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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
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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
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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
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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
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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
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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
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Bridging Personal Purpose and Professional Success With Justin Krane
In this episode of The Customer Wins, host Richard Walker engages in an enlightening conversation with Justin Krane.

Quik! News Team
Jun 20, 202329 min read
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How Wealth Management Firms Can Thrive Through Consultancy
In this episode of The Customer Wins, Richard Walker sits down with Marc Butler, Founder and Consultant of Marc Butler Consultancy.

Quik! News Team
Jun 12, 202330 min read
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Tips for Driving a Company’s Growth With Ashtan Moore of Model B
Listen to this episode of The Customer Wins as host Rich Walker welcomes Ashtan Moore, Co-Founder and Partner of Model B.

Quik! News Team
Jun 2, 202327 min read
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The Significance of Community, Collaboration, and Conversations With Thom Singer of ATC
Listen to this episode of The Customer Wins as host Rich Walker welcomes Thom Singer, CEO of Austin Technology Council (ATC).

Quik! News Team
May 31, 202332 min read
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How Financial Services Can Thrive Through Digital Transformation With Sanjeev Kumar of Skience
Listen to this episode of The Customer Wins as host Rich Walker welcomes Sanjeev Kumar, Co-founder and CEO of Skience.

Quik! News Team
May 23, 202320 min read
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Tips for Becoming a Data-Driven Financial Advisor With Jud Mackrill of Milemarker
Listen to this episode of The Customer Wins as host Rich Walker welcomes Jud Mackrill, Co-founder of Milemarker.

Quik! News Team
May 16, 202322 min read
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How To Thrive Through Customer Experience With Shelli Taylor of Alamo Drafthouse Cinema
In this episode of The Customer Wins, Richard Walker sits down with Shelli Taylor, CEO of Alamo Drafthouse Cinema.

Quik! News Team
May 9, 202320 min read
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Tips for Increasing the Financial Advisors-Clients Engagement With Blake Wood of Lumiant
Listen to this episode of The Customer Wins as host Rich Walker welcomes Blake Wood, CEO of Lumiant US.

Quik! News Team
May 2, 202331 min read
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The CRM Experience for Financial Advisors With Rick Williamson of Redtail Technology
In this episode of The Customer Wins, host Rich Walker welcomes Rick Williamson, Director Of Training at Redtail Technology.

Quik! News Team
Apr 25, 202334 min read
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How To Be Customer-Centric
In this episode of The Customer Wins, Richard Walker sits down with Chris Wallner, Partner and Chief Marketing Officer of Chief Outsiders.

Quik! News Team
Apr 16, 202331 min read
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Financial Planning Reimagined With Adam Holt of Asset-Map
In this episode of The Customer Wins, host Rich Walker welcomes Adam Holt, Founder and CEO of Asset-Map

Quik! News Team
Apr 10, 202326 min read
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Simplifying How Financial Advisors Connect With Clients With Derek Notman of Couplr
In this episode of The Customer Wins, Richard Walker sits down with Derek Notman, Founder and CEO of Couplr

Quik! News Team
Apr 3, 202321 min read
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How Financial Advisors Can Become Great Business Owners
In this episode of The Customer Wins, Richard Walker sits down with Cody Foster, Co-founder of Advisors Excel.

Quik! News Team
Mar 29, 202329 min read
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Automating and Simplifying the Way Organizations Fill Out Forms With Rick Burgess of Forms Logic
In this episode of The Customer Wins, Richard Walker sits down with Rick Burgess, Founder and CEO of Forms Logic.

Quik! News Team
Mar 24, 202330 min read
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