business owner or a nonprofit leader, this conversation offers practical wisdom on scaling with integrity, structure, and intention.…

Systems Simplified

1
Transforming the Construction Industry Through Systems With Jason Schroeder 20:23

לפני 8 weeks20:23

20:23

In This Episode What happens when a great team is forced to work without a great system? According to Jason Schroeder, the result is predictable—and painful. In this engaging episode of the Systems Simplified podcast, host Adi Klevit sits down with Jason to explore why systems are the ultimate form of respect in the construction industry and how leaders can use them to transform company culture, improve safety, and boost performance. Jason shares how his early exposure to well-run construction projects revealed the power of systems, and how the industry’s shift away from structured training led him to found Elevate Construction. He and Adi discuss why many organizations resist change, how to separate system flaws from personal blame, and what makes lean thinking so effective when implemented correctly. Throughout the conversation, Jason emphasizes the role of education, the importance of understanding the “why,” and why real leadership means empowering others through clarity and repeatability. His insights are applicable far beyond construction—any industry can benefit from a systems-first mindset.…

Systems Simplified

1
Unlocking Retention Through Systems: Ryan Englin’s Core Fit Hiring Method 27:26

לפני 8 weeks27:26

27:26

In This Episode If you're tired of the revolving door in your hiring process, this episode will change the way you think about employee retention. In this Systems Simplified interview, Adi Klevit speaks with Ryan Englin, who shares how his Core Fit Hiring System is transforming hiring and retention for trades businesses. Ryan breaks down how most companies don’t have a hiring problem—they have a keeping problem. He outlines the full employee lifecycle, explaining how attraction, onboarding, and engagement all need to be systematized. From his CHOICE framework to creative marketing tactics for recruitment, Ryan walks through exactly how to become the employer of choice. Listeners will come away with practical insights on how to systemize hiring from start to finish. Whether you're in construction, manufacturing, or any people-driven industry, this conversation reveals how a process-driven approach to hiring boosts loyalty, performance, and long-term success.…

Systems Simplified

1
How Jan Southern Prepares Family-Owned Businesses for a Smooth Exit 24:26

לפני 9 weeks24:26

24:26

In This Episode What happens when family and business mix? For Jan Southern, the answer depends on whether your business puts family first—or prioritizes business outcomes. In this conversation with host Adi Klevit, Jan shares how family-run businesses can thrive with the right systems in place. She explains why exit planning should begin at the moment a company is founded, how early preparation protects against unexpected events, and what it takes to transition leadership—whether internally to the next generation or externally to a buyer. Her experience spans both large corporations and small family-run firms, giving her unique insight into scalable systems. Jan also details the steps she takes to optimize business processes, improve profitability, and build value. From identifying inefficiencies to increasing company valuation through documentation, she shows how systems thinking drives better exits. Whether planning for succession or preparing for acquisition, this episode offers a playbook for long-term continuity and success.…

Systems Simplified

1
Scaling a Purpose-Driven Law Firm Through Systems and Culture… with Brian LaBovick 34:00

לפני 9 weeks34:00

34:00

In This Episode Most business owners say they want to grow, but few are willing to let go of the identity that made them successful. In this dynamic conversation, Adi Klevit interviews Brian LaBovick about his powerful journey from being a passionate trial lawyer to a systems-oriented CEO. Brian reveals how his firm hit a plateau—until he had the courage to delegate legal work, define his core values, and focus on building an organization instead of doing all the work himself. They dive into the emotional and strategic aspects of stepping out of day-to-day operations, from the fear of letting go to the discipline required to truly empower a team. Brian emphasizes how aligning systems with culture creates a sustainable business that can scale—and one that brings lasting value, both to clients and future buyers. Whether you’re stuck in the technician mindset or ready to become the visionary your company needs, this episode is packed with wisdom and actionable insight.…

