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Episode 93 – Adam Witty

By |2025-12-05T06:46:33+00:00December 5th, 2025|Podcasts|

What if your expertise could become your most powerful business asset—amplified through the pages of a published book? In this episode of The Covert Code Podcast, I sit down with Adam Witty, 6x author, speaker, consultant, and Founder & CEO of Advantage—the authority company.

Adam Witty HeadshotMeet Adam Witty

In 2005, Adam founded Advantage Media — creating a done-for-you system to simplify book publishing for busy business leaders. What began in the spare bedroom of Adam Witty’s home turned into thousands of customers in 50 U.S. states and 13 countries.

Adam’s innovative approach to publishing attracted Forbes, leading to a 2017 partnership that launched Forbes Books, the exclusive publishing imprint of Forbes Magazine. In the years following, Advantage’s success attracted partnerships with SXSW and Entrepreneur to launch SXSW Books, Entrepreneur Books, and Entrepreneur Authorities. In 2025, Advantage acquired Performance Publishing, strengthening its ability to serve aspiring thought leaders while expanding its portfolio of authority-building imprints.
Adam appeared on the prestigious Inc. 30 Under 30 list of America’s Coolest Entrepreneurs in 2011.

Additionally, Advantage has made the Inc. 500/5000 list six times and made it on to Inc. Regional’s 2025 list of fastest-growing private companies. Adam has appeared in USA Today,
Investor’s Business Daily, Wall Street Journal, and on ABC and FOX. In 2012, the Chilean government selected Adam to judge the prestigious Start-up Chile! entrepreneurship competition.

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Episode 92 – RJ Grimshaw

By |2025-12-01T19:55:34+00:00December 1st, 2025|Podcasts|

What does it take to grow a company from $14 million to over $250 million in assets—and then pioneer AI-driven business transformation for other leaders? In this episode of The Covert Code Podcast, I sit down with RJ Grimshaw, an American business leader, entrepreneur, and executive coaching expert who’s at the forefront of AI-powered leadership.

RJ Grimshaw professional headshot for The Covert Code Podcast, featuring the business leader known for scaling UniFi Equipment Finance and pioneering AI-driven leadership strategies.Meet RJ Grimshaw

RJ Grimshaw was the former president and CEO of UniFi Equipment Finance from 2013 to December 2023. During this time, he spearheaded a remarkable transformation. Under his leadership, UniFi witnessed a meteoric rise in assets, skyrocketing from $14 million to an impressive $250 million.

RJ is also a leading authority regarding the Intrapreneurship Operating System (IOS). RJ is also certified by Coach Micheal Burt to speak, train, and teach “The Person of Interest” philosophy.

RJ also currently serves on the Equipment Finance Cares Board and is a past executive director for the Equipment Leasing and Finance Association.

Prior to his impactful tenure at UniFi, Grimshaw held a series of senior leadership roles at EverBank and Key Equipment Finance, where he honed his skills in steering organizations toward success.

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Episode 91 – Rev. Kevin T. Taylor

By |2025-12-01T19:48:28+00:00November 21st, 2025|Podcasts|

What happens when faith meets finance and strategy aligns with purpose? In this episode of The Covert Code Podcast, I sit down with Rev. Kevin T. Taylor—faith-driven executive, author of “A Charge to Keep,” pastor, and coach for mission-driven leaders. Discover how Kevin’s two decades of experience in education, nonprofit strategy, and organizational growth have taught him to help leaders create lasting impact by aligning purpose with performance. Learn the immutable leadership lessons that bridge the worlds of faith and business, why mission-driven organizations need both heart and strategy, and how to lead with conviction while delivering measurable results. Whether you’re leading a nonprofit, building a faith-based organization, or simply seeking to infuse your work with deeper purpose, Kevin’s insights will transform how you think about leadership that matters.

