In this episode of The Customer Wins, host Rich Walker welcomes Rick Williamson, Director Of Training at Redtail Technology.

In this episode of The Customer Wins, Richard Walker sits down with Chris Wallner, Partner and Chief Marketing Officer of Chief Outsiders.

In this episode of The Customer Wins, host Rich Walker welcomes Adam Holt, Founder and CEO of Asset-Map

In this episode of The Customer Wins, Richard Walker sits down with Derek Notman, Founder and CEO of Couplr

In this episode of The Customer Wins, Richard Walker sits down with Cody Foster, Co-founder of Advisors Excel.

In this episode of The Customer Wins, Richard Walker sits down with Rick Burgess, Founder and CEO of Forms Logic.

In this episode of The Customer Wins, Richard Walker sits down with Alan Giancaterino, Co-founder of Finlocity.

In this episode of The Customer Wins, Richard Walker sits down with David Knoch, CEO of Docupace.

In this episode of The Customer Wins, Chad Franzen of Rise25 sits down with Richard Walker, CEO of Quik!

In this episode of The Customer Wins, Richard Walker sits down with Philipp Hecker, Co-founder and CEO of Bento Engine.

In this episode of The Customer Wins, Richard Walker sits down with Gerry Murphy, CEO and Partner of Arcus Partners.

In this episode of The Customer Wins, Richard Walker sits down with Adrian Johnstone, Co-founder and President of Practifi.

In this episode of The Customer Wins, Richard Walker sits down with Pem Guerry, Executive Vice President at SIGNiX.

In this episode of The Customer Wins, Richard Walker sits down with Patrick Meyer, Senior Manager and Solution Engineering at DocuSign.

In this episode of The Customer Wins, Richard Walker sits down with Randy Cass, Founder and CEO of Nest Wealth.

The right forms solution prevents rejected financial forms We get it! Forms are boring. You spend tedious time combing through minute...

Today, February 11th, 2022 marks the 20 year anniversary of the first installation of Quik! software. Before we incorporated as Efficient...

Quik! boasts one of the most innovative forms automation software systems around. It maintains a digital library of over 36,000...

As you look to change firms, you may be wondering what advisor transition services are available. Making the switch can bring about a ton...

Wealth management transitions usually occur no more than once within a financial advisor’s career. Some advisors will leave to start...