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31 minutes | Sep 24, 2021
Building and Documenting Processes in the Events Industry with Kim Kopetz
Kim Kopetz is the President of Opus Agency, a strategic experiential marketing agency that works with some of the world’s most influential brands. Kim started her career at Opus in 1998 as a Senior Event Manager before leaving to work with global brands like Intel, Nike, and the NBA. She returned to Opus in 2017, where she took on the role of Chief Growth Officer before being promoted to President. Throughout a career spanning more than 20 years, Kim has been a leader in global experience and event marketing for both brands and agencies. Her expertise helped Opus earn a perennial listing as one of the Inc. 5000 “Fastest-Growing Private Companies in America.” In this episode: Building processes for your business should never be done just for the sake of it. Every leader needs to have solid reasons and goals behind those systems to ensure that their team embraces them consistently and effectively. So, how can you implement processes that your team wants to follow? Creating and documenting processes may appear boring, draining, or time-consuming. However, Kim Kopetz knows that in order to build a thriving business, increase efficiency, and scale quickly, processes have to be given top priority. To effectively implement them for your team, she advises you to start by communicating why certain processes exist and what their purposes are. This way, your team will understand the benefits of systematizing your business. In this episode of the Systems Simplified podcast, Adi Klevit is joined by Kim Kopetz, the President of Opus Agency, to talk about building processes in the events industry. Kim explains the importance of having objectives when documenting processes, what leaders need to do to ensure their team implements those processes, and how to encourage a culture of curiosity in an organization.
50 minutes | Sep 22, 2021
How Systems and Assessments Can Boost Your Hiring Process with Patrick Valtin
Patrick Valtin is the CEO of HireBox, an exclusive pre-hire assessment platform that accurately evaluates an applicant’s job-related soft skills. He is also a talent acquisition and retention consultant who has trained over 140,000 business owners on hiring, management, business strategies, leadership, and sales. Additionally, Patrick is the best-selling author of No-Fail Hiring 2.0 and Taking Off the Mask and a world-renowned public speaker on the subject of recruitment branding strategy. With over 30 years of business experience, Patrick has helped more than 5,000 small businesses hire great people. In this episode: Did you know that every business is legally required to have a good hiring process? Many small business owners don’t take the time to create effective talent acquisition systems, but this could end up costing them — in more ways than one. According to Patrick Valtin, the Equal Employment Opportunity Commission (EEOC) can take action against your company if it finds out that you don't have fair and documented hiring systems in place. Therefore, taking the time to develop an efficient hiring process can save you a lot of frustration in the form of lawsuits or fines. But, this isn’t the only way that recruiting systems can save your business. As Patrick says, incorporating more steps into your talent acquisition process can help you boost your team’s performance, improve your company’s happiness index, and much more. In this episode of the Systems Simplified podcast, Adi Klevit is joined by Patrick Valtin, the CEO of HireBox, to talk about the importance of implementing systems in your hiring process. Patrick discusses the common mistakes recruiters make when hiring new talent and shares his advice for evaluating a candidate’s honesty and soft skills. He also explains why it’s important to have a standard hiring process for all candidates.
23 minutes | Sep 17, 2021
Leveraging Systems to Build a Community of Digital Professionals with Carl Smith
Carl Smith is the Owner of the Bureau of Digital, a community made up of digital leaders. Carl spent 14 years in digital marketing before launching his first digital agency, nGen Works, which he ran for over a decade. He was introduced to the Bureau of Digital while running his agency and, in the process, fell in love with connecting digital marketers and building a community in the industry. A few years later, he took over the Bureau of Digital, and he now spends every day connecting with digital professionals to give them the support they need. In this episode: What are your thoughts on using systems and documenting processes in your business? Do you see them as a hindrance from your core business functions? Are you hesitant to implement them for fear of changing too much too quickly? As Carl Smith built and grew his digital agency, he viewed systems as unnecessary because of the frequent changes that were happening in his industry. Carl and his team preferred moving with those changes in a bid to stay up-to-date with their competitors, and this prevented them from documenting their processes. Eventually, however, they realized the value of implementing efficient systems and overcame the challenges in their business by creating, documenting, and consistently updating their processes. In this episode of the Systems Simplified podcast, Adi Klevit interviews Carl Smith, the Owner of the Bureau of Digital, about how he uses systems to build a community of digital leaders. Carl discusses his introduction to the Bureau of Digital, how the community has evolved over the past few years, and the efficient systems and processes that help the community thrive. Stay tuned.
