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.
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![[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_auto/7b6e99_ab447d8970794ff6afb9de94c1edc08c~mv2.png)
Quik! News Team
Feb 525 min read
[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.
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Quik! News Team
Jan 2921 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.
79 views0 comments
![[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_auto/7b6e99_83e386b9a1ae4ee99307b808e8923b30~mv2.png)
Quik! News Team
Jan 1922 min read
[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.
57 views0 comments
Quik! News Team
Jan 1523 min read
Harnessing the Power of Online Ratings and Reviews With Whit Lanier
In this episode of The Customer Wins, Richard Walker sits down with Whit Lanier, Founder and CEO of Amplify Reviews.
55 views0 comments
Quik! News Team
Jan 828 min read
Embracing Technology for Next-Level Wealth Management With Reed Colley
In this episode of The Customer Wins, Richard Walker sits down with Reed Colley, Co-founder and CEO of Summit Wealth Systems.
89 views0 comments
Quik! News Team
Dec 29, 202326 min read
Embrace Technology: Gain a Competitive Edge in Wealth Management With Jeff Schwantz
In this episode of The Customer Wins, Richard Walker sits down with Jeff Schwantz, Chief Revenue Officer of Advisor360°.
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![[AI Series] Streamlining Operations With Cutting-Edge AI Technology With Babu Sivadasan](https://static.wixstatic.com/media/7b6e99_85f851ec52e64209a780c9f0b20a25b9~mv2.png/v1/fill/w_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_85f851ec52e64209a780c9f0b20a25b9~mv2.png)
Quik! News Team
Dec 22, 202321 min read
[AI Series] Streamlining Operations With Cutting-Edge AI Technology With Babu Sivadasan
In this episode of The Customer Wins, Richard Walker sits down with Babu Sivadasan, Co-founder & CEO of JIFFY.ai.
150 views0 comments
Quik! News Team
Dec 18, 202325 min read
Simplifying Business Processes for Financial Advisors With Louis Retief
In this episode of The Customer Wins, Richard Walker sits down with Louis Retief, Co-founder and CEO of Hubly.
61 views0 comments
Quik! News Team
Dec 11, 202325 min read
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.
594 views0 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_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_4956b330fe2148d8b366a72666161589~mv2.png)
Quik! News Team
Dec 4, 202326 min read
[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.
92 views0 comments
Quik! News Team
Nov 27, 202325 min read
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.
43 views0 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_1199,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_dbc1314b601043b1b61544ded03de549~mv2.png)
Quik! News Team
Nov 20, 202327 min read
[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.
63 views0 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_1199,h_900,fp_0.50_0.50,q_90,enc_auto/7b6e99_0255f7b8391b4f10919368f1fec9f876~mv2.jpg)
Quik! News Team
Nov 13, 202324 min read
[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.
52 views0 comments
Quik! News Team
Nov 6, 202323 min read
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.
67 views0 comments
Quik! News Team
Oct 30, 202329 min read
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.
53 views0 comments
Quik! News Team
Oct 23, 202321 min read
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.
86 views0 comments
Quik! News Team
Oct 16, 202322 min read
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.
44 views0 comments
Quik! News Team
Oct 9, 202327 min read
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.
40 views0 comments
Quik! News Team
Oct 2, 202325 min read
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.
100 views0 comments
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