Kevin T. Taylor HeadshotMeet Rev. Kevin T. Taylor

Kevin T. Taylor is a pastor, educator, and executive leader who bridges the sacred and the strategic. Since 2021, he has served as Pastor of Israel A.M.E. Church in Albany, NY, where his ministry blends worship, justice, and innovation through initiatives like Speaking Truth to Power Tuesdays and the Summer Literacy Challenge. Beyond the pulpit, Kevin brings over 20 years of C-suite and nonprofit leadership experience, including roles as Chief Finance & Talent Officer at the Connecticut RISE Network, Interim CEO & CFO of Greentown Labs, CEO of City on a Hill Charter Public School, and COO of KIPP Massachusetts. A proud Tuskegee University alum, he has been honored by Marquis Who’s Who (2025), 100 Men of Color, and the National Council of Negro Women. Through preaching, teaching, writing, and community service, Rev. Taylor equips organizations and congregations for spiritual growth and lasting transformation.

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Episode 90 – John Pitre

By |2025-11-14T18:26:46+00:00November 14th, 2025|Podcasts|

What happens when fine art meets blockchain technology? In this special anniversary episode of The Covert Code Podcast, recorded from John Pitre‘s beautiful Oahu home, I reunite with the visionary artist and engineer who was featured at the very beginning of our podcast journey.

John Pitre, visionary artist and engineer, photographed at his Oahu home for The Covert Code Podcast anniversary episode discussing fine art and blockchain innovation.Meet Dr. Bin Tang

John Pitre, born in 1942 and educated at the Art Students League in New York, is a renowned Master of Fantasy and Surrealism with over 40 years of influence. His art, known for its visionary commentary on issues like overpopulation, nuclear war, and ecological decline, includes the widely popular piece “Restrictions,” which sold an estimated seven million copies. Beyond his artwork, Pitre holds numerous patents, pioneering in fields such as ocean exploration, aviation, and fitness equipment design, including the award-winning ROM machine. His work, including the innovative Genesis Paint, transcends visual art, offering profound philosophical insights into humanity’s purpose as stewards of the planet. The ethereal vision of this contemporary DaVinci deeply inspires many people.

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Episode 89 – Mary Clements Evans

By |2025-11-14T18:14:23+00:00November 7th, 2025|Author, Podcasts|

What if your biggest retirement obstacle isn’t numbers—but emotions? In this episode of The Covert Code Podcast, I sit down with Mary Clements Evans, Forbes Books author of “Emotionally Invested: Outsmart Fearless Retirement” and founder of Evan’s Wealth Strategies.

Mary Clements Evans holding her Forbes Books release “Emotionally Invested” in Times Square, featured on The Covert Code Podcast discussing behavioral finance and retirement confidence.Meet Mary Clements Evans

Mary Clements Evans is a financial advisor, entrepreneur, and thought leader in behavioral finance. At age 52, she founded Evans Wealth Strategies, building it from the ground up into a nationally recognized firm. Her expertise has led to speaking engagements at major conferences and the publication of her first book with Forbes Books.

Mary’s passion for behavioral finance comes from years of sitting across from clients facing tough financial decisions—decisions often driven by fear and uncertainty rather than logic. She has witnessed firsthand how emotions shape financial choices and understands that true financial well-being isn’t just about numbers—it’s about confidence and peace of mind. Inspired by personal and professional experiences, she wrote Emotionally Invested to help readers navigate these challenges and take control of their financial future.

Outside of work, Mary enjoys spending time with her husband, Paul, at their vacation home in Myrtle Beach. A devoted foodie and avid traveler, she firmly believes that the best conversations happen over a chocolate martini.

Through Emotionally Invested, Mary’s mission is clear: to change the way people think about money, empowering them to make better financial decisions and live with greater financial confidence.