Systems Simplified

1
Unlocking Business Efficiency: Diane Mentzer on Role Clarity and Process Alignment 21:15

לפני 9 weeks21:15

21:15

In This Episode What if nearly half your team didn’t know what they were supposed to be doing? That’s the shocking statistic Diane Mentzer shares in this insightful follow-up conversation with Adi Klevit. Together, they explore the intersection of clearly defined roles and well-documented processes—and how that combination leads to higher productivity, better collaboration, and increased profit. Diane shares a compelling story of a leadership team that transformed its culture and output in just 30 days after gaining role clarity. She explains why hand-offs often fail, how documentation prevents breakdowns, and how creating a shared understanding between departments like sales and production leads to fewer mistakes and more revenue opportunities. Throughout the episode, Adi and Diane highlight the ripple effects of clear systems: more empowered employees, greater transparency, and faster execution. Whether it’s using sales recordings for cross-training or building a centralized knowledge base, they break down the small tweaks that lead to big organizational wins.…

Systems Simplified

1
How Kasim Aslam Turned 100 Failures Into Scalable Success Through Systems 26:46

לפני 10 weeks26:46

26:46

In This Episode What does it really take to build and sell a business? According to Kasim Aslam, it’s a mix of grit, obsession, and systems—lots of them. In this insightful conversation, Adi Klevit interviews Kasim about his entrepreneurial journey from humble beginnings to scaling and exiting a top Google Ads agency. Kasim shares how relentless effort and willingness to fail propelled him to success—but also emphasizes that sustainable growth only happens when you replace hustle with systems. He outlines how to replicate success by systematizing each win before moving on to the next challenge. They dive deep into the M&A process, with Kasim offering hard-earned wisdom on what private equity buyers really care about (hint: if it can’t go in a spreadsheet, it doesn’t exist). He explains how systems—not just talent—determined which departments survived post-acquisition, and why strategic partnerships with system alignment might yield better long-term outcomes than traditional exits.…

Systems Simplified

1
Systemizing Authentic PR Campaigns for Long-Term Growth With Senja Spelman 30:47

לפני 10 weeks30:47

30:47

In This Episode What does authentic public relations actually look like in practice? In this conversation, Adi Klevit speaks with Senja Spelman about how to build powerful marketing systems rooted in purpose, not just promotion. Senja shares her journey from working in dental and disaster restoration to becoming a sought-after PR leader in home improvement. She highlights how storytelling, local partnerships, and authenticity have helped scale brands while staying true to their values. One standout initiative—Baths for the Brave—showcases how thoughtful PR can drive national recognition and meaningful change. Together, Adi and Senja explore the systems behind consistent community engagement, how to identify causes aligned with company values, and why retention and recruitment often benefit just as much as brand reputation. If you’re looking to build a marketing strategy that resonates and drives results, this episode is packed with actionable insights.…

Systems Simplified

1
Why Systems Sell: Claudio Vilas on Making Your Business Private Equity-Ready 24:06

לפני 10 weeks24:06

24:06

In This Episode When it comes to selling your business, systems are everything. In this engaging conversation, Claudio Vilas joins host Adi Klevit to break down the essential steps for preparing a business to be sold—especially to private equity. Claudio explains how structuring your company with clean financials and transferable processes can dramatically increase its value. He walks through common deal structures, including the benefits of taking “chips off the table” while reinvesting for a second payday. Claudio also shares who private equity is not for and what disqualifies a business from being attractive to professional buyers. This episode is a practical guide for any business owner considering an exit. With a strong focus on financial discipline and operational systems, Claudio and Adi outline how to build a business that thrives—with or without its founder.…

Systems Simplified

1
Building Profitable Exits Through Process-Driven Business Sales With David Barnett 32:08

לפני 11 weeks32:08

32:08

In This Episode What if selling your business felt more like a calculated strategy than a hopeful gamble? In this episode of the System Simplified podcast, host Adi Klevit talks with business consultant and author David Barnett about the hidden complexities of buying and selling small businesses—and how systems play a pivotal role in both. David shares his journey from frustrated business broker to process-driven consultant, offering a behind-the-scenes look at what really drives successful business transactions. He breaks down the seller’s journey into distinct phases: from valuation and packaging to buyer interaction and due diligence. David also reveals how lack of documentation and disorganized operations can derail a deal—or significantly lower a company’s value. This episode is packed with practical advice for both business owners looking to exit and buyers looking for peace of mind.…

