The Customer Wins
By Richard Walker
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Category: Entrepreneurship
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Episodes: 172
Description
This is The Customer Wins podcast where business leaders discuss their secrets and techniques for helping their customers succeed and in turn grow their company.
| Episode | Date |
|---|---|
|
Building Brand and Culture for Customer Success With Liz Fritz
|
May 04, 2026 |
|
[Perspective Series] Revolutionizing Rural Healthcare Access With Dr. Kara Hartl
|
Apr 27, 2026 |
|
Powering Seamless Customer Experiences With Shawn Bowen
|
Apr 20, 2026 |
|
[Emerging Tech] The Future of Financial Advice Automation With Eden Ovadia
|
Apr 14, 2026 |
|
Scaling Client Success and Capacity With Dr. Jon Randall
|
Mar 30, 2026 |
|
[Emerging Tech] Turning Online Reviews Into Growth With George Swetlitz
|
Mar 23, 2026 |
|
Why Pressure Is a Privilege With Andy Schwartz
|
Mar 16, 2026 |
|
Rethinking CRM and AI Integration With Adrian Johnstone
|
Mar 09, 2026 |
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[Emerging Tech] Compounding Institutional Knowledge for Growth With Ian Karnell
|
Mar 02, 2026 |
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Transforming Customer Experience Through Culture and AI With Katie DeFeo
|
Feb 23, 2026 |
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How Financial Advisors Can Grow Through Referrals With Bill Cates
|
Feb 16, 2026 |
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[Emerging Tech Series] Transforming Financial Advisors' Workflows With AI Agents With Chirag Gandhi
|
Feb 09, 2026 |
|
Unlocking Money Wisdom and Intuition With Ellen Rogin
|
Feb 02, 2026 |
|
Unlocking Business Owner Wealth With Jason Early
|
Jan 26, 2026 |
|
Empowering Advisors To Help Clients Live Fearlessly With Dan Zitting
|
Jan 19, 2026 |
|
[Emerging Tech] Protecting Businesses From Privacy Lawsuits With Richart Ruddie
|
Jan 12, 2026 |
|
[Emerging Tech] Eliminating Data Complexity for Growth With Mark Ovaska
|
Jan 05, 2026 |
|
Data Strategies That Transform Advisory Practices With Molly Pierce
|
Dec 29, 2025 |
|
Transforming Client Relationships Through Mindset Assessments With Colleen Bowler
|
Dec 22, 2025 |
|
[Perspective Series] Breaking Bread and Building Trust With Josh DeTar
|
Dec 15, 2025 |
|
Psychology of Money and Better Client Conversations With Brian Portnoy
|
Dec 08, 2025 |
|
How Brand Evangelism Drives Growth in Fintech With Diana Cabrices
|
Dec 01, 2025 |
|
[Perspective Series] Storytelling Secrets to Winning Pitches With Ben Wiener
|
Nov 24, 2025 |
|
[Emerging Tech] Reimagining CRM With AI for Advisors With Thomas Clawson
|
Nov 17, 2025 |
|
How Salesforce Is Transforming Financial Services With Michelle Feinstein
|
Nov 10, 2025 |
|
[Perspective Series] Authentic Connections: The Key to Winning Customers With Greg Bennick
|
Nov 03, 2025 |
|
[Emerging Tech] Simplifying Operations in Wealth Tech With Max Klein
|
Oct 27, 2025 |
|
How Advisor Enablement Drives Client Success With Michael Jeanfreau
|
Oct 20, 2025 |
|
Outsmarting Cybercriminals in Finance With Brian Edelman
|
Oct 13, 2025 |
|
[Perspective Series] Redefining Hiring Transparency With Ty Peck
|
Oct 06, 2025 |
|
Elevating Client Onboarding With AI Agents With Rabih Ramadi
|
Sep 29, 2025 |
|
Cybersecurity Secrets for Financial Services With Paul Osterberg
|
Sep 22, 2025 |
|
