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Quik! News Team
Apr 20, 202430 min read
Building Resilience for Customer Success with Chrissy Myers
In this episode of The Customer Wins, Richard Walker sits down with Chrissy Meyers, CEO of AUI and Clarity HR.
40 views0 comments
Quik! News Team
Apr 13, 202426 min read
Jason Mandel’s Guide To Tax-Free Growth and Asset Protection
In this episode of The Customer Wins, Richard Walker sits down with Jason Mandel, Founder and CEO of The Mandel Family Office.
47 views0 comments
Quik! News Team
Apr 6, 202426 min read
Emotional Sales Methodology of Empathy and Connection With Sam Wakefield
In this episode of The Customer Wins, Richard Walker sits down with Sam Wakefield, Founder and CEO of Close It Now.
75 views0 comments
Quik! News Team
Mar 31, 202426 min read
Building Fintech Businesses in Data Privacy With Sid Yenamandra
In this episode of The Customer Wins, Richard Walker sits down with Sid Yenamandra, Founder and CEO of Surge Ventures.
106 views0 comments
Quik! News Team
Mar 23, 202428 min read
Unleashing Your Potential as a Breakaway Advisor With Jason Barber
In this episode of The Customer Wins, Richard Walker sits down with Jason Barber, Founder and CEO of Uptick Partners.
62 views0 comments
Quik! News Team
Mar 16, 202430 min read
Streamlining Document Processes With Digital Vaults With Clifton Schaller
In this episode of The Customer Wins, Richard Walker sits down with Clifton Schaller, Chief Growth Officer at FutureVault.
74 views0 comments
Quik! News Team
Mar 10, 202425 min read
Improving Customer Experience and Growth Through Operations With Jen Goldman
In this episode of The Customer Wins, Richard Walker sits down with Jen Goldman, Founder of My Virtual COO.
101 views0 comments
Quik! News Team
Mar 3, 202425 min read
Gamifying Courses: The Future of Education With Murray Gray
In this episode of The Customer Wins, Richard Walker sits down with Murray Gray, Co-founder of Xperiencify.
61 views0 comments
Quik! News Team
Feb 23, 202431 min read
Becoming an Olympic-Level Leader Through Coaching With Sherry Winn
In this episode of The Customer Wins, Richard Walker sits down with Sherry Winn, Founder and CEO of The Winning Leadership Company.
103 views0 comments
![[AI Series] Driving Business Success Through Digital Transformation With Eric Bourget](https://static.wixstatic.com/media/7b6e99_ab447d8970794ff6afb9de94c1edc08c~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_ab447d8970794ff6afb9de94c1edc08c~mv2.png)
Quik! News Team
Feb 5, 202425 min read
[AI Series] Driving Business Success Through Digital Transformation With Eric Bourget
In this episode of The Customer Wins, Richard Walker sits down with Eric Bourget, Founder and CEO of HalfSerious.
31 views0 comments
Quik! News Team
Jan 29, 202421 min read
The Value of Creating Personalized Financial Services Experiences With Valarie Vest
In this episode of The Customer Wins, Richard Walker sits down with Valarie Vest, Executive Vice President and Chief Experience Officer.
83 views0 comments
![[AI Series] AI for Wealth Management Marketing With Jonathan Michael](https://static.wixstatic.com/media/7b6e99_83e386b9a1ae4ee99307b808e8923b30~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_83e386b9a1ae4ee99307b808e8923b30~mv2.png)
Quik! News Team
Jan 19, 202422 min read
[AI Series] AI for Wealth Management Marketing With Jonathan Michael
In this episode of The Customer Wins, Richard Walker sits down with Jonathan Michael, Founder and CEO of Wealth I/O.
58 views0 comments
Quik! News Team
Jan 15, 202423 min read
Harnessing the Power of Online Ratings and Reviews With Whit Lanier
In this episode of The Customer Wins, Richard Walker sits down with Whit Lanier, Founder and CEO of Amplify Reviews.
56 views0 comments
Quik! News Team
Jan 8, 202428 min read
Embracing Technology for Next-Level Wealth Management With Reed Colley
In this episode of The Customer Wins, Richard Walker sits down with Reed Colley, Co-founder and CEO of Summit Wealth Systems.
100 views0 comments
Quik! News Team
Dec 29, 202326 min read
Embrace Technology: Gain a Competitive Edge in Wealth Management With Jeff Schwantz
In this episode of The Customer Wins, Richard Walker sits down with Jeff Schwantz, Chief Revenue Officer of Advisor360°.
84 views0 comments
![[AI Series] Streamlining Operations With Cutting-Edge AI Technology With Babu Sivadasan](https://static.wixstatic.com/media/7b6e99_85f851ec52e64209a780c9f0b20a25b9~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_85f851ec52e64209a780c9f0b20a25b9~mv2.png)
Quik! News Team
Dec 22, 202321 min read
[AI Series] Streamlining Operations With Cutting-Edge AI Technology With Babu Sivadasan
In this episode of The Customer Wins, Richard Walker sits down with Babu Sivadasan, Co-founder & CEO of JIFFY.ai.
152 views0 comments
Quik! News Team
Dec 18, 202325 min read
Simplifying Business Processes for Financial Advisors With Louis Retief
In this episode of The Customer Wins, Richard Walker sits down with Louis Retief, Co-founder and CEO of Hubly.
62 views0 comments
Quik! News Team
Dec 11, 202325 min read
Delivering an Experience: A Custom Tailor’s Tips With Rocky Chugani
In this episode of The Customer Wins, Richard Walker sits down with Rocky Chugani, Owner and Designer of Rocky's Custom Clothes.
631 views0 comments
![[AI Series] Building an AI Tool for Financial Compliance With Mamal Amini](https://static.wixstatic.com/media/7b6e99_4956b330fe2148d8b366a72666161589~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_4956b330fe2148d8b366a72666161589~mv2.png)
Quik! News Team
Dec 4, 202326 min read
[AI Series] Building an AI Tool for Financial Compliance With Mamal Amini
In this episode of The Customer Wins, Richard Walker sits down with Mamal Amini, Co-founder and CEO of GovernGPT.
92 views0 comments
Quik! News Team
Nov 27, 202325 min read
Tips for Wealth Management: An RIA Perspective With Chuck Failla
In this episode of The Customer Wins, Richard Walker sits down with Chuck Failla, Founder and CEO of Sovereign Financial Group.
43 views0 comments
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