Systems Simplified

1
The Leaf Strategy in Action: Building a Lead-Generating Machine on YouTube with Nate Woodbury 27:07

לפני 11 weeks27:07

27:07

In This Episode: Tired of chasing viral fame that doesn’t move the needle? Nate Woodbury shares a smarter path. In this episode of the Systems Simplified podcast, host Adi Klevit talks with Nate about using YouTube as a repeatable, scalable lead generation system. Nate walks us through his unique “Leaf Strategy,” a method that identifies hyper-specific, frequently searched questions and answers them in short-form video content—effectively placing your expertise right where your ideal customer is already looking. They also discuss the misconception that going viral is the goal. Instead, Nate emphasizes marketing over nurturing: focusing on visibility to new audiences rather than simply engaging existing followers. He breaks down the process he’s refined over 11+ years—everything from planning, scripting (or avoiding it), filming, and optimizing video content that delivers leads without needing paid promotion or backlinking. Whether you're a seasoned business owner or new to YouTube, this episode shows how a systematized content strategy can build authority, increase visibility, and generate consistent leads with less effort than you might expect.…

Systems Simplified

1
How Burt Copeland Helps CEOs Avoid Financial Collapse and Build Profitable Systems 33:34

לפני 11 weeks33:34

33:34

In This Episode What happens when a thriving business suddenly loses 86% of its revenue in just four weeks? Burt Copeland knows firsthand—and he turned that crisis into a calling. In this engaging episode, host Adi Klevit interviews Burt about the near-collapse of his construction company in 2008 and how that life-altering event led to founding New Life CFO. Together, they explore why financial systems and processes are critical to long-term business health and how most CEOs overlook key risks by focusing too much on sales and too little on operations. From diagnosing margin issues to leveraging financial reporting for deeper operational insight, Burt shares actionable strategies business owners can implement to strengthen foundations before scaling. He also reveals the surprising power of letting go—why documenting your knowledge and stepping back from day-to-day roles can dramatically increase a company’s valuation and readiness for exit.…

Systems Simplified

1
Designing Systems for Life and Business Success With Suzie Hall 21:51

לפני 12 weeks21:51

21:51

In This Episode What if your lowest point in life was actually your greatest opportunity? In this inspiring episode of the Systems Simplified podcast, host Adi Klevit welcomes back Suzie Hall to discuss her powerful personal and professional transformation. Suzie shares how she turned betrayal and upheaval into a "halftime" moment—resetting her mindset, rebuilding her life, and designing her path to joy, abundance, and a tenfold business expansion. Suzie opens up about the systems she put in place, both internally and externally. From outsourcing design work to developing a daily “morning groove,” she describes how intentional structure gave her the foundation to grow—and to lead with authenticity. Suzie also emphasizes the importance of choosing high-quality inputs, surrounding yourself with the right people, and playing the long game by designing your life backwards from the outcomes you want. This episode is not just a story—it’s a blueprint for entrepreneurs ready to shift from survival to design, from smallness to expansion.…

Systems Simplified

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Building a Self-Running Business: Len Oppenheimer’s Journey to Operational Freedom 23:43

לפני 13 weeks23:43

23:43

In This Episode What if the key to unlocking business growth is documenting what’s already in your head? In this uplifting episode of Systems Simplified, host Adi Klevit talks with Len Oppenheimer about his transformational journey from being deeply entrenched in daily operations to building a business that runs without him. Len shares how Golden Box, a family-founded packaging company, scaled from a kitchen-table venture to a structured, scalable organization by implementing repeatable systems. Through a candid conversation, Len outlines how documenting SOPs changed everything—from onboarding his first long-term employee to attracting top-tier leadership. He shares how defining core processes not only improved efficiency but also reinforced the company's family-oriented culture—even without family in the business. For entrepreneurs considering that next leap, Len’s insights on achieving what he calls the “Return on Freedom” are both practical and inspiring.…

Systems Simplified

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Humanizing AI: How to Use Tech to Strengthen Business Relationships With Victor Cho 24:32

לפני 13 weeks24:32

24:32

In This Episode In this episode of the Systems Simplified podcast, Adi Klevit sits down with Victor Cho to discuss the balance between artificial intelligence and authentic human interaction. They explore the practical systems that businesses can implement to nurture deeper relationships using asynchronous, video-based tools like Emovid. Adi and Victor delve into how these systems support remote work, hiring, and ongoing communication, all while reinforcing trust and saving time. They also tackle the broader implications of AI in society and how systems thinking, emotional intelligence, and purposeful leadership can shape a human-centered technological future.…