Humanizing Wealth Management Success With Shannon Rosic
|
Sep 15, 2025 |
|
Humanizing Your Brand for Real Impact With Joshua B. Lee
|
Sep 08, 2025 |
|
[Perspective Series] From Mom's Kitchen to Millions With Brandon Castaneda
|
Sep 01, 2025 |
|
Four Keys to Customer Experience Success With Richard Walker
|
Aug 25, 2025 |
|
[Perspective Series] Streamlining Franchise Success and Operations With Matt Goebel
|
Aug 18, 2025 |
|
Helping RIAs Scale With Smart Workflow Automation With Jeffrey Rusin
|
Aug 11, 2025 |
|
Building Businesses That Put People First With David Steele
|
Aug 04, 2025 |
|
Unlocking Wealthtech Innovation and Growth With Vickie Lewin
|
Jul 28, 2025 |
|
Revolutionizing Forms Processing With Richard Walker
|
Jul 21, 2025 |
|
[Perspective Series] Scaling With AI, Collaboration, and Team Culture With Tracy Lee
|
Jul 14, 2025 |
|
[AI Series] Revolutionizing Financial Meetings With AI With Parker Ence
|
Jul 07, 2025 |
|
[Perspective Series] Secrets to Retention and Revenue Boosting With Joseph Loria
|
Jun 30, 2025 |
|
Building Client-Centric Portfolios With AI With Cameron Howe
|
Jun 23, 2025 |
|
[AI Series] Transforming Client Services and Advisors' Workflow Using AI With Mark Gilbert
|
Jun 16, 2025 |
|
[Perspective Series] Boosting B2B Relationships and Revenue Through Podcasting With John Corcoran
|
Jun 09, 2025 |
|
[AI Series] Transforming Meeting Management for Financial Advisors With Arnulf Hsu
|
Jun 02, 2025 |
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Redefining Client Discovery in Finance With Marla Sofer
|
May 26, 2025 |
|
Inside Boutique Wealth Management: Navigating Wealth and Ethics With Joshua D. Rogers
|
May 19, 2025 |
|
[Perspective Series] Creating Clarity Through Processes With Adi Klevit
|
May 12, 2025 |
|
Revolutionizing Tax Advisory With David A. Perez
|
May 05, 2025 |
|
How Advisors Win at Life and Wealth With Donald Morgan
|
Apr 28, 2025 |
|
[AI Series] Revolutionizing Compliance With AI With Larry Shumbres
|
Apr 21, 2025 |
|
Secrets to Scaling SaaS Businesses With Patrick Hannon
|
Apr 17, 2025 |
|
The Future of Investment Management With Ryan Eisenman
|
Apr 07, 2025 |
|
[Perspective Series] Scaling a Franchise With Simplicity With Bennett Maxwell
|
Mar 31, 2025 |
|
[AI Series] How AI Is Transforming Wealth Management With Sindhu Joseph
|
Mar 24, 2025 |
|
[Perspective Series] Unlocking Business Growth: How Fulfillment Drives Success With Nickie Froiland
|
Mar 17, 2025 |
|
[AI Series] How AI Is Transforming Business & Education With Michael Todasco
|
Mar 10, 2025 |
|
Navigating Wealth With Transparency and Trust With Brian Thorp
|
Mar 03, 2025 |
|
[AI Series] Transforming Client Onboarding With AI With Peter Dun
|
Feb 24, 2025 |
|
[Perspective Series] Storytelling Secrets for Business Growth With Kyle Gray
|
Feb 17, 2025 |
|
Empowering Advisors With the Gift of Time With Rich Whalen
|
Feb 10, 2025 |
|
Unlocking Capital Efficiency for Advisors With Andrew J. Evans
|
Feb 03, 2025 |
|
Redefining Financial Guidance in Times of Transition With Rob Sweas
|
Jan 27, 2025 |
|
The Art of Effortless Wealth Recovery With Mike Betz
|
Jan 20, 2025 |
|
Mastering Profit First Method With Rocky Lalvani
|
Jan 13, 2025 |
|
[100th Episode Special] Automating Paperwork Hassles With Cheryl Dillon
|
Jan 06, 2025 |
|
Transforming Advisor Engagement Through AI With Spenser Segal
|
Dec 30, 2024 |
|
[Author Series] Life and Money Alignment Secrets With Dr. Preston Cherry
