Tips for Effectively Helping People As a Financial Advisor
In this episode of The Customer Wins, Richard Walker sits down with Jonathan Miller, CEO of Parsonex Enterprises.
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Quik! News Team
Sep 18, 202328 min read
Using AI To Financially Plan Our Future With Robert Kirk
In this episode of The Customer Wins, Richard Walker sits down with Robert Kirk, Founder and CEO of InterGen Data.
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Quik! News Team
Sep 8, 202321 min read
Leveraging AI Technology To Provide Holistic Financial Advice With Charlie Clark
In this episode of The Customer Wins, Richard Walker sits down with Charlie Clark, Chief Revenue Officer of FP Alpha.
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Quik! News Team
Sep 4, 202320 min read
Lessons To Learn From The Food Lawyer With George Salmas
In this episode of The Customer Wins, Richard Walker sits down with George Salmas, Managing Principal of The Food Lawyers.
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Quik! News Team
Aug 28, 202327 min read
Smoothly Transitioning to New Firms With Tamara Williams
In this episode of The Customer Wins, Richard Walker sits down with Tamara Williams, Owner and Principal Transition Consultant
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Quik! News Team
Aug 21, 202324 min read
How To Simplify the Accounts Receivable Process With Mark Firmin
Listen to this episode of The Customer Wins as host Rich Walker welcomes Mark Firmin, President and COO of ACOM Solutions.
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Quik! News Team
Aug 14, 202323 min read
Connecting Wealth Management Firms and Solution Providers With Chip Kispert
In this episode of The Customer Wins, Richard Walker sits down with Chip Kispert, Founder and Managing Partner of Beacon Strategies, LLC.
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Quik! News Team
Aug 7, 202329 min read
Customer Experience Lessons From The Hospitality Industry
In this episode of The Customer Wins, Richard Walker interviews Adam Isrow to discuss his entrepreneurial journey of creating GoConcierge.
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Quik! News Team
Jul 27, 202325 min read
Tips for Addressing Financial Regulatory Compliance Requirements With Parham Nasseri
In this episode of The Customer Wins, Richard Walker sits down with Parham Nasseri, Vice President of Product and Regulatory Strategy.
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Quik! News Team
Jul 24, 202327 min read
Growing Through Active Listening and Good Communication With Mike Row of Future Capital
In this episode of The Customer Wins, Richard Walker sits down with Mike Row, Chief Revenue Officer of Future Capital.
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Quik! News Team
Jul 17, 202323 min read
Have Confidence in Where You Financially Stand With Shabana Nathoo
In this episode of The Customer Wins, host Rich Walker welcomes Shabana Nathoo, a Wealth Management Advisor at Navigo Wealth Management.
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Quik! News Team
Jul 11, 202326 min read
Transforming a Financial Services Firm Through Technology With Geoff Moore
In this episode of The Customer Wins, Richard Walker sits down with Geoff Moore, CIO of Valmark Financial Group.
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Quik! News Team
Jul 3, 202333 min read
Growth Tips for Wealth Management Firms With Aaron Klein of Nitrogen
In this episode of The Customer Wins, Richard Walker sits down with Aaron Klein, Co-founder and CEO of Nitrogen.
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Quik! News Team
Jun 26, 202327 min read
The Better and Simpler Way To Scale With Austin Netzley of 2X
In this episode of The Customer Wins, Richard Walker sits down with Austin Netzley, Founder and CEO of 2X.
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Quik! News Team
Jun 20, 202329 min read
Bridging Personal Purpose and Professional Success With Justin Krane
In this episode of The Customer Wins, host Richard Walker engages in an enlightening conversation with Justin Krane.
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Quik! News Team
Jun 12, 202330 min read
How Wealth Management Firms Can Thrive Through Consultancy
In this episode of The Customer Wins, Richard Walker sits down with Marc Butler, Founder and Consultant of Marc Butler Consultancy.
71 views0 comments
Quik! News Team
Jun 2, 202327 min read
Tips for Driving a Company’s Growth With Ashtan Moore of Model B
Listen to this episode of The Customer Wins as host Rich Walker welcomes Ashtan Moore, Co-Founder and Partner of Model B.
66 views0 comments
Quik! News Team
May 31, 202332 min read
The Significance of Community, Collaboration, and Conversations With Thom Singer of ATC
Listen to this episode of The Customer Wins as host Rich Walker welcomes Thom Singer, CEO of Austin Technology Council (ATC).
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Quik! News Team
May 23, 202320 min read
How Financial Services Can Thrive Through Digital Transformation With Sanjeev Kumar of Skience
Listen to this episode of The Customer Wins as host Rich Walker welcomes Sanjeev Kumar, Co-founder and CEO of Skience.
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Quik! News Team
May 16, 202322 min read
Tips for Becoming a Data-Driven Financial Advisor With Jud Mackrill of Milemarker
Listen to this episode of The Customer Wins as host Rich Walker welcomes Jud Mackrill, Co-founder of Milemarker.
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