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![[Perspective Series] The Art of Wonder: Solving Problems Through Magic With Dan Trommater](https://static.wixstatic.com/media/7b6e99_f9e3295b9f1b4239b394297567d5711f~mv2.png/v1/fill/w_453,h_340,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_f9e3295b9f1b4239b394297567d5711f~mv2.webp)
[Perspective Series] The Art of Wonder: Solving Problems Through Magic With Dan Trommater
In this episode of The Customer Wins, Richard Walker interviews Dan Trommater, a renowned magician and keynote speaker.
Quik! News Team
Jun 29, 202426 min read
26 views
0 comments

![[AI Series] The AI Edge: Supercharging Financial Advisors With Denis Konoplev](https://static.wixstatic.com/media/7b6e99_0d845b7e19f74ffb9731a2433562cc1f~mv2.jpg/v1/fill/w_453,h_340,fp_0.50_0.50,q_90,enc_avif,quality_auto/7b6e99_0d845b7e19f74ffb9731a2433562cc1f~mv2.webp)
[AI Series] The AI Edge: Supercharging Financial Advisors With Denis Konoplev
In this episode of The Customer Wins, Richard Walker interviews Denis Konoplev, CEO of Munin AI.
Quik! News Team
Jun 22, 202423 min read
92 views
0 comments

Transforming Financial Services With a Customer-First Approach With David Crow
In this episode of The Customer Wins, Richard Walker interviews David Crow, President of Axos Clearing.
Quik! News Team
Jun 15, 202423 min read
72 views
0 comments

Leveraging AI and Process for Client Wins With Justin Bolmgren
In this episode of The Customer Wins, Richard Walker interviews Justin Bolmgren, Chief Process Maestro at William Joseph Capital Management.
Quik! News Team
Jun 9, 202422 min read
37 views
0 comments

CRM Mastery: Empowering Financial Advisors for Success With Stephanie Dannebaum
In this episode of The Customer Wins, Richard Walker interviews Stephanie Dannebaum, Founder of Stephanie Dannebaum Consulting.
Quik! News Team
Jun 4, 202428 min read
42 views
0 comments

Maximizing Efficiency in Client Documentation With Corey Westphal
In this episode of The Customer Wins, Richard Walker interviews Corey Westphal, Founder and CEO of Mobile Assistant.
Quik! News Team
May 25, 202428 min read
121 views
0 comments

Maximizing Customer Success Through Intelligent Cash Management With Michael Halloran
In this episode of The Customer Wins, Richard Walker interviews Michael Halloran, Head of Business Development at MaxMyInterest.
Quik! News Team
May 19, 202428 min read
48 views
0 comments

Revolutionizing Advisor-Client Interactions Through AI With Tom Rieman
In this episode of The Customer Wins, Richard Walker interviews Tom Rieman, CEO and Founding Partner of Practice Intel.
Quik! News Team
May 11, 202429 min read
99 views
0 comments
![[Perspective Series] Secrets to Winning at Golf and Life With Bobby Steiner](https://static.wixstatic.com/media/7b6e99_cac259ce1c364a51ad8b702a0d3f84e1~mv2.png/v1/fill/w_453,h_340,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_cac259ce1c364a51ad8b702a0d3f84e1~mv2.webp)
[Perspective Series] Secrets to Winning at Golf and Life With Bobby Steiner
In this episode of The Customer Wins with Richard Walker featuring Bobby Steiner, they discuss the parallels between mastering golf.
Quik! News Team
May 4, 202433 min read
67 views
0 comments

Networking Like a Pro: Matt McCoy’s Secrets to LinkedIn Success
In this episode of The Customer Wins, Richard Walker is joined by Matt McCoy of Jobby.
Quik! News Team
Apr 27, 202427 min read
34 views
0 comments

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.
Quik! News Team
Apr 20, 202430 min read
44 views
0 comments

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.
Quik! News Team
Apr 13, 202426 min read
54 views
0 comments

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.
Quik! News Team
Apr 6, 202426 min read
76 views
0 comments

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.
Quik! News Team
Mar 31, 202426 min read
107 views
0 comments

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.
Quik! News Team
Mar 23, 202428 min read
73 views
0 comments

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.
Quik! News Team
Mar 16, 202430 min read
77 views
0 comments


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.
Quik! News Team
Mar 10, 202425 min read
102 views
0 comments

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.
Quik! News Team
Mar 3, 202425 min read
63 views
0 comments

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.
Quik! News Team
Feb 23, 202431 min read
105 views
0 comments
![[AI Series] Driving Business Success Through Digital Transformation With Eric Bourget](https://static.wixstatic.com/media/7b6e99_ab447d8970794ff6afb9de94c1edc08c~mv2.png/v1/fill/w_453,h_340,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_ab447d8970794ff6afb9de94c1edc08c~mv2.webp)
[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.
Quik! News Team
Feb 5, 202425 min read
31 views
0 comments
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