38 minutes | Sep 15, 2021
Creating a Valuable PR Process with Jeremy Slate
Jeremy Slate is the Founder of the Create Your Own Life Show, where he interviews the highest performers in the world. On iTunes, Jeremy’s podcast was ranked #1 in the business category and #78 in the top 100. It was also named a “top podcast to listen to” by Inc. Magazine in 2019, and Jeremy was recognized as a “millennial influencer to follow” in 2018 by BuzzFeed. After his success in podcasting, Jeremy and his wife, Brielle, founded Command Your Brand, a podcast public relations agency that helps visionary founders use the power of podcasts to change the world. In addition to this, Jeremy is a contributing editor of New Theory Magazine and Grit Daily News. In this episode: Public relation campaigns can be extremely influential for businesses looking to raise awareness and drive traffic to their brands. But, unknown to many business owners, PR strategies should be systemized and documented to have the biggest impact. With an effective process, these strategies can play an important role in driving value to your company for years to come. Jeremy Slate, the Founder of Command Your Brand, advises business owners to systemize their PR campaigns — especially if they’re looking to raise awareness by speaking on podcasts. Through his company, he helps visionary entrepreneurs appear on more influential podcasts to increase their visibility and grow their businesses. In this episode of the Systems Simplified podcast, Adi Klevit is joined by Jeremy Slate, the Founder of the Create Your Own Life Show and the Co-founder of Command Your Brand, to discuss his strategies for systemizing public relation campaigns to boost awareness and expand your business. Jeremy shares his tips for speaking on influential podcasts and explains how to drive value as a podcast guest. He also talks about his valuable “small pond” PR strategy. Stay tuned.
35 minutes | Sep 10, 2021
Utilizing Systems to Mitigate Risks and Prevent Losses with Joshua Keene
Joshua Keene is an accredited Insurance Advisor at Elliott, Powell, Baden & Baker, an independent insurance agency based in Portland, Oregon. Joshua helps local businesses protect their people, profits, and public relations through creative risk management and commercial insurance solutions for the manufacturing, technology, and construction industries. He is also a regional expert on cybersecurity threats and how to insure against them. In this episode: Has your business ever suffered losses due to avoidable circumstances? What if there were simple systems that you could implement to protect your company from future risks? If you’re ready to take that step, Joshua Keene has some advice for you. Businesses can suffer losses from various different sources, including cyberattacks, car accidents, property damages, legal lawsuits, or even theft. These pose a huge risk to businesses, and failure to protect against them could lead to even bigger financial losses. According to Joshua, investing in the right systems is the key to identifying these risks and preventing costly losses. In this episode of the Systems Simplified podcast, Adi Klevit is joined by Joshua Keene, an Insurance Advisor at Elliott, Powell, Baden & Baker, to explain how to mitigate risks and prevent losses at your business using effective systems. They discuss how the right systems can help you avoid cyber attacks, why you should always document your hiring process, and Joshua’s tips for encouraging employees to implement and follow company policies. Stay tuned.
27 minutes | Sep 8, 2021
How to Systematize Your Marketing Efforts with Shannon Mackey
Shannon Mackey is the Co-founder and CEO of Roadside Dental Marketing, a leading agency that builds and markets cutting-edge dental and medical websites. Throughout her 20 years of marketing experience, Shannon has helped small business owners grow their monthly customer numbers by 50%, triple their online visibility, and expand their businesses. She is also the Co-founder and CEO of HipCat Society, a company that offers internet marketing resources, tools, analytics, and inspiration. In this episode: What strategies do you use to market your business? Do you have systems in place to make the marketing process easier for your team? If not, Shannon Mackey has some strategies to help you. With over 20 years of marketing experience, Shannon knows that marketing a business does not have to be tedious, disorganized, or expensive. That’s why she created HipCat Society: to make it easier to systematize marketing for all types of businesses. With HipCat Society, Shannon and her team help businesses create an effective marketing strategy that leads to increased sales and revenue. On this episode of the Systems Simplified podcast, Adi Klevit interviews Shannon Mackey, the Co-founder and CEO of Roadside Dental Marketing and HipCat Society, about how to systematize your marketing efforts. They discuss how the team at HipCat Society helps businesses create better marketing processes, the value of networking with like-minded people, and how systemizing her business helped Shannon achieve success.
