Cybersecurity Processes Every Business Needs To Prevent Hacks and Scams With Sneer Rozenfeld

Systems Simplified

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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.

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/all-about-change">All About Change</a></span>

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All About Change

בטל רישום

לפני 4 ימיםלפני 4d ago

בטל רישום

חודשי+

How do we build an inclusive world? Hear intimate and in-depth conversations with changemakers on disability rights, youth mental health advocacy, prison reform, grassroots activism, and more. First-hand stories about activism, change, and courage from people who are changing the world: from how a teen mom became the Planned Parenthood CEO, to NBA player Kevin Love on mental health in professional sports, to Beetlejuice actress Geena Davis on Hollywood’s role in women’s rights. All About Change is hosted by Jay Ruderman, whose life’s work is seeking social justice and inclusion for people with disabilities worldwide. Join Jay as he interviews iconic guests who have gone through adversity and harnessed their experiences to better the world. This show ultimately offers the message of hope that we need to keep going. All About Change is a production of the Ruderman Family Foundation. Listen and subscribe to All About Change wherever you get podcasts. https://allaboutchangepodcast.com/

לפני שנה 27:39

MP3•בית הפרקים

In this episode:

With cyber threats and attacks becoming increasingly common in business environments, companies must protect sensitive data and operations. How can you implement effective security measures to defend against evolving cyber threats?

Cybersecurity professional Sneer Rozenfeld simplifies complex cybersecurity concepts to promote innovative defensive strategies. Cyber threats spread similarly to biological viruses, so traditional detection-based securities are no longer sufficient. By leveraging chaos algorithms — similar to weather prediction systems — and behavior analysis, companies can prevent cyberattacks from infiltrating their networks. Sneer also warns of sophisticated cyber scams, such as hackers posing as recruiters to exploit employees and gain system access, highlighting the importance of proactive security measures.

In this Systems Simplified episode, Adi Klevit chats with Sneer Rozenfeld, the CEO of Cyber 2.0, about how businesses can strengthen their cybersecurity systems. Sneer shares practical strategies for reducing cyber risks, explains the limitations of relying solely on employee training, and offers insights on integrating advanced security solutions to stay ahead of cybercriminals.

324 פרקים

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

Systems Simplified

Cybersecurity Processes Every Business Needs To Prevent Hacks and Scams With Sneer Rozenfeld

Systems Simplified

published לפני שנה

שתפו

MP3•בית הפרקים

In this episode:

324 פרקים

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

Alle episoder

Systems Simplified

1
How Systems Create Successful Deals: Process-Driven Negotiation With Corey Kupfer 23:43

לפני 1 day23:43

23:43

In This Episode What makes some dealmakers stand out while others struggle to close? According to Corey Kupfer, the difference is often systems—both internal and external. In this conversation, Corey unpacks his process-driven approach to negotiating deals. He explains how systems such as due diligence templates, internal training guides, and centralized data rooms not only streamline transactions but also add enterprise value and buyer confidence. Beyond the tangible tools, Corey emphasizes mindset systems. His framework of Clarity, Detachment, and Equilibrium helps negotiators operate from a place of strength and authenticity rather than ego or fear. Whether you’re preparing to sell, acquire, or simply lead with more confidence, this episode delivers essential takeaways on systemizing deal success.…

Systems Simplified

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

לפני 1 day21:02

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In This Episode What does it take to lead a family business to new heights in a competitive industry? In today’s conversation, Leah Bitar shares how she transitioned from working in her father’s construction company to co-owning and dramatically growing the business. She discusses the pivotal changes she made, including creating a new repair division, modernizing marketing efforts, and leveraging strategic learning from industry peers. Leah highlights the crucial role of systematizing business operations for efficiency, accountability, and sustainable growth. Her insights provide a roadmap for any entrepreneur looking to lead with adaptability, foresight, and a strong operational foundation.…

Systems Simplified

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

לפני 6 ימים24:05

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.…

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

לפני 8 ימים29:07

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.…

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

לפני 17 ימים30:02

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.…

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

לפני 17 ימים28:34

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.…

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

לפני 23 ימים27:00

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 23 ימים31:03

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

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

לפני 28 ימים34:57

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.…

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לפני 5 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.…

Systems Simplified

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Designing a Life Beyond Money: Systems for Entrepreneurial Freedom With Noah Rosenfarb 25:34

לפני 5 weeks25:34

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Building a Multimillion-Dollar Business With Systems and Smart Hiring With Brian Elias 29:48

