In this episode of The Customer Wins, Richard Walker interviews Molly Pierce, CEO of Track That Advisor, about leveraging data to drive growth for advisory firms.

In this episode of The Customer Wins, Richard Walker interviews Colleen Bowler, Co-founder of C&J Innovations, about using mindset assessments to humanize financial planning.

In this episode of The Customer Wins, Richard Walker interviews Josh DeTar, EVP of Evangelism at Tyfone, about elevating digital experiences for community financial institutions.

In this episode of The Customer Wins, Richard Walker interviews Brian Portnoy, Founder of Shaping Wealth, about human-centered financial advice.

In this episode of The Customer Wins, Richard Walker interviews Diana Cabrices, Founder and Fractional Chief Evangelist of Diana Cabrices Consulting, about using brand evangelism to drive growth.

In this episode of The Customer Wins, Richard Walker interviews Ben Wiener, Managing Partner at Jumpspeed Ventures, about the art of storytelling for entrepreneurs.

In this episode of The Customer Wins, Richard Walker interviews Thomas Clawson, Co-founder of Slant, about reimagining CRM for financial advisors through AI and automation.

In this episode of The Customer Wins, Richard Walker interviews Michelle Feinstein, General Manager and VP of Global Financial Services at Salesforce.

In this episode of The Customer Wins, Richard Walker interviews Greg Bennick, keynote speaker and author at gregbennick.com, about the power of authenticity in communication and leadership.

In this episode of The Customer Wins, Richard Walker interviews Max Klein, Co-Founder and CEO of LEA, about leveraging AI to solve data challenges in wealth management. Max explains how firms can eliminate repetitive manual work with smarter automation. He also discusses embedding technology into existing platforms, centralizing operations in systems like Salesforce, and the importance of customer listening and feedback loops.

In this episode of The Customer Wins, Richard Walker interviews Michael Jeanfreau, Director of Advisor Enablement at Mariner Wealth Advisors, about creating better advisor and client experiences.

In this episode of The Customer Wins Podcast, Richard Walker interviews Brian Edelman, CEO of FCI, to discuss cybersecurity in financial services.

In this episode of The Customer Wins, Richard Walker interviews Ty Peck, Co-Founder and CEO of Business Draft, about transforming the hiring process with candidate-first innovation.

In this episode of The Customer Wins, Richard Walker interviews Rabih Ramadi, Co-Founder and CEO of Avantos, about using AI to transform client onboarding and servicing.

In this episode of The Customer Wins, Richard Walker interviews Paul Osterberg, CEO and Managing Director of Security Basecamp, about building trust through cybersecurity.

In this episode of The Customer Wins, Richard Walker interviews Shannon Rosic, Director of Content and Solutions for the Wealth Management Group at Informa Connect, about the future of wealth management and technology.

In this episode of The Customer Wins, Richard Walker interviews Joshua B. Lee, Founder and CEO of StandOut Authority, about building authentic influence on LinkedIn.

In this episode of The Customer Wins, Richard Walker interviews Brandon Castaneda, Founder and CEO of EZ Bombs, about creating a viral food brand from family recipes.

In this episode of The Customer Wins, Richard Walker reviews previous episodes on building meaningful customer relationships. These guests share insights on valuing your customer, being your own first customer, joining your customer’s team, and setting boundaries.

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