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[Perspective Series] Creating Clarity Through Processes With Adi Klevit
In this episode of The Customer Wins, Richard Walker interviews Adi Klevit, Founder of Business Success Consulting Group, about how structured systems give entrepreneurs freedom.

Quik! News Team
May 10, 202530 min read
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Revolutionizing Tax Advisory With David A. Perez
In this episode of The Customer Wins, Richard Walker interviews David A. Perez, CEO of Tax Maverick, about empowering tax professionals through AI-driven advisory tools.

Quik! News Team
May 3, 202531 min read
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How Advisors Win at Life and Wealth With Donald Morgan
In this episode of The Customer Wins, Richard Walker interviews Donald Morgan, Financial Consultant and Managing Director at Independent Wealth Connections and iWealthTax.

Quik! News Team
Apr 28, 202528 min read
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[AI Series] Revolutionizing Compliance With AI With Larry Shumbres
In this episode of The Customer Wins, Richard Walker interviews Larry Shumbres, CEO of Archive Intel.

Quik! News Team
Apr 16, 202528 min read
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Secrets to Scaling SaaS Businesses With Patrick Hannon
In this episode of The Customer Wins, Rich Walker interviews Patrick Hannon, VP of SaaS Commercialization at Fidelity Labs.

Quik! News Team
Apr 16, 202532 min read
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The Future of Investment Management With Ryan Eisenman
In this episode of The Customer Wins, Richard Walker interviews Ryan Eisenman, CEO of Arch.

Quik! News Team
Apr 5, 202525 min read
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[Perspective Series] Scaling a Franchise With Simplicity With Bennett Maxwell
In this episode of The Customer Wins, Richard Walker interviews Bennett Maxwell, Founder of Dirty Dough Cookies.

Quik! News Team
Mar 31, 202528 min read
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[AI Series] How AI Is Transforming Wealth Management With Sindhu Joseph
In this episode of The Customer Wins, Richard Walker interviews Sindhu Joseph, Founder and CEO of CogniCor.

Quik! News Team
Mar 24, 202528 min read
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[Perspective Series] Unlocking Business Growth: How Fulfillment Drives Success With Nickie Froiland
In this episode of The Customer Wins, Richard Walker interviews Nickie Froiland, Co-founder and Chief Growth Officer of Motus9.

Quik! News Team
Mar 15, 202528 min read
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[AI Series] How AI Is Transforming Business & Education With Michael Todasco
In this episode of The Customer Wins, Richard Walker interviews Michael Todasco, Visiting Fellow at San Diego State University.

Quik! News Team
Mar 9, 202531 min read
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Navigating Wealth With Transparency and Trust With Brian Thorp
In this episode of The Customer Wins, Richard Walker interviews Brian Thorp, Founder and CEO of Wealthtender.

Quik! News Team
Mar 1, 202529 min read
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[AI Series] Transforming Client Onboarding With AI With Peter Dun
In this episode of The Customer Wins, Richard Walker interviews Peter Dun, Co-Founder and CEO of Feathery.

Quik! News Team
Feb 22, 202526 min read
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![[Perspective Series] Storytelling Secrets for Business Growth With Kyle Gray](https://static.wixstatic.com/media/7b6e99_4679dd8c0a27473eabeed368f138b273~mv2.png/v1/fill/w_333,h_250,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/7b6e99_4679dd8c0a27473eabeed368f138b273~mv2.webp)
![[Perspective Series] Storytelling Secrets for Business Growth With Kyle Gray](https://static.wixstatic.com/media/7b6e99_4679dd8c0a27473eabeed368f138b273~mv2.png/v1/fill/w_453,h_340,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_4679dd8c0a27473eabeed368f138b273~mv2.webp)
[Perspective Series] Storytelling Secrets for Business Growth With Kyle Gray
In this episode of The Customer Wins, Richard Walker interviews Kyle Gray, CEO of The Story Engine.

Quik! News Team
Feb 15, 202532 min read
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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 8, 202527 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 1, 202528 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 25, 202527 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 18, 202527 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 11, 202530 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 4, 202527 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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