In this episode of The Customer Wins, Richard Walker interviews Matt Goebel, Founder and CEO of Woven, about streamlining operations for multilocation businesses.

In this episode of The Customer Wins, Richard Walker interviews Jeffrey Rusin, Co-founder of Advisor Tech Partners, about automation and workflow design for financial advisory firms.

In this episode of The Customer Wins, Richard Walker interviews David Steele, Co-founder and CEO of One Wealth Advisors, about creating harmony in wealth and life.

In this episode of The Customer Wins, Richard Walker interviews Vickie Lewin, Chief Growth Officer at Amplify, about how financial advisors can make smarter tech choices.