[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.
top of page
.png)
About the Customer Wins:
Join host Richard Walker and his guests as they explore how their companies thrive when their customers win. Listen to the secrets and techniques of a customer-focused approach to growing your company.
![[AI Series] Building an AI Tool for Financial Compliance With Mamal Amini](https://static.wixstatic.com/media/7b6e99_4956b330fe2148d8b366a72666161589~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/7b6e99_4956b330fe2148d8b366a72666161589~mv2.png)
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.
![[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_454,h_341,fp_0.50_0.50,q_95,enc_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.
![[AI Series] How To Utilize Work Automation and AI With Alane Boyd](https://static.wixstatic.com/media/7b6e99_0255f7b8391b4f10919368f1fec9f876~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
Tips for Addressing Financial Regulatory Compliance Requirements With Parham Nasseri
In this episode of The Customer Wins, Richard Walker sits down with Parham Nasseri, Vice President of Product and Regulatory Strategy.
Growing Through Active Listening and Good Communication With Mike Row of Future Capital
In this episode of The Customer Wins, Richard Walker sits down with Mike Row, Chief Revenue Officer of Future Capital.
Have Confidence in Where You Financially Stand With Shabana Nathoo
In this episode of The Customer Wins, host Rich Walker welcomes Shabana Nathoo, a Wealth Management Advisor at Navigo Wealth Management.
Transforming a Financial Services Firm Through Technology With Geoff Moore
In this episode of The Customer Wins, Richard Walker sits down with Geoff Moore, CIO of Valmark Financial Group.
Growth Tips for Wealth Management Firms With Aaron Klein of Nitrogen
In this episode of The Customer Wins, Richard Walker sits down with Aaron Klein, Co-founder and CEO of Nitrogen.
The Better and Simpler Way To Scale With Austin Netzley of 2X
In this episode of The Customer Wins, Richard Walker sits down with Austin Netzley, Founder and CEO of 2X.
Bridging Personal Purpose and Professional Success With Justin Krane
In this episode of The Customer Wins, host Richard Walker engages in an enlightening conversation with Justin Krane.
How Wealth Management Firms Can Thrive Through Consultancy
In this episode of The Customer Wins, Richard Walker sits down with Marc Butler, Founder and Consultant of Marc Butler Consultancy.
Tips for Driving a Company’s Growth With Ashtan Moore of Model B
Listen to this episode of The Customer Wins as host Rich Walker welcomes Ashtan Moore, Co-Founder and Partner of Model B.
The Significance of Community, Collaboration, and Conversations With Thom Singer of ATC
Listen to this episode of The Customer Wins as host Rich Walker welcomes Thom Singer, CEO of Austin Technology Council (ATC).
How Financial Services Can Thrive Through Digital Transformation With Sanjeev Kumar of Skience
Listen to this episode of The Customer Wins as host Rich Walker welcomes Sanjeev Kumar, Co-founder and CEO of Skience.
Tips for Becoming a Data-Driven Financial Advisor With Jud Mackrill of Milemarker
Listen to this episode of The Customer Wins as host Rich Walker welcomes Jud Mackrill, Co-founder of Milemarker.
How To Thrive Through Customer Experience With Shelli Taylor of Alamo Drafthouse Cinema
In this episode of The Customer Wins, Richard Walker sits down with Shelli Taylor, CEO of Alamo Drafthouse Cinema.
Tips for Increasing the Financial Advisors-Clients Engagement With Blake Wood of Lumiant
Listen to this episode of The Customer Wins as host Rich Walker welcomes Blake Wood, CEO of Lumiant US.
The CRM Experience for Financial Advisors With Rick Williamson of Redtail Technology
In this episode of The Customer Wins, host Rich Walker welcomes Rick Williamson, Director Of Training at Redtail Technology.
How To Be Customer-Centric
In this episode of The Customer Wins, Richard Walker sits down with Chris Wallner, Partner and Chief Marketing Officer of Chief Outsiders.
Financial Planning Reimagined With Adam Holt of Asset-Map
In this episode of The Customer Wins, host Rich Walker welcomes Adam Holt, Founder and CEO of Asset-Map
Simplifying How Financial Advisors Connect With Clients With Derek Notman of Couplr
In this episode of The Customer Wins, Richard Walker sits down with Derek Notman, Founder and CEO of Couplr
How Financial Advisors Can Become Great Business Owners
In this episode of The Customer Wins, Richard Walker sits down with Cody Foster, Co-founder of Advisors Excel.
Automating and Simplifying the Way Organizations Fill Out Forms With Rick Burgess of Forms Logic
In this episode of The Customer Wins, Richard Walker sits down with Rick Burgess, Founder and CEO of Forms Logic.
Listen, Then Deliver the Best Customer Experience
In this episode of The Customer Wins, Richard Walker sits down with Alan Giancaterino, Co-founder of Finlocity.
Care For Your Customers To Serve Them Best
In this episode of The Customer Wins, Richard Walker sits down with David Knoch, CEO of Docupace.
The Power of Providing Value: Rich Walker's Journey to Success
In this episode of The Customer Wins, Chad Franzen of Rise25 sits down with Richard Walker, CEO of Quik!
How Being High-Tech Leads To Being High-Touch With Customers
In this episode of The Customer Wins, Richard Walker sits down with Philipp Hecker, Co-founder and CEO of Bento Engine.
Help Customers Adapt To Change Faster for the Win
In this episode of The Customer Wins, Richard Walker sits down with Gerry Murphy, CEO and Partner of Arcus Partners.
Be More Like Your Customer To Win Your Customer
In this episode of The Customer Wins, Richard Walker sits down with Adrian Johnstone, Co-founder and President of Practifi.
Helping Customers Win Through More Secure Transactions With Pem Guerry
In this episode of The Customer Wins, Richard Walker sits down with Pem Guerry, Executive Vice President at SIGNiX.
How Evolving From Customer To Tech Insider Helps Customers Win
In this episode of The Customer Wins, Richard Walker sits down with Patrick Meyer, Senior Manager and Solution Engineering at DocuSign.
Pivoting To Customer Success With Randy Cass of Nest Wealth
In this episode of The Customer Wins, Richard Walker sits down with Randy Cass, Founder and CEO of Nest Wealth.
Blog Podcast
bottom of page