top of page


All Posts
Search


How Financial Advisors Can Grow Through Referrals With Bill Cates
In this episode of The Customer Wins podcast, Richard Walker interviews Bill Cates, Founder of Referral Coach International, about growth through referrals, money mindset, and client trust.
Quik! News Team
6 days ago28 min read


[Emerging Tech Series] Transforming Financial Advisors’ Workflows With AI Agents With Chirag Gandhi
In this episode of The Customer Wins, Richard Walker interviews Chirag Gandhi, Co-founder and CEO of Mili, about applying agentic AI in financial services.
Quik! News Team
Feb 729 min read


Unlocking Money Wisdom and Intuition With Ellen Rogin
In this episode of The Customer Wins, Richard Walker interviews Ellen Rogin, financial intuitive at Create Great, about transforming one’s relationship with money.
Quik! News Team
Feb 226 min read


Unlocking Business Owner Wealth With Jason Early
In this episode of The Customer Wins, Richard Walker interviews Jason Early, Founder and CEO of RISR, about helping advisors deliver better outcomes for business owners.
Quik! News Team
Jan 2526 min read
bottom of page