System Execution Podcast

Fresh out of college Jason was off to work for Arthur Andersen, one of the big 5 consulting firms. He quickly realized that it was not a good fit. Although it was not part of the plan, he decided to change direction, quit his day job and launch a digital agency that quickly grew to a multi-million dollar operation working with brands such as AT&T, Hitachi, and Lotus Cars. After 12 years of steady growth, the agency caught the attention of bigger agencies and Jason sold it in 2012. Now, Jason leads JasonSwenk.com, a unique media company & consultancy helping marketing agencies grow, scale, and enjoy running their agency by applying the framework that he used to grow, scale and eventually sell his agency. Jason has helped over 10,000 agencies in 23 countries meet or exceed their business goals. Jason generously shares it all as a frequent guest on popular radio and podcast shows. He has been featured as an expert in top media publications such as Entrepreneur and Inc. Magazine. Plus, he currently hosts

After 27 years in the retail industry, Heidi took on a new challenge — from corporate life to entrepreneurship — from fashion retail to the employee benefits industry. At JCPenney, she oversaw the largest brand launch in JCPenney history. As co-founder and COO of freshbenies, she developed the brand from zero members to one of Inc. 5000’s fastest growing companies in America for two consecutive years (#117 in 2015 and #255 in 2016). What you’ll learn about in this episode: How freshbenies was founded and how they help people save money on healthcare by delivering non-insurance benefits The struggles Heidi and her husband struggled through as they launched their business and didn’t see immediate success Why you need to create processes in the beginning stages of your business when you can’t afford expensive systems Heidi’s employee onboarding system Why you need to ask lots of question of people moving through processes when you first set them up freshbenies’ onboarding process of brokers, employers, and memb

Gary Bizzo has Mentored over 1000 business leaders, investors & entrepreneurs. Bizzos book, “How to Start a Successful Business The First Time!” is on Amazon. He was a National Finalist in the 2014 Business Development Bank of Canada Mentorship Award. His book was nominated for the International 2014 Small Business Book Awards. He was a Nominee for the 2014 & 2015 International Small Business Influencer Award. Entrepreneur Magazine, in 2014, said Bizzo was one of 17 Masters of Marketing & PR Entrepreneurs Can Learn From. Bizzo is a Social Media ‘Agent of Change’ and an expert at managing multiple businesses with several hundred thousand followers on Twitter, LinkedIn and Facebook. He helped change Canadian Law through Bill C-470 that made charities more transparent. He is an Elite Weekly writer for Equities.com the largest platform for emerging growth companies. He is also a Contributing Columnist for Stockhouse.com, Canadas #1 financial portal and one of North America’s largest small cap investor

As the CEO of Financial Gravity, John Pollock has helped hundreds of entrepreneurs to find legal, moral and ethical ways to lower their tax, raise profit and create wealth. The result? His clients can finally start living their American Dream — a key reason they started their business in the first place. As a podcast guest expert, John delivers more than just entertainment and good content. His audiences walk away transformed and equipped with real-world strategies they can immediately use to solve their most challenging business problems, including the ones they thought couldn’t be fixed. What you’ll learn about in this episode: Why your background doesn’t matter if you’re an entrepreneur John’s business built around the problem that people think CPAs do tax planning even though that’s not true The Tax Blueprint: Financial Gravity’s architectural plan for your finances that maximizes your tax savings The Tax Operating System: the next step which takes your bookkeeping, payroll, tax returns, etc. as a monthl

Peter is the CEO of Peter Strohkorb Consulting International, a business consulting firm that specializes is customer experience and sales & marketing team alignment with offices in Australia and the USA. Peter has over 15 years of business experience in both Sales and Marketing Executive roles with some of the biggest brands on the planet. He is a respected business Speaker, conference Chair, Facilitator and a sought after Executive Mentor. Peter is an international authority on Smarketing® i.e. on Sales & Marketing alignment and collaboration. He has appeared on three continents at conferences, corporate events and on promotional occasions. His vision is a world where business teams collaborate seamlessly to the benefit of all stakeholders. Peter is also a guest lecturer in the Executive MBA Program at the internationally acclaimed Sydney Business School and at the University of Wollongong, Australia. He is a published author of the Amazon 5-Star rated book The OneTEAM Method, which describes his ho

