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Join host Richard Walker and his guests as they explore how their companies thrive when their customers win. Listen to the secrets and techniques of a customer-focused approach to growing your company.
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
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.
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
![[100th Episode Special] Automating Paperwork Hassles With Cheryl Dillon](https://static.wixstatic.com/media/7b6e99_cf79306a52a44956bee8cf34bb6bc133~mv2.png/v1/fill/w_1198,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_cf79306a52a44956bee8cf34bb6bc133~mv2.png)
[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!
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.
![[Author Series] Life and Money Alignment Secrets With Dr. Preston Cherry](https://static.wixstatic.com/media/7b6e99_d1eb7c46d63845cb8bdf235be8ff269e~mv2.png/v1/fill/w_1198,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_d1eb7c46d63845cb8bdf235be8ff269e~mv2.png)
[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.
Revolutionizing Fintech Sales Strategies With Wim Van Lerberghe
In this episode of The Customer Wins, Richard Walker interviews Wim Van Lerberghe, Founder of Advintro.
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.
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.
Transforming Cybersecurity for Businesses With Matthew Connor
In this episode of The Customer Wins, Richard Walker interviews Matthew Conner, Founder and CEO of CyberLynx
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.
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.
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.
![[Perspective Series] Strategies for Winning Customers: A Conversation With Peter LePiane](https://static.wixstatic.com/media/7b6e99_5f91d12e9d26452aa67c61097f70e1f6~mv2.png/v1/fill/w_1198,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_5f91d12e9d26452aa67c61097f70e1f6~mv2.png)
[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.
![[AI Series] Tailoring Client Acquisition in Finance With AI With Farbod Nowzad](https://static.wixstatic.com/media/7b6e99_795128d9d5854a3db6576d7ede770163~mv2.png/v1/fill/w_1198,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_795128d9d5854a3db6576d7ede770163~mv2.png)
[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
Redefining Productivity in Business With Steve Miksta
In this episode of The Customer Wins, Richard Walker interviews Steve Miksta, Founder and CEO of Oppty.
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
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.
![[AI Series] Harnessing AI for Strategic Leadership With Geoff Woods](https://static.wixstatic.com/media/7b6e99_65004ccdb8b64e8b9711908ea3a5b790~mv2.png/v1/fill/w_1198,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_65004ccdb8b64e8b9711908ea3a5b790~mv2.png)
[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.
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.
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.
Creating Financial Health With Abby Morton
In this episode of The Customer Wins, Richard Walker interviews Abby Morton, Director of Customer Success at Elements.
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.
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.
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.
![[Perspective Series] The Bold Leadership Blueprint With Amy Riley](https://static.wixstatic.com/media/7b6e99_d213c2bebf054a69a85e7050120033c3~mv2.png/v1/fill/w_1198,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_d213c2bebf054a69a85e7050120033c3~mv2.png)
[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.
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.
![[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_1198,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_2a6bc0965ccd4374aed9bcdc3cc3f76d~mv2.png)
[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.
![[AI Series] Empowering RIAs for Personalized Customer Wins With Cormac Murphy](https://static.wixstatic.com/media/7b6e99_cba7299872f549ff84acdcdac0117f66~mv2.png/v1/fill/w_1198,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_cba7299872f549ff84acdcdac0117f66~mv2.png)
[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.
![[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_1198,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_8c2ccf587fdb4abc9d23a48f6d1d3be0~mv2.png)
[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.
![[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_1198,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_f9e3295b9f1b4239b394297567d5711f~mv2.png)
[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.
![[AI Series] The AI Edge: Supercharging Financial Advisors With Denis Konoplev](https://static.wixstatic.com/media/7b6e99_0d845b7e19f74ffb9731a2433562cc1f~mv2.jpg/v1/fill/w_1198,h_900,fp_0.50_0.50,q_90,enc_auto/7b6e99_0d845b7e19f74ffb9731a2433562cc1f~mv2.jpg)
[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.
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.
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.
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.
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.
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.
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.
![[Perspective Series] Secrets to Winning at Golf and Life With Bobby Steiner](https://static.wixstatic.com/media/7b6e99_cac259ce1c364a51ad8b702a0d3f84e1~mv2.png/v1/fill/w_1198,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_cac259ce1c364a51ad8b702a0d3f84e1~mv2.png)
[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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
![[AI Series] AI Note-Taking for Financial Advisors With Daniel Yoo](https://static.wixstatic.com/media/7b6e99_9c9ab31f61fe43919d9d06891703014e~mv2.png/v1/fill/w_1198,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_9c9ab31f61fe43919d9d06891703014e~mv2.png)
[AI Series] AI Note-Taking for Financial Advisors With Daniel Yoo
In this episode of The Customer Wins, Richard Walker sits down with Daniel Yoo, Founder of FinMate AI.
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