Achieving Growth Through Predictable Systems With Jason Neufeld

Systems Simplified

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

30:28

Building a thriving business isn't always about rapid expansion. When should you hit the accelerator on growth, and when should you pump the brakes? Jannese and Austin are in Nashville, Tennessee to talk with Taku Zhou and Sibusiso Ajayi of TKZ Architecture LLC to explore this crucial entrepreneurial crossroads. The duo shares candid insights from their journey building TKZ Architecture, revealing the moments they knew it was time to scale – and importantly, when it wasn't. They discuss how they balanced the allure of growth against the need to strengthen their foundation through refined workflows, established protocols, and market positioning. Tune in as we unpack the strategic decision-making that goes into sustainable business expansion and learn the telltale signs that you're ready for growth and how to execute that transition successfully. Learn more about how QuickBooks can help you grow your business: QuickBooks.com See omnystudio.com/listener for privacy information.…

for ca. et år siden 23:05

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Jason Neufeld is the Managing Partner of Elder Needs Law, PLLC, an elder law firm that specializes in Medicaid planning, estate planning, and probate administration. As an experienced attorney, he has been recognized as an AV Preeminent Rated Attorney by Martindale-Hubbel and a top lawyer by Super Lawyers Magazine and Florida Trend’s Legal Elite. Jason is also a board member of the Academy of Florida Elder Law Attorneys and a Co-chair of the Broward County Bar Association Elder Law Section.

In this episode:

New business owners are often overwhelmed with anxiety about finances, hiring, and client acquisition. How can you scale your operations strategically rather than trying to manage everything single-handedly?

Attorney and business owner Jason Neufeld initially hesitated to hire outside help, worrying he wouldn’t make payroll. He maintains that these hiring fears are often irrational, and business owners must equip intelligent people with the tools to guide their operations. This entails implementing predictable operating systems for intakes, marketing, and hiring. Consistent processes give you a direction to scale your business.

In the latest episode of Systems Simplified, Adi Klevit talks with Jason Neufeld, the Managing Partner at Elder Needs Law, PLLC, about how he built his firm using scalable systems. Jason shares how he promotes his thought leadership, how to recognize when it’s time to hire, and his advice to his younger self.

320 episoder

Achieving Growth Through Predictable Systems With Jason Neufeld

Systems Simplified

published for ca. et år siden

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MP3•Episode hjem

In this episode:

320 episoder

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

Alle episoder

Systems Simplified

1
From Founder Dependency to Freedom: Dan Kuschell’s Proven Growth Strategy 30:02

for 1 day siden30:02

30:02

In This Episode Dan Kuschell joins Adi Klevit to share how founders can scale businesses without burnout by implementing simple yet powerful systems. Drawing on his 30+ years of entrepreneurial experience, Dan outlines his five-pillar framework to build a business that generates quality leads, closes sales faster, and creates operational freedom. They explore why the “know, like, trust” model is outdated and how shifting to “know, respect, trust” better reflects modern buyer psychology. Dan explains how to use connection campaigns, lead machines, and education-based conversion to move prospects from cold to converted without relying entirely on the founder. Dan also shares how Google’s research backs his approach and why founders must romance prospects like humans—not transactions. He closes with advice on scaling through automation and systemization while maintaining personal wellbeing and balance.…

Systems Simplified

1
The Operational Playbook Behind Scott Berman’s Home Improvement Success 28:34

for 1 day siden28:34

28:34

In This Episode Scott Berman shares the full arc of his entrepreneurial journey—from running a struggling startup to leading one of the top home improvement companies in the U.S. In a candid discussion, Scott walks through the operational pitfalls that led to his first company’s bankruptcy and the hard-earned lessons that fueled his comeback. He emphasizes the importance of systems, structure, and staying out of the way as a visionary leader. Scott explains why growth without process will only amplify a company’s weaknesses, and how businesses must break and rebuild their systems regularly to keep improving. Scott also introduces HeavySet Technologies, a powerful AI-driven scheduling platform that automates lead conversion and improves marketing ROI. Throughout the conversation, he shares real-world examples, team accountability insights, and a clear process for building a profitable, scalable business.…

Systems Simplified

1
From Values to Visibility: Systematizing Brand Messaging With David Meyer 27:00

for 7 dage siden27:00

27:00

What happens when your company’s mission and marketing don’t speak the same language? David Meyer explains the breakdown he sees all too often: businesses spend time clarifying their vision and values—only to fall flat in their marketing communication. In this episode, he shares how to craft messaging that resonates with customers, reflects company purpose, and drives action. David outlines a practical framework to align marketing with business strategy. From identifying your unique value to crafting a clear, benefit-driven message in the customer’s language, he reveals the essential components of effective brand communication. He also dives into emotional resonance in messaging, explaining why people make buying decisions with their hearts—and justify them later with logic. Plus, David shares how companies can think beyond one marketing quarter at a time and create a roadmap that ties every initiative back to core business goals.…