Craig Cody is a Certified Tax Coach, Certified Public Accountant, Business Owner and Former New York City Police Officer with 17 years experience on the Force. In addition to being a Certified Public Accountant for the past 15 years, he is also a Certified Tax Coach. As a Certified Tax Coach, Craig belongs to a select group of tax practitioners throughout the country who undergo extensive training and continued education on various tax planning techniques and strategies to become, as well as remain, certified. With this organization, Craig has co-authored an Amazon best seller book, Secrets of a Tax-Free Life. What you’ll learn about in this episode: Craig’s background and how he went from NYC Police Officer to CPA and Certified Tax Coach Craig’s tax planning system that helps his clients save significant amounts of money Why Craig’s system is based on proactivity (and why most people do their taxes reactively) Why Craig works with his clients all year and not just during “tax season” Why a computer cannot d

Dr. Gordon Jones is the Founder, President, and CEO of Lifelog Health. He is a Doctor of Health Administration, has spent 25 Years in Digital Health & Technology, and he has been involved with 15 startups in early adoption with over $200 million in new revenue created. He’s a multi-sport athlete, a world champion in beach ultimate, and is the father of five, the grandfather of one, the husband of one, and the son of two aging parents. What you’ll learn about in this episode: Gordon’s background Why startups often have to pivot — and why Gordon had to pivot away from his original startup idea Gordon’s thoughts on when to pivot your startup The healthcare technology market and how it applies to Gordon’s company How Lifelog Health creates the bridge between technology and the consumers (the healthcare industry) and why that bridge is necessary The readings that the wearable technology records and how that information is utilized How physicians deal with noncompliance from patients using the wearable Why sca

Shane Kenny has been in the filtering business for over 15 years. In 1999, he started InternetSafety.com with his brother. Together they built Safe Eyes, the top-rated Internet filtering software product for parents. After selling InternetSafety.com to McAfee, Shane started looking for his next project. One day it dawned on him that if replacing his air filters was such a hassle for him, it had to be a hassle for plenty of others. From this initial idea, FilterSnap and the concept of filters delivered to your door when you need them was born. What you’ll learn about in this episode: Shane’s background FilterSnap, Shane’s business for delivering air filters directly to your home Why Shane believes in delivering a better product and delivering better service Shane’s “Delivering Quality Products” System Why your company culture is crucial for delivering a great product/service What to look for in cover letters, resumes, and interviews to recognize employees that will or won’t fit your company culture How to fin

Lt. Col. Rob Waldman “Waldo” — was his call sign — he’s the author of the New York Times and Wall Street Journal bestseller “Never Fly Solo.” A graduate of the Air Force Academy, Waldo is a decorated combat fighter pilot and an expert in helping leaders and organizations accelerate performance in changing environments with his professional networking tips and mentorship. Waldo overcame massive claustrophobia and a fear of heights to become a fighter pilot and believes that the key to building a culture of trust lies with your wingmen the men and women in your life who help you to overcome obstacles, adapt to change, and achieve success. In business and life, you should never fly solo! Waldo is also the founder and President of The Wingman Foundation, a 501(c)(3) whose mission is to build funds and awareness for soldiers, veterans, and their families in need. Waldo is an inductee into the professional Speakers Hall of Fame and his clients include Marriott, Hewlett-Packard, UPS, and Verizon. He’s been featured

Drew McLellan has worked in advertising for 25+ years and started his own agency, McLellan Marketing Group in 1995 after a five-year stint at Y&R and still actively runs the agency. He also owns and runs Agency Management Institute (AMI), which serves 250+ agencies small to mid sized agencies (advertising, digital, marketing, media and PR) every year, so they can increase their AGI, attract better clients and employees, mitigate the risks of being self employed in a such volatile business and best of all let the agency owner actually enjoy the perks of agency ownership. AMI is the only agency network that is run by an active agency owner. It offers: Public workshops for agency owners, leaders and account service staff Owner peer networks (like a Vistage group or AAAAs forums) Private coaching/consulting for agency owners Annual primary research with CMOs and client decision makers about their work with agencies The highly praised podcast Build A Better Agency Drew often appears in publications like Entr