Systems Simplified

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How to Build Repeatable Marketing Systems With Jay Berkowitz 40:48

לפני 13 weeks40:48

40:48

In This Episode What happens when you combine decades of marketing expertise with a deep appreciation for systems? You get Jay Berkowitz’s framework for helping law firms grow through scalable, data-driven marketing strategies. In this episode of the Systems Simplified podcast, Adi Klevit sits down with Jay to break down the Ten Golden Rules of Online Marketing. They discuss why online marketing is both art and science, and how building a repeatable system—from SEO to intake follow-ups—can turn clicks into paying clients. Jay shares his law firm growth formula, explains the importance of tracking every touchpoint, and emphasizes the role of processes in client experience and referral generation.…

Systems Simplified

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Scaling With Simplicity: How Kate Guillen Systemized Her Business and Helped Others Do the Same 26:14

לפני 14 weeks26:14

26:14

In This Episode When your business starts growing faster than you can manage, what’s your next move? For Kate Guillen, the answer was systems. In this episode of the Systems Simplified podcast, Adi Klevit speaks with Kate about how she scaled Simplicity Ops by embedding systems, workflows, and automation into every layer of her business. Kate explains how she turned her CRM into the central hub of operations, leveraged AI tools for documentation and client communication, and built an online learning platform that allowed her to triple her client load without sacrificing quality. Together, they unpack how even service-based businesses can grow without becoming chaotic—if you build the right systems.…

Systems Simplified

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The Process-Driven Path to Marketing Impact With Rajat Kapur 22:19

לפני 15 weeks22:19

22:19

In This Episode Is your marketing producing real ROI—or just noise? Rajat Kapur joins Adi Klevit to unpack the most common mistakes businesses make in marketing strategy and execution. He explains why so many companies waste money on quick fixes, how to craft a true unique value proposition, and the power of understanding your buyer’s decision process. Rajat also highlights the importance of systems—both in marketing and business overall—and why even creatives should embrace process if they want to scale. This is a must-listen for any business leader looking to grow with intention.…

Systems Simplified

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Why Systemizing Mindset, Values, and Exit Strategy Matters With Briana Hetherington 26:44

לפני 15 weeks26:44

26:44

In This Episode What happens when a high-achieving marketing executive transforms her burnout into a mission to help others build sustainable, people-centered companies? In this episode of the Systems Simplified podcast, Adi Klevit talks with Briana Hetherington about how systems, core values, and mindset work together to create thriving learning organizations. They discuss how Briana supports contractors with Altruistic Advisory, the crucial steps to preparing a company for exit, and the power of documenting processes to ensure consistency, scalability, and retention. Briana also shares how business owners can reprogram daily habits and team behavior by aligning culture with core values and continual learning.…

Systems Simplified

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How Systems Create Successful Deals: Process-Driven Negotiation With Corey Kupfer 23:43

לפני 15 weeks23:43

23:43

In This Episode What makes a successful negotiator? It’s not just tactics or sharp suits — it’s structure, mindset, and clarity. In this episode of the Systems Simplified podcast, Adi Klevit speaks with dealmaker and legal strategist Corey Kupfer about the systems that power high-level negotiations and business growth. They discuss how to prepare for deals before they happen, including the creation of digital data rooms, legal checklists, and due diligence workflows. Corey shares his three-part framework — Clarity, Detachment, and Equilibrium — which forms the foundation of his book Authentic Negotiating, and explains how business owners can use systems to build confidence, reduce risk, and scale responsibly. The conversation is filled with practical insights for entrepreneurs preparing for partnerships, fundraising, or future exits.…

Systems Simplified

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From Legacy to Leadership: Systemizing a Family Business With Leah Bitar 21:02

לפני 15 weeks21:02

21:02

In This Episode In this episode of the Systems Simplified podcast, Adi Klevit interviews Leah Bitar about scaling a family-owned construction business using intentional systems and modern strategies. Leah shares how growing up in the business shaped her leadership mindset and how breaking generational assumptions around marketing and delegation helped unlock significant growth. She also discusses how planning for transitions, attending conferences, and documenting expectations foster team accountability and long-term success.…

