Systems Simplified

Lewis Schiff is the Chairman of the Board of Experts at Birthing of Giants, a fellowship program that helps business owners create, nurture, and scale companies. Lewis also founded Inc. Magazine's Business Owners Council, where he interviewed some of the most accomplished entrepreneurs in the world. Over the past two decades, Lewis has built — and sold — two media businesses to publicly traded companies. In addition to this, he is the author and co-author of several books, including The First Habit and Business Brilliant.

What does it take to build a strong company? How can you take hold of your entrepreneurial vision and increase your growth potential?

Lewis Schiff helps entrepreneurs across various industries turn their business brilliance into leadership brilliance. According to Lewis, business owners need to do more of what they're good at and less of what they're bad at. As he says, this will help them take their careers and companies to the next level. Want to learn more?

In this episode of the Systems Simplified podcast, Adi Klevit talks with Lewis Schiff, Chairman of the Board of Experts at Birthing of Giants, about how to become a brilliant leader and grow a strong business. Lewis discusses his strategies for scaling while avoiding burnout, the traits of a successful entrepreneur, and the importance of putting systems in place when building your business. Stay tuned!

Sunny Sassaman is the Founder of ADR Group NW, a firm that provides conflict management and dispute resolution services. She is a Conflict Management and Dispute Resolution Consultant who began mediating professionally in 1999, and she is also the Founder and Owner of Common Ground Mediation Services LLC.

Sunny has a Master's in Negotiation and Conflict Management, and Peace Building from California State University Dominguez Hills. In addition to over 20 years of private practice, her resume includes teaching for the University of Hawaii and Washington State University-Vancouver, associate director for a non-profit, and conciliation counselor. Her clients include federal and county governments, health care organizations, non-profits, K-12 schools, small businesses, and individuals.

Sunny is a past President of the Association for Conflict Resolution and she is currently on the Board and serves as the Vice President for Oregon Mediation Association.

Do you have a toxic work environment? Do you often find yourself trying to resolve conflicts among your employees? More importantly, do you have a good system in place for dispute resolution within your company?

Sunny Sassaman, the Founder of ADR Group NW, believes that there is no one size fits all when it comes to developing a good dispute resolution system for a workplace. Company culture is always the main consideration when building out this system because it helps determine how well team members relate to one another and how issues can be resolved within the team. But Sunny explains that it is always best for organizations to have a neutral and trustworthy third part to help mediate conflict. Why? Because this not only helps put things into perspective, it also makes the conversation more inclusive and offers potential solutions that the team might otherwise miss.

On this episode of the Systems Simplified podcast, Adi Klevit is joined by Sunny Sassaman, the Founder of ADR Group NW, to talk about developing a good dispute resolution system in organizations. Sunny differentiates between a toxic and non-toxic work environment, discusses the importance of getting an outside mediator, and shares examples of conflicts she has helped resolve. Stay tuned.

Ashley Micciche is the CEO of True North Retirement Advisors, an independent financial advisory firm managing over $300 million in client assets. She specializes in designing, building, and implementing custom exit plans to help business owners effectively exit their businesses and retire with financial security. Ashley is on a mission to successfully transition 300 small business owners into retirement in the next 10 years. She also hosts the One Minute Retirement Tip podcast and runs True North Retirement Advisors' YouTube channel.

Are you a business owner looking to exit your business and successfully retire in the near future? If so, do you know the right ways to prepare your business for a smooth and successful exit?

Ashley Micciche, the CEO of True North Retirement Advisors, helps business owners effectively prepare to exit their businesses and retire with financial security. As she says, it's important for business owners to prepare early. This way, they can identify how much their businesses are worth before making an exit and establish an exit date that works for them. Today, Ashley is here to share her exit strategies and tips for successfully preparing for a meaningful retirement.

On this episode of the Systems Simplified podcast, Adi Klevit is joined by Ashley Micciche, the CEO of True North Retirement Advisors, to discuss Ashley's step-by-step exit strategy for business owners who are looking to retire with financial security. Together, they talk about how to find a business successor, Ashley's tips for establishing an exit date, and the benefits of financial planning before making an exit. Stay tuned.

