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Creating Financial Health With Abby Morton
In this episode of The Customer Wins, Richard Walker interviews Abby Morton, Director of Customer Success at Elements.
Quik! News Team
Aug 31, 202433 min read
42 views
0 comments
Navigating the Waters of Financial Marketing With Robert Sofia
In this episode of The Customer Wins, Richard Walker interviews Robert Sofia, Co-founder and CEO of Snappy Kraken.
Quik! News Team
Aug 24, 202428 min read
89 views
0 comments
Scaling Communities and Operations Excellence for RIAs With Shaun Kapusinski
In this episode of The Customer Wins, Richard Walker interviews Shaun Kapusinski, Founder of HIFON.
Quik! News Team
Aug 17, 202434 min read
99 views
0 comments
Innovating Fiduciary Risk Assessment for Growth With Mark Friedenthal
In this episode of The Customer Wins, Richard Walker interviews Mark Friedenthal, Founder and CEO of Tolerisk.
Quik! News Team
Aug 10, 202429 min read
57 views
0 comments
![[Perspective Series] The Bold Leadership Blueprint With Amy Riley](https://static.wixstatic.com/media/7b6e99_d213c2bebf054a69a85e7050120033c3~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_d213c2bebf054a69a85e7050120033c3~mv2.png)
[Perspective Series] The Bold Leadership Blueprint With Amy Riley
In this episode of The Customer Wins, Richard Walker interviews Amy Riley, coach and leader of The Courage of a Leader.
Quik! News Team
Aug 3, 202426 min read
48 views
0 comments
The Winning Formula for Customer and Investor Success With Mark Gatto
In this episode of The Customer Wins, Richard Walker interviews Mark Gatto, Co-founder and Co-CEO of CION Investment Group.
Quik! News Team
Jul 27, 202424 min read
63 views
0 comments
![[Perspective Series] Embracing Technology To Win in Real Estate With Lauren Schreyer-Merdinger](https://static.wixstatic.com/media/7b6e99_2a6bc0965ccd4374aed9bcdc3cc3f76d~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_2a6bc0965ccd4374aed9bcdc3cc3f76d~mv2.png)
[Perspective Series] Embracing Technology To Win in Real Estate With Lauren Schreyer-Merdinger
In this episode of The Customer Wins, Richard Walker interviews Lauren Schreyer-Merdinger, CEO and Founder of Contract2Close.
Quik! News Team
Jul 20, 202424 min read
32 views
0 comments
![[AI Series] Empowering RIAs for Personalized Customer Wins With Cormac Murphy](https://static.wixstatic.com/media/7b6e99_cba7299872f549ff84acdcdac0117f66~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_cba7299872f549ff84acdcdac0117f66~mv2.png)
[AI Series] Empowering RIAs for Personalized Customer Wins With Cormac Murphy
In this episode of The Customer Wins, Richard Walker interviews Cormac Murphy, CEO of CacheTech Advisor Solutions.
Quik! News Team
Jul 13, 202430 min read
58 views
0 comments
![[Perspective Series] Exit to Excellence: Guide to Strategic Business Departures With Jerome Myers](https://static.wixstatic.com/media/7b6e99_8c2ccf587fdb4abc9d23a48f6d1d3be0~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_8c2ccf587fdb4abc9d23a48f6d1d3be0~mv2.png)
[Perspective Series] Exit to Excellence: Guide to Strategic Business Departures With Jerome Myers
In this episode of The Customer Wins, Richard Walker interviews Jerome Myers, Founder of Exodus.
Quik! News Team
Jul 6, 202428 min read
39 views
0 comments
![[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_avif,quality_auto/7b6e99_f9e3295b9f1b4239b394297567d5711f~mv2.png)
[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.
Quik! News Team
Jun 29, 202426 min read
27 views
0 comments
Beyond Scanning: How AI is Revolutionizing Forms Processing
When your firm sets out to accomplish its growth goals, operational professionals must find opportunities to increase productivity, scale...
Amber A.
Jun 27, 20244 min read
28 views
0 comments
![[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_avif,quality_auto/7b6e99_0d845b7e19f74ffb9731a2433562cc1f~mv2.jpg)
[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.
Quik! News Team
Jun 22, 202423 min read
94 views
0 comments
A New Era of Efficiency: How Quik! Streamlines Operations and Boosts ROI
From ancient scrolls to modern PDFs, forms have been a cornerstone of business transactions for thousands of years. While the...
Amber A.
Jun 21, 20243 min read
10 views
0 comments
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.
Quik! News Team
Jun 15, 202423 min read
72 views
0 comments
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.
Quik! News Team
Jun 9, 202422 min read
37 views
0 comments
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.
Quik! News Team
Jun 4, 202428 min read
42 views
0 comments
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.
Quik! News Team
May 25, 202428 min read
121 views
0 comments
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.
Quik! News Team
May 19, 202428 min read
48 views
0 comments
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.
Quik! News Team
May 11, 202429 min read
99 views
0 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_avif,quality_auto/7b6e99_cac259ce1c364a51ad8b702a0d3f84e1~mv2.png)
[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.
Quik! News Team
May 4, 202433 min read
67 views
0 comments
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