18 minutes | Sep 3, 2021
The Value of Implementing Effective Processes When Building a Retirement Plan with Charles Warren
Charles Warren is a Partner and Retirement Plan Consultant at Pacific Retirement Partners. He entered the financial services industry in 1998 after serving 10 years with the US Marine Corps. In 2005, Charles established an independent investment advisory firm with three other partners. He later sold his interest to form Pacific Retirement Partners with the goal of working exclusively with corporate retirement plans. He holds the Accredited Investment Fiduciary (AIF), Certified 401(k) Professional (C(k)P), and the Certified Plan Fiduciary Advisor (CPFA) designations. In this episode: If you want to put a retirement plan in place for your employees, then there are certain fiduciary duties that you must uphold to do so. While there is no right or wrong way to go about it, there are some key things to keep in mind when finding the right plan for your organization. According to Charles Warren, the quality of the investments, the cost of the plan, and the partnerships with your financial advisors are some of the most important factors to consider when building a retirement plan. And, perhaps most importantly, he explains that having a repeatable and documented process is the key to fulfilling your fiduciary duties. So, what is Charles’ advice to business owners looking to create or improve their retirement plan process? In this episode of the Systems Simplified podcast, Adi Klevit interviews Charles Warren, a Partner and Retirement Plan Consultant at Pacific Retirement Partners, about the value of implementing effective systems and processes when building a retirement plan. Charles talks about the benefits of having an investment policy statement, how businesses can measure the quality and performance of their retirement plans, and his tips for working with financial advisors. Stay tuned.
20 minutes | Sep 1, 2021
Simplifying and Systematizing Volunteer and Networking Events with Raynette Yoshida
Raynette Yoshida is the Executive and Personal Assistant in charge of customer service at Mario's, a premier specialty clothing store in the Pacific Northwest. Raynette has also been an active Board Member for the Institute of Management Accountants (IMA) for over 20 years. In addition to this, Raynette volunteers for the Lan Su Chinese Garden in Portland, Oregon, and is a Board Member of the Japanese American Museum of Oregon and a Member of Toastmasters International. In this episode: What does it take to be a successful event organizer or productive volunteer? How can you implement systems to make the process easier and more rewarding? Raynette Yoshida, who has been a volunteer for many years, strongly encourages people to give back to the community through volunteering. As she says, the key to volunteering and hosting unforgettable events is relationship building. She believes that by starting with a purpose, implementing simple systems, and making connections, you can create time for a noble cause. In this episode of the Systems Simplified podcast, Adi Klevit sits down with Raynette Yoshida, an Executive Assistant at Mario's and a Board Member at IMA, to talk about the rewards of volunteering and the importance of systemizing the process. Raynette discusses her strategies for organizing successful volunteer events and explains how she helps people network. Stay tuned.
22 minutes | Aug 27, 2021
The Six Components of a Successful Sales Strategy with Bob Paskins
Bob Paskins is a corporate consultant, sales coach, and keynote speaker. He consults with companies looking to elevate their sales people, processes, and overall performance. Leveraging over 20 years of industry experience, Bob developed his own comprehensive sales system called the Growth Matrix, which he uses to help clients drive sales growth and unlock their full potential. He currently lives in Oregon with his wife Danielle and three children. In this episode: Has your business been experiencing a dip in sales? Do you need help developing the right sales strategy and system for your business? If so, Bob Paskins can provide you with the solutions you need. As a sales consultant and coach, Bob Paskins works with businesses to help them drive growth and increase sales. With Bob’s expert sales strategy, business leaders can identify their ideal clients, implement an effective sales system, convert more prospects into clients, and ultimately unlock their full potential. On this episode of the Systems Simplified podcast, Adi Klevit interviews Bob Paskins, a sales consultant, coach, and keynote speaker, about the six key components of his comprehensive sales strategy. They talk about the benefits of implementing a sales CRM, the importance of documenting your sales process, and how you can benefit from hiring an accountability coach. Stay tuned.
37 minutes | Aug 25, 2021
The Importance of Systems for Successful Marketing with Ryan Redding
Ryan Redding is an experienced business consultant and marketing strategist. He is the Owner of DP Marketing Services, a digital marketing firm for HVAC, plumbers, and other home service industries. Ryan is also the Owner of Hippie Cow, LLC, a web design and SEO agency for small businesses. Ryan has an MBA from Northeastern State University and a background in business development. He was previously the Acting Director of the Center for Technology Commercialization at Oklahoma State University. In this episode: Do documented processes stifle creativity, or promote it? How does marketing differ for plumbing and HVAC contractors? Why are systems crucial for companies in any industry? Ryan Redding is here to tell you. Ryan Redding is the Owner of DP Marketing Services, a digital marketing agency for HVAC, plumbers, and other home service industries. With a background in business development, Ryan has been on both sides of the table when it comes to running and marketing a business. Today he’s here to share his approach to systematizing his business and help you get your creative juices flowing for your next marketing strategy. On this episode of the Systems Simplified podcast, Adi Klevit has a conversation with the Owner of DP Marketing Services, Ryan Redding, about marketing in the plumbing and HVAC industries. They discuss the relationship between creativity and systems, why processes can make or break your business, how marketing differs in various industries, and much more.
