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Delivering an Experience: A Custom Tailor’s Tips With Rocky Chugani
In this episode of The Customer Wins, Richard Walker sits down with Rocky Chugani, Owner and Designer of Rocky's Custom Clothes.
Quik! News Team
Dec 11, 202325 min read
687 views
0 comments
![[AI Series] Building an AI Tool for Financial Compliance With Mamal Amini](https://static.wixstatic.com/media/7b6e99_4956b330fe2148d8b366a72666161589~mv2.png/v1/fill/w_453,h_340,fp_0.50_0.50,q_95,enc_auto/7b6e99_4956b330fe2148d8b366a72666161589~mv2.webp)
[AI Series] Building an AI Tool for Financial Compliance With Mamal Amini
In this episode of The Customer Wins, Richard Walker sits down with Mamal Amini, Co-founder and CEO of GovernGPT.
Quik! News Team
Dec 4, 202326 min read
97 views
0 comments

Tips for Wealth Management: An RIA Perspective With Chuck Failla
In this episode of The Customer Wins, Richard Walker sits down with Chuck Failla, Founder and CEO of Sovereign Financial Group.
Quik! News Team
Nov 27, 202325 min read
43 views
0 comments
![[AI Series] Thriving as a Financial Advisor Using AI-Powered Tools With Gabe Rissman](https://static.wixstatic.com/media/7b6e99_dbc1314b601043b1b61544ded03de549~mv2.png/v1/fill/w_453,h_340,fp_0.50_0.50,q_95,enc_auto/7b6e99_dbc1314b601043b1b61544ded03de549~mv2.webp)
[AI Series] Thriving as a Financial Advisor Using AI-Powered Tools With Gabe Rissman
In this episode of The Customer Wins, Richard Walker sits down with Gabe Rissman, Co-founder and President of YourStake.
Quik! News Team
Nov 20, 202327 min read
63 views
0 comments

![[AI Series] How To Utilize Work Automation and AI With Alane Boyd](https://static.wixstatic.com/media/7b6e99_0255f7b8391b4f10919368f1fec9f876~mv2.jpg/v1/fill/w_453,h_340,fp_0.50_0.50,q_90,enc_auto/7b6e99_0255f7b8391b4f10919368f1fec9f876~mv2.webp)
[AI Series] How To Utilize Work Automation and AI With Alane Boyd
In this episode of The Customer Wins, Richard Walker sits down with Alane Boyd, Co-founder and President of BGBO Co.
Quik! News Team
Nov 13, 202324 min read
52 views
0 comments

Quik! Supports Over 1.2 million Unique Fields
Quik! now supports 1,220,000 unique fields for forms in the expansive Quik! library. The Quik! field definition includes common data...
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Nov 6, 20231 min read
60 views
0 comments

Navigating Transitions: Expert Tips for Advisors With Ryan Shanks
In this episode of The Customer Wins, Richard Walker sits down with Ryan Shanks, Co-founder and CEO of FA Match.
Quik! News Team
Nov 6, 202323 min read
67 views
0 comments

Achieving Sustainable Growth as an Agency Owner With Frank Cowell
In this episode of The Customer Wins, Richard Walker sits down with Frank Cowell, Chief Revenue Officer of Revenue Ranch.
Quik! News Team
Oct 30, 202329 min read
53 views
0 comments

Achieve Work-Life Balance With a Household Assistant With Kara McKeage
In this episode of The Customer Wins, Richard Walker sits down with Kara McKeage, CEO of Pepper’s Personal Assistants.
Quik! News Team
Oct 23, 202321 min read
86 views
0 comments

Navigating the Angel Investment Landscape as Investors With Ben Pidgeon
In this episode of The Customer Wins, Richard Walker sits down with Ben Pidgeon, Executive Director of VisionTech Partners.
Quik! News Team
Oct 16, 202322 min read
44 views
0 comments

Thriving With Improved Habits: An AI Approach With Mike Jalonen
In this episode of The Customer Wins, Richard Walker sits down with Mike Jalonen, Founder and CEO of Habit Driven.
Quik! News Team
Oct 9, 202327 min read
40 views
0 comments

World-Class Technical Documentation for Increased Customer Satisfaction With Caity Cronkhite
In this episode of The Customer Wins, Richard Walker sits down with Caity Cronkhite, CEO and Founder of Good Words.
Quik! News Team
Oct 2, 202325 min read
104 views
0 comments

Tips for Effectively Helping People As a Financial Advisor
In this episode of The Customer Wins, Richard Walker sits down with Jonathan Miller, CEO of Parsonex Enterprises.
Quik! News Team
Sep 25, 202328 min read
65 views
0 comments

Using AI To Financially Plan Our Future With Robert Kirk
In this episode of The Customer Wins, Richard Walker sits down with Robert Kirk, Founder and CEO of InterGen Data.
Quik! News Team
Sep 18, 202328 min read
43 views
0 comments

Leveraging AI Technology To Provide Holistic Financial Advice With Charlie Clark
In this episode of The Customer Wins, Richard Walker sits down with Charlie Clark, Chief Revenue Officer of FP Alpha.
Quik! News Team
Sep 8, 202321 min read
61 views
0 comments

Lessons To Learn From The Food Lawyer With George Salmas
In this episode of The Customer Wins, Richard Walker sits down with George Salmas, Managing Principal of The Food Lawyers.
Quik! News Team
Sep 4, 202320 min read
36 views
0 comments

Smoothly Transitioning to New Firms With Tamara Williams
In this episode of The Customer Wins, Richard Walker sits down with Tamara Williams, Owner and Principal Transition Consultant
Quik! News Team
Aug 28, 202327 min read
53 views
0 comments

How To Simplify the Accounts Receivable Process With Mark Firmin
Listen to this episode of The Customer Wins as host Rich Walker welcomes Mark Firmin, President and COO of ACOM Solutions.
Quik! News Team
Aug 21, 202324 min read
46 views
0 comments


Connecting Wealth Management Firms and Solution Providers With Chip Kispert
In this episode of The Customer Wins, Richard Walker sits down with Chip Kispert, Founder and Managing Partner of Beacon Strategies, LLC.
Quik! News Team
Aug 14, 202323 min read
73 views
0 comments


Customer Experience Lessons From The Hospitality Industry
In this episode of The Customer Wins, Richard Walker interviews Adam Isrow to discuss his entrepreneurial journey of creating GoConcierge.
Quik! News Team
Aug 7, 202329 min read
141 views
0 comments
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