Jon Levy is a behavior scientist best known for his work in influence, networking and adventure. He is founder of the Influencers Dinner and author of a new book called “The 2 AM Principle: Discover the Science of Adventure.” What you’ll learn about in this episode: How to live a life of adventure What adventure is and why you don’t have to jump off a cliff to live an adventurous life The first stage of adventure: establish (or putting the right elements in place so anything can happen) Why your brain works better when you’re in a new situation Why you need to work within limitations to have the best time The second stage of adventure: push boundaries (crossing a social, physical, or emotional boundary) The third stage of adventure: increase (maximizing the emotional value from the environment that you’re in) The fourth stage of adventure: continue (deciding if you’re going to go somewhere else and where you’re going to go) Why you need to make sure you end on a positive note Jon’s next book Perceived risk v

Mike Glauser has extensive experience as an entrepreneur, business consultant, and university professor. He is the co-founder and chairman of My New Enterprise, an online training and development company for aspiring entrepreneurs. My New Enterprise developed their own entrepreneur training program, which Mike will tell us all about. He is also the founder and former CEO of Golden Swirl Management Company and of Northern Lights. Both companies were sold to CoolBrands International. Mike has consulted with hundreds of startup companies and large corporations in the areas of business strategy, organizational effectiveness and leadership development. His clients have included Associated Food Stores, The Boeing Company, Department of Workforce Services and Esso of Inter-America. Mike is currently the Executive Director of the Clark Center for Entrepreneurship in the Jon M. Huntsman School of Business at Utah State University. He has published numerous articles in magazines and three books on entrepreneurship: Glo

Katie Stephens is a problem solver by nature and training who likes to read fiction and bake cookies when she’s not playing around with Arduino. She has undergraduate and master’s degrees in Mathematics and spent many years teaching math at the high school, community college, and university levels. After some time at home raising kids, she started her own website design company and she now spends her time developing educational programming in the Austin area. What you’ll learn about in this episode: Katie’s background What MakeCrate is and why she started it MakeCrate’s kits that teach electronics, engineering, and coding principles Why Katie focused on having great instructions for her products How Katie works with children to test her products Her product testing system and curriculum The best feedback her kid testers gave her The difference between how MakeCrate does instructions and how other companies do them and how that separates MakeCrate from their competition When MakeCrate will begin adding other

Wendy Keller is an award-winning former journalist, a respected literary agent, an author, speaker, acclaimed book marketing consultant, and branding expert. She got her first job as a newspaper reporter as a 16-year-old college freshman. Since then, Wendy worked for PR Newswire; the Knight-Ridder newspaper chain; as managing editor of Dateline magazine; and as associate publisher of Los Angeles’ then-second-largest Spanish language weekly, La Gaceta. She is the author 31 published books under 9 names, plus dozens of self-published books, and is responsible for over +1,500 deals sold for other authors – including 17 New York Times best sellers and 9 international best sellers. She not only gets to live her own “writer dream”, she and her team at Keller Media get to make that dream come true for lots of other people! Wendy writes, speaks and consults on business topics including: brand building, publishing, speaking, platform building and marketing (a book, a speech, a product or a service). Keller Media train

Troy Sandidge is a highly motivated individual as the Marketing & Communication Executive on behalf of Eastek International managing all Global & U.S. marketing, media, B2B communication, & P.R., utilizing skills obtained through his education and experiences that promotes growth, commitment, and excellence. He’s a Twitter Power User! His engagement has reached as high as 350 Million on various discussions. A former National Bible Bowl Champion, and workaholic, Troy has been video editing since the age of 14. He is also the CMO of Unity Brand Agency and the Founder of OTRChat as well as the GifWolfpack. Troy has had the pleasure to work with many people in the U.S. Government & their representatives, international corporations, as well as being a catalyst for local businesses to thrive online. However, if you ask him, as he puts it, he’s simply just another login from Chicago. What you’ll learn about in this episode: Troy’s background Troy’s measurement of the system of storytelling system Da

