Adi Klevit is the Founder and CEO of Business Success Consulting Group, which identifies, creates, and documents processes to help businesses scale. She has 25 years of experience as a trained industrial engineer, management consultant, and business executive. With this knowledge, Adi helps organizations and companies improve efficiency and performance.

Running a business without clear systems can leave leaders feeling overwhelmed, overworked, and stuck in a cycle of inefficiency. As teams grow and operations expand, the lack of documented processes can lead to inconsistency, bottlenecks, and a poor customer experience. How can entrepreneurs gain more freedom and control without sacrificing growth?

Adi Klevit, an expert in business systems and process implementation, outlines a powerful framework for building scalable operations. She emphasizes that freedom comes not from delegation alone but from implementing documented processes that empower teams and improve consistency. She shares actionable strategies for creating buy-in from staff, cultivating a process-driven mindset, and using AI tools to streamline operations. From identifying bottlenecks to optimizing workflows, Adi offers a practical roadmap for founders looking to reclaim their time and scale sustainably.

In this episode of The Customer Wins, Richard Walker interviews Adi Klevit, Founder of Business Success Consulting Group, about how structured systems give entrepreneurs freedom. Adi explains how process documentation leads to better customer experiences, smoother operations, and empowered teams. She also discusses the importance of mindset, leveraging AI agents, and driving team engagement through ownership.

David A. Perez is the CEO of Tax Maverick, a company that empowers tax professionals by providing technology and AI solutions to enhance their tax advisory services. Under his leadership, Tax Maverick has significantly expanded its reach, transitioning from individual taxpayer services to assisting tax professionals nationwide with impactful tax strategies. David is a renowned tax strategist, bestselling author, and developer of the proprietary 3% Formula, which enables high-income earners to legally minimize their tax liabilities and invest in wealth-building assets like real estate. Through his book Building Your Own Economy and the BYOE Conference, he inspires individuals to take control of their financial futures and build lasting wealth.

Building a scalable business while maintaining exceptional client service is a hurdle every entrepreneur faces. As demand grows, so do the cracks in fulfillment, time management, and team capacity. So, how do you grow your impact without burning out or sacrificing quality?

David A. Perez, a tax strategist and advisor, shares how he overcame these challenges by shifting from direct client service to empowering professionals with tools, training, and AI. He emphasizes the importance of documenting processes, understanding your customers deeply, and focusing relentlessly on one core product. David explains how leveraging AI can close the knowledge gap in professional services, enabling advisors to offer more value and stand out in a commoditized market.

In this episode of The Customer Wins, Richard Walker interviews David A. Perez, CEO of Tax Maverick, about empowering tax professionals through AI-driven advisory tools. David discusses the value of strategic focus, how to productize expertise, and the shift from compliance work to high-value consulting. He also shares insights on attracting financial advisors, building tech without a tech background, and improving client experience through education.

​Donald Morgan is the LPL Branch Manager and an Accredited Investment Fiduciary at Independent Wealth Connections, a firm offering a comprehensive range of investment planning products and services, focusing on assisting individuals and business owners with their financial, investment, and retirement needs. With over four decades of experience in the financial services industry, he holds multiple professional registrations and licenses, including FINRA Series 7, 63, and 65 with LPL Financial. In 2023, Donald expanded his professional endeavors by founding iWealthTax LLC, reflecting his commitment to providing holistic financial services. His four-step consultative process ensures personalized solutions, from portfolio diversification to retirement planning and estate strategies.

Many entrepreneurs struggle to balance their business success with their personal financial well-being. The fast-paced world of business ownership often leaves little room for intentional financial planning, especially when the lines between business and family are deeply intertwined. How can business owners build a meaningful financial strategy that supports their company and their loved ones?

Donald Morgan, a veteran financial consultant with decades of experience, shares how aligning business goals with personal values creates more fulfilling and successful outcomes. He emphasizes the importance of working only with clients who are a strong fit — those who are financially literate, responsible, and care about others. He shares a practical filtering process for onboarding new clients and discusses how leaning into technology, including AI-driven tools, helps improve efficiency and client service. Donald’s approach includes automating administrative tasks, outsourcing non-essential work, and focusing on lifelong customer relationships.

In this episode of The Customer Wins, Richard Walker interviews Donald Morgan, Financial Consultant and Managing Director at Independent Wealth Connections and iWealthTax, about designing a client-focused financial practice. Donald explores how integrating business with personal financial planning creates deeper value, discusses adopting AI to enhance service, identifying ideal clients, and creating systems that sustain long-term relationships.