Adi Klevit is the Founder and CEO of Business Success Consulting Group, an organization that provides businesses with the infrastructure, processes, and systems they need to thrive. Adi and her team help companies scale up, transfer knowledge, and prepare for succession. Adi has over 25 years of experience as a trained industrial engineer, management consultant, and business executive.

Do you have a system for documenting the core processes of your business? Do you know the most important parts of the documentation process?

According to Adi Klevit, you should document all of your company's core processes in order to build a great business. She advises you to start by identifying your unique systems and writing them down to determine what is most important to your business. Then, you can break those main processes up into smaller notes, checklists, and videos.

On this episode of the Systems Simplified podcast, Adi Klevit, the Founder and CEO of Business Success Consulting Group, is interviewed by Dr. Jeremy Weisz, the Co-founder of Rise25, about the core processes that every business should document. Adi shares her step-by-step guide for effectively documenting systems and explains how to use flow charts in the documentation process. Stay tuned.

Mimi Banks is the Founder of MB Social, a boutique social media agency focusing on beauty, luxury, and lifestyle markets. She has more than 20 years of global experience in the beauty industry and has worked in the US, France, and Israel. Mimi spent the majority of her career at L'Oréal, where she led social media for Lancôme. She is a forward-thinking and results-driven social media guru who believes in community building through storytelling, authentic content, and real relationships.

Do you have the right systems and processes in place for managing your social media platforms? What are the benefits of documenting your brand's processes and building an engaging social media community?

As an expert in all things social media marketing, Mimi Banks knows the value of systemizing processes. She understands that managing social media can be overwhelming, and that's why she suggests that businesses implement the right processes to handle such tasks. At her company, Mimi has built templates and checklists to help her team effectively manage their clients' social media accounts. Today, she's here to share those tips.

On this episode of the Systems Simplified podcast, Adi Klevit is joined by Mimi Banks, the Founder of MB Social, to talk about the importance of systemizing your social media marketing. Together, they discuss the connection between strategy and execution, the value of client onboarding checklists, and Mimi's top social media advice and tools. Stay tuned.

Alice Tang is a Partner and the Vice President of BPG Wealth Management LLC, a full-service multi-generational financial planning firm that serves as a strategic partner in helping to create financial independence and confidence through the most crucial stages of life. Alice has been with BPG for over 14 years and was previously a Financial Advisor at John Hancock Financial Services.

Along with her experience in financial planning, Alice Tang is a renowned keynote speaker focused on helping women take control of their finances. She is a member of many organizations, including the Woman Advisory Board, National Speakers Organization, and WIFS National.

How can you expand your professional network? Where do you start when looking to gain referral partners? Is money the most important thing in life? Alice Tang doesn't think so.

Alice Tang came to America in 1994 on a work visa. After years of cold calling, she landed at a financial planning firm and discovered her passion for advising and teaching others about gaining financial literacy. She now speaks at major events about improving your life, network, and money confidence and is here to share her top tips with you.

On this episode of the Systems Simplified Podcast, Adi Klevit has a conversation with Partner and Vice President at BPG Wealth Management, Alice Tang, about improving your relationships while maintaining success. They discuss how to pay it forward, why you should have a center of influence, why networking is like a system, and much more. You won't want to miss this inspiring episode!

Cathy Baillargeon is the Founder and CEO of Virtual Cathy, a virtual assistant company providing personal and affordable administrative assistant services for businesses. Before Cathy started her company three years ago, she was a Consulting Associate at Salsbury & Co.

Cathy also has an extensive background in nursing and healthcare management. She was the Director of Coordination and Donor Services at MedCure, Inc., an Occupational Health Technician and Medical Assistant at Lower Columbia Occupational Health, and a Medical Assistant at Vancouver Allergy and Asthma Clinic.

Are you a business owner struggling to keep up with your emails, scheduling, and other administrative tasks? Can your processes and procedures be organized and improved? Then it might be time to get a virtual assistant, and Cathy Baillargeon can tell you why.

