In this episode of The Customer Wins, Richard Walker interviews Greg De Koker, Founder and Chief Joy Officer of JOY², about building a joyful, high-performing workplace culture.

AI is reshaping how financial advisors manage client relationships. Mitchell Bratina explores AI-native CRM systems, workflow automation, compliance guardrails, and personalized technology that helps advisors reduce administrative work while delivering faster, more meaningful client experiences.

Discover how personality coding helps businesses understand customer buying behavior, tailor sales conversations, and build stronger relationships. Esther Wildenberg explains the B.A.N.K. framework, authentic communication, mentorship, and why human connection matters more as AI transforms the sales landscape.

In this episode of The Customer Wins, Richard Walker interviews Brian Herr, Founder and CEO of StartingBlocks and Managing Partner at HHI Advisory Group, about building successful startups in the AI era.

In this episode of The Customer Wins, Richard Walker shares his perspective as CEO of Quik! on entrepreneurship, AI, and the future of forms.

In this episode of The Customer Wins, Richard Walker interviews Geoff Moore, Chief Information Officer at Valmark Financial Group, about practical AI adoption in financial services.

In this episode of The Customer Wins, Richard Walker interviews Dennis J. Moore, CEO of the Financial Planning Association, about strengthening the financial planning profession through leadership, education, and human connection.

In this episode of The Customer Wins, Richard Walker interviews Sasha Strauss, Founder and Chief Brand Officer of Innovation Protocol, about building trusted brands in the age of AI.

In this episode of The Customer Wins, Richard Walker interviews Gareth Lewis, Chief Business Officer at Helm, about transforming private markets infrastructure through customer-focused technology.

In this episode of The Customer Wins, Richard Walker interviews Mikhail Ruchkin, CEO of Innovative Digital Transformation, about building customer trust through cloud technology, AI, and cybersecurity.

In this episode of The Customer Wins, Richard Walker interviews Tonya Turrell, Founder and CEO of TechnologyMatch, about transforming B2B technology buying through buyer-driven connections and AI.

In this episode of The Customer Wins, Richard Walker interviews Brian Hyman, Founder and CEO of High Meadow Solutions, about building trust-driven customer experiences through culture and technology. Brian discusses creating a unified advisor experience, implementing AI responsibly to improve productivity, and why CRM platforms remain critical for maintaining data quality, operational structure, and long-term business growth.

In this episode of The Customer Wins, Richard Walker interviews Bob Serling, Founder of Licensing Lab, about uncovering the real reasons customers buy and using those insights to improve marketing and customer experience.

In this episode of The Customer Wins, Richard Walker interviews David Reeve, Founder and CEO of InvestorCOM, about simplifying compliance and driving growth in wealth management.

In this episode of The Customer Wins, Richard Walker interviews Artem Koren, Co-Founder and CPO at Sembly AI, about the rise of AI agents and the future of work.

In this episode of The Customer Wins, Richard Walker interviews Paranj Patel, Founder and CEO of ClearLines Group, LLC, about using AI and smarter compliance strategies to improve customer experience and reduce regulatory risk.

In this episode of The Customer Wins, Richard Walker interviews Trunal Bhanse, CEO of Clazar, about scaling SaaS growth through cloud marketplaces and customer experience.

In this episode of The Customer Wins podcast, Richard Walker interviews Dan Lievens, Founder and CEO of Share One, about building trust through authentic customer storytelling in an AI-driven world.

In this episode of The Customer Wins, Richard Walker interviews Jagdeesh Prakasam, Founder and CEO of Qdeck, about using AI to transform wealth management workflows and client experience.

In this episode of The Customer Wins podcast, Richard Walker interviews Suvrat Bansal, Founder and CEO of Clarista, about transforming enterprise data with AI.