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.

In this episode of The Customer Wins, Richard Walker interviews Liz Fritz, Co-Founder of F2 Strategy, about building authentic brands and leveraging technology for growth.

In this episode of The Customer Wins, Richard Walker interviews Dr. Kara Hartl, Founder and CEO of Troy Medical, about transforming access to rural healthcare.

In this episode of The Customer Wins podcast, Richard Walker interviews Shawn Bowen, CTO of Quik!, about improving customer experience through reliable software and AI innovation.

In this episode of The Customer Wins, Richard Walker interviews Eden Ovadia, Co-Founder and CEO of FINNY, about using AI to transform client acquisition and growth.

In this episode of The Customer Wins, Richard Walker interviews Dr. Jon Randall, Founder of XFA Coach, about scaling advisory firms through better capacity management and client experience.

In this episode of The Customer Wins, Richard Walker interviews George Swetlitz, Co-Founder and CEO of RightResponse AI, about using AI and customer reviews to drive growth.