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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
Navigating Customer Experience To Unlock Customer Loyalty With Richard Weylman
In this episode of The Customer Wins, Richard Walker interviews Richard Weylman, Founder of Richard Weylman, Inc.
Quik! News Team
Nov 30, 202431 min read
Transforming Cybersecurity for Businesses With Matthew Connor
In this episode of The Customer Wins, Richard Walker interviews Matthew Conner, Founder and CEO of CyberLynx
Quik! News Team
Nov 23, 202426 min read
Quik! and Forms Logic Expand Partnership to Expedite Advisor Transitions with AI-powered Solutions
FormXtract Will Accelerate Processing and Enhance Data Accuracy Redondo Beach, CA - November 19, 2024 - Quik! — the industry leader in...
Amber A.
Nov 19, 20244 min read
Revolutionizing Fee Billing Systems for Advisors With Lacey Shrum
In this episode of The Customer Wins, Richard Walker sits down with Lacey Shrum, Founder and CEO of Smart Kx.
Quik! News Team
Nov 17, 202424 min read
Transforming Financial Advising With Simplicity and Tech With Adam Dell
In this episode of The Customer Wins, Richard Walker interviews Adam Dell, Founder and CEO of Domain Money.
Quik! News Team
Nov 9, 202424 min read
The Power of Forms Processing to Increase Efficiency
In today’s fast-paced business environment, efficiency is paramount. One often overlooked area with potential for improvement lies in...
Amber A.
Nov 5, 20242 min read
How Psychometrics Can Revolutionize Your Workforce With Jason P. Carroll
In this episode of The Customer Wins, Richard Walker interviews Jason P. Carroll, Founder and CEO of Aptive Index.
Quik! News Team
Nov 2, 202424 min read
![[Perspective Series] Strategies for Winning Customers: A Conversation With Peter LePiane](https://static.wixstatic.com/media/7b6e99_5f91d12e9d26452aa67c61097f70e1f6~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/7b6e99_5f91d12e9d26452aa67c61097f70e1f6~mv2.png)
![[Perspective Series] Strategies for Winning Customers: A Conversation With Peter LePiane](https://static.wixstatic.com/media/7b6e99_5f91d12e9d26452aa67c61097f70e1f6~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_5f91d12e9d26452aa67c61097f70e1f6~mv2.png)
[Perspective Series] Strategies for Winning Customers: A Conversation With Peter LePiane
In this episode of The Customer Wins, Richard Walker interviews Peter LePiane, Founder of Idea Bridge.
Quik! News Team
Oct 26, 202421 min read
![[AI Series] Tailoring Client Acquisition in Finance With AI With Farbod Nowzad](https://static.wixstatic.com/media/7b6e99_795128d9d5854a3db6576d7ede770163~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/7b6e99_795128d9d5854a3db6576d7ede770163~mv2.png)
![[AI Series] Tailoring Client Acquisition in Finance With AI With Farbod Nowzad](https://static.wixstatic.com/media/7b6e99_795128d9d5854a3db6576d7ede770163~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_795128d9d5854a3db6576d7ede770163~mv2.png)
[AI Series] Tailoring Client Acquisition in Finance With AI With Farbod Nowzad
In this episode of The Customer Wins, Richard Walker interviews Farbod Nowzad, Co-founder and CEO of Cashmere AI
Quik! News Team
Oct 19, 202422 min read
Redefining Productivity in Business With Steve Miksta
In this episode of The Customer Wins, Richard Walker interviews Steve Miksta, Founder and CEO of Oppty.
Quik! News Team
Oct 12, 202421 min read
How Forms Automation and Processing Can Help Immigration Law
Immigration law thrives on precision. From initial consultations to complex casework, accuracy and efficiency are paramount. However,...
Amber A.
Oct 10, 20243 min read
Creating Winning Opportunities in Financial Services With Tom Anderson
In this episode of The Customer Wins, Richard Walker interviews Tom Anderson, Founder and CEO of Anasova
Quik! News Team
Oct 5, 202427 min read
Winning the B2B Sales Game Through Specialization With Richard Walton
In this episode of The Customer Wins, Richard Walker interviews Richard Walton, Founder of Outsell Sales.
Quik! News Team
Sep 28, 202427 min read
![[AI Series] Harnessing AI for Strategic Leadership With Geoff Woods](https://static.wixstatic.com/media/7b6e99_65004ccdb8b64e8b9711908ea3a5b790~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/7b6e99_65004ccdb8b64e8b9711908ea3a5b790~mv2.png)
![[AI Series] Harnessing AI for Strategic Leadership With Geoff Woods](https://static.wixstatic.com/media/7b6e99_65004ccdb8b64e8b9711908ea3a5b790~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_65004ccdb8b64e8b9711908ea3a5b790~mv2.png)
[AI Series] Harnessing AI for Strategic Leadership With Geoff Woods
In this episode of The Customer Wins, Richard Walker interviews Geoff Woods, Founder of AI Leadership.
Quik! News Team
Sep 21, 202428 min read
Maximizing Efficiency With CRM Optimization for RIAs With Kate Guillen
In this episode of The Customer Wins, Richard Walker interviews Kate Guillen, Founder of Simplicity Ops.
Quik! News Team
Sep 14, 202427 min read
Harnessing Fractional Workforce for Business Success With Praveen Ghanta
In this episode of The Customer Wins, Richard Walker interviews Praveen Ghanta, Co-founder and CEO of Fraction.
Quik! News Team
Sep 7, 202429 min read
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