Systems Simplified

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Why Systemizing Employee Wellness is Essential for Business Growth With Danielle Dinkelman 24:05

לפני 16 weeks24:05

24:05

In This Episode What if helping your employees feel healthier could also help your business grow? In today’s conversation, Danielle Dinkelman shares the behind-the-scenes story of how she went from a music studio owner to an expert in employee wellness coaching. She explains why traditional employee assistance programs (EAPs) often fail to get engagement and how small businesses can implement meaningful wellness initiatives that employees actually use. Danielle discusses how wellness programs bridge the gap between personal wellbeing and professional performance, the mindset leaders need to successfully introduce such programs, and why wellness is no longer just a "nice to have" — it's a business necessity. Adi and Danielle also dive into how ACW Coaching designs customized, HIPAA-compliant programs that integrate seamlessly into a company's existing culture, fostering healthier individuals and stronger organizations.…

Systems Simplified

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Creating a Culture of Accountability for Long-Term Growth With Eric Albertson 29:07

לפני 16 weeks29:07

29:07

In This Episode What is accountability, really—and how do you build a culture where it thrives? In this powerful episode of System Simplified, Eric Albertson draws from decades of coaching entrepreneurial leadership teams to break down the misunderstood and often mismanaged concept of accountability. Eric explains how most businesses suffer from a lack of shared understanding between leadership and employees. He emphasizes the critical need for clearly written agreements and defined processes to establish trust and ensure consistent results. Adi and Eric also explore why leaders must model accountability themselves and how the process of teaching it across an organization can take time but yield tremendous returns. Together, they make the case for using systems as the foundation for accountability—empowering team members to speak up, fix broken processes, and hold each other to clear, achievable standards.…

Systems Simplified

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From Founder Dependency to Freedom: Dan Kuschell’s Proven Growth Strategy 30:02

לפני 18 weeks30:02

30:02

In This Episode Dan Kuschell joins Adi Klevit to share how founders can scale businesses without burnout by implementing simple yet powerful systems. Drawing on his 30+ years of entrepreneurial experience, Dan outlines his five-pillar framework to build a business that generates quality leads, closes sales faster, and creates operational freedom. They explore why the “know, like, trust” model is outdated and how shifting to “know, respect, trust” better reflects modern buyer psychology. Dan explains how to use connection campaigns, lead machines, and education-based conversion to move prospects from cold to converted without relying entirely on the founder. Dan also shares how Google’s research backs his approach and why founders must romance prospects like humans—not transactions. He closes with advice on scaling through automation and systemization while maintaining personal wellbeing and balance.…

Systems Simplified

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The Operational Playbook Behind Scott Berman’s Home Improvement Success 28:34

לפני 18 weeks28:34

28:34

In This Episode Scott Berman shares the full arc of his entrepreneurial journey—from running a struggling startup to leading one of the top home improvement companies in the U.S. In a candid discussion, Scott walks through the operational pitfalls that led to his first company’s bankruptcy and the hard-earned lessons that fueled his comeback. He emphasizes the importance of systems, structure, and staying out of the way as a visionary leader. Scott explains why growth without process will only amplify a company’s weaknesses, and how businesses must break and rebuild their systems regularly to keep improving. Scott also introduces HeavySet Technologies, a powerful AI-driven scheduling platform that automates lead conversion and improves marketing ROI. Throughout the conversation, he shares real-world examples, team accountability insights, and a clear process for building a profitable, scalable business.…

Systems Simplified

1
From Values to Visibility: Systematizing Brand Messaging With David Meyer 27:00

לפני 18 weeks27:00

27:00

What happens when your company’s mission and marketing don’t speak the same language? David Meyer explains the breakdown he sees all too often: businesses spend time clarifying their vision and values—only to fall flat in their marketing communication. In this episode, he shares how to craft messaging that resonates with customers, reflects company purpose, and drives action. David outlines a practical framework to align marketing with business strategy. From identifying your unique value to crafting a clear, benefit-driven message in the customer’s language, he reveals the essential components of effective brand communication. He also dives into emotional resonance in messaging, explaining why people make buying decisions with their hearts—and justify them later with logic. Plus, David shares how companies can think beyond one marketing quarter at a time and create a roadmap that ties every initiative back to core business goals.…

