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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.
[AI Series] Transforming Client Services and Advisors’ Workflow Using AI With Mark Gilbert
In this episode of The Customer Wins, Richard Walker interviews Mark Gilbert, CEO of Zocks, about how AI is transforming the advisor-client relationship.
[Perspective Series] Boosting B2B Relationships and Revenue Through Podcasting With John Corcoran
In this episode of The Customer Wins, Richard Walker interviews John Corcoran, Co-founder of Rise25, about the power of podcasting to grow B2B businesses.
![[AI Series] Transforming Meeting Management for Financial Advisors With Arnulf Hsu](https://static.wixstatic.com/media/7b6e99_1e9a0ae2085f43e28ce9140ce4cb7aec~mv2.jpg/v1/fill/w_1198,h_900,fp_0.50_0.50,q_30,blur_30,enc_avif,quality_auto/7b6e99_1e9a0ae2085f43e28ce9140ce4cb7aec~mv2.jpg)
![[AI Series] Transforming Meeting Management for Financial Advisors With Arnulf Hsu](https://static.wixstatic.com/media/7b6e99_1e9a0ae2085f43e28ce9140ce4cb7aec~mv2.jpg/v1/fill/w_1198,h_900,fp_0.50_0.50,q_90,enc_avif,quality_auto/7b6e99_1e9a0ae2085f43e28ce9140ce4cb7aec~mv2.jpg)
[AI Series] Transforming Meeting Management for Financial Advisors With Arnulf Hsu
In this episode of The Customer Wins, Richard Walker interviews Arnulf Hsu, CEO of GReminders, about AI-driven meeting automation for financial advisors.
Redefining Client Discovery in Finance With Marla Sofer
In this episode of The Customer Wins, Richard Walker interviews Marla Sofer, Founder and CEO of Knomee, about redefining financial planning through behavioral science.
Inside Boutique Wealth Management: Navigating Wealth and Ethics With Joshua D. Rogers
In this episode of The Customer Wins, Richard Walker interviews Joshua D. Rogers, CEO of Arete Wealth, about preserving company culture while growing a financial services firm.
[Perspective Series] Creating Clarity Through Processes With Adi Klevit
In this episode of The Customer Wins, Richard Walker interviews Adi Klevit, Founder of Business Success Consulting Group, about how structured systems give entrepreneurs freedom.
Revolutionizing Tax Advisory With David A. Perez
In this episode of The Customer Wins, Richard Walker interviews David A. Perez, CEO of Tax Maverick, about empowering tax professionals through AI-driven advisory tools.
How Advisors Win at Life and Wealth With Donald Morgan
In this episode of The Customer Wins, Richard Walker interviews Donald Morgan, Financial Consultant and Managing Director at Independent Wealth Connections and iWealthTax.
[AI Series] Revolutionizing Compliance With AI With Larry Shumbres
In this episode of The Customer Wins, Richard Walker interviews Larry Shumbres, CEO of Archive Intel.
Secrets to Scaling SaaS Businesses With Patrick Hannon
In this episode of The Customer Wins, Rich Walker interviews Patrick Hannon, VP of SaaS Commercialization at Fidelity Labs.
Blog Podcast
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