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Episode 88 – Alex Herrera

By |2025-11-03T08:06:36+00:00October 30th, 2025|Podcasts|

What does it take to build a lasting family legacy across multiple industries—from automotive to healthcare, solar, taxes, and beyond? In this episode of The Covert Code Podcast, I sit down with Alex Herrera, a serial entrepreneur whose dedication to community and family drives everything he does. Discover Alex’s remarkable journey from his automotive roots with Midas and Meineke franchises in Texas to building a thriving 30-year automotive legacy in Arizona’s Scottsdale Airpark—the only Costco-certified service center with five-star ratings across the board. Learn how finding the right partner, closing the door on your past, and expanding beyond your comfort zone can transform you from a passionate technician to a multi-industry entrepreneur. Whether you’re building your first business or your fifth, Alex’s insights on legacy, family, and strategic diversification will inspire your entrepreneurial journey.

Alex Herrera, serial entrepreneur and founder of Sun Energy Today and Adam Energy Finance, featured on The Covert Code Podcast discussing multi-industry legacy and solar entrepreneurshipMeet Alex Herrera

Alex Herrera is a seasoned serial entrepreneur and founder of Sun Energy Today and Adam Energy Finance, with over two decades of experience launching, scaling, and optimizing businesses across automotive, e-commerce, and clean energy sectors. After successfully starting businesses in Arizona, Alex has concentrated on solar energy and tax credit strategies, helping people and organizations maximize the financial benefits of clean energy projects through creative financing options like EB-5 programs, family office partnerships, and other funding methods. With deep expertise in both residential and commercial solar projects, Alex specializes in identifying high-impact opportunities, navigating complex regulatory frameworks, and developing scalable systems that make sustainability both financially sound and strategically advantageous. His hands-on leadership approach and commitment to building relationships based on trust and measurable value have positioned him as a respected voice in solar entrepreneurship during one of the industry’s most transformative periods.

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Episode 87 – Rey Wolmers

By |2025-11-03T08:09:24+00:00October 24th, 2025|Podcasts|

What does it take to rise from humble beginnings to building luxury brands in both real estate and automotive? In this episode of The Covert Code Podcast, I sit down with Rey Wolmers—eXp real estate broker and Luxury Automotive Consultant at Velocity Honolulu.

Rey Wolmers, eXp Realty broker and luxury automotive consultant at Velocity Honolulu, featured on The Covert Code Podcast discussing real estate and high-end auto brandingMeet Rey Wolmers

Rey Wolmers is a seasoned real estate broker with eXp Realty and a luxury automotive consultant at Velocity Honolulu. With nearly 20 years of experience across real estate and the auto industry, Rey has built a career at the intersection of life’s biggest purchases—homes and high-performance cars. From his early days at RE/MAX and Coldwell Banker to representing world-class brands like Ferrari, Lamborghini, and Bentley, Rey has become a trusted advisor for both homeowners and car enthusiasts alike. Beyond business, he’s passionate about giving back through First Tee Hawaii, the Sony Open, and the Lotte Championship, while his proudest role is being a father to his daughter Brooklyn.

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Why I No Longer Recommend Yotpo: An Update for Readers of The Covert Code

By |2025-11-03T08:14:47+00:00October 20th, 2025|Extended Content|

Transparency and continual learning are the foundation of digital marketing success—and they’re values I have always championed for my clients, readers, and the broader business community. In The Covert Code, I recommended Yotpo as a reviews platform based on years of positive experience. Today, as the industry and my own journey have evolved, it’s not only fair but also necessary to update you on my changed stance. This is a note on protecting what matters, standing up for fairness, and putting small businesses first.

Fairness in Software: More Than a Buzzword

Anyone who’s spent time in the trenches of small business knows how quickly software subscriptions become a minefield of auto-renewals, shifting terms, and surprise invoices. As I wrote in my Forbes Books articles and throughout The Covert Code, business owners deserve clear, fair, and customer-first relationships with their vendors—especially as margins thin and tech stacks grow ever more complex. Fairness isn’t a luxury; it’s a survival requirement.

My Yotpo Experience: When Fairness Breaks Down

For years, I recommended Yotpo and wove it into our client solutions. My endorsement in The Covert Code was built on what, at the time, felt like a fair, transparent partnership. That’s what makes what happened in 2025 all the more disappointing—and, frankly, unacceptable.

