Creating Financial Health With Abby Morton
In this episode of The Customer Wins, Richard Walker interviews Abby Morton, Director of Customer Success at Elements.
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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.
Navigating the Waters of Financial Marketing With Robert Sofia
In this episode of The Customer Wins, Richard Walker interviews Robert Sofia, Co-founder and CEO of Snappy Kraken.
Scaling Communities and Operations Excellence for RIAs With Shaun Kapusinski
In this episode of The Customer Wins, Richard Walker interviews Shaun Kapusinski, Founder of HIFON.
Innovating Fiduciary Risk Assessment for Growth With Mark Friedenthal
In this episode of The Customer Wins, Richard Walker interviews Mark Friedenthal, Founder and CEO of Tolerisk.
![[Perspective Series] The Bold Leadership Blueprint With Amy Riley](https://static.wixstatic.com/media/7b6e99_d213c2bebf054a69a85e7050120033c3~mv2.png/v1/fill/w_1198,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_d213c2bebf054a69a85e7050120033c3~mv2.png)
[Perspective Series] The Bold Leadership Blueprint With Amy Riley
In this episode of The Customer Wins, Richard Walker interviews Amy Riley, coach and leader of The Courage of a Leader.
The Winning Formula for Customer and Investor Success With Mark Gatto
In this episode of The Customer Wins, Richard Walker interviews Mark Gatto, Co-founder and Co-CEO of CION Investment Group.
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[Perspective Series] Embracing Technology To Win in Real Estate With Lauren Schreyer-Merdinger
In this episode of The Customer Wins, Richard Walker interviews Lauren Schreyer-Merdinger, CEO and Founder of Contract2Close.
![[AI Series] Empowering RIAs for Personalized Customer Wins With Cormac Murphy](https://static.wixstatic.com/media/7b6e99_cba7299872f549ff84acdcdac0117f66~mv2.png/v1/fill/w_1198,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_cba7299872f549ff84acdcdac0117f66~mv2.png)
[AI Series] Empowering RIAs for Personalized Customer Wins With Cormac Murphy
In this episode of The Customer Wins, Richard Walker interviews Cormac Murphy, CEO of CacheTech Advisor Solutions.
![[Perspective Series] Exit to Excellence: Guide to Strategic Business Departures With Jerome Myers](https://static.wixstatic.com/media/7b6e99_8c2ccf587fdb4abc9d23a48f6d1d3be0~mv2.png/v1/fill/w_1198,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_8c2ccf587fdb4abc9d23a48f6d1d3be0~mv2.png)
[Perspective Series] Exit to Excellence: Guide to Strategic Business Departures With Jerome Myers
In this episode of The Customer Wins, Richard Walker interviews Jerome Myers, Founder of Exodus.
![[Perspective Series] The Art of Wonder: Solving Problems Through Magic With Dan Trommater](https://static.wixstatic.com/media/7b6e99_f9e3295b9f1b4239b394297567d5711f~mv2.png/v1/fill/w_1198,h_900,fp_0.50_0.50,q_95,enc_auto/7b6e99_f9e3295b9f1b4239b394297567d5711f~mv2.png)
[Perspective Series] The Art of Wonder: Solving Problems Through Magic With Dan Trommater
In this episode of The Customer Wins, Richard Walker interviews Dan Trommater, a renowned magician and keynote speaker.
![[AI Series] The AI Edge: Supercharging Financial Advisors With Denis Konoplev](https://static.wixstatic.com/media/7b6e99_0d845b7e19f74ffb9731a2433562cc1f~mv2.jpg/v1/fill/w_1198,h_900,fp_0.50_0.50,q_90,enc_auto/7b6e99_0d845b7e19f74ffb9731a2433562cc1f~mv2.jpg)
[AI Series] The AI Edge: Supercharging Financial Advisors With Denis Konoplev
In this episode of The Customer Wins, Richard Walker interviews Denis Konoplev, CEO of Munin AI.
Transforming Financial Services With a Customer-First Approach With David Crow
In this episode of The Customer Wins, Richard Walker interviews David Crow, President of Axos Clearing.
Leveraging AI and Process for Client Wins With Justin Bolmgren
In this episode of The Customer Wins, Richard Walker interviews Justin Bolmgren, Chief Process Maestro at William Joseph Capital Management.
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.
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.
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.
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.
![[Perspective Series] Secrets to Winning at Golf and Life With Bobby Steiner](https://static.wixstatic.com/media/7b6e99_cac259ce1c364a51ad8b702a0d3f84e1~mv2.png/v1/fill/w_1198,h_900,fp_0.50_0.50,q_95,enc_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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
![[AI Series] AI Note-Taking for Financial Advisors With Daniel Yoo](https://static.wixstatic.com/media/7b6e99_9c9ab31f61fe43919d9d06891703014e~mv2.png/v1/fill/w_1198,h_900,fp_0.50_0.50,q_95,enc_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.
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.
![[AI Series] Driving Business Success Through Digital Transformation With Eric Bourget](https://static.wixstatic.com/media/7b6e99_ab447d8970794ff6afb9de94c1edc08c~mv2.png/v1/fill/w_1198,h_900,fp_0.50_0.50,q_95,enc_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.
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.
![[AI Series] AI for Wealth Management Marketing With Jonathan Michael](https://static.wixstatic.com/media/7b6e99_83e386b9a1ae4ee99307b808e8923b30~mv2.png/v1/fill/w_1198,h_900,fp_0.50_0.50,q_95,enc_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.
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.
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.
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°.
![[AI Series] Streamlining Operations With Cutting-Edge AI Technology With Babu Sivadasan](https://static.wixstatic.com/media/7b6e99_85f851ec52e64209a780c9f0b20a25b9~mv2.png/v1/fill/w_1198,h_900,fp_0.50_0.50,q_95,enc_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.
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.
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.
![[AI Series] Building an AI Tool for Financial Compliance With Mamal Amini](https://static.wixstatic.com/media/7b6e99_4956b330fe2148d8b366a72666161589~mv2.png/v1/fill/w_1198,h_900,fp_0.50_0.50,q_95,enc_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.
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_1198,h_900,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_1198,h_900,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.
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