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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.
2 days ago2 min read
7 views
0 comments


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
6 days ago25 min read
21 views
0 comments


[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
28 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
25 views
0 comments


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
34 views
0 comments


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
39 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
25 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
55 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
27 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
27 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
39 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
32 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
33 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
30 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
57 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
29 views
0 comments
![[Perspective Series] Storytelling Secrets for Business Growth With Kyle Gray](https://static.wixstatic.com/media/7b6e99_4679dd8c0a27473eabeed368f138b273~mv2.png/v1/fill/w_333,h_250,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/7b6e99_4679dd8c0a27473eabeed368f138b273~mv2.webp)
![[Perspective Series] Storytelling Secrets for Business Growth With Kyle Gray](https://static.wixstatic.com/media/7b6e99_4679dd8c0a27473eabeed368f138b273~mv2.png/v1/fill/w_453,h_340,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_4679dd8c0a27473eabeed368f138b273~mv2.webp)
[Perspective Series] Storytelling Secrets for Business Growth With Kyle Gray
In this episode of The Customer Wins, Richard Walker interviews Kyle Gray, CEO of The Story Engine.

Quik! News Team
Feb 1532 min read
30 views
0 comments


Empowering Advisors With the Gift of Time With Rich Whalen
In this episode of The Customer Wins, Richard Walker interviews Rich Whalen, Vice President of Technology Strategy.

Quik! News Team
Feb 827 min read
63 views
0 comments


Unlocking Capital Efficiency for Advisors With Andrew J. Evans
In this episode of The Customer Wins, Richard Walker interviews Andrew J. Evans, CEO of Rossby Financial.

Quik! News Team
Feb 128 min read
51 views
0 comments


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

Quik! News Team
Jan 2527 min read
31 views
0 comments
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