In this episode of The Customer Wins podcast, Richard Walker interviews Dan Zitting, CEO of Nitrogen, about helping advisors create fearless client moments through better engagement and AI-powered tools.

In this episode of The Customer Wins, Richard Walker interviews Richart Ruddie, Founder of Captain Compliance, about building trust and protecting businesses through innovative privacy compliance.

In this episode of The Customer Wins podcast, Richard Walker interviews Mark Ovaska, Co-founder and CEO of Precept, about simplifying data integrations to power better customer experiences.

In this episode of The Customer Wins, Richard Walker interviews Molly Pierce, CEO of Track That Advisor, about leveraging data to drive growth for advisory firms.

In this episode of The Customer Wins, Richard Walker interviews Colleen Bowler, Co-founder of C&J Innovations, about using mindset assessments to humanize financial planning.

In this episode of The Customer Wins, Richard Walker interviews Josh DeTar, EVP of Evangelism at Tyfone, about elevating digital experiences for community financial institutions.

In this episode of The Customer Wins, Richard Walker interviews Brian Portnoy, Founder of Shaping Wealth, about human-centered financial advice.

In this episode of The Customer Wins, Richard Walker interviews Diana Cabrices, Founder and Fractional Chief Evangelist of Diana Cabrices Consulting, about using brand evangelism to drive growth.

In this episode of The Customer Wins, Richard Walker interviews Ben Wiener, Managing Partner at Jumpspeed Ventures, about the art of storytelling for entrepreneurs.

In this episode of The Customer Wins, Richard Walker interviews Thomas Clawson, Co-founder of Slant, about reimagining CRM for financial advisors through AI and automation.