|
Dec 23, 2024 |
|
Revolutionizing Fintech Sales Strategies With Wim Van Lerberghe
|
Dec 16, 2024 |
|
The Six F Strategy for Success With Brett Gilliland
|
Dec 09, 2024 |
|
Navigating Customer Experience To Unlock Customer Loyalty With Richard Weylman
|
Dec 02, 2024 |
|
Transforming Cybersecurity for Businesses With Matthew Connor
|
Nov 25, 2024 |
|
Revolutionizing Fee Billing Systems for Advisors With Lacey Shrum
|
Nov 18, 2024 |
|
Transforming Financial Advising With Simplicity and Tech With Adam Dell
|
Nov 11, 2024 |
|
How Psychometrics Can Revolutionize Your Workforce With Jason P. Carroll
|
Nov 04, 2024 |
|
[Perspective Series] Strategies for Winning Customers: A Conversation With Peter LePiane
|
Oct 28, 2024 |
|
[AI Series] Tailoring Client Acquisition in Finance With AI With Farbod Nowzad
|
Oct 21, 2024 |
|
Redefining Productivity in Business With Steve Miksta
|
Oct 14, 2024 |
|
Creating Winning Opportunities in Financial Services With Tom Anderson
|
Oct 07, 2024 |
|
Winning the B2B Sales Game Through Specialization With Richard Walton
|
Sep 30, 2024 |
|
[AI Series] Harnessing AI for Strategic Leadership With Geoff Woods
|
Sep 23, 2024 |
|
Maximizing Efficiency With CRM Optimization for RIAs With Kate Guillen
|
Sep 16, 2024 |
|
Harnessing Fractional Workforce for Business Success With Praveen Ghanta
|
Sep 09, 2024 |
|
Creating Financial Health With Abby Morton
|
Sep 02, 2024 |
|
Navigating the Waters of Financial Marketing With Robert Sofia
|
Aug 26, 2024 |
|
Scaling Communities and Operations Excellence for RIAs With Shaun Kapusinski
|
Aug 19, 2024 |
|
Innovating Fiduciary Risk Assessment for Growth With Mark Friedenthal
|
Aug 12, 2024 |
|
[Perspective Series] The Bold Leadership Blueprint With Amy Riley
|
Aug 05, 2024 |
|
The Winning Formula for Customer and Investor Success With Mark Gatto
|
Jul 29, 2024 |
|
[Perspective Series] Embracing Technology To Win in Real Estate With Lauren Schreyer-Merdinger
|
Jul 22, 2024 |
|
[AI Series] Empowering RIAs for Personalized Customer Wins With Cormac Murphy
|
Jul 15, 2024 |
|
[Perspective Series] Exit to Excellence: Guide to Strategic Business Departures With Jerome Myers
|
Jul 08, 2024 |
|
[Perspective Series] The Art of Wonder: Solving Problems Through Magic With Dan Trommater
|
Jul 01, 2024 |
|
[AI Series] The AI Edge: Supercharging Financial Advisors With Denis Konoplev
|
Jun 24, 2024 |
|
Transforming Financial Services With a Customer-First Approach With David Crow
|
Jun 17, 2024 |
|
Leveraging AI and Process for Client Wins With Justin Bolmgren
|
Jun 10, 2024 |
|
CRM Mastery: Empowering Financial Advisors for Success With Stephanie Dannebaum
|
Jun 03, 2024 |
|
Maximizing Efficiency in Client Documentation With Corey Westphal
|
May 27, 2024 |
|
Maximizing Customer Success Through Intelligent Cash Management With Michael Halloran
|
May 20, 2024 |
|
Revolutionizing Advisor-Client Interactions Through AI With Tom Rieman
|
May 13, 2024 |
|
[Perspective Series] Secrets to Winning at Golf and Life With Bobby Steiner
|
May 06, 2024 |
|
Networking Like a Pro: Matt McCoy's Secrets to LinkedIn Success
|
Apr 29, 2024 |
|
Building Resilience for Customer Success with Chrissy Myers
|
Apr 22, 2024 |
|
Jason Mandel's Guide To Tax-Free Growth and Asset Protection
|
Apr 15, 2024 |
|
Emotional Sales Methodology of Empathy and Connection With Sam Wakefield
|
Apr 08, 2024 |
|
