In this episode, we sit down with seasoned insurance pro Butch Kriger to uncover the real risks small business owners face when it comes to insurance—and why most don’t realize they’re exposed until it’s too late. From a contractor who lost $260K due to check fraud, to the rising threat of cyber and social engineering scams, Butch breaks down the high-stakes mistakes companies make and how to proactively avoid them. We dive into the importance of property coverage reviews, how positive pay could have saved a business, and why your broker could make or break your financial continuity. If you're a small business owner, this episode could save you thousands.

In this episode of Strategy Shift, hosts Adam Levin and Tom Freedman sit down with Lance Keene — founder of Keene Systems and a master of custom software development — to talk about the tech challenges facing small businesses and how tailored web applications can streamline operations and unlock growth. From humble spreadsheet beginnings to $200 million transformations, Lance shares stories from the field and breaks down why customization matters. Plus, we take a detour to the mountains of New Hampshire to hear about Lance’s off-grid, 25-year quest to build his dream medieval castle by hand.

In Episode 3 of the Strategy Shift Podcast, Adam Levin and Tom Freedman talk with Matt Ruck, Founder & CEO of xop.ai, an automation and AI consultancy transforming IT services. Matt, formerly the CEO of designDATA, shares his expertise in building secure IT infrastructures and developing AI-powered solutions like self-help IT and HR chatbots that empower end-users to resolve issues independently. He discusses how AI and automation are reshaping IT services, enhancing knowledge management, and boosting business efficiency, while emphasizing the importance of implementing safe and trustworthy AI solutions.