Craig Pollack, Founder & CEO of FPA Technology Services, Inc. interviews successful business owners, subject matter experts, and other impactful business leaders in the Greater Los Angeles area with the goal of helping other small business owners and key decision makers grow or simply improve how they run their businesses - ultimately looking to increase their profitability.
We sit down with Jason Kole, the V.P. of Operations for Kole Imports & Closeouts, one of the more successful importers and resellers of wholesale merchandise in the industry. We spend some time with Jason diving in to how he and the leadership team run the company, how they set goals and achieve them, and how they went from 4 in-house IT staff to 1 - all while significantly increasing their efficiency and profitability. He gets into some pretty great detail about their move from a custom, legacy ERP system to NetSuite and what a change like this does to a business. He also gets into some great personal lessons learned over the years. Whether you're a manufacturer, distributor, or have a service business - there are some great nuggets in here that would help anyone running a business.
1 hr 16 min
In our inaugural episode, we tap into the mind of TJ Jones, the V.P. of Operations of Gamble Jones Investment Counsel, one of the oldest and most reputable Registered Investment Advisors in Pasadena - and one of FPA's oldest clients. We spend some time with TJ diving in to how he and his leadership team run the company, what some of their key initiatives have been, what they've been doing to achieve these initiatives, and what some of the technology looks like that they use to run their firm. He gets into some pretty great detail about the speedbumps of implementing their CRM system as well as their migration of the Portfolio Management System from APX to Tamarac. Whether you're an RIA or not, there's some seriously valuable nuggets in here that would help anyone running a small business.
1 hr 10 min