In this episode of The Customer Wins, Richard Walker reviews previous episodes on building meaningful customer relationships. These guests share insights on valuing your customer, being your own first customer, joining your customer’s team, and setting boundaries.

In this episode of The Customer Wins, Richard Walker interviews Matt Goebel, Founder and CEO of Woven, about streamlining operations for multilocation businesses.

In this episode of The Customer Wins, Richard Walker interviews Jeffrey Rusin, Co-founder of Advisor Tech Partners, about automation and workflow design for financial advisory firms.

In this episode of The Customer Wins, Richard Walker interviews David Steele, Co-founder and CEO of One Wealth Advisors, about creating harmony in wealth and life.

In this episode of The Customer Wins, Richard Walker interviews Vickie Lewin, Chief Growth Officer at Amplify, about how financial advisors can make smarter tech choices.

In this episode of The Customer Wins, Chad Franzen of Rise25 interviews Richard Walker, CEO of Quik!, about creating smoother customer experiences through form automation.

In this episode of The Customer Wins, Richard Walker interviews Tracy Lee, CEO of This Dot Labs, about empowering engineering teams and embracing AI-driven efficiencies.

In this episode of The Customer Wins, Richard Walker interviews Parker Ence, CEO and Co-founder of Jump AI, about using AI to streamline the client meeting cycle in financial advising.

In this episode of The Customer Wins, Rich Walker interviews Joseph Loria, Founder and CEO of RetentionCX, about building value-driven customer relationships.

In this episode of The Customer Wins, Richard Walker interviews Cameron Howe, Co-founder and CEO of Investipal, about using AI to modernize financial advising.