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Quik! News Team
3 days ago27 min read
Redefining Financial Guidance in Times of Transition With Rob Sweas
In this episode of The Customer Wins, Richard Walker interviews Rob Sweas, a Certified Financial Planner at Arete Wealth
15 views0 comments
Quik! News Team
Jan 1827 min read
The Art of Effortless Wealth Recovery With Mike Betz
In this episode of The Customer Wins, Richard Walker interviews Mike Betz, General Manager at 11thEstate.
37 views0 comments
Amber A.
Jan 153 min read
The Power of Forms Processing to Increase Efficiency
Digital forms transform your business Efficiency is the cornerstone of success in today’s dynamic business landscape. Yet, many...
6 views0 comments
Quik! News Team
Jan 1130 min read
Mastering Profit First Method With Rocky Lalvani
In this episode of The Customer Wins, Richard Walker interviews Rocky Lalvani, the Fractional Chief Probability Officer at Profit Comes Firs
18 views0 comments
![[100th Episode Special] Automating Paperwork Hassles With Cheryl Dillon](https://static.wixstatic.com/media/7b6e99_cf79306a52a44956bee8cf34bb6bc133~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_cf79306a52a44956bee8cf34bb6bc133~mv2.png)
Quik! News Team
Jan 427 min read
[100th Episode Special] Automating Paperwork Hassles With Cheryl Dillon
In this episode of The Customer Wins, Richard Walker interviews Cheryl Dillon, Co-founder of Quik!
46 views0 comments
Quik! News Team
Dec 28, 202421 min read
Transforming Advisor Engagement Through AI With Spenser Segal
In this episode of The Customer Wins, Richard Walker interviews Spenser Segal, Founder and CEO of ActiFi.
31 views0 comments
![[Author Series] Life and Money Alignment Secrets With Dr. Preston Cherry](https://static.wixstatic.com/media/7b6e99_d1eb7c46d63845cb8bdf235be8ff269e~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_d1eb7c46d63845cb8bdf235be8ff269e~mv2.png)
Quik! News Team
Dec 21, 202428 min read
[Author Series] Life and Money Alignment Secrets With Dr. Preston Cherry
In this episode of The Customer Wins, Richard Walker interviews Dr. Preston Cherry, Founder and President of Concurrent Financial Planning.
18 views0 comments
Quik! News Team
Dec 14, 202425 min read
Revolutionizing Fintech Sales Strategies With Wim Van Lerberghe
In this episode of The Customer Wins, Richard Walker interviews Wim Van Lerberghe, Founder of Advintro.
88 views0 comments
Quik! News Team
Dec 7, 202431 min read
The Six F Strategy for Success With Brett Gilliland
In this episode of The Customer Wins, Richard Walker interviews Brett Gilliland, Co-founder and CEO of Visionary Wealth Advisors.
22 views0 comments
Quik! News Team
Nov 30, 202431 min read
Navigating Customer Experience To Unlock Customer Loyalty With Richard Weylman
In this episode of The Customer Wins, Richard Walker interviews Richard Weylman, Founder of Richard Weylman, Inc.
21 views0 comments
Quik! News Team
Nov 23, 202426 min read
Transforming Cybersecurity for Businesses With Matthew Connor
In this episode of The Customer Wins, Richard Walker interviews Matthew Conner, Founder and CEO of CyberLynx
17 views0 comments
Amber A.
Nov 19, 20244 min read
Quik! and Forms Logic Expand Partnership to Expedite Advisor Transitions with AI-powered Solutions
FormXtract Will Accelerate Processing and Enhance Data Accuracy Redondo Beach, CA - November 19, 2024 -  Quik! — the industry leader in...
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Quik! News Team
Nov 17, 202424 min read
Revolutionizing Fee Billing Systems for Advisors With Lacey Shrum
In this episode of The Customer Wins, Richard Walker sits down with Lacey Shrum, Founder and CEO of Smart Kx.
38 views0 comments
Quik! News Team
Nov 9, 202424 min read
Transforming Financial Advising With Simplicity and Tech With Adam Dell
In this episode of The Customer Wins, Richard Walker interviews Adam Dell, Founder and CEO of Domain Money.
29 views0 comments
Amber A.
Nov 5, 20242 min read
The Power of Forms Processing to Increase Efficiency
In today’s fast-paced business environment, efficiency is paramount. One often overlooked area with potential for improvement lies in...
9 views0 comments
Quik! News Team
Nov 2, 202424 min read
How Psychometrics Can Revolutionize Your Workforce With Jason P. Carroll
In this episode of The Customer Wins, Richard Walker interviews Jason P. Carroll, Founder and CEO of Aptive Index.
30 views0 comments
![[Perspective Series] Strategies for Winning Customers: A Conversation With Peter LePiane](https://static.wixstatic.com/media/7b6e99_5f91d12e9d26452aa67c61097f70e1f6~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_5f91d12e9d26452aa67c61097f70e1f6~mv2.png)
Quik! News Team
Oct 26, 202421 min read
[Perspective Series] Strategies for Winning Customers: A Conversation With Peter LePiane
In this episode of The Customer Wins, Richard Walker interviews Peter LePiane, Founder of Idea Bridge.
36 views0 comments
![[AI Series] Tailoring Client Acquisition in Finance With AI With Farbod Nowzad](https://static.wixstatic.com/media/7b6e99_795128d9d5854a3db6576d7ede770163~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_795128d9d5854a3db6576d7ede770163~mv2.png)
Quik! News Team
Oct 19, 202422 min read
[AI Series] Tailoring Client Acquisition in Finance With AI With Farbod Nowzad
In this episode of The Customer Wins, Richard Walker interviews Farbod Nowzad, Co-founder and CEO of Cashmere AI
48 views0 comments
Quik! News Team
Oct 12, 202421 min read
Redefining Productivity in Business With Steve Miksta
In this episode of The Customer Wins, Richard Walker interviews Steve Miksta, Founder and CEO of Oppty.
89 views0 comments
Amber A.
Oct 10, 20243 min read
How Forms Automation and Processing Can Help Immigration Law
Immigration law thrives on precision. From initial consultations to complex casework, accuracy and efficiency are paramount. However,...
11 views0 comments
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