Here’s what changed: In April 2025, Yotpo’s contract automatically renewed for a full year—with absolutely no mid-term cancellation or pro-ration allowed—billed in hefty six-month increments of $4,911.50. No reminders. No up-front notice or explicit consent. When we formally notified Yotpo of our intent to cancel in June, removed every client from the platform, and stopped all usage by July 18, their answer was still the same: the fine print required a year-long financial commitment, no matter what. They refused any refund for the unused months, holding us to a contract that, by then, delivered no value. And to be clear, they attempted to bill another $4,911.50 for the following six months, even after the account was canceled and all clients were off-platform.

To make matters worse, Yotpo knew the full situation in real time. Our two largest retail clients—Hilo Hattie and Diamond Bakery—left the agency, and we proactively tried to assist their direct transition to Yotpo, simply to preserve their reviews and SEO value. Yotpo was informed every step of the way that these accounts were gone, that our entire retail portfolio had evaporated; they understood the sudden business impact. Yet even knowing this, and despite a nearly decade-long relationship, they invoked rigid terms, offered zero partner protection, and left us stranded with a $10,000 annual obligation for software that, literally, no one was using.

This Isn’t Just About Yotpo—It’s About a Broken SaaS Status Quo

This is bigger than one vendor. It’s a reflection of the broader, broken state of SaaS contracts—where fine print trumps fairness, and loyalty is a one-way street. Inflexible contracts, annual auto-renewals, and “all-sales-final” policies are death by a thousand cuts for small businesses and agencies that routinely ride the waves of client wins and losses.

Small businesses cannot—and should not—be forced to shoulder thousands in software fees for tools they’re not using, especially after openly communicating business hardship. And when a partner stands by passively, refusing to offer exits or protections, it is a signal to everyone else in the industry: it’s time to move on. According to Section 5 of the FTC Act (§ 45), billing for unrendered services is an unfair or deceptive practice (FTC.gov).

No small business owner should have to lawyer up just to defend what is plainly right: fairness, pro-rating, and the basic decency of honoring usage, not contractual technicalities.

My Solution: Transitioning to TrustIndex.io

The solution was clear. As of July 18, 2025, I migrated all client accounts to TrustIndex.io. For just $125 a year—rather than $4,911.50 per six months—my clients receive the same essential review and reputation features, with a transparent, flexible subscription and no cryptic, iron-clad clauses. The contrast is unmistakable: nearly $10,000 a year for unused Yotpo access versus $125 for full peace of mind.

How You Can Protect Your Business

This experience reinforced the core advocacy I share in The Covert Code and across my Forbes columns:

  • Reject automatic, annual renewals without full, explicit consent.
    Track your renewal dates; require written reminders and negotiation before any commitment.
  • Read every clause on cancellation and refunds.
    Don’t hesitate to walk away from vendors who hide behind inflexible policies.
  • Document all transitions and communications.
    Especially when usage drops or clients churn—these make your case undeniable.
  • Expect your partners to act like partners.
    True SaaS and technology partners stand by you in lean times, not just in growth.

My Ongoing Commitment to You

I owe my readers and clients the truth—even when it means reversing a once-confident endorsement. That’s what fair guidance demands, and it’s what drives lasting, trust-based relationships. When a vendor’s practices no longer align with my standards for fairness, advocacy, and partnership, I speak up and set a new course.

If you’re wrestling with unfair SaaS billing, stuck in a predatory contract, or have a story to share about your own software journey, reach out. Let’s push for better, together.

For more on clean vendor transitions, practical digital strategy, and building resilient businesses, connect with me on LinkedIn


Sources:


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The Covert Code Podcast Surpasses 45,000 Followers on YouTube

By |2025-11-03T08:20:01+00:00October 20th, 2025|Press Releases|

With Thousands More Across Streaming Platforms

Honolulu, HI, UNITED STATES, October 20, 2025. In just over 18 months, The Covert Code Podcast, hosted by digital marketing strategist and Forbes-published author Anna Covert, has reached a new benchmark—over 45,000 YouTube followers, with thousands more listeners tuning in weekly on Spotify, Amazon Music, and Apple Podcasts.

