Systems Simplified

Veronica "Niki" Fielding is the CEO and President at Digital Brand Expressions (DBE), a digital marketing agency with 23 years of experience helping companies with SEO, analytics and integration alignment, and social media and paid search marketing. Niki and her team have worked with manufacturers, B2B brands, and Fortune 500 companies, including Aleve, the Ritz Carlton, Mitsubishi, and the Wall Street Journal. As an entrepreneur and executive, she is a recipient of the Best 50 Women in Business award. In this episode: Two of the most crucial components of business growth are task delegation and networking. Some entrepreneurs are particular about executing tasks, which inhibits their team from completing projects. Others limit their networking opportunities by only partnering with potential clients. What processes can you create to master both of these business development areas? As a recognized connector and seasoned entrepreneur, Veronica "Niki" Fielding has refined and honed many systems for delegation and business growth. She affirms that you should delegate difficult and time-consuming tasks to experts who can complete them efficiently. When documenting processes for delegation, you must consider evolving industry standards and provide your team with objectives and clear expectations, allowing them to govern the execution. Networking requires connecting with others who may not fit your client profile but can introduce you to potential clients. In this episode of Systems Simplified, Adi Klevit hosts the Founder and CEO of Digital Brand Expressions (DBE), Veronica "Niki" Fielding, to discuss task delegation and networking. Niki shares the issues entrepreneurs encounter when delegating, how she pioneered social and search marketing, and how to follow up with connections after networking events.

Bob Bedritis is the Founder and Managing Director of Oswego Private Wealth Management. As a Certified Exit Planner and Certified Retirement Counselor, he helps entrepreneurs become financially independent of their businesses. Before founding Oswego Private Wealth Management, Bob was the Senior Vice President at Merrill Lynch, the President of Paradigm Capital Group, and the CEO of M Securities. He has also served on various executive boards, including the Lake Oswego Chamber of Commerce. In this episode: For entrepreneurs who have built a business with a lasting legacy, finances may not be on their radars. However, financial management is an ongoing process, especially for business owners considering family succession. What systems should you leverage to manage your affairs effectively? Financial planner Bob Bedritis observed that 61% of business owners don't properly manage their wealth. This is because they lack the necessary systems to evaluate their finances, often making excuses for not implementing any processes. Bob's five-step wealth management process involves making informed financial decisions, mitigating taxes, leaving a monetary legacy for your family, and protecting your assets against litigation. By following his methods, business owners can efficiently manage their wealth and ensure a secure financial future for themselves and their families. On this installment of Systems Simplified, Adi Klevit welcomes Bob Bedritis, the Founder and Managing Director of Oswego Private Wealth Management, to discuss wealth management for legacy companies. Bob describes business owners' most universal financial issues, the difference between wealth managers and traditional financial advisors, and the barriers to implementing financial systems.

Ved Krishna is the Strategy Head of Pakka, a mission-driven company that builds and invests in sustainable packaging derived from agricultural residues. As the former Business Head and Vice Chairman, he has been with Pakka for over 14 years and has quadrupled the organization's size. Ved aims to cultivate a cleaner planet through global regenerative packaging solutions. In this episode: When launching a business, there are a multitude of factors to consider, including operations and launch. This initial overwhelm may cause entrepreneurs to view the process as limiting rather than embracing the possibilities. How can you alter your mindset by leveraging relevant systems to scale your company? With a mission to combat waste, innovator Ved Krishna went through multiple product evolutions and company iterations before learning to scale effectively. Launching an innovative product in a new market can pose significant risks, so Ved recommends introducing the item by addressing audience pain points. Once you've launched and are ready to scale, implement a gradual process to withdraw yourself from various departments by hiring subject experts who can solve pressing business problems. Tune in to this episode of Systems Simplified as Adi Klevit interviews Ved Krishna, the Strategy Head of Pakka, about his growth trajectory in sustainable packaging. Ved shares a process-oriented approach for firing yourself from your business, what inspires him, and how he instills purpose into his team.

