The CRM Experience for Financial Advisors With Rick Williamson of Redtail Technology
In this episode of The Customer Wins, host Rich Walker welcomes Rick Williamson, Director Of Training at Redtail Technology.
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Quik! News Team
Apr 16, 202331 min read
How To Be Customer-Centric
In this episode of The Customer Wins, Richard Walker sits down with Chris Wallner, Partner and Chief Marketing Officer of Chief Outsiders.
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Quik! News Team
Apr 10, 202326 min read
Financial Planning Reimagined With Adam Holt of Asset-Map
In this episode of The Customer Wins, host Rich Walker welcomes Adam Holt, Founder and CEO of Asset-Map
80 views0 comments
Quik! News Team
Apr 3, 202321 min read
Simplifying How Financial Advisors Connect With Clients With Derek Notman of Couplr
In this episode of The Customer Wins, Richard Walker sits down with Derek Notman, Founder and CEO of Couplr
36 views0 comments
Quik! News Team
Mar 29, 202329 min read
How Financial Advisors Can Become Great Business Owners
In this episode of The Customer Wins, Richard Walker sits down with Cody Foster, Co-founder of Advisors Excel.
51 views0 comments
Quik! News Team
Mar 24, 202330 min read
Automating and Simplifying the Way Organizations Fill Out Forms With Rick Burgess of Forms Logic
In this episode of The Customer Wins, Richard Walker sits down with Rick Burgess, Founder and CEO of Forms Logic.
44 views0 comments
Quik! News Team
Mar 24, 202321 min read
Listen, Then Deliver the Best Customer Experience
In this episode of The Customer Wins, Richard Walker sits down with Alan Giancaterino, Co-founder of Finlocity.
24 views0 comments
Quik! News Team
Mar 24, 202324 min read
Care For Your Customers To Serve Them Best
In this episode of The Customer Wins, Richard Walker sits down with David Knoch, CEO of Docupace.
41 views0 comments
Quik! News Team
Mar 24, 202318 min read
The Power of Providing Value: Rich Walker's Journey to Success
In this episode of The Customer Wins, Chad Franzen of Rise25 sits down with Richard Walker, CEO of Quik!
16 views0 comments
Quik! News Team
Mar 24, 202318 min read
How Being High-Tech Leads To Being High-Touch With Customers
In this episode of The Customer Wins, Richard Walker sits down with Philipp Hecker, Co-founder and CEO of Bento Engine.
41 views0 comments
Quik! News Team
Mar 24, 202317 min read
Help Customers Adapt To Change Faster for the Win
In this episode of The Customer Wins, Richard Walker sits down with Gerry Murphy, CEO and Partner of Arcus Partners.
16 views0 comments
Quik! News Team
Feb 8, 202319 min read
Be More Like Your Customer To Win Your Customer
In this episode of The Customer Wins, Richard Walker sits down with Adrian Johnstone, Co-founder and President of Practifi.
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Quik! News Team
Feb 7, 202315 min read
Helping Customers Win Through More Secure Transactions With Pem Guerry
In this episode of The Customer Wins, Richard Walker sits down with Pem Guerry, Executive Vice President at SIGNiX.
20 views0 comments
Quik! News Team
Feb 7, 202320 min read
How Evolving From Customer To Tech Insider Helps Customers Win
In this episode of The Customer Wins, Richard Walker sits down with Patrick Meyer, Senior Manager and Solution Engineering at DocuSign.
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Quik! News Team
Feb 1, 202325 min read
Pivoting To Customer Success With Randy Cass of Nest Wealth
In this episode of The Customer Wins, Richard Walker sits down with Randy Cass, Founder and CEO of Nest Wealth.
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