Creating Winning Opportunities in Financial Services With Tom Anderson
In this episode of The Customer Wins, Richard Walker interviews Tom Anderson, Founder and CEO of Anasova
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Quik! News Team
Sep 2827 min
Winning the B2B Sales Game Through Specialization With Richard Walton
In this episode of The Customer Wins, Richard Walker interviews Richard Walton, Founder of Outsell Sales.
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![[AI Series] Harnessing AI for Strategic Leadership With Geoff Woods](https://static.wixstatic.com/media/7b6e99_65004ccdb8b64e8b9711908ea3a5b790~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_65004ccdb8b64e8b9711908ea3a5b790~mv2.png)
Quik! News Team
Sep 2128 min
[AI Series] Harnessing AI for Strategic Leadership With Geoff Woods
In this episode of The Customer Wins, Richard Walker interviews Geoff Woods, Founder of AI Leadership.
31 views0 comments
Quik! News Team
Sep 1427 min
Maximizing Efficiency With CRM Optimization for RIAs With Kate Guillen
In this episode of The Customer Wins, Richard Walker interviews Kate Guillen, Founder of Simplicity Ops.
160 views0 comments
Quik! News Team
Sep 729 min
Harnessing Fractional Workforce for Business Success With Praveen Ghanta
In this episode of The Customer Wins, Richard Walker interviews Praveen Ghanta, Co-founder and CEO of Fraction.
29 views0 comments
Quik! News Team
Aug 3133 min
Creating Financial Health With Abby Morton
In this episode of The Customer Wins, Richard Walker interviews Abby Morton, Director of Customer Success at Elements.
20 views0 comments
Quik! News Team
Aug 2428 min
Navigating the Waters of Financial Marketing With Robert Sofia
In this episode of The Customer Wins, Richard Walker interviews Robert Sofia, Co-founder and CEO of Snappy Kraken.
45 views0 comments
Quik! News Team
Aug 1734 min
Scaling Communities and Operations Excellence for RIAs With Shaun Kapusinski
In this episode of The Customer Wins, Richard Walker interviews Shaun Kapusinski, Founder of HIFON.
53 views0 comments
Quik! News Team
Aug 1029 min
Innovating Fiduciary Risk Assessment for Growth With Mark Friedenthal
In this episode of The Customer Wins, Richard Walker interviews Mark Friedenthal, Founder and CEO of Tolerisk.
31 views0 comments
![[Perspective Series] The Bold Leadership Blueprint With Amy Riley](https://static.wixstatic.com/media/7b6e99_d213c2bebf054a69a85e7050120033c3~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_d213c2bebf054a69a85e7050120033c3~mv2.png)
Quik! News Team
Aug 326 min
[Perspective Series] The Bold Leadership Blueprint With Amy Riley
In this episode of The Customer Wins, Richard Walker interviews Amy Riley, coach and leader of The Courage of a Leader.
17 views0 comments
Quik! News Team
Jul 2724 min
The Winning Formula for Customer and Investor Success With Mark Gatto
In this episode of The Customer Wins, Richard Walker interviews Mark Gatto, Co-founder and Co-CEO of CION Investment Group.
39 views0 comments
![[Perspective Series] Embracing Technology To Win in Real Estate With Lauren Schreyer-Merdinger](https://static.wixstatic.com/media/7b6e99_2a6bc0965ccd4374aed9bcdc3cc3f76d~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_2a6bc0965ccd4374aed9bcdc3cc3f76d~mv2.png)
Quik! News Team
Jul 2024 min
[Perspective Series] Embracing Technology To Win in Real Estate With Lauren Schreyer-Merdinger
In this episode of The Customer Wins, Richard Walker interviews Lauren Schreyer-Merdinger, CEO and Founder of Contract2Close.
19 views0 comments
![[AI Series] Empowering RIAs for Personalized Customer Wins With Cormac Murphy](https://static.wixstatic.com/media/7b6e99_cba7299872f549ff84acdcdac0117f66~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_cba7299872f549ff84acdcdac0117f66~mv2.png)
Quik! News Team
Jul 1330 min
[AI Series] Empowering RIAs for Personalized Customer Wins With Cormac Murphy
In this episode of The Customer Wins, Richard Walker interviews Cormac Murphy, CEO of CacheTech Advisor Solutions.
41 views0 comments
![[Perspective Series] Exit to Excellence: Guide to Strategic Business Departures With Jerome Myers](https://static.wixstatic.com/media/7b6e99_8c2ccf587fdb4abc9d23a48f6d1d3be0~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_8c2ccf587fdb4abc9d23a48f6d1d3be0~mv2.png)
Quik! News Team
Jul 628 min
[Perspective Series] Exit to Excellence: Guide to Strategic Business Departures With Jerome Myers
In this episode of The Customer Wins, Richard Walker interviews Jerome Myers, Founder of Exodus.
21 views0 comments
![[Perspective Series] The Art of Wonder: Solving Problems Through Magic With Dan Trommater](https://static.wixstatic.com/media/7b6e99_f9e3295b9f1b4239b394297567d5711f~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_f9e3295b9f1b4239b394297567d5711f~mv2.png)
Quik! News Team
Jun 2926 min
[Perspective Series] The Art of Wonder: Solving Problems Through Magic With Dan Trommater
In this episode of The Customer Wins, Richard Walker interviews Dan Trommater, a renowned magician and keynote speaker.
16 views0 comments
![[AI Series] The AI Edge: Supercharging Financial Advisors With Denis Konoplev](https://static.wixstatic.com/media/7b6e99_0d845b7e19f74ffb9731a2433562cc1f~mv2.jpg/v1/fill/w_1199,h_900,fp_0.50_0.50,q_90,enc_auto/7b6e99_0d845b7e19f74ffb9731a2433562cc1f~mv2.jpg)
Quik! News Team
Jun 2223 min
[AI Series] The AI Edge: Supercharging Financial Advisors With Denis Konoplev
In this episode of The Customer Wins, Richard Walker interviews Denis Konoplev, CEO of Munin AI.
46 views0 comments
Quik! News Team
Jun 1523 min
Transforming Financial Services With a Customer-First Approach With David Crow
In this episode of The Customer Wins, Richard Walker interviews David Crow, President of Axos Clearing.
54 views0 comments
Quik! News Team
Jun 922 min
Leveraging AI and Process for Client Wins With Justin Bolmgren
In this episode of The Customer Wins, Richard Walker interviews Justin Bolmgren, Chief Process Maestro at William Joseph Capital Management.
34 views0 comments
Quik! News Team
Jun 428 min
CRM Mastery: Empowering Financial Advisors for Success With Stephanie Dannebaum
In this episode of The Customer Wins, Richard Walker interviews Stephanie Dannebaum, Founder of Stephanie Dannebaum Consulting.
36 views0 comments
Quik! News Team
May 2528 min
Maximizing Efficiency in Client Documentation With Corey Westphal
In this episode of The Customer Wins, Richard Walker interviews Corey Westphal, Founder and CEO of Mobile Assistant.
106 views0 comments
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