Joe Siecinski is the Owner and Founder of BrainSHARE Business Mentors, a small business coaching firm that helps entrepreneurs create predictable and scalable companies. As a serial coaching entrepreneur, he has coached over 1,000 clients from various organizations within the private, public, and nonprofit sectors. Through programs, workshops, and specialized training, Joe mentors CEOs and executive teams to grow and expand their businesses. In this episode: During the early stages of entrepreneurship, you may find yourself assuming multiple roles to launch your business. Yet shifting frequently between various positions is highly inefficient and stunts growth. How can you allocate your time effectively to accelerate your company? Small business mentor Joe Siecinski has developed a calculated system to allow entrepreneurs to work on their companies rather than in them. The steps involve breaking down your goals into replicable processes to adjust your time allocations as you scale. To reallocate your time, Joe recommends beginning your day with a morning ritual, reviewing and planning your daily tasks, and scheduling breaks in between. If you're struggling to document these procedures, try recording each business component separately from a top-down approach. In this episode of Systems Simplified, Adi Klevit invites her guest Joe Siecinski, the Owner and Founder of BrainSHARE Business Mentors, to speak about restructuring your time to scale your business. Joe discusses how to update and refine existing processes, how he began coaching small businesses, and his advice for entrepreneurs who are hesitant to document systems.

Mindy Gibbins-Klein is a thought leadership coach working with business leaders to build credibility and authority. As a keynote speaker, trainer, and coach, she supports entrepreneurs, executives, and emerging leaders in their thought leadership journeys. Through various consulting companies, Mindy has helped more than 1,000 thought leaders publish books and articles, become sought-after speakers and podcast guests, and develop their profiles into brands. In this episode: The term "thought leadership" originated in the 90s, but thoughtful leadership developed as a method of measuring leaders' attributes through systems and processes. How can you hone your authoritative qualities to become a thoughtful leader? Author and renowned coach Mindy Gibbins-Klein strives to elevate thought leadership to the next level by impacting audiences through deliberately structured teachings. For instance, when executing a project, develop a systematic process that allows you to visualize the outcome through calculated planning. This may involve being vulnerable and transparent about the mental limitations preventing you from successful completion. In today's episode of Systems Simplified, thoughtful leadership coach Mindy Gibbins-Klein joins Adi Klevit to talk about the next level of thought leadership. Mindy discusses the mental roadblocks to process documentation, her social impact initiative, and why she moved to the UK to further her career.

Steve Ramona is the host of the Doing Business with A Servant's Heart podcast, which features stories from top business leaders about overcoming challenges and serving others. As a mentor, he works with various businesses to forge meaningful connections and share referrals. Steve specializes in helping professionals build thought leadership platforms, network through podcasts, and bring value to others. In this episode: Networking is a valuable business tool, but if you approach it like a sales pitch, you're not likely to form lasting connections, especially if your prospects regard you as desperate. How can you develop a servant-based networking style to deliver value to others? Servant leader Steve Ramona began networking with middle-aged professionals while working at his family's health club when he was 18. His three-step process for building meaningful relationships involves facilitating natural conversations, listening to prospects' problems, and identifying opportunities to help them. However, servant-based networking shouldn't be one-sided. Instead, you should develop a reciprocal referral system by allowing your connections to make recommendations. In today's edition of Systems Simplified, Adi Klevit welcomes Steve Ramona, the host of the Doing Business with A Servant's Heart podcast, who shares the value of networking with a servant-based mindset. Steve describes the law of increase, common networking mistakes to avoid, and his ideal referral partners.

Katie McConnell Olson, CPA, PHR, is the Founder and CEO of GrowthWise Search Partners, which offers talent strategy, direct search, and human capital consulting. With experience consulting clients in various industries and organizations, she focuses on middle-market companies in the construction, professional services, nonprofit, and agricultural industries. Katie speaks at national conferences on topics including hiring and developing talent and recruitment best practices. In this episode: Team members are companies' most valuable assets utilized to solve operational and strategic problems. Yet many businesses begin the hiring process without identifying a relevant need for the employee. How can you refine your hiring and recruitment process to acquire top talent? As a CPA turned hiring consultant, Katie McConnell Olson maintains the value of structured hiring and recruitment systems. Her personal process involves a pre-screening stage that establishes basic expectations like salary and flexibility. Subsequently, you should conduct two separate interviews to examine the candidate's career background and aspirations and determine a cultural fit. The final action includes an offer and seamless, integrated onboarding processes. Tune in to the Systems Simplified podcast as host Adi Klevit invites Katie McConnell Olson, the Founder and CEO of GrowthWise Search Partners, to talk about hiring and recruiting models for small businesses. Katie shares the value of human capital, why systems and processes are integral to any hiring model, and how she founded her firm to fill a gap in the market.

