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[AI Series] Transforming Client Services and Advisors’ Workflow Using AI With Mark Gilbert
In this episode of The Customer Wins, Richard Walker interviews Mark Gilbert, CEO of Zocks, about how AI is transforming the advisor-client relationship.

Quik! News Team
22 hours ago29 min read
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[Perspective Series] Boosting B2B Relationships and Revenue Through Podcasting With John Corcoran
In this episode of The Customer Wins, Richard Walker interviews John Corcoran, Co-founder of Rise25, about the power of podcasting to grow B2B businesses.

Quik! News Team
Jun 729 min read
13 views
0 comments
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[AI Series] Transforming Meeting Management for Financial Advisors With Arnulf Hsu
In this episode of The Customer Wins, Richard Walker interviews Arnulf Hsu, CEO of GReminders, about AI-driven meeting automation for financial advisors.

Quik! News Team
May 3126 min read
54 views
1 comment


Redefining Client Discovery in Finance With Marla Sofer
In this episode of The Customer Wins, Richard Walker interviews Marla Sofer, Founder and CEO of Knomee, about redefining financial planning through behavioral science.

Quik! News Team
May 2725 min read
29 views
0 comments


Sustainability in Financial Services: Where Profit Meets Purpose
Sustainable businesses aren’t just good for the planet — they’re good for the bottom line. Companies with strong ESG practices...

Amber A.
May 212 min read
16 views
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Inside Boutique Wealth Management: Navigating Wealth and Ethics With Joshua D. Rogers
In this episode of The Customer Wins, Richard Walker interviews Joshua D. Rogers, CEO of Arete Wealth, about preserving company culture while growing a financial services firm.

Quik! News Team
May 1725 min read
60 views
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[Perspective Series] Creating Clarity Through Processes With Adi Klevit
In this episode of The Customer Wins, Richard Walker interviews Adi Klevit, Founder of Business Success Consulting Group, about how structured systems give entrepreneurs freedom.

Quik! News Team
May 1030 min read
33 views
0 comments


Revolutionizing Tax Advisory With David A. Perez
In this episode of The Customer Wins, Richard Walker interviews David A. Perez, CEO of Tax Maverick, about empowering tax professionals through AI-driven advisory tools.

Quik! News Team
May 331 min read
44 views
1 comment


How Advisors Win at Life and Wealth With Donald Morgan
In this episode of The Customer Wins, Richard Walker interviews Donald Morgan, Financial Consultant and Managing Director at Independent Wealth Connections and iWealthTax.

Quik! News Team
Apr 2828 min read
40 views
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Free Yourself from Paperwork: Reclaim Time, Drive Growth
It's a familiar scene for financial advisors. You're in a client meeting, the conversation is flowing, and you're making a real...

Amber A.
Apr 163 min read
42 views
0 comments


[AI Series] Revolutionizing Compliance With AI With Larry Shumbres
In this episode of The Customer Wins, Richard Walker interviews Larry Shumbres, CEO of Archive Intel.

Quik! News Team
Apr 1628 min read
35 views
0 comments


Secrets to Scaling SaaS Businesses With Patrick Hannon
In this episode of The Customer Wins, Rich Walker interviews Patrick Hannon, VP of SaaS Commercialization at Fidelity Labs.

Quik! News Team
Apr 1632 min read
61 views
0 comments


The Future of Investment Management With Ryan Eisenman
In this episode of The Customer Wins, Richard Walker interviews Ryan Eisenman, CEO of Arch.

Quik! News Team
Apr 525 min read
31 views
0 comments


[Perspective Series] Scaling a Franchise With Simplicity With Bennett Maxwell
In this episode of The Customer Wins, Richard Walker interviews Bennett Maxwell, Founder of Dirty Dough Cookies.

Quik! News Team
Mar 3128 min read
33 views
0 comments


[AI Series] How AI Is Transforming Wealth Management With Sindhu Joseph
In this episode of The Customer Wins, Richard Walker interviews Sindhu Joseph, Founder and CEO of CogniCor.

Quik! News Team
Mar 2428 min read
40 views
0 comments


[Perspective Series] Unlocking Business Growth: How Fulfillment Drives Success With Nickie Froiland
In this episode of The Customer Wins, Richard Walker interviews Nickie Froiland, Co-founder and Chief Growth Officer of Motus9.

Quik! News Team
Mar 1528 min read
35 views
0 comments


[AI Series] How AI Is Transforming Business & Education With Michael Todasco
In this episode of The Customer Wins, Richard Walker interviews Michael Todasco, Visiting Fellow at San Diego State University.

Quik! News Team
Mar 931 min read
39 views
1 comment


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.

Quik! News Team
Mar 129 min read
32 views
0 comments


[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.

Quik! News Team
Feb 2226 min read
63 views
0 comments


Solving the Biggest Financial Forms Processing Challenges with Intelligent Automation
Eliminating inefficiencies in financial forms processing with seamless automation Forms are an essential element of every transaction in...

Amber A.
Feb 213 min read
30 views
0 comments
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