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.

In this episode of The Customer Wins, Richard Walker interviews Jeffrey Rusin, Co-founder of Advisor Tech Partners, about automation and workflow design for financial advisory firms.

In this episode of The Customer Wins, Richard Walker interviews David Steele, Co-founder and CEO of One Wealth Advisors, about creating harmony in wealth and life.

In this episode of The Customer Wins, Richard Walker interviews Vickie Lewin, Chief Growth Officer at Amplify, about how financial advisors can make smarter tech choices.

Compliance management in financial services is riddled with inefficiencies that erode trust and slow operations. Incomplete or incorrect...

In this episode of The Customer Wins, Chad Franzen of Rise25 interviews Richard Walker, CEO of Quik!, about creating smoother customer experiences through form automation.

In this episode of The Customer Wins, Richard Walker interviews Tracy Lee, CEO of This Dot Labs, about empowering engineering teams and embracing AI-driven efficiencies.

In this episode of The Customer Wins, Richard Walker interviews Parker Ence, CEO and Co-founder of Jump AI, about using AI to streamline the client meeting cycle in financial advising.

In this episode of The Customer Wins, Rich Walker interviews Joseph Loria, Founder and CEO of RetentionCX, about building value-driven customer relationships.

In an Age of Rising Cyber Threats, Trust Must Be Earned—Continuously Trust is the cornerstone of any relationship, especially in finance....

In this episode of The Customer Wins, Richard Walker interviews Cameron Howe, Co-founder and CEO of Investipal, about using AI to modernize financial advising.

In this episode of The Customer Wins, Richard Walker interviews Mark Gilbert, CEO of Zocks, about how AI is transforming the advisor-client relationship.

In this episode of The Customer Wins, Richard Walker interviews John Corcoran, Co-founder of Rise25, about the power of podcasting to grow B2B businesses.

In this episode of The Customer Wins, Richard Walker interviews Arnulf Hsu, CEO of GReminders, about AI-driven meeting automation for financial advisors.

In this episode of The Customer Wins, Richard Walker interviews Marla Sofer, Founder and CEO of Knomee, about redefining financial planning through behavioral science.

Sustainable businesses aren’t just good for the planet — they’re good for the bottom line. Companies with strong ESG practices...

In this episode of The Customer Wins, Richard Walker interviews Joshua D. Rogers, CEO of Arete Wealth, about preserving company culture while growing a financial services firm.

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.

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.