Marie Torossian is a CPA Advisor and Business Coach at Marie Torossian CPA, where she provides personalized accounting services to small and midsize businesses. Marie is also a podcast host, the Founder of The Profit Lab, and a 10X Certified Coach, Speaker, and Mentor with Grant Cardone Enterprises. As a CPA, CGMA (Chartered Global Management Accountant), auditor, and CFO, she helps entrepreneurs scale their businesses to eight figures and beyond. In this episode: A business can be an incredible lifelong endeavor, leaving a lasting legacy. However, when launching one, many entrepreneurs don't plan for the future and focus exclusively on their immediate goals. What happens when you can no longer manage your company and haven't identified a successor? How can you increase your business' value for investors? Financial mentor Marie Torossian's comprehensive company valuation system helps entrepreneurs scale their businesses exponentially to attract investors. It involves mitigating risk by implementing and optimizing processes and assessing revenue and profitability. Revenue comprises more than just numbers, so you should perform financial projections and conduct strategic planning every three to five years to predict client renewals. Additionally, capitalizing on key business opportunities is crucial for remaining profitable. On this episode of Systems Simplified, CPA Marie Torossian joins Adi Klevit to share her process for boosting company value. Marie addresses navigating entrepreneurial roadblocks, the key qualities of valuable businesses, and her impetus for helping other entrepreneurs.

Paul McCarthy is the Founder and CEO of Snapfix, a software platform designed for task and asset management and planned and reactive maintenance. With over 25 years of experience in IT and commercial and residential real estate management, he developed Snapfix to help teams communicate and collaborate using images, tags, and messaging. Before Snapfix, Paul was a business development program and project manager for companies, including Apple and Aramark. In this episode: Systems and processes are designed to streamline business operations. However, for contracting companies completing substantial projects, these processes can be complex and require constant exchange, often creating inefficiencies. How can you simplify your systems to consolidate tasks? Software specialist Paul McCarthy has developed a platform with convenient features for task management and communication. To compartmentalize processes effectively, he suggests assigning one responsibility to each team member, clearly defining roles and tasks. When prioritizing systems, you must evaluate their relevance and value to your business, rejecting ventures that inhibit growth. In today's Systems Simplified episode, Adi Klevit talks with Paul McCarthy, the Founder and CEO of Snapfix, about communication and task simplification. He explains how contractors can leverage Snapfix for their businesses, how to systematize collaboration, and best practices for completing tasks effectively.

Alexis Kingsbury is the Founder of AirManual, where he has saved 1,000s of hours of time for business owners and their leaders, enabling them to unlock business growth and scale with less stress. As an award-winning speaker and serial entrepreneur, he has two software businesses and a consulting practice, where he serves over 600 organizations around the world, including well-known brands such as Sony, 3M, Swarovski, Fitness First, and Pepsi. In this episode: When delegating tasks, many business owners notice their team is not following established processes and making costly mistakes. This often occurs when entrepreneurs document processes in a confusing manner. Find out how you can escape from the day-to-day and build your ideal business. Systems maven Alexis Kingsbury has observed that when removing themselves from their businesses, most entrepreneurs aren't sure where to start and document every minute process. Instead, he recommends documenting operations that align with your goals yet consume most of your time. After identifying these key tasks, prioritize, document, and test the most prevalent ones. These should be documented using comprehensive checklists and include video instructions for additional clarification. In today's Systems Simplified episode, join Adi Klevit as she hosts Alexis Kingsbury, the Founder of AirManual, to discuss documenting and scaling processes to gain freedom. Alexis explains the benefits and barriers of task delegation, how to clarify your processes and procedures, and his entrepreneurial endeavors at a young age.