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Empowering Advisors With the Gift of Time With Rich Whalen
In this episode of The Customer Wins, Richard Walker interviews Rich Whalen, Vice President of Technology Strategy.

Quik! News Team
Feb 827 min read
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Unlocking Capital Efficiency for Advisors With Andrew J. Evans
In this episode of The Customer Wins, Richard Walker interviews Andrew J. Evans, CEO of Rossby Financial.

Quik! News Team
Feb 128 min read
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Redefining Financial Guidance in Times of Transition With Rob Sweas
In this episode of The Customer Wins, Richard Walker interviews Rob Sweas, a Certified Financial Planner at Arete Wealth

Quik! News Team
Jan 2527 min read
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The Art of Effortless Wealth Recovery With Mike Betz
In this episode of The Customer Wins, Richard Walker interviews Mike Betz, General Manager at 11thEstate.

Quik! News Team
Jan 1827 min read
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Mastering Profit First Method With Rocky Lalvani
In this episode of The Customer Wins, Richard Walker interviews Rocky Lalvani, the Fractional Chief Probability Officer at Profit Comes Firs

Quik! News Team
Jan 1130 min read
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![[100th Episode Special] Automating Paperwork Hassles With Cheryl Dillon](https://static.wixstatic.com/media/7b6e99_cf79306a52a44956bee8cf34bb6bc133~mv2.png/v1/fill/w_333,h_250,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/7b6e99_cf79306a52a44956bee8cf34bb6bc133~mv2.webp)
![[100th Episode Special] Automating Paperwork Hassles With Cheryl Dillon](https://static.wixstatic.com/media/7b6e99_cf79306a52a44956bee8cf34bb6bc133~mv2.png/v1/fill/w_453,h_340,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_cf79306a52a44956bee8cf34bb6bc133~mv2.webp)
[100th Episode Special] Automating Paperwork Hassles With Cheryl Dillon
In this episode of The Customer Wins, Richard Walker interviews Cheryl Dillon, Co-founder of Quik!

Quik! News Team
Jan 427 min read
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Transforming Advisor Engagement Through AI With Spenser Segal
In this episode of The Customer Wins, Richard Walker interviews Spenser Segal, Founder and CEO of ActiFi.

Quik! News Team
Dec 28, 202421 min read
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![[Author Series] Life and Money Alignment Secrets With Dr. Preston Cherry](https://static.wixstatic.com/media/7b6e99_d1eb7c46d63845cb8bdf235be8ff269e~mv2.png/v1/fill/w_333,h_250,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/7b6e99_d1eb7c46d63845cb8bdf235be8ff269e~mv2.webp)
![[Author Series] Life and Money Alignment Secrets With Dr. Preston Cherry](https://static.wixstatic.com/media/7b6e99_d1eb7c46d63845cb8bdf235be8ff269e~mv2.png/v1/fill/w_453,h_340,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_d1eb7c46d63845cb8bdf235be8ff269e~mv2.webp)
[Author Series] Life and Money Alignment Secrets With Dr. Preston Cherry
In this episode of The Customer Wins, Richard Walker interviews Dr. Preston Cherry, Founder and President of Concurrent Financial Planning.

Quik! News Team
Dec 21, 202428 min read
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Revolutionizing Fintech Sales Strategies With Wim Van Lerberghe
In this episode of The Customer Wins, Richard Walker interviews Wim Van Lerberghe, Founder of Advintro.

Quik! News Team
Dec 14, 202425 min read
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The Six F Strategy for Success With Brett Gilliland
In this episode of The Customer Wins, Richard Walker interviews Brett Gilliland, Co-founder and CEO of Visionary Wealth Advisors.

Quik! News Team
Dec 7, 202431 min read
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Navigating Customer Experience To Unlock Customer Loyalty With Richard Weylman
In this episode of The Customer Wins, Richard Walker interviews Richard Weylman, Founder of Richard Weylman, Inc.

Quik! News Team
Nov 30, 202431 min read
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Transforming Cybersecurity for Businesses With Matthew Connor
In this episode of The Customer Wins, Richard Walker interviews Matthew Conner, Founder and CEO of CyberLynx

Quik! News Team
Nov 23, 202426 min read
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Revolutionizing Fee Billing Systems for Advisors With Lacey Shrum
In this episode of The Customer Wins, Richard Walker sits down with Lacey Shrum, Founder and CEO of Smart Kx.

Quik! News Team
Nov 17, 202424 min read
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Transforming Financial Advising With Simplicity and Tech With Adam Dell
In this episode of The Customer Wins, Richard Walker interviews Adam Dell, Founder and CEO of Domain Money.

Quik! News Team
Nov 9, 202424 min read
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How Psychometrics Can Revolutionize Your Workforce With Jason P. Carroll
In this episode of The Customer Wins, Richard Walker interviews Jason P. Carroll, Founder and CEO of Aptive Index.

Quik! News Team
Nov 2, 202424 min read
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![[Perspective Series] Strategies for Winning Customers: A Conversation With Peter LePiane](https://static.wixstatic.com/media/7b6e99_5f91d12e9d26452aa67c61097f70e1f6~mv2.png/v1/fill/w_333,h_250,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/7b6e99_5f91d12e9d26452aa67c61097f70e1f6~mv2.webp)
![[Perspective Series] Strategies for Winning Customers: A Conversation With Peter LePiane](https://static.wixstatic.com/media/7b6e99_5f91d12e9d26452aa67c61097f70e1f6~mv2.png/v1/fill/w_453,h_340,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_5f91d12e9d26452aa67c61097f70e1f6~mv2.webp)
[Perspective Series] Strategies for Winning Customers: A Conversation With Peter LePiane
In this episode of The Customer Wins, Richard Walker interviews Peter LePiane, Founder of Idea Bridge.

Quik! News Team
Oct 26, 202421 min read
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![[AI Series] Tailoring Client Acquisition in Finance With AI With Farbod Nowzad](https://static.wixstatic.com/media/7b6e99_795128d9d5854a3db6576d7ede770163~mv2.png/v1/fill/w_333,h_250,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/7b6e99_795128d9d5854a3db6576d7ede770163~mv2.webp)
![[AI Series] Tailoring Client Acquisition in Finance With AI With Farbod Nowzad](https://static.wixstatic.com/media/7b6e99_795128d9d5854a3db6576d7ede770163~mv2.png/v1/fill/w_453,h_340,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_795128d9d5854a3db6576d7ede770163~mv2.webp)
[AI Series] Tailoring Client Acquisition in Finance With AI With Farbod Nowzad
In this episode of The Customer Wins, Richard Walker interviews Farbod Nowzad, Co-founder and CEO of Cashmere AI

Quik! News Team
Oct 19, 202422 min read
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Redefining Productivity in Business With Steve Miksta
In this episode of The Customer Wins, Richard Walker interviews Steve Miksta, Founder and CEO of Oppty.

Quik! News Team
Oct 12, 202421 min read
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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

Quik! News Team
Oct 5, 202427 min read
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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.

Quik! News Team
Sep 28, 202427 min read
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