Systems Simplified
This is the Systems Simplified podcast where we feature top leaders who share stories on how to successfully systematize a business.
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Transforming the Construction Industry Through Systems With Jason Schroeder
06/19/2025
Transforming the Construction Industry Through Systems With Jason Schroeder
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.
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Unlocking Retention Through Systems: Ryan Englin’s Core Fit Hiring Method
06/18/2025
Unlocking Retention Through Systems: Ryan Englin’s Core Fit Hiring Method
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.
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How Jan Southern Prepares Family-Owned Businesses for a Smooth Exit
06/16/2025
How Jan Southern Prepares Family-Owned Businesses for a Smooth Exit
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.
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Scaling a Purpose-Driven Law Firm Through Systems and Culture… with Brian LaBovick
06/13/2025
Scaling a Purpose-Driven Law Firm Through Systems and Culture… with Brian LaBovick
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.
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Unlocking Business Efficiency: Diane Mentzer on Role Clarity and Process Alignment
06/11/2025
Unlocking Business Efficiency: Diane Mentzer on Role Clarity and Process Alignment
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.
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How Kasim Aslam Turned 100 Failures Into Scalable Success Through Systems
06/09/2025
How Kasim Aslam Turned 100 Failures Into Scalable Success Through Systems
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.
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Systemizing Authentic PR Campaigns for Long-Term Growth With Senja Spelman
06/04/2025
Systemizing Authentic PR Campaigns for Long-Term Growth With Senja Spelman
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.
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Why Systems Sell: Claudio Vilas on Making Your Business Private Equity-Ready
06/04/2025
Why Systems Sell: Claudio Vilas on Making Your Business Private Equity-Ready
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.
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Building Profitable Exits Through Process-Driven Business Sales With David Barnett
06/02/2025
Building Profitable Exits Through Process-Driven Business Sales With David Barnett
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.
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The Leaf Strategy in Action: Building a Lead-Generating Machine on YouTube with Nate Woodbury
05/30/2025
The Leaf Strategy in Action: Building a Lead-Generating Machine on YouTube with Nate Woodbury
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.
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How Burt Copeland Helps CEOs Avoid Financial Collapse and Build Profitable Systems
05/28/2025
How Burt Copeland Helps CEOs Avoid Financial Collapse and Build Profitable Systems
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.
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Designing Systems for Life and Business Success With Suzie Hall
05/23/2025
Designing Systems for Life and Business Success With Suzie Hall
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.
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Building a Self-Running Business: Len Oppenheimer’s Journey to Operational Freedom
05/20/2025
Building a Self-Running Business: Len Oppenheimer’s Journey to Operational Freedom
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.
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Humanizing AI: How to Use Tech to Strengthen Business Relationships With Victor Cho
05/16/2025
Humanizing AI: How to Use Tech to Strengthen Business Relationships With Victor Cho
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.
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How to Build Repeatable Marketing Systems With Jay Berkowitz
05/14/2025
How to Build Repeatable Marketing Systems With Jay Berkowitz
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.
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Scaling With Simplicity: How Kate Guillen Systemized Her Business and Helped Others Do the Same
05/12/2025
Scaling With Simplicity: How Kate Guillen Systemized Her Business and Helped Others Do the Same
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.
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The Process-Driven Path to Marketing Impact With Rajat Kapur
05/06/2025
The Process-Driven Path to Marketing Impact With Rajat Kapur
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.
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Why Systemizing Mindset, Values, and Exit Strategy Matters With Briana Hetherington
05/06/2025
Why Systemizing Mindset, Values, and Exit Strategy Matters With Briana Hetherington
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.
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How Systems Create Successful Deals: Process-Driven Negotiation With Corey Kupfer
04/30/2025
How Systems Create Successful Deals: Process-Driven Negotiation With Corey Kupfer
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.
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From Legacy to Leadership: Systemizing a Family Business With Leah Bitar
04/30/2025
From Legacy to Leadership: Systemizing a Family Business With Leah Bitar
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.
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Why Systemizing Employee Wellness is Essential for Business Growth With Danielle Dinkelman
04/25/2025
Why Systemizing Employee Wellness is Essential for Business Growth With Danielle Dinkelman
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
04/23/2025
Creating a Culture of Accountability for Long-Term Growth With Eric Albertson
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
04/14/2025
From Founder Dependency to Freedom: Dan Kuschell’s Proven Growth Strategy
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
04/14/2025
The Operational Playbook Behind Scott Berman’s Home Improvement Success
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
04/09/2025
From Values to Visibility: Systematizing Brand Messaging With David Meyer
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.
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How To Productize Your Services for Recurring Revenue With Nancy Fox
04/09/2025
How To Productize Your Services for Recurring Revenue With Nancy Fox
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.
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Scaling With Purpose: Profit First Systems and Processes With Rocky Lalvani
04/04/2025
Scaling With Purpose: Profit First Systems and Processes With Rocky Lalvani
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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Building Seamless Systems: How To Empower Your Second-In-Command With Diane Mentzer
03/28/2025
Building Seamless Systems: How To Empower Your Second-In-Command With Diane Mentzer
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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Designing a Life Beyond Money: Systems for Entrepreneurial Freedom With Noah Rosenfarb
03/26/2025
Designing a Life Beyond Money: Systems for Entrepreneurial Freedom With Noah Rosenfarb
Noah Rosenfarb is a third-generation CPA and the Founder of Wealthrive, which empowers high-achieving entrepreneurs to leverage tax strategies and generational wealth. He has sold eight companies and completed over 50 real estate investments valued at almost $1 billion. Noah is also an author, podcast host, and thought leader in exit planning. In this episode: Many entrepreneurs chase the dream of financial freedom only to arrive at their goal and realize something is missing. The calendar is suddenly open, the business is sold, yet fulfillment feels out of reach. How can business owners build a life that’s financially secure and deeply meaningful — before they burn out? Entrepreneur and wealth strategy expert Noah Rosenfarb has created a process for designing a life that goes beyond financial wealth. He emphasizes clarifying your priorities to build an ideal life and developing passive income streams to generate predictable cash flow outside your business. By shifting your mindset to relinquish control, creating delegation systems, and building a team that can outperform you, you can create a legacy for yourself and your family. In this episode of Systems Simplified, join Adi Klevit as she hosts Noah Rosenfarb, the Founder of Wealthrive, to discuss wealth beyond money. Noah talks about building a memorable personal brand, the mistakes entrepreneurs make with time, money, and wealth, and how to redefine personal achievements.
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Building a Multimillion-Dollar Business With Systems and Smart Hiring With Brian Elias
03/14/2025
Building a Multimillion-Dollar Business With Systems and Smart Hiring With Brian Elias
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.
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