לפני 7 weeks29:48

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Brian Elias is the Chief Imagination Officer at Refloor, America’s most trusted flooring company. He is also the Founder and CEO of Credit Card Rate Lending by Hunter Financial (CCRL) and the President of DontGo.com, a lead generation company. With over 25 years of experience in the home improvement industry, Brian has received the Legends of the Home Improvement Industry Award and the Remodeling Big50 Award. In 1988, he founded 1-800 Hansons, growing it from door-to-door sales into a nationally recognized $80 million home improvement company before selling it to private equity in 2017. In this episode: Managing a business can be overwhelming, especially when it feels like everything depends on you. Entrepreneurs often struggle to reach the next stage of growth because they lack clear processes, don’t hire the right people, and find themselves constantly putting out fires. How can business owners build a company that functions without their constant involvement? Seasoned entrepreneur Brian Elias has systemized and scaled multimillion-dollar companies. He emphasizes the importance of hiring employees who align with core values, implementing clear processes that eliminate guesswork, and structuring an organization so leaders can delegate effectively. Brian’s businesses have thrived through his focus on well-defined missions, building a strong team culture, and strategic leadership — allowing him to remove himself from day-to-day operations while still driving growth. In this episode of Systems Simplified, Adi Klevit talks with Brian Elias, the Chief Imagination Officer at Refloor, about building a scalable, self-sufficient company. He shares lessons from building his first company, how to systemize your business, and his first foray into sales.…

Systems Simplified

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How AI, Data, and Processes Drive Business Growth With Kevin Bonfield 24:31

לפני 7 weeks24:31

24:31

Kevin Bonfield is the Founder and Managing Partner of Concentre, a boutique consultancy partnering with mid-market, private equity-backed companies to propel growth, accelerate exits, and maximize returns. With over 20 years of management consulting, business development, and operations experience, he has advised clients, including Southwest Airlines and Tesla. Kevin is also the Co-owner of EcoClean Austin, an award-winning, environmentally friendly dry cleaner, and is a member of EO Dallas. In this episode: Some businesses face bottlenecks in their operations when scaling, like process inefficiencies and unstructured data. Without effective systems, growth can lead to increased costs rather than improved profitability. How can companies streamline operations, leverage data effectively, and integrate AI without creating more complexity? Business consultant Kevin Bonfield recommends establishing clear processes before automating, ensuring businesses capture and use data effectively. Companies should identify existing data in systems such as call center software before aligning it with their desired business outcomes. To improve process efficiency, you can also implement structured metrics like service level agreements (SLAs) and key performance indicators (KPIs). In this episode of Systems Simplified, Adi Klevit interviews Kevin Bonfield, Founder and Managing Partner at Concentre, about leveraging AI, data, and processes for business growth. Kevin explains how structured processes drive operational efficiency, the right way to integrate automation, and the role of data in decision-making.…

Systems Simplified

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Cybersecurity Systems That Every Business Needs To Stay Secure With Matthew Connor 33:41

לפני 8 weeks33:41

33:41

Matthew Connor is the Founder and CEO of CyberLynx, a company specializing in cybersecurity and professional IT services for growing businesses. He began his programming career at 12, working as a coder for his father’s company, which sparked his passion for technology. Previously known as Your IT Department, CyberLynx focuses on protecting businesses from ransomware while offering premium IT support. Before launching his company, Matthew served as a human intelligence officer in the US Army for 17 years. In this episode: Cyber threats are evolving rapidly, and many business owners feel overwhelmed by the risks. With cybercriminals using sophisticated AI-driven attacks, even small companies are vulnerable to data breaches, financial fraud, and operational shutdowns. How can businesses implement effective cybersecurity systems without breaking the bank? According to cybersecurity expert Matthew Connor, protecting a business from cyber threats starts with simple, affordable steps. Companies can implement AI-backed endpoint detection and response (EDR) systems to monitor threats in real time. Additionally, security operations centers allow you to receive alerts of potential threats and fraudsters. Matthew also highlights the need for continuous employee training to prevent human error, which accounts for most security breaches. In this episode of Systems Simplified , Adi Klevit interviews Matthew Connor, Founder and CEO of CyberLynx, about creating strong cybersecurity processes for businesses. Matthew shares tips for preventing phishing, best practices for email security, and why systemizing cybersecurity promotes long-term business resilience.…

Systems Simplified

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How Hiring Processes and Systems Drive Startup Growth With Eli Wachs 25:28

לפני 9 weeks25:28

25:28

Eli Wachs is the Co-founder and CEO of Footprint, a company revolutionizing digital identity verification and data privacy. He is also the Founder of Tech Fights Dobbs, a group of privacy and women’s health companies using technology to protect women post-Roe. Before founding Footprint and Tech Fights Dobbs, Eli founded two additional companies, including one that tracked infectious disease spread. In this episode: Hiring the right people and implementing efficient systems are critical for any startup’s success. Many early-stage companies struggle to define clear roles, leading to misalignment, inefficiencies, and slow growth. How can startups implement structured systems to scale efficiently? Identity fraud expert Eli Wachs emphasizes the importance of structured hiring and strategic systemization to maintain agility while scaling. Startups should hire with clear roles in mind rather than bringing on generalists without specific objectives. Eli also encourages startups to balance processes with flexibility, ensuring systems support growth rather than create unnecessary bureaucracy. In this episode of Systems Simplified, Adi Klevit chats with Eli Wachs, the Co-founder and CEO of Footprint, about how he scaled his identity fraud business using intentional systems. Eli talks about how Footprint prevents identity fraud, his method for hiring high-performing individuals, and how he balances remote and hybrid work with his team.…