Building Fintech Businesses in Data Privacy With Sid Yenamandra
|
Apr 01, 2024 |
|
Unleashing Your Potential as a Breakaway Advisor With Jason Barber
|
Mar 25, 2024 |
|
Streamlining Document Processes With Digital Vaults With Clifton Schaller
|
Mar 18, 2024 |
|
Improving Customer Experience and Growth Through Operations With Jen Goldman
|
Mar 11, 2024 |
|
Gamifying Courses: The Future of Education With Murray Gray
|
Mar 04, 2024 |
|
Becoming an Olympic-Level Leader Through Coaching With Sherry Winn
|
Feb 26, 2024 |
|
[AI Series] AI Note-Taking for Financial Advisors With Daniel Yoo
|
Feb 19, 2024 |
|
Scaling Business Through Community as an RIA With Joe Moss
|
Feb 12, 2024 |
|
[AI Series] Driving Business Success Through Digital Transformation With Eric Bourget
|
Feb 05, 2024 |
|
The Value of Creating Personalized Financial Services Experiences With Valarie Vest
|
Jan 29, 2024 |
|
[AI Series] AI for Wealth Management Marketing With Jonathan Michael
|
Jan 22, 2024 |
|
Harnessing the Power of Online Ratings and Reviews With Whit Lanier
|
Jan 15, 2024 |
|
Embracing Technology for Next-Level Wealth Management With Reed Colley
|
Jan 08, 2024 |
|
Embrace Technology: Gain a Competitive Edge in Wealth Management With Jeff Schwantz
|
Dec 29, 2023 |
|
[AI Series] Streamlining Operations With Cutting-Edge AI Technology With Babu Sivadasan
|
Dec 22, 2023 |
|
Simplifying Business Processes for Financial Advisors With Louis Retief
|
Dec 18, 2023 |
|
Delivering an Experience: A Custom Tailor's Tips With Rocky Chugani
|
Dec 11, 2023 |
|
[AI Series] Building an AI Tool for Financial Compliance With Mamal Amini
|
Dec 04, 2023 |
|
Tips for Wealth Management: An RIA Perspective With Chuck Failla
|
Nov 27, 2023 |
|
[AI Series] Thriving as a Financial Advisor Using AI-Powered Tools With Gabe Rissman
|
Nov 20, 2023 |
|
[AI Series] How To Utilize Work Automation and AI With Alane Boyd
|
Nov 13, 2023 |
|
Navigating Transitions: Expert Tips for Advisors With Ryan Shanks
|
Nov 06, 2023 |
|
Achieving Sustainable Growth as an Agency Owner With Frank Cowell
|
Oct 30, 2023 |
|
Achieve Work-Life Balance With a Household Assistant With Kara McKeage
|
Oct 23, 2023 |
|
Navigating the Angel Investment Landscape as Investors With Ben Pidgeon
|
Oct 16, 2023 |
|
Thriving With Improved Habits: An AI Approach With Mike Jalonen
|
Oct 09, 2023 |
|
World-Class Technical Documentation for Increased Customer Satisfaction With Caity Cronkhite
|
Oct 02, 2023 |
|
Tips for Effectively Helping People As a Financial Advisor
|
Sep 25, 2023 |
|
Using AI To Financially Plan Our Future With Robert Kirk
|
Sep 18, 2023 |
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Leveraging AI Technology To Provide Holistic Financial Advice With Charlie Clark
|
Sep 11, 2023 |
|
Lessons To Learn From The Food Lawyer With George Salmas
|
Sep 04, 2023 |
|
Smoothly Transitioning to New Firms With Tamara Williams
|
Aug 28, 2023 |
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How To Simplify the Accounts Receivable Process With Mark Firmin
|
Aug 21, 2023 |
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Connecting Wealth Management Firms and Solution Providers With Chip Kispert
|
Aug 14, 2023 |
|
Customer Experience Lessons From The Hospitality Industry
|
Aug 07, 2023 |
|
Tips for Addressing Financial Regulatory Compliance Requirements With Parham Nasseri
|
Jul 31, 2023 |
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Growing Through Active Listening and Good Communication With Mike Row of Future Capital
