In this episode of The Customer Wins, Richard Walker interviews Parker Ence, CEO and Co-founder of Jump AI, about using AI to streamline the client meeting cycle in financial advising.

In this episode of The Customer Wins, Rich Walker interviews Joseph Loria, Founder and CEO of RetentionCX, about building value-driven customer relationships.

In an Age of Rising Cyber Threats, Trust Must Be Earned—Continuously Trust is the cornerstone of any relationship, especially in finance....

In this episode of The Customer Wins, Richard Walker interviews Cameron Howe, Co-founder and CEO of Investipal, about using AI to modernize financial advising.

In this episode of The Customer Wins, Richard Walker interviews Mark Gilbert, CEO of Zocks, about how AI is transforming the advisor-client relationship.

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.

In this episode of The Customer Wins, Richard Walker interviews Arnulf Hsu, CEO of GReminders, about AI-driven meeting automation for financial advisors.

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

Sustainable businesses aren’t just good for the planet — they’re good for the bottom line. Companies with strong ESG practices...

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.

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.

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.

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

It's a familiar scene for financial advisors. You're in a client meeting, the conversation is flowing, and you're making a real...

In this episode of The Customer Wins, Richard Walker interviews Larry Shumbres, CEO of Archive Intel.

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

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

In this episode of The Customer Wins, Richard Walker interviews Bennett Maxwell, Founder of Dirty Dough Cookies.

In this episode of The Customer Wins, Richard Walker interviews Sindhu Joseph, Founder and CEO of CogniCor.

In this episode of The Customer Wins, Richard Walker interviews Nickie Froiland, Co-founder and Chief Growth Officer of Motus9.