top of page
All Posts
Search
![[Perspective Series] Secrets to Winning at Golf and Life With Bobby Steiner](https://static.wixstatic.com/media/7b6e99_cac259ce1c364a51ad8b702a0d3f84e1~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/7b6e99_cac259ce1c364a51ad8b702a0d3f84e1~mv2.png)
![[Perspective Series] Secrets to Winning at Golf and Life With Bobby Steiner](https://static.wixstatic.com/media/7b6e99_cac259ce1c364a51ad8b702a0d3f84e1~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_cac259ce1c364a51ad8b702a0d3f84e1~mv2.png)
[Perspective Series] Secrets to Winning at Golf and Life With Bobby Steiner
In this episode of The Customer Wins with Richard Walker featuring Bobby Steiner, they discuss the parallels between mastering golf.
Quik! News Team
May 4, 202433 min read
Networking Like a Pro: Matt McCoy’s Secrets to LinkedIn Success
In this episode of The Customer Wins, Richard Walker is joined by Matt McCoy of Jobby.
Quik! News Team
Apr 27, 202427 min read
How Quik! Helps You Become a Greener Company
Photo courtesy of the Arbor Day Foundation You’re likely aware that Quik! enables advisory firms and other companies to process data...
Amber A.
Apr 25, 20243 min read
Building Resilience for Customer Success with Chrissy Myers
In this episode of The Customer Wins, Richard Walker sits down with Chrissy Meyers, CEO of AUI and Clarity HR.
Quik! News Team
Apr 20, 202430 min read
Quik! and AdvisorEngine Integration Enhances Data Management
AdvisorEngine CRM ® Combined With Quik! Allows Data to Flow Seamlessly Between Databases and Forms Quik! — the leading provider of forms...
Amber A.
Apr 17, 20242 min read
Jason Mandel’s Guide To Tax-Free Growth and Asset Protection
In this episode of The Customer Wins, Richard Walker sits down with Jason Mandel, Founder and CEO of The Mandel Family Office.
Quik! News Team
Apr 13, 202426 min read
Emotional Sales Methodology of Empathy and Connection With Sam Wakefield
In this episode of The Customer Wins, Richard Walker sits down with Sam Wakefield, Founder and CEO of Close It Now.
Quik! News Team
Apr 6, 202426 min read
Building Fintech Businesses in Data Privacy With Sid Yenamandra
In this episode of The Customer Wins, Richard Walker sits down with Sid Yenamandra, Founder and CEO of Surge Ventures.
Quik! News Team
Mar 31, 202426 min read
How FormXtract Helps COOs Overcome Operational Challenges
As someone who plays a critical role in your firm’s operations, you’re charged with increasing productivity, enhancing efficiency,...
Amber A.
Mar 26, 20244 min read
Unleashing Your Potential as a Breakaway Advisor With Jason Barber
In this episode of The Customer Wins, Richard Walker sits down with Jason Barber, Founder and CEO of Uptick Partners.
Quik! News Team
Mar 23, 202428 min read
Streamlining Document Processes With Digital Vaults With Clifton Schaller
In this episode of The Customer Wins, Richard Walker sits down with Clifton Schaller, Chief Growth Officer at FutureVault.
Quik! News Team
Mar 16, 202430 min read
Improving Customer Experience and Growth Through Operations With Jen Goldman
In this episode of The Customer Wins, Richard Walker sits down with Jen Goldman, Founder of My Virtual COO.
Quik! News Team
Mar 10, 202425 min read
Gamifying Courses: The Future of Education With Murray Gray
In this episode of The Customer Wins, Richard Walker sits down with Murray Gray, Co-founder of Xperiencify.
Quik! News Team
Mar 3, 202425 min read
Becoming an Olympic-Level Leader Through Coaching With Sherry Winn
In this episode of The Customer Wins, Richard Walker sits down with Sherry Winn, Founder and CEO of The Winning Leadership Company.
Quik! News Team
Feb 23, 202431 min read
![[AI Series] AI Note-Taking for Financial Advisors With Daniel Yoo](https://static.wixstatic.com/media/7b6e99_9c9ab31f61fe43919d9d06891703014e~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/7b6e99_9c9ab31f61fe43919d9d06891703014e~mv2.png)
![[AI Series] AI Note-Taking for Financial Advisors With Daniel Yoo](https://static.wixstatic.com/media/7b6e99_9c9ab31f61fe43919d9d06891703014e~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_9c9ab31f61fe43919d9d06891703014e~mv2.png)
[AI Series] AI Note-Taking for Financial Advisors With Daniel Yoo
In this episode of The Customer Wins, Richard Walker sits down with Daniel Yoo, Founder of FinMate AI.
Quik! News Team
Feb 19, 202426 min read
Scaling Business Through Community as an RIA With Joe Moss
In this episode of The Customer Wins, Richard Walker sits down with Joe Moss, Co-founder of Pro Advisor Suite.
Quik! News Team
Feb 12, 202428 min read
![[AI Series] Driving Business Success Through Digital Transformation With Eric Bourget](https://static.wixstatic.com/media/7b6e99_ab447d8970794ff6afb9de94c1edc08c~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/7b6e99_ab447d8970794ff6afb9de94c1edc08c~mv2.png)
![[AI Series] Driving Business Success Through Digital Transformation With Eric Bourget](https://static.wixstatic.com/media/7b6e99_ab447d8970794ff6afb9de94c1edc08c~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_ab447d8970794ff6afb9de94c1edc08c~mv2.png)
[AI Series] Driving Business Success Through Digital Transformation With Eric Bourget
In this episode of The Customer Wins, Richard Walker sits down with Eric Bourget, Founder and CEO of HalfSerious.
Quik! News Team
Feb 5, 202425 min read
The Value of Creating Personalized Financial Services Experiences With Valarie Vest
In this episode of The Customer Wins, Richard Walker sits down with Valarie Vest, Executive Vice President and Chief Experience Officer.
Quik! News Team
Jan 29, 202421 min read
Quik! Unveils FormXtract: AI-Driven OCR-as-a-Service Solution
Experience 99.9% accuracy, context-rich insights and automated data processing for seamless operations and compliance REDONDO BEACH,...
Amber A.
Jan 22, 20243 min read
![[AI Series] AI for Wealth Management Marketing With Jonathan Michael](https://static.wixstatic.com/media/7b6e99_83e386b9a1ae4ee99307b808e8923b30~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/7b6e99_83e386b9a1ae4ee99307b808e8923b30~mv2.png)
![[AI Series] AI for Wealth Management Marketing With Jonathan Michael](https://static.wixstatic.com/media/7b6e99_83e386b9a1ae4ee99307b808e8923b30~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_83e386b9a1ae4ee99307b808e8923b30~mv2.png)
[AI Series] AI for Wealth Management Marketing With Jonathan Michael
In this episode of The Customer Wins, Richard Walker sits down with Jonathan Michael, Founder and CEO of Wealth I/O.
Quik! News Team
Jan 19, 202422 min read
bottom of page