|
Jul 24, 2023 |
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Have Confidence in Where You Financially Stand With Shabana Nathoo
|
Jul 17, 2023 |
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Transforming a Financial Services Firm Through Technology With Geoff Moore of Valmark Financial Group
|
Jul 10, 2023 |
|
Growth Tips for Wealth Management Firms With Aaron Klein of Nitrogen
|
Jul 03, 2023 |
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The Better and Simpler Way To Scale With Austin Netzley of 2X
|
Jun 26, 2023 |
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Bridging Personal Purpose and Professional Success With Justin Krane
|
Jun 19, 2023 |
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How Wealth Management Firms Can Thrive Through Consultancy
|
Jun 12, 2023 |
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Tips for Driving a Company's Growth With Ashtan Moore of Model B
|
Jun 05, 2023 |
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The Significance of Community, Collaboration, and Conversations With Thom Singer of ATC
|
May 29, 2023 |
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How Financial Services Can Thrive Through Digital Transformation With Sanjeev Kumar of Skience
|
May 22, 2023 |
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Tips for Becoming a Data-Driven Financial Advisor With Jud Mackrill of Milemarker
|
May 15, 2023 |
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How To Thrive Through Customer Experience With Shelli Taylor of Alamo Drafthouse Cinema
|
May 08, 2023 |
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Tips for Increasing the Financial Advisors-Clients Engagement With Blake Wood of Lumiant
|
May 01, 2023 |
|
The CRM Experience for Financial Advisors With Rick Williamson of Redtail Technology
|
Apr 24, 2023 |
|
How To Be Customer-Centric
|
Apr 17, 2023 |
|
Financial Planning Reimagined With Adam Holt of Asset-Map
|
Apr 10, 2023 |
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Simplifying How Financial Advisors Connect With Clients With Derek Notman of Couplr
|
Apr 03, 2023 |
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How Financial Advisors Can Become Great Business Owners
|
Mar 27, 2023 |
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Automating and Simplifying the Way Organizations Fill Out Forms With Rick Burgess of Forms Logic
|
Mar 20, 2023 |
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Listen, Then Deliver the Best Customer Experience
|
Mar 13, 2023 |
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Care For Your Customers To Serve Them Best
|
Mar 08, 2023 |
|
The Power of Providing Value: Rich Walker's Journey to Success
|
Mar 01, 2023 |
|
How Being High-Tech Leads To Being High-Touch With Customers
|
Feb 22, 2023 |
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Help Customers Adapt To Change Faster for the Win
|
Feb 15, 2023 |
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Be More Like Your Customer To Win Your Customer
|
Feb 08, 2023 |
|
How Evolving From Customer To Tech Insider Helps Customers Win
|
Feb 08, 2023 |
|
Helping Customers Win Through More Secure Transactions With Pem Guerry
|
Feb 08, 2023 |
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Pivoting To Customer Success With Randy Cass of Nest Wealth
|
Jan 26, 2023 |