Systems Simplified

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How to Systemize and Sell Your Business for Maximum Profit With Jodie Cook 29:59

לפני 9 weeks29:59

29:59

Jodie Cook is the Founder of Coachvox AI, a company that creates AI coaches based on thought leaders. In 2011, she established JC Social Media, a digital agency she sold in 2021 to begin coaching entrepreneurs. Recognized in Forbes ' 30 Under 30 list in 2017, Jodie contributes to Forbes as a senior writer on entrepreneurship and AI. She is also the author of The Ten Year Career: Reimagine Business, Design Your Life, Fast Track Your Freedom. In this episode: If you’re feeling stuck in your business, constantly handling every task yourself, it may be time to introduce systems and processes. Many entrepreneurs hesitate to implement structured workflows, fearing they may lose control or stifle creativity. How can systemizing your business give you more freedom while improving efficiency and profitability? Entrepreneur Jodie Cook faced this challenge while running her social media agency. Overwhelmed by daily operations and unable to take a break, she realized she needed a structured approach to scale. By documenting every task, delegating responsibilities, and creating standard operating procedures, Jodie transformed her agency into a self-sustaining business. This allowed her to sell the agency at a high multiple without a lengthy transition period. In today’s episode of System Simplified, Adi Klevit interviews Jodie Cook, Founder of Coachvox AI, about how she implemented structured systems to exit her business. Jodie shares the pivotal moment that forced her to delegate, the impact of well-documented processes on business valuation, and how she helps coaches scale through AI-powered coaching models.…

Systems Simplified

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Cybersecurity Processes Every Business Needs To Prevent Hacks and Scams With Sneer Rozenfeld 27:39

לפני 10 weeks27:39

27:39

Sneer Rozenfeld is the CEO of Cyber 2.0, a cybersecurity firm that prevents the spread of cyberattacks within organizational networks. Under his leadership, Cyber 2.0 has developed a unique approach to cybersecurity, applying biological models and chaos theory to enhance defense mechanisms. With over 20 years of experience in sales, Sneer has held senior-level positions, such as VP of Sales at Mobisec Technologies and Zoltrix. In this episode: With cyber threats and attacks becoming increasingly common in business environments, companies must protect sensitive data and operations. How can you implement effective security measures to defend against evolving cyber threats? Cybersecurity professional Sneer Rozenfeld simplifies complex cybersecurity concepts to promote innovative defensive strategies. Cyber threats spread similarly to biological viruses, so traditional detection-based securities are no longer sufficient. By leveraging chaos algorithms — similar to weather prediction systems — and behavior analysis, companies can prevent cyberattacks from infiltrating their networks. Sneer also warns of sophisticated cyber scams, such as hackers posing as recruiters to exploit employees and gain system access, highlighting the importance of proactive security measures. In this Systems Simplified episode, Adi Klevit chats with Sneer Rozenfeld, the CEO of Cyber 2.0, about how businesses can strengthen their cybersecurity systems. Sneer shares practical strategies for reducing cyber risks, explains the limitations of relying solely on employee training, and offers insights on integrating advanced security solutions to stay ahead of cybercriminals.…

Systems Simplified

1
The Eight Exit Stages: Building Systems for a Smooth Business Transition With Jerome Myers 24:32

לפני 11 weeks24:32

24:32

Jerome Myers is the Founder of Exit to Excellence, which guides founders through the business exit process. He is also the Founder and Real Estate General Partner at The Myers Development Group, LLC, which specializes in creating and executing strategic real estate investments. Previously, Jerome led a $20 million operation at a Fortune 500 company, where he advised on revenue growth, work-life balance, and philanthropy. Through his NEO Navigator program and DreamCatchers podcast, he guides founders through key life transitions to help them build lasting legacies and contribute to their communities. In this episode: Many business owners struggle transitioning from leading their company to life after an exit. This process involves more than just financial planning; it requires addressing emotional and practical challenges, including identity shifts and finding purpose beyond the business. How can entrepreneurs prepare for this transition effectively? Post-exit strategist Jerome Myers introduces his eight-exit transition system, which guides founders through key stages such as leaving employment, stepping away from daily operations, achieving a liquidity event, and creating a lasting legacy. He also highlights the six centers of doubt — identity, relationships, work, health, prosperity, and significance — that many entrepreneurs face after selling their businesses. By addressing these areas in order, founders can navigate their exit with confidence and clarity. Tune in to this episode of Systems Simplified as Adi Klevit interviews Jerome Myers, the Founder of Exit to Excellence, about transitioning to a post-exit lifestyle. Jerome talks about identifying his business niche, the process of exiting your business, and his trajectory through corporate America.…

