In this episode of The Customer Wins, Richard Walker interviews Thomas Clawson, Co-founder of Slant, about reimagining CRM for financial advisors through AI and automation.

In this episode of The Customer Wins, Richard Walker interviews Michelle Feinstein, General Manager and VP of Global Financial Services at Salesforce.

In this episode of The Customer Wins, Richard Walker interviews Greg Bennick, keynote speaker and author at gregbennick.com, about the power of authenticity in communication and leadership.

In this episode of The Customer Wins, Richard Walker interviews Max Klein, Co-Founder and CEO of LEA, about leveraging AI to solve data challenges in wealth management. Max explains how firms can eliminate repetitive manual work with smarter automation. He also discusses embedding technology into existing platforms, centralizing operations in systems like Salesforce, and the importance of customer listening and feedback loops.

In this episode of The Customer Wins, Richard Walker interviews Michael Jeanfreau, Director of Advisor Enablement at Mariner Wealth Advisors, about creating better advisor and client experiences.

In this episode of The Customer Wins Podcast, Richard Walker interviews Brian Edelman, CEO of FCI, to discuss cybersecurity in financial services.

In this episode of The Customer Wins, Richard Walker interviews Ty Peck, Co-Founder and CEO of Business Draft, about transforming the hiring process with candidate-first innovation.

In this episode of The Customer Wins, Richard Walker interviews Rabih Ramadi, Co-Founder and CEO of Avantos, about using AI to transform client onboarding and servicing.

In this episode of The Customer Wins, Richard Walker interviews Paul Osterberg, CEO and Managing Director of Security Basecamp, about building trust through cybersecurity.

In this episode of The Customer Wins, Richard Walker interviews Shannon Rosic, Director of Content and Solutions for the Wealth Management Group at Informa Connect, about the future of wealth management and technology.

Manual data entry. Overlooked details. Costly penalties. Advisors face a growing challenge: how to keep pace with regulations while still...

In this episode of The Customer Wins, Richard Walker interviews Joshua B. Lee, Founder and CEO of StandOut Authority, about building authentic influence on LinkedIn.

In this episode of The Customer Wins, Richard Walker interviews Brandon Castaneda, Founder and CEO of EZ Bombs, about creating a viral food brand from family recipes.

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.