Steve is a well-seasoned healthcare polymath and team leader, specializing in business development, growth and marketing strategy, innovation, and client engagement. His interests are in population health, IoT, A.I., and health policy change. He is connected with many leaders in companies ranging from health payers, hospital & health systems, pharmaceuticals, healthcare IT, and emerging technologies. He spent 20 years caring for more than 9,000 individual patients. He transitioned into leading efforts in creating a unique & patented health payer / P&C cost containment solution. Steve sold his busy healthcare practice and moved his family out to Manhattan Beach, CA to be with his sick father. He transitioned into VP of Strategy for national leads acquisition company – with millions of customers in the financial space. He ran two divisions with strong execution with excellent team results. Steve chose to step away (with recommendations) so he could focus on reviewing and selecting the right leadersh

Vera Fischer began her career in residential real estate, working her way up from Leasing Agent to Property Manager. She segued to Operations Manager for the first privately held Cognitive Rehabilitation clinic in Austin, Texas. In 1993, Vera launched her career at GSD&M, an internationally known advertising agency. After various positions within several Austin area agencies, Vera went client-side to Forgent Networks. There she managed and implemented a multi-million dollar marketing budget for several years. In 2004, Vera founded her agency, 97 Degrees West known as The Brand Marketing Agency. Since 2004, the agency has survived both recessions and shown significant growth since 2012. Clients include: LS Tractor USA, United Heritage Credit Union, FirstCare Health Plans and several area small businesses in real estate, oil & gas and specialty medical practices. 97 Degrees West has been the recipient of 15 international creative and marketing awards including a Stevie Award from the American Business A

Kim Gorsuch, the CEO and founder of Weeva, Inc., is a growth oriented executive, comfortable with starting things from scratch and growing them to scale using business process reengineering tools — which she will share later on. Her professional experience includes helping LendingTree grow from approximately $200,000 in revenue to $750M at its peak. She was also the GM of LendingTree’s Real Estate businesses, managing a $60M P&L. Her diverse experience has included launching start-ups within larger companies (e.g. Strategy Consulting Services within IBM) as well as working with established brands on growth strategies (SVP of Strategy at IACI.) Currently, she is founder and CEO of Weeva. Weeva is disrupting the ways in which people capture and preserve collective experience. What you’ll learn about in this episode: Kim’s background Business process reengineering: how this changed from taking 3-6 months when Kim was at IMB to 1 week at LendingTree What Weeva does and how Kim came to found it Weeva’s proces

Alan Pitt, M.D., is a Professor at the Barrow Neurological Institute, one of the country’s premier centers of excellence for neuroscience. He has degrees from Stanford University (B.A 83) and the University Arizona (M.D 88). He did postgraduate training in Internal Medicine, Neurology, Radiology and Neuroradiology. Over the past two decades Dr. Pitt has worked at the nexus of computers and medicine, looking for better ways to stitch together our fragmented healthcare ecosystem. He passionately believes that by putting the patient in front of the right person, the patient’s fear and anxiety (and that of loved ones, the nurse, or generalist) can be mitigated by the reassurance such contact provides. This approach avoids needless tests, transfers and worry. In his efforts to transform healthcare, Dr. Pitt focuses on cloud-based solutions leveraging messaging and collaboration with sustainable business models. Dr. Pitt was the healthcare representative to the Digital Arizona Council, a group organized by the Stat

Vinay Patankar is the CEO of Process Street, the simplest way to manage your team’s recurring processes and workflows. Easily set up new clients, onboard employees and manage content publishing with Process Street. Vinay also hosts a podcast “Business Systems Explored” which does deep dives into different business systems of successful founders and industry experts. What you’ll learn about in this episode: Who Process Street are and what their product does How Vinay took his idea and built it into a company Vinay’s background in marketing, sales, and technology Vinay’s content marketing system Content marketing system best practices The development journey of the system How the system has been documented How new employees are introduced into the system How they ensure everyone is using the system correctly Breaking the role of content marketing up into the different skill sets needed What’s next for Process Street Ways to contact Vinay: Website: process.st Website: businesssystemsexplored.com Twitter: @vin