Launched in spring 2024, the podcast quickly gained traction as a trusted source for conversations on digital innovation, marketing, and leadership. Initially exploring topics like AI, eCommerce, the evolution of the solar industry, and cutting-edge tech, The Covert Code has expanded to include weekly guest interviews with prominent industry leaders, bestselling authors, entrepreneurs, and creatives from Hawaii and beyond.

“The momentum has been incredible,” said Anna Covert. “We created this podcast to decode the complexities of modern marketing and business, but the real power has come from the people—our guests, our team, and our growing audience who show up week after week.”

Some of the many featured guests are:

  • Brenda Darden – President & CEO – AnitaB.org, Driving Tech Equity and Inclusive Innovation.
  • Dr. Alexander M. Orlando – Co-Founder & Chief Revenue Strategist—AI Labs Corporation.
  • Nancy Harhut – Co-Founder & Chief Creative Officer at HBT Marketing, a consultancy that specializes in applying human behavior techniques to marketing.
  • John Pitre – President & CEO of Natural Power Concepts; American visionary painter.
  • Laura Morton – Master storyteller, New York Times bestselling author, award-winning filmmaker, mental health advocate, and powerful workshop facilitator.

  • Jeff Szur – COO of Altitude Water, tackling water security worldwide.
  • Joe Hudicka – Author of AI Ecosystems Revolution, Innovator & Public Speaker and CEO of The Clarity Team/Evenflow.
  • Cynthia Montgomery – Founder & CEO of Montgomery Robbins Landscape Architects.

The podcast’s rapid growth is a testament to its resonant message: powerful insights, practical strategy, and authentic voices that help listeners thrive in today’s dynamic business environment.

With the recent publishing of her second book, The Solar Coaster, which addresses the ever-challenging world of the solar industry, Anna added a second podcast to her portfolio, Solar Coaster Book Podcast. Guests on the podcast run the gamut of industry leaders like Ryan Park, who has more than 20 years of experience in many facets of the solar industry, from solar sales and financing to vertical construction and community partnership; Vladimir Marchenko, CEO & Co-Founder of Wolf River Energy, one of the Midwest’s fastest-growing renewable energy companies; and many more to come. In just over a month, the YouTube podcast has reached 6,500 followers.

Every week, we release new episodes of The Covert Code Podcast on Fridays and the Solar Coaster Book Podcasts on Wednesdays. They are available at TheCovertCode.com/podcast and solarcoasterbook.com/podcasts, or subscribe on YouTube, Apple Podcasts, Amazon Music, iHeart Radio, or Spotify.

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Episode 86 – John Petrocelli

By |2025-11-03T08:24:24+00:00October 16th, 2025|Podcasts|

What happens when livestreaming stops being a broadcast and becomes an immersive brand experience? In this episode of The Covert Code Podcast, I sit down with John Petrocelli, founder and CEO of Bulldog DM—the world’s leading premium livestream studio.

John Petrocelli, Bulldog DM founder and CEO, on The Covert Code Podcast sharing insights on immersive brand experiences and the future of livestreamingMeet John Petrocelli

A pioneer of the livestream industry, John Petrocelli is a lifelong entrepreneur, tech purveyor, and founder & CEO of leading livestream studio Bulldog DM. He has built a career on connecting today’s digitally engaged consumer to the world’s best live content, enabling the most watched livestreams of all time. John’s work has produced over one billion audience engagements across Fortune 500 clients who have sought his expertise in creating customized experiences that tell a story.

Always one to identify industry shifts and opportunities early on, John collaborated with Prince to develop the first major artist-direct-to-consumer digital music store, garnering Prince a Billboard Award for Best Use of Technology by an Artist and a Webby Award. His sales and business leadership at startups led to acquisitions by AEG, Google, and Akamai.

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