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CRM Mastery: Empowering Financial Advisors for Success With Stephanie Dannebaum
In this episode of The Customer Wins, Richard Walker interviews Stephanie Dannebaum, Founder of Stephanie Dannebaum Consulting.
Quik! News Team
Jun 4, 202428 min read
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Maximizing Efficiency in Client Documentation With Corey Westphal
In this episode of The Customer Wins, Richard Walker interviews Corey Westphal, Founder and CEO of Mobile Assistant.
Quik! News Team
May 25, 202428 min read
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Maximizing Customer Success Through Intelligent Cash Management With Michael Halloran
In this episode of The Customer Wins, Richard Walker interviews Michael Halloran, Head of Business Development at MaxMyInterest.
Quik! News Team
May 19, 202428 min read
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Revolutionizing Advisor-Client Interactions Through AI With Tom Rieman
In this episode of The Customer Wins, Richard Walker interviews Tom Rieman, CEO and Founding Partner of Practice Intel.
Quik! News Team
May 11, 202429 min read
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![[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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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_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
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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
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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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