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![[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
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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.
Quik! News Team
Jan 15, 202423 min read
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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.
Quik! News Team
Jan 8, 202428 min read
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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°.
Quik! News Team
Dec 29, 202326 min read
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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_35,blur_30,enc_avif,quality_auto/7b6e99_85f851ec52e64209a780c9f0b20a25b9~mv2.png)
![[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_avif,quality_auto/7b6e99_85f851ec52e64209a780c9f0b20a25b9~mv2.png)
[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.
Quik! News Team
Dec 22, 202321 min read
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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.
Quik! News Team
Dec 18, 202325 min read
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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
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![[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_35,blur_30,enc_avif,quality_auto/7b6e99_4956b330fe2148d8b366a72666161589~mv2.png)
![[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_avif,quality_auto/7b6e99_4956b330fe2148d8b366a72666161589~mv2.png)
[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
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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
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![[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_35,blur_30,enc_avif,quality_auto/7b6e99_dbc1314b601043b1b61544ded03de549~mv2.png)
![[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_avif,quality_auto/7b6e99_dbc1314b601043b1b61544ded03de549~mv2.png)
[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
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![[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_30,blur_30,enc_avif,quality_auto/7b6e99_0255f7b8391b4f10919368f1fec9f876~mv2.jpg)
![[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_avif,quality_auto/7b6e99_0255f7b8391b4f10919368f1fec9f876~mv2.jpg)
[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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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