Systems Simplified

1
How To Productize Your Services for Recurring Revenue With Nancy Fox 31:03

for 7 dage siden31:03

31:03

What does it take to productize a service without losing the human touch? In this episode of the System Simplified podcast, Nancy Fox explains how consultants, coaches, and fractional executives can shift from time-based work to scalable, subscription-based business models using productized offerings. Nancy breaks down the difference between bespoke services and productized systems — and how you can systematize your expertise into roadmaps, methodologies, assessments, or subscription tools that deliver repeatable results. She also explains why productized services not only create more consistent revenue but also increase the long-term value and sellability of a business. Adi and Nancy explore multiple real-world examples, including how a plumbing consultant could build a repeatable upsell system or how a strategic advisor might develop a predictive scenarioplanning tool. Whether you’re a solopreneur or a fractional executive, this episode offers actionable ideas to shift from one-to-one delivery to scalable, systematized growth.…

Systems Simplified

1
Scaling With Purpose: Profit First Systems and Processes With Rocky Lalvani 34:57

for 12 dage siden34:57

34:57

Rocky Lalvani is the Founder and CFO of Profit Comes First, which advises coachable, forward-thinking business owners to boost their companies’ profits. As a certified Profit First Professional, he implements Mike Michalowicz's Profit First System to help clients maximize their profit potential. Rocky is also the host of the Richer Soul podcast and the Profit Answer Man podcast. In this episode: Many business owners are great at delivering their product or service, but when it comes to managing profitability and cash flow, they’re often flying blind. They may experience growth, but money still feels tight, and financial clarity remains elusive. How can leaders build systems that ensure sustainable growth and healthy profits? Profitability and cash flow expert Rocky Lalvani explains that overlooked financial systems can cause hidden inefficiencies and missed opportunities. Using a structured approach — like the Profit First system — can help owners allocate funds, manage expenses, and prioritize profitability from the start. Additionally, entrepreneurs can analyze their financial health in areas including revenue generation, profitability, and cash flow. By aligning employee metrics with profitability, optimizing pricing, and building scalable processes, business owners can enhance these areas. In this episode of Systems Simplified, Adi Klevit sits down with Rocky Lalvani, the Founder and CFO of Profit Comes First, to discuss building systems that boost profitability. Rocky shares the difference between scaling and growing, why many businesses grow themselves into cash crises, and how to embed a profit-minded culture throughout an organization.…

Systems Simplified

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Building Seamless Systems: How To Empower Your Second-In-Command With Diane Mentzer 22:40

for 19 dage siden22:40

22:40

Diane Mentzer is the Founder of Diane Integrates, LLC, where she serves as a business operations advisor and COO coach to help visionary CEOs and founders operationalize their businesses for growth. With over two decades of experience as a second-in-command, she supports top leaders in implementing incremental changes that enhance operations, reduce staff stress, and lower risk. Diane is certified as a Project Management Professional (PMP) and a Catipult Business Coach and has completed the EOS Integrator Masterclass. In this episode: The momentum gained during business growth can fuel long-term sustainability yet spark internal confusion. Roles blur, operations become reactive, and the founder often ends up entangled in day-to-day tasks they hoped to escape. How can business owners regain clarity and scale sustainably without burning out themselves or their teams? Second-in-command Diane Mentzer recommends building clear systems around people and processes. This requires identifying your ideal lifestyle and vision for your business and reverse-engineering the operational structure to support these goals. Through role clarity assessments, time tracking, and delegation mapping, you can identify a second-in-command, prevent overlap, and empower existing team members. In this week’s episode of Systems Simplified, Diane Mentzer, the Founder, Business Operations Advisor, and COO Coach at Diane Integrates, joins Adi Klevit to discuss building systems for operational clarity. Diane talks about integrating strategic planning and role-based KPIs, how to evaluate delegation and team structure, and why a COO may not be necessary for small businesses.…

Systems Simplified

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

for 21 dage siden25:34

25:34

Systems Simplified

1
Building a Multimillion-Dollar Business With Systems and Smart Hiring With Brian Elias 29:48

for 5 weeks siden29:48

29:48

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

Systems Simplified

1
How AI, Data, and Processes Drive Business Growth With Kevin Bonfield 24:31

for 5 weeks siden24:31

24:31

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

Systems Simplified

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

for 6 weeks siden33:41

33:41

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

Systems Simplified

1
How Hiring Processes and Systems Drive Startup Growth With Eli Wachs 25:28

for 7 weeks siden25:28

25:28

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

Systems Simplified

1
How to Systemize and Sell Your Business for Maximum Profit With Jodie Cook 29:59

for 7 weeks siden29:59

29:59

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

Systems Simplified

1
Cybersecurity Processes Every Business Needs To Prevent Hacks and Scams With Sneer Rozenfeld 27:39

for 8 weeks siden27:39

27:39

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

Systems Simplified

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

for 9 weeks siden24:32

24:32

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

Systems Simplified

1
A Purposeful System for Entrepreneurship With Richard Walker 33:54

for 9 weeks siden33:54