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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.
Quik! News Team
Sep 4, 202320 min read
36 views
0 comments


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
Quik! News Team
Aug 28, 202327 min read
53 views
0 comments


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.
Quik! News Team
Aug 21, 202324 min read
46 views
0 comments


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.
Quik! News Team
Aug 14, 202323 min read
73 views
0 comments


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.
Quik! News Team
Aug 7, 202329 min read
141 views
0 comments


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.
Quik! News Team
Jul 27, 202325 min read
84 views
0 comments


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.
Quik! News Team
Jul 24, 202327 min read
107 views
0 comments


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.
Quik! News Team
Jul 17, 202323 min read
146 views
0 comments


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.
Quik! News Team
Jul 11, 202326 min read
55 views
0 comments


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.
Quik! News Team
Jul 3, 202333 min read
83 views
0 comments


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.
Quik! News Team
Jun 26, 202327 min read
57 views
0 comments


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.
Quik! News Team
Jun 20, 202329 min read
48 views
0 comments


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.
Quik! News Team
Jun 12, 202330 min read
71 views
0 comments


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.
Quik! News Team
Jun 2, 202327 min read
67 views
0 comments


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).
Quik! News Team
May 31, 202332 min read
137 views
9 comments


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.
Quik! News Team
May 23, 202320 min read
57 views
0 comments


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.
Quik! News Team
May 16, 202322 min read
49 views
0 comments


Simplify Salesforce Data Mapping with the Quik! Field Mapping Tool
One of the most powerful features of Salesforce Financial Services Cloud CRM is the ability to create fields that allow you to capture...
Amber A.
May 12, 20233 min read
59 views
0 comments


How To Thrive Through Customer Experience With Shelli Taylor of Alamo Drafthouse Cinema
In this episode of The Customer Wins, Richard Walker sits down with Shelli Taylor, CEO of Alamo Drafthouse Cinema.
Quik! News Team
May 9, 202320 min read
60 views
0 comments


Tips for Increasing the Financial Advisors-Clients Engagement With Blake Wood of Lumiant
Listen to this episode of The Customer Wins as host Rich Walker welcomes Blake Wood, CEO of Lumiant US.
Quik! News Team
May 2, 202331 min read
41 views
0 comments
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