Revolutionizing Fee Billing Systems for Advisors With Lacey Shrum
In this episode of The Customer Wins, Richard Walker sits down with Lacey Shrum, Founder and CEO of Smart Kx.
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Quik! News Team
Nov 924 min read
Transforming Financial Advising With Simplicity and Tech With Adam Dell
In this episode of The Customer Wins, Richard Walker interviews Adam Dell, Founder and CEO of Domain Money.
19 views0 comments
Quik! News Team
Nov 224 min read
How Psychometrics Can Revolutionize Your Workforce With Jason P. Carroll
In this episode of The Customer Wins, Richard Walker interviews Jason P. Carroll, Founder and CEO of Aptive Index.
17 views0 comments
![[Perspective Series] Strategies for Winning Customers: A Conversation With Peter LePiane](https://static.wixstatic.com/media/7b6e99_5f91d12e9d26452aa67c61097f70e1f6~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_5f91d12e9d26452aa67c61097f70e1f6~mv2.png)
Quik! News Team
Oct 2621 min read
[Perspective Series] Strategies for Winning Customers: A Conversation With Peter LePiane
In this episode of The Customer Wins, Richard Walker interviews Peter LePiane, Founder of Idea Bridge.
28 views0 comments
![[AI Series] Tailoring Client Acquisition in Finance With AI With Farbod Nowzad](https://static.wixstatic.com/media/7b6e99_795128d9d5854a3db6576d7ede770163~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_795128d9d5854a3db6576d7ede770163~mv2.png)
Quik! News Team
Oct 1922 min read
[AI Series] Tailoring Client Acquisition in Finance With AI With Farbod Nowzad
In this episode of The Customer Wins, Richard Walker interviews Farbod Nowzad, Co-founder and CEO of Cashmere AI
28 views0 comments
Quik! News Team
Oct 1221 min read
Redefining Productivity in Business With Steve Miksta
In this episode of The Customer Wins, Richard Walker interviews Steve Miksta, Founder and CEO of Oppty.
59 views0 comments
Quik! News Team
Oct 527 min read
Creating Winning Opportunities in Financial Services With Tom Anderson
In this episode of The Customer Wins, Richard Walker interviews Tom Anderson, Founder and CEO of Anasova
56 views0 comments
Quik! News Team
Sep 2827 min read
Winning the B2B Sales Game Through Specialization With Richard Walton
In this episode of The Customer Wins, Richard Walker interviews Richard Walton, Founder of Outsell Sales.
53 views0 comments
![[AI Series] Harnessing AI for Strategic Leadership With Geoff Woods](https://static.wixstatic.com/media/7b6e99_65004ccdb8b64e8b9711908ea3a5b790~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_65004ccdb8b64e8b9711908ea3a5b790~mv2.png)
Quik! News Team
Sep 2128 min read
[AI Series] Harnessing AI for Strategic Leadership With Geoff Woods
In this episode of The Customer Wins, Richard Walker interviews Geoff Woods, Founder of AI Leadership.
51 views0 comments
Quik! News Team
Sep 1427 min read
Maximizing Efficiency With CRM Optimization for RIAs With Kate Guillen
In this episode of The Customer Wins, Richard Walker interviews Kate Guillen, Founder of Simplicity Ops.
185 views0 comments
Quik! News Team
Sep 729 min read
Harnessing Fractional Workforce for Business Success With Praveen Ghanta
In this episode of The Customer Wins, Richard Walker interviews Praveen Ghanta, Co-founder and CEO of Fraction.
30 views0 comments
Quik! News Team
Aug 3133 min read
Creating Financial Health With Abby Morton
In this episode of The Customer Wins, Richard Walker interviews Abby Morton, Director of Customer Success at Elements.
27 views0 comments
Quik! News Team
Aug 2428 min read
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.
53 views0 comments
Quik! News Team
Aug 1734 min read
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.
66 views0 comments
Quik! News Team
Aug 1029 min read
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.
39 views0 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_auto/7b6e99_d213c2bebf054a69a85e7050120033c3~mv2.png)
Quik! News Team
Aug 326 min read
[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.
30 views0 comments
Quik! News Team
Jul 2724 min read
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.
45 views0 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_auto/7b6e99_2a6bc0965ccd4374aed9bcdc3cc3f76d~mv2.png)
Quik! News Team
Jul 2024 min read
[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.
27 views0 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_auto/7b6e99_cba7299872f549ff84acdcdac0117f66~mv2.png)
Quik! News Team
Jul 1330 min read
[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.
49 views0 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_auto/7b6e99_8c2ccf587fdb4abc9d23a48f6d1d3be0~mv2.png)
Quik! News Team
Jul 628 min read
[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.
28 views0 comments
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