[Perspective Series] The Art of Wonder: Solving Problems Through Magic With Dan Trommater
In this episode of The Customer Wins, Richard Walker interviews Dan Trommater, a renowned magician and keynote speaker.
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![[Perspective Series] The Art of Wonder: Solving Problems Through Magic With Dan Trommater](https://static.wixstatic.com/media/7b6e99_f9e3295b9f1b4239b394297567d5711f~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_f9e3295b9f1b4239b394297567d5711f~mv2.png)
![[AI Series] The AI Edge: Supercharging Financial Advisors With Denis Konoplev](https://static.wixstatic.com/media/7b6e99_0d845b7e19f74ffb9731a2433562cc1f~mv2.jpg/v1/fill/w_1199,h_900,fp_0.50_0.50,q_90,enc_auto/7b6e99_0d845b7e19f74ffb9731a2433562cc1f~mv2.jpg)
Quik! News Team
Jun 2223 min read
[AI Series] The AI Edge: Supercharging Financial Advisors With Denis Konoplev
In this episode of The Customer Wins, Richard Walker interviews Denis Konoplev, CEO of Munin AI.
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Quik! News Team
Jun 1523 min read
Transforming Financial Services With a Customer-First Approach With David Crow
In this episode of The Customer Wins, Richard Walker interviews David Crow, President of Axos Clearing.
58 views0 comments
Quik! News Team
Jun 922 min read
Leveraging AI and Process for Client Wins With Justin Bolmgren
In this episode of The Customer Wins, Richard Walker interviews Justin Bolmgren, Chief Process Maestro at William Joseph Capital Management.
35 views0 comments
Quik! News Team
Jun 428 min read
CRM Mastery: Empowering Financial Advisors for Success With Stephanie Dannebaum
In this episode of The Customer Wins, Richard Walker interviews Stephanie Dannebaum, Founder of Stephanie Dannebaum Consulting.
41 views0 comments
Quik! News Team
May 2528 min read
Maximizing Efficiency in Client Documentation With Corey Westphal
In this episode of The Customer Wins, Richard Walker interviews Corey Westphal, Founder and CEO of Mobile Assistant.
111 views0 comments
Quik! News Team
May 1928 min read
Maximizing Customer Success Through Intelligent Cash Management With Michael Halloran
In this episode of The Customer Wins, Richard Walker interviews Michael Halloran, Head of Business Development at MaxMyInterest.
45 views0 comments
Quik! News Team
May 1129 min read
Revolutionizing Advisor-Client Interactions Through AI With Tom Rieman
In this episode of The Customer Wins, Richard Walker interviews Tom Rieman, CEO and Founding Partner of Practice Intel.
87 views0 comments
![[Perspective Series] Secrets to Winning at Golf and Life With Bobby Steiner](https://static.wixstatic.com/media/7b6e99_cac259ce1c364a51ad8b702a0d3f84e1~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_cac259ce1c364a51ad8b702a0d3f84e1~mv2.png)
Quik! News Team
May 433 min read
[Perspective Series] Secrets to Winning at Golf and Life With Bobby Steiner
In this episode of The Customer Wins with Richard Walker featuring Bobby Steiner, they discuss the parallels between mastering golf.
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Quik! News Team
Apr 2727 min read
Networking Like a Pro: Matt McCoy’s Secrets to LinkedIn Success
In this episode of The Customer Wins, Richard Walker is joined by Matt McCoy of Jobby.
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Quik! News Team
Apr 2030 min read
Building Resilience for Customer Success with Chrissy Myers
In this episode of The Customer Wins, Richard Walker sits down with Chrissy Meyers, CEO of AUI and Clarity HR.
38 views0 comments
Quik! News Team
Apr 1326 min read
Jason Mandel’s Guide To Tax-Free Growth and Asset Protection
In this episode of The Customer Wins, Richard Walker sits down with Jason Mandel, Founder and CEO of The Mandel Family Office.
45 views0 comments
Quik! News Team
Apr 626 min read
Emotional Sales Methodology of Empathy and Connection With Sam Wakefield
In this episode of The Customer Wins, Richard Walker sits down with Sam Wakefield, Founder and CEO of Close It Now.
74 views0 comments
Quik! News Team
Mar 3126 min read
Building Fintech Businesses in Data Privacy With Sid Yenamandra
In this episode of The Customer Wins, Richard Walker sits down with Sid Yenamandra, Founder and CEO of Surge Ventures.
106 views0 comments
Quik! News Team
Mar 2328 min read
Unleashing Your Potential as a Breakaway Advisor With Jason Barber
In this episode of The Customer Wins, Richard Walker sits down with Jason Barber, Founder and CEO of Uptick Partners.
61 views0 comments
Quik! News Team
Mar 1630 min read
Streamlining Document Processes With Digital Vaults With Clifton Schaller
In this episode of The Customer Wins, Richard Walker sits down with Clifton Schaller, Chief Growth Officer at FutureVault.
73 views0 comments
Quik! News Team
Mar 1025 min read
Improving Customer Experience and Growth Through Operations With Jen Goldman
In this episode of The Customer Wins, Richard Walker sits down with Jen Goldman, Founder of My Virtual COO.
100 views0 comments
Quik! News Team
Mar 325 min read
Gamifying Courses: The Future of Education With Murray Gray
In this episode of The Customer Wins, Richard Walker sits down with Murray Gray, Co-founder of Xperiencify.
60 views0 comments
Quik! News Team
Feb 2331 min read
Becoming an Olympic-Level Leader Through Coaching With Sherry Winn
In this episode of The Customer Wins, Richard Walker sits down with Sherry Winn, Founder and CEO of The Winning Leadership Company.
103 views0 comments
![[AI Series] AI Note-Taking for Financial Advisors With Daniel Yoo](https://static.wixstatic.com/media/7b6e99_9c9ab31f61fe43919d9d06891703014e~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_9c9ab31f61fe43919d9d06891703014e~mv2.png)
Quik! News Team
Feb 1926 min read
[AI Series] AI Note-Taking for Financial Advisors With Daniel Yoo
In this episode of The Customer Wins, Richard Walker sits down with Daniel Yoo, Founder of FinMate AI.
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