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Navigating Transitions: Expert Tips for Advisors With Ryan Shanks
In this episode of The Customer Wins, Richard Walker sits down with Ryan Shanks, Co-founder and CEO of FA Match.

Quik! News Team
Nov 6, 202323 min read
67 views
0 comments


Achieving Sustainable Growth as an Agency Owner With Frank Cowell
In this episode of The Customer Wins, Richard Walker sits down with Frank Cowell, Chief Revenue Officer of Revenue Ranch.

Quik! News Team
Oct 30, 202329 min read
53 views
0 comments


Achieve Work-Life Balance With a Household Assistant With Kara McKeage
In this episode of The Customer Wins, Richard Walker sits down with Kara McKeage, CEO of Pepper’s Personal Assistants.

Quik! News Team
Oct 23, 202321 min read
86 views
0 comments


Navigating the Angel Investment Landscape as Investors With Ben Pidgeon
In this episode of The Customer Wins, Richard Walker sits down with Ben Pidgeon, Executive Director of VisionTech Partners.

Quik! News Team
Oct 16, 202322 min read
46 views
0 comments


Thriving With Improved Habits: An AI Approach With Mike Jalonen
In this episode of The Customer Wins, Richard Walker sits down with Mike Jalonen, Founder and CEO of Habit Driven.

Quik! News Team
Oct 9, 202327 min read
40 views
0 comments


World-Class Technical Documentation for Increased Customer Satisfaction With Caity Cronkhite
In this episode of The Customer Wins, Richard Walker sits down with Caity Cronkhite, CEO and Founder of Good Words.

Quik! News Team
Oct 2, 202325 min read
104 views
0 comments


Tips for Effectively Helping People As a Financial Advisor
In this episode of The Customer Wins, Richard Walker sits down with Jonathan Miller, CEO of Parsonex Enterprises.

Quik! News Team
Sep 25, 202328 min read
67 views
0 comments


Using AI To Financially Plan Our Future With Robert Kirk
In this episode of The Customer Wins, Richard Walker sits down with Robert Kirk, Founder and CEO of InterGen Data.

Quik! News Team
Sep 18, 202328 min read
43 views
0 comments


Leveraging AI Technology To Provide Holistic Financial Advice With Charlie Clark
In this episode of The Customer Wins, Richard Walker sits down with Charlie Clark, Chief Revenue Officer of FP Alpha.

Quik! News Team
Sep 8, 202321 min read
62 views
0 comments


Lessons To Learn From The Food Lawyer With George Salmas
In this episode of The Customer Wins, Richard Walker sits down with George Salmas, Managing Principal of The Food Lawyers.

Quik! News Team
Sep 4, 202320 min read
36 views
0 comments


Smoothly Transitioning to New Firms With Tamara Williams
In this episode of The Customer Wins, Richard Walker sits down with Tamara Williams, Owner and Principal Transition Consultant

Quik! News Team
Aug 28, 202327 min read
54 views
0 comments


How To Simplify the Accounts Receivable Process With Mark Firmin
Listen to this episode of The Customer Wins as host Rich Walker welcomes Mark Firmin, President and COO of ACOM Solutions.

Quik! News Team
Aug 21, 202324 min read
46 views
0 comments


Connecting Wealth Management Firms and Solution Providers With Chip Kispert
In this episode of The Customer Wins, Richard Walker sits down with Chip Kispert, Founder and Managing Partner of Beacon Strategies, LLC.

Quik! News Team
Aug 14, 202323 min read
74 views
0 comments


Customer Experience Lessons From The Hospitality Industry
In this episode of The Customer Wins, Richard Walker interviews Adam Isrow to discuss his entrepreneurial journey of creating GoConcierge.

Quik! News Team
Aug 7, 202329 min read
141 views
0 comments


Tips for Addressing Financial Regulatory Compliance Requirements With Parham Nasseri
In this episode of The Customer Wins, Richard Walker sits down with Parham Nasseri, Vice President of Product and Regulatory Strategy.

Quik! News Team
Jul 27, 202325 min read
84 views
0 comments


Growing Through Active Listening and Good Communication With Mike Row of Future Capital
In this episode of The Customer Wins, Richard Walker sits down with Mike Row, Chief Revenue Officer of Future Capital.

Quik! News Team
Jul 24, 202327 min read
109 views
0 comments


Have Confidence in Where You Financially Stand With Shabana Nathoo
In this episode of The Customer Wins, host Rich Walker welcomes Shabana Nathoo, a Wealth Management Advisor at Navigo Wealth Management.

Quik! News Team
Jul 17, 202323 min read
146 views
0 comments


Transforming a Financial Services Firm Through Technology With Geoff Moore
In this episode of The Customer Wins, Richard Walker sits down with Geoff Moore, CIO of Valmark Financial Group.

Quik! News Team
Jul 11, 202326 min read
55 views
0 comments


Growth Tips for Wealth Management Firms With Aaron Klein of Nitrogen
In this episode of The Customer Wins, Richard Walker sits down with Aaron Klein, Co-founder and CEO of Nitrogen.

Quik! News Team
Jul 3, 202333 min read
83 views
0 comments


The Better and Simpler Way To Scale With Austin Netzley of 2X
In this episode of The Customer Wins, Richard Walker sits down with Austin Netzley, Founder and CEO of 2X.

Quik! News Team
Jun 26, 202327 min read
57 views
0 comments
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