Systems Simplified

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How To Productize Your Services for Recurring Revenue With Nancy Fox 31:03

לפני 18 weeks31:03

31:03

What does it take to productize a service without losing the human touch? In this episode of the System Simplified podcast, Nancy Fox explains how consultants, coaches, and fractional executives can shift from time-based work to scalable, subscription-based business models using productized offerings. Nancy breaks down the difference between bespoke services and productized systems — and how you can systematize your expertise into roadmaps, methodologies, assessments, or subscription tools that deliver repeatable results. She also explains why productized services not only create more consistent revenue but also increase the long-term value and sellability of a business. Adi and Nancy explore multiple real-world examples, including how a plumbing consultant could build a repeatable upsell system or how a strategic advisor might develop a predictive scenarioplanning tool. Whether you’re a solopreneur or a fractional executive, this episode offers actionable ideas to shift from one-to-one delivery to scalable, systematized growth.…

Systems Simplified

1
Scaling With Purpose: Profit First Systems and Processes With Rocky Lalvani 34:57

לפני 19 weeks34:57

34:57

Rocky Lalvani is the Founder and CFO of Profit Comes First, which advises coachable, forward-thinking business owners to boost their companies’ profits. As a certified Profit First Professional, he implements Mike Michalowicz's Profit First System to help clients maximize their profit potential. Rocky is also the host of the Richer Soul podcast and the Profit Answer Man podcast. In this episode: Many business owners are great at delivering their product or service, but when it comes to managing profitability and cash flow, they’re often flying blind. They may experience growth, but money still feels tight, and financial clarity remains elusive. How can leaders build systems that ensure sustainable growth and healthy profits? Profitability and cash flow expert Rocky Lalvani explains that overlooked financial systems can cause hidden inefficiencies and missed opportunities. Using a structured approach — like the Profit First system — can help owners allocate funds, manage expenses, and prioritize profitability from the start. Additionally, entrepreneurs can analyze their financial health in areas including revenue generation, profitability, and cash flow. By aligning employee metrics with profitability, optimizing pricing, and building scalable processes, business owners can enhance these areas. In this episode of Systems Simplified, Adi Klevit sits down with Rocky Lalvani, the Founder and CFO of Profit Comes First, to discuss building systems that boost profitability. Rocky shares the difference between scaling and growing, why many businesses grow themselves into cash crises, and how to embed a profit-minded culture throughout an organization.…

Systems Simplified

1
Building Seamless Systems: How To Empower Your Second-In-Command With Diane Mentzer 22:40

לפני 20 weeks22:40

22:40

Diane Mentzer is the Founder of Diane Integrates, LLC, where she serves as a business operations advisor and COO coach to help visionary CEOs and founders operationalize their businesses for growth. With over two decades of experience as a second-in-command, she supports top leaders in implementing incremental changes that enhance operations, reduce staff stress, and lower risk. Diane is certified as a Project Management Professional (PMP) and a Catipult Business Coach and has completed the EOS Integrator Masterclass. In this episode: The momentum gained during business growth can fuel long-term sustainability yet spark internal confusion. Roles blur, operations become reactive, and the founder often ends up entangled in day-to-day tasks they hoped to escape. How can business owners regain clarity and scale sustainably without burning out themselves or their teams? Second-in-command Diane Mentzer recommends building clear systems around people and processes. This requires identifying your ideal lifestyle and vision for your business and reverse-engineering the operational structure to support these goals. Through role clarity assessments, time tracking, and delegation mapping, you can identify a second-in-command, prevent overlap, and empower existing team members. In this week’s episode of Systems Simplified, Diane Mentzer, the Founder, Business Operations Advisor, and COO Coach at Diane Integrates, joins Adi Klevit to discuss building systems for operational clarity. Diane talks about integrating strategic planning and role-based KPIs, how to evaluate delegation and team structure, and why a COO may not be necessary for small businesses.…

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Building Scalable Support Systems for Mission-Driven Leaders With Shmuly Rothman