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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
[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
[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
[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
[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
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
[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
Solving the Biggest Financial Forms Processing Challenges with Intelligent Automation
Eliminating inefficiencies in financial forms processing with seamless automation Forms are an essential element of every transaction in...
Amber A.
Feb 21, 20253 min read
![[Perspective Series] Storytelling Secrets for Business Growth With Kyle Gray](https://static.wixstatic.com/media/7b6e99_4679dd8c0a27473eabeed368f138b273~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/7b6e99_4679dd8c0a27473eabeed368f138b273~mv2.png)
![[Perspective Series] Storytelling Secrets for Business Growth With Kyle Gray](https://static.wixstatic.com/media/7b6e99_4679dd8c0a27473eabeed368f138b273~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_4679dd8c0a27473eabeed368f138b273~mv2.png)
[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
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
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
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
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
The Power of Forms Processing to Increase Efficiency
Digital forms transform your business Efficiency is the cornerstone of success in today’s dynamic business landscape. Yet, many...
Amber A.
Jan 15, 20253 min read
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
![[100th Episode Special] Automating Paperwork Hassles With Cheryl Dillon](https://static.wixstatic.com/media/7b6e99_cf79306a52a44956bee8cf34bb6bc133~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/7b6e99_cf79306a52a44956bee8cf34bb6bc133~mv2.png)
![[100th Episode Special] Automating Paperwork Hassles With Cheryl Dillon](https://static.wixstatic.com/media/7b6e99_cf79306a52a44956bee8cf34bb6bc133~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_cf79306a52a44956bee8cf34bb6bc133~mv2.png)
[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
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
![[Author Series] Life and Money Alignment Secrets With Dr. Preston Cherry](https://static.wixstatic.com/media/7b6e99_d1eb7c46d63845cb8bdf235be8ff269e~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/7b6e99_d1eb7c46d63845cb8bdf235be8ff269e~mv2.png)
![[Author Series] Life and Money Alignment Secrets With Dr. Preston Cherry](https://static.wixstatic.com/media/7b6e99_d1eb7c46d63845cb8bdf235be8ff269e~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_d1eb7c46d63845cb8bdf235be8ff269e~mv2.png)
[Author Series] Life and Money Alignment Secrets With Dr. Preston Cherry
In this episode of The Customer Wins, Richard Walker interviews Dr. Preston Cherry, Founder and President of Concurrent Financial Planning.
Quik! News Team
Dec 21, 202428 min read
Revolutionizing Fintech Sales Strategies With Wim Van Lerberghe
In this episode of The Customer Wins, Richard Walker interviews Wim Van Lerberghe, Founder of Advintro.
Quik! News Team
Dec 14, 202425 min read
The Six F Strategy for Success With Brett Gilliland
In this episode of The Customer Wins, Richard Walker interviews Brett Gilliland, Co-founder and CEO of Visionary Wealth Advisors.
Quik! News Team
Dec 7, 202431 min read
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