Systems Simplified

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A Purposeful System for Entrepreneurship With Richard Walker 33:54

לפני 11 weeks33:54

33:54

Richard (Rich) Walker is the CEO of Quik!, which provides form automation and management solutions to help companies maximize efficiency and productivity. He has launched more than 10 companies and hosts The Customer Wins. Before founding Quik!, Rich was a Financial Planner at Cetera Investment Networks and a Business Consultant at Arthur Andersen. He is also the author of It’s My Life! I Can Change If I Want To. In this episode: Most entrepreneurs experience financial anxiety, especially when first beginning. This includes facing instability, uncertainty, and decreased sales periods. How can you shift your mindset to focus on fulfillment rather than financial performance? Veteran entrepreneur Rich Walker defines prosperity as impacting individuals and finding purpose in your entrepreneurial endeavors. Rather than approaching challenges as barriers, Rich recommends embracing them as opportunities to grow, allowing you to manage uncertainty and financial instability with confidence. Creating and documenting company-specific systems and processes is also crucial to navigate sales fluctuations. Join Adi Klevit in today’s episode of Systems Simplified as she chats with Richard (Rich) Walker, the CEO of Quik! about navigating entrepreneurship with confidence and fulfillment. He talks about his entrepreneurial wins and failures, the premise of his book, and how to identify your ideal customers.…

Systems Simplified

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Unlocking Low-Effort, High-Value Growth Systems With Mark Coudray 30:02

לפני 12 weeks30:02

30:02

Mark Coudray is the Founder and Principal Advisor of Catalyst Plan, a program that helps businesses achieve growth and profitability. He is also the Founder and Principal Advisor of Coudray Growth Technologies, a firm specializing in business coaching and consulting for the screen printing industry. With over five decades of experience, Mark began his career by establishing a screen printing business at the age of 19. He was also recognized as the Profit First Professional of the Year in 2019. In this episode: Many businesses struggle with sustainable growth, often facing challenges related to inefficiencies, cash flow management, or customer retention. Without the right systems in place, companies may find themselves in a cycle of stagnation and financial instability. How can businesses implement strategic processes to achieve long-term success with minimal effort? According to business growth expert Mark Coudray, achieving profitability and scalability requires a data-driven approach that focuses on optimizing operations and leveraging specific financial strategies. By implementing frameworks such as Profit First and his proprietary "physics of profit" model, businesses can improve cash flow, prioritize high-value opportunities, and create a roadmap for sustained growth. Mark emphasizes the importance of understanding customer behavior, refining operational efficiencies, and shifting from a reactive to a proactive mindset. In the latest episode of Systems Simplified , Mark Coudray, Founder and Principal Advisor of Catalyst Plan, joins Adi Klevit to discuss his strategies for accelerating business growth with little effort. Mark shares insights on using data analytics to drive decision-making, structuring operations for efficiency, and adopting value-based pricing to maximize profitability.…

Systems Simplified

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Systemize Your Health Like a Business With Dr. Nestor Rodriguez 28:53

לפני 13 weeks28:53

28:53

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.…

Systems Simplified

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The Franchise Fit: Navigating Franchising With Proven Systems With Adam Goldman 21:07

לפני 13 weeks21:07

21:07

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.…

Systems Simplified

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Reinventing the Healthcare System for Businesses With Chris Hamilton 29:20

לפני 14 weeks29:20

29:20

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.…

Systems Simplified

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Elevate Your Sales Process Using AI With Rick Kranz 36:36

לפני 15 weeks36:36

36:36

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.…

Systems Simplified

1
Building a Sellable Business Through Processes With John Warrillow 31:34

לפני 15 weeks31:34

31:34

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.…

Systems Simplified

1
Empowering Integrators: Processes To Prevent Burnout and Foster Collaboration With Rachel Lebowitz 20:35

לפני 16 weeks20:35

20:35

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.…

Systems Simplified

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Profit First for Creatives: Building Systems for Financial Growth With Christian Brim 25:14

לפני 17 weeks25:14

25:14

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.…

Systems Simplified

1
Unlocking the Sales Process Through Relationship Building With Diane Helbig 18:28

לפני 17 weeks18:28

18:28

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.…

Systems Simplified

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Building Systems for Effective Problem-Solving With Shmuly Rothman 49:07

לפני 18 weeks49:07

49:07

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.…

Systems Simplified

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A Buyer’s Guide To Documenting and Following Processes With Michael Richman 18:03

לפני 19 weeks18:03

18:03

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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