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Quik! News Team
4 days ago29 min read
Navigating Wealth With Transparency and Trust With Brian Thorp
In this episode of The Customer Wins, Richard Walker interviews Brian Thorp, Founder and CEO of Wealthtender.
16 views
0 comments

Quik! News Team
Feb 2226 min read
[AI Series] Transforming Client Onboarding With AI With Peter Dun
In this episode of The Customer Wins, Richard Walker interviews Peter Dun, Co-Founder and CEO of Feathery.
32 views
0 comments
![[Perspective Series] Storytelling Secrets for Business Growth With Kyle Gray](https://static.wixstatic.com/media/7b6e99_4679dd8c0a27473eabeed368f138b273~mv2.png/v1/fill/w_453,h_340,fp_0.50_0.50,q_95,enc_auto/7b6e99_4679dd8c0a27473eabeed368f138b273~mv2.webp)
Quik! News Team
Feb 1532 min read
[Perspective Series] Storytelling Secrets for Business Growth With Kyle Gray
In this episode of The Customer Wins, Richard Walker interviews Kyle Gray, CEO of The Story Engine.
24 views
0 comments

Quik! News Team
Feb 827 min read
Empowering Advisors With the Gift of Time With Rich Whalen
In this episode of The Customer Wins, Richard Walker interviews Rich Whalen, Vice President of Technology Strategy.
48 views
0 comments

Quik! News Team
Feb 128 min read
Unlocking Capital Efficiency for Advisors With Andrew J. Evans
In this episode of The Customer Wins, Richard Walker interviews Andrew J. Evans, CEO of Rossby Financial.
38 views
0 comments

Quik! News Team
Jan 2527 min read
Redefining Financial Guidance in Times of Transition With Rob Sweas
In this episode of The Customer Wins, Richard Walker interviews Rob Sweas, a Certified Financial Planner at Arete Wealth
27 views
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Quik! News Team
Jan 1827 min read
The Art of Effortless Wealth Recovery With Mike Betz
In this episode of The Customer Wins, Richard Walker interviews Mike Betz, General Manager at 11thEstate.
40 views
0 comments

Quik! News Team
Jan 1130 min read
Mastering Profit First Method With Rocky Lalvani
In this episode of The Customer Wins, Richard Walker interviews Rocky Lalvani, the Fractional Chief Probability Officer at Profit Comes Firs
23 views
0 comments
![[100th Episode Special] Automating Paperwork Hassles With Cheryl Dillon](https://static.wixstatic.com/media/7b6e99_cf79306a52a44956bee8cf34bb6bc133~mv2.png/v1/fill/w_453,h_340,fp_0.50_0.50,q_95,enc_auto/7b6e99_cf79306a52a44956bee8cf34bb6bc133~mv2.webp)
Quik! News Team
Jan 427 min read
[100th Episode Special] Automating Paperwork Hassles With Cheryl Dillon
In this episode of The Customer Wins, Richard Walker interviews Cheryl Dillon, Co-founder of Quik!
49 views
0 comments

Quik! News Team
Dec 28, 202421 min read
Transforming Advisor Engagement Through AI With Spenser Segal
In this episode of The Customer Wins, Richard Walker interviews Spenser Segal, Founder and CEO of ActiFi.
34 views
0 comments
![[Author Series] Life and Money Alignment Secrets With Dr. Preston Cherry](https://static.wixstatic.com/media/7b6e99_d1eb7c46d63845cb8bdf235be8ff269e~mv2.png/v1/fill/w_453,h_340,fp_0.50_0.50,q_95,enc_auto/7b6e99_d1eb7c46d63845cb8bdf235be8ff269e~mv2.webp)
Quik! News Team
Dec 21, 202428 min read
[Author Series] Life and Money Alignment Secrets With Dr. Preston Cherry
In this episode of The Customer Wins, Richard Walker interviews Dr. Preston Cherry, Founder and President of Concurrent Financial Planning.
21 views
0 comments

Quik! News Team
Dec 14, 202425 min read
Revolutionizing Fintech Sales Strategies With Wim Van Lerberghe
In this episode of The Customer Wins, Richard Walker interviews Wim Van Lerberghe, Founder of Advintro.
98 views
0 comments

Quik! News Team
Dec 7, 202431 min read
The Six F Strategy for Success With Brett Gilliland
In this episode of The Customer Wins, Richard Walker interviews Brett Gilliland, Co-founder and CEO of Visionary Wealth Advisors.
28 views
0 comments

Quik! News Team
Nov 30, 202431 min read
Navigating Customer Experience To Unlock Customer Loyalty With Richard Weylman
In this episode of The Customer Wins, Richard Walker interviews Richard Weylman, Founder of Richard Weylman, Inc.
22 views
0 comments

Quik! News Team
Nov 23, 202426 min read
Transforming Cybersecurity for Businesses With Matthew Connor
In this episode of The Customer Wins, Richard Walker interviews Matthew Conner, Founder and CEO of CyberLynx
22 views
0 comments

Quik! News Team
Nov 17, 202424 min read
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.
45 views
0 comments

Quik! News Team
Nov 9, 202424 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.
33 views
0 comments

Quik! News Team
Nov 2, 202424 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.
42 views
0 comments
![[Perspective Series] Strategies for Winning Customers: A Conversation With Peter LePiane](https://static.wixstatic.com/media/7b6e99_5f91d12e9d26452aa67c61097f70e1f6~mv2.png/v1/fill/w_453,h_340,fp_0.50_0.50,q_95,enc_auto/7b6e99_5f91d12e9d26452aa67c61097f70e1f6~mv2.webp)
Quik! News Team
Oct 26, 202421 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.
43 views
0 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_453,h_340,fp_0.50_0.50,q_95,enc_auto/7b6e99_795128d9d5854a3db6576d7ede770163~mv2.webp)
Quik! News Team
Oct 19, 202422 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
58 views
0 comments
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