Cathy Baillargeon is the Founder and CEO of Virtual Cathy, a virtual assistant company providing personal and affordable administrative assistant services to businesses. She's an expert in finding the right solutions for busy business owners, having over 15 years of experience in management. She's here to tell you all about it and give you tips on organizing your business along the way.

On this episode of the Systems Simplified Podcast, Adi Klevit has a conversation with the Founder and CEO of Virtual Cathy, Cathy Baillargeon, all about the benefits of virtual assistants. They discuss what virtual assistants can do for your business, effectively documenting processes and procedures, how processes can implement company culture, and much more. Stay tuned!

Ross Seligman is the Co-founder of Sphere, an innovative tool for the real estate industry that allows agents and teams to close more homes and work smarter, not harder. Ross is also the Principal Real Estate Broker at Living Room Realty. He started Sphere after becoming frustrated when trying to scale his real estate business. Before going into real estate, Ross performed as the Musical Director and Guitarist in the Broadway production and national tour of A Night with Janis Joplin.

How can systems lead to successful growth and scaling? How did a Broadway musician become the Founder of an effective system and tool for the real estate agency? Meet Ross Seligman.

Ross was an overwhelmed and frustrated real estate agent, struggling to keep up with his workload while also growing his business. That's when he co-founded Sphere, a tool that helps real estate agents and teams work smarter and take their businesses to the next level. With Sphere, he aims to help agents build successful agencies without the software pile-up and overwhelming workloads of the past. Now, he's here to tell you how and — give you tips on improving your systems along the way.

On this episode of the Systems Simplified podcast, Adi Klevit talks with Ross Seligman, the Co-founder of Sphere and Principal Real Estate Broker at Living Room Realty. Together, they discuss what inspired Ross to create a system for the real estate industry, the productivity patterns that emerge in successful agents, and how systems promote growth and success. Stay tuned!

Carl Cox is the Founder and CEO of 40 Strategy, a strategic planning consulting firm where he helps organizations from around the world navigate their internal practices. With over 15 years of executive leadership experience, he remains a trusted advisor to many high-level organizations due to his proven practices in facilitation, navigation, and scenario planning. In addition to this, Carl is the host of the Measure Success Podcast, where he interviews top business leaders.

How important are systems when it comes to scaling your business? What can an effective strategy do to transform your success as a business owner? Carl Cox can tell you.

As the Founder and CEO of 40 Strategy, a strategic planning consulting firm, Carl has expertly crafted his strategic skills. He knows what it takes to support teams and extract the best thinking so businesses can scale and succeed. Now, he's here to share his top tips and tricks for executing an effective strategy — and mention some of his favorite books along the way.

On this episode of the Systems Simplified podcast, Adi Klevit has a conversation with the Founder and CEO of 40 Strategy, Carl Cox. Together, they discuss the relationship between strategy and purpose, how systems help with scalability, and Carl's strategic process for businesses. Carl also talks about his upcoming book and shares some of his favorite reads. Stay tuned!

Ben Childs is the Founder and President of Digital Reach Agency, an internet marketing firm that specializes in B2B demand generation and inbound marketing. Since founding Digital Reach in 2011, Ben has grown it into a revenue-focused agency that offers SEO and SEM services, web development, CRO, and more. Ben holds an Inbound Certification from HubSpot and is qualified in Google AdWords and Microsoft.

How can a fully remote team operate even better than a team in an office? Is there a way to boost your company culture with more than just virtual lunches and Slack messages? Ben Childs thinks so, and he's here to tell you why.

Ben Childs is the Founder and President of Digital Reach Agency, a firm focused on building revenue through SEO, paid search, and web development. Since starting his company from his apartment in San Francisco, Ben has grown Digital Reach to a 35-person remote team. He couldn't have achieved that scalability without seamless systems and great company culture, and now he's here to talk about his process.

On this episode of the Systems Simplified podcast, Adi Klevit talks with the Founder and President of Digital Reach Agency, Ben Childs. Together, they discuss how processes impact company culture, why systems are crucial for remote teams, the best strategies for navigating between software, and much more. Stay tuned!