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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.
How AI Is Transforming the Customer Experience With Marisa Murgatroyd
In this episode of The Customer Wins, Richard Walker interviews Marisa Murgatroyd, Founder and CEO of The Experience Group, about creating customer-centered experiences in the age of AI.
[Perspective Series] The Power of Joyful Leadership With Greg De Koker
In this episode of The Customer Wins, Richard Walker interviews Greg De Koker, Founder and Chief Joy Officer of JOY², about building a joyful, high-performing workplace culture.
[Emerging Tech] Building AI-First CRM for Advisors With Mitchell Bratina
AI is reshaping how financial advisors manage client relationships. Mitchell Bratina explores AI-native CRM systems, workflow automation, compliance guardrails, and personalized technology that helps advisors reduce administrative work while delivering faster, more meaningful client experiences.
![[Perspective Series] How Personality Coding Helps Businesses Increase Sales With Esther Wildenberg](https://static.wixstatic.com/media/7b6e99_b4959c916c494da69bbea8af45d155dc~mv2.png/v1/fill/w_1198,h_900,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/7b6e99_b4959c916c494da69bbea8af45d155dc~mv2.png)
![[Perspective Series] How Personality Coding Helps Businesses Increase Sales With Esther Wildenberg](https://static.wixstatic.com/media/7b6e99_b4959c916c494da69bbea8af45d155dc~mv2.png/v1/fill/w_1198,h_900,fp_0.50_0.50,q_95,enc_avif,quality_auto/7b6e99_b4959c916c494da69bbea8af45d155dc~mv2.png)
[Perspective Series] How Personality Coding Helps Businesses Increase Sales With Esther Wildenberg
Discover how personality coding helps businesses understand customer buying behavior, tailor sales conversations, and build stronger relationships. Esther Wildenberg explains the B.A.N.K. framework, authentic communication, mentorship, and why human connection matters more as AI transforms the sales landscape.
Building Startup Success on Fundamentals With Brian Herr
In this episode of The Customer Wins, Richard Walker interviews Brian Herr, Founder and CEO of StartingBlocks and Managing Partner at HHI Advisory Group, about building successful startups in the AI era.
Empowering Customers and Innovating Forms With Richard Walker
In this episode of The Customer Wins, Richard Walker shares his perspective as CEO of Quik! on entrepreneurship, AI, and the future of forms.
Demystifying AI Adoption in Financial Services With Geoff Moore
In this episode of The Customer Wins, Richard Walker interviews Geoff Moore, Chief Information Officer at Valmark Financial Group, about practical AI adoption in financial services.
Redefining Financial Planning for the Next Generation With Dennis Moore
In this episode of The Customer Wins, Richard Walker interviews Dennis J. Moore, CEO of the Financial Planning Association, about strengthening the financial planning profession through leadership, education, and human connection.
Building Trustworthy Brands in an AI World With Sasha Strauss
In this episode of The Customer Wins, Richard Walker interviews Sasha Strauss, Founder and Chief Brand Officer of Innovation Protocol, about building trusted brands in the age of AI.
Building the Future of Private Markets Technology With Gareth Lewis
In this episode of The Customer Wins, Richard Walker interviews Gareth Lewis, Chief Business Officer at Helm, about transforming private markets infrastructure through customer-focused technology.
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