26 minutes | Aug 20, 2021
How Technology is Simplifying Tax Preparation and Accounting with Josh Alballero
Josh Alballero is the Co-founder and CEO of ioogo, a technology-first company that simplifies accounting and tax preparation using revolutionary software. With a background in strategic advising, Josh uses his entrepreneurial mindset to help startups and other entrepreneurs grow. He is a Startup Mentor at Impact Ventures and a Member of the Board of Advisors for Lifestyle Learning, Jivati, and Parentfile. He is also a Member of Capital Factory, a community of like-minded entrepreneurs, mentors, investors, and corporates. In this episode: Are you a business owner struggling to keep up with your taxes? Do you feel like you have a strong grasp on every facet of your company except for accounting? Josh Alballero is here to help. Josh Alballero is the Co-founder and CEO of ioogo, a company that uses software to make accounting and tax preparation ridiculously simple. As an entrepreneur, Josh knows the annoyance and frustration that taxes and finances can cause when running a business. That’s why he created a revolutionary technology that helps both individuals and businesses do their taxes with ease. Today he’s here to tell you all about it. On this episode of the Systems Simplified podcast, Adi Klevit talks with the Co-founder and CEO of ioogo, Josh Alballero, about how to transform your tax preparation using technology. Josh discusses the importance of knowing your financials, how his software can improve tax strategy, his tips for simplifying the accounting process, and much more.
34 minutes | Aug 18, 2021
How to Successfully Manage a Remote Team Using the TTP Model with Jody Grunden
Jody Grunden, CPA, is the Co-founder and CEO of Summit CPA Group, a company providing virtual CFO and accounting services to help businesses maximize profits, minimize taxes, and build cash flow. Jody started Summit CPA in 2002 and has had a long career as a Tax Accountant for companies including BKD CPAs & Advisors and Crowe LLP. Jody is also an Official Member of the Forbes Finance Council. In this episode: How did one company successfully transition to a fully remote workplace — before it was trendy? What is the TTP model of success? And, how does having the right team and processes create harmony, especially in the accounting industry? Jody Grunden is just the man to ask. Jody is the Co-founder and CEO of Summit CPA Group, a fully remote company offering virtual CFO and accounting services. After making the jump to working from home back in 2013, Jody and his team now know the ins and outs of what makes remote work so successful. Today, he’s here to tell you all about it — and give you tips on improving your processes along the way. On this episode of the Systems Simplified podcast, Adi Klevit talks with the Co-founder and CEO of Summit CPA Group, Jody Grunden, about the importance of systems and processes when working remotely. They discuss the benefits of remote work, the intersection between team, technology, and processes, and the key to maintaining company culture and collaboration with a virtual team.
26 minutes | Aug 13, 2021
The Importance of Workflow Software in Any Industry with David Cristello
David Cristello is the Founder and CEO of Jetpack Workflow, a workflow software that helps accountants and bookkeepers hit deadlines and improve their task management. David has a background in marketing and was previously a Technical Marketing Consultant at his own firm. David is also the host of the Growing Your Firm Podcast and co-author of the book Double Your Accounting Firm. In this episode: Millions of companies in a variety of industries use some form of workflow software. However, one industry was getting overlooked that may have needed it the most. That’s where David Cristello comes in. David Cristello is the Founder and CEO of Jetpack Workflow, a workflow software for accountants and bookkeepers. After seeing the need for task management software in the accounting industry, David created Jetpack Workflow to help thousands of accountants with their productivity and management. His company has rocketed to the top, and today he’s here to tell you all about it — and share some of his favorite applications along the way. On this episode of the Systems Simplified podcast, Adi Klevit talks with the Founder and CEO of Jetpack Workflow, David Cristello, about the importance of workflow applications. They discuss why David created his workflow software for accountants, what you should look for in task management software, and the importance of using the right application for your business. You won’t want to miss this jam-packed episode!
32 minutes | Aug 11, 2021
How to Go From Business Brilliant to Leadership Brilliant with Lewis Schiff
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. In this episode: 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!
21 minutes | Aug 6, 2021
Developing Alternative Dispute Resolution Systems in the Workplace with Sunny Sassaman
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. In this episode: 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.
28 minutes | Aug 4, 2021
Step-by-Step Exit Strategies for Business Owners with Ashley Micciche
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. In this episode: 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.
11 minutes | Jul 30, 2021
How to Save Your Team Time and Run a Well Oiled Machine — The Core Processes to Document for Any Company
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. In this episode: 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.
22 minutes | Jul 28, 2021
How to Strategize and Systemize Social Media Marketing with Mimi Banks
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. In this episode: 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.
26 minutes | Jul 23, 2021
Improving Your Professional Relationships by Paying it Forward with Alice Tang
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. In this episode: 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!
24 minutes | Jul 21, 2021
How a Virtual Assistant Can Transform Your Business with Cathy Baillargeon of Virtual Cathy
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. In this episode: 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!
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