Shows
Relationship EquityAuthenticity, Curiosity, and Leadership with Michael Jones (Part One)In this episode, Richard Walker sits down with Michael Jones, President and CEO of Delta Dental of Arizona, for a conversation about leadership, relationships, and the power of giving back.Michael shares his journey from growing up in inner-city Chicago with a single mother to leading a major healthcare organization. He reflects on how education, family values, and servant leadership shaped his path. Richard and Michael revisit their shared work with Genesis Works, a nonprofit that helps underserved high school students gain life-changing opportunities, and discuss why authentic relationships are at the heart of both personal and professional...
2025-09-1528 min
The Customer WinsFour Keys to Customer Experience Success With Richard WalkerRichard Walker is the CEO of Quik!, a provider of forms automation and management solutions for companies looking to maximize efficiency and productivity. He started Quik! in 2002 to help people spend less time on paperwork and more time on what they do best. Before Quik!, Richard was a business consultant with Arthur Andersen. He is also a published author of two books and a father of three boys. In this episode… Many businesses struggle to consistently deliver exceptional customer experiences, often missing the subtle but crucial elements that foster lasting loyalty. From poor listening to un...
2025-08-2526 minThe Customer WinsRevolutionizing Forms Processing With Richard WalkerRichard Walker is the CEO of Quik!, a provider of forms automation and management solutions for companies looking to maximize efficiency and productivity. He started Quik! in 2002 to help people spend less time on paperwork and more time on what they do best. Before Quik!, Richard was a business consultant with Arthur Andersen. He is also a published author of two books and a father of three boys. In this episode… Many businesses struggle with inefficient paperwork processes that waste time, frustrate customers, and introduce costly errors. Even as technology advances, companies often fail to st...
2025-07-2134 minRelationship EquityBeyond Code: How Curiosity & Relationships Forge Top Tech Leaders with Jim Graham & Melissa Flicek (Part Two)In Part Two, of this dynamic discussion, Richard Walker challenges tech executives Melissa Flicek and Jim Graham to reveal practical strategies for driving organizational change. Melissa shares her Medtronic breakthrough—creating an illustrative prototype that won over skeptical Australian leaders ("I don't care if it's fake—it's better than what I have!")—demonstrating her "start with the willing" approach to transformation. Jim unpacks his stakeholder analysis framework: leveraging peer insights to identify innovators versus laggards while strategically importing cross-industry talent to "rattle cages.” The trio debates high-stakes leadership dilemmas, from cultural upheaval responses ("Some make change happen, some watch, so...
2025-06-3029 minThe Customer WinsInside Boutique Wealth Management: Navigating Wealth and Ethics With Joshua D. RogersJoshua D. Rogers is the Founder and CEO of Arete Wealth, a Chicago-based financial services firm specializing in alternative investments, venture capital, and private equity. Under his leadership, the firm has expanded to over 100 offices and more than 320 advisors nationwide, providing comprehensive wealth management for high-net-worth individuals and institutions. Before founding Arete Wealth, Joshua co-invented several patents at Walker Digital, including the "Name Your Own Price" e-commerce model behind Priceline.com. He is also an active member of the financial and cultural communities, having served on FINRA's National Adjudicatory Council and as a trustee of the Museum of Contemporary...
2025-05-1932 minRelationship EquityZach Mercurio on the Power of Mattering: How to Make People Feel Seen, Valued & Needed (Part Two)In Part 2, Richard Walker continues his deep dive with Zach Mercurio into the power of "mattering"—the belief that we are seen, valued, and needed by those around us. Building on their earlier conversation, Zach and Richard explore how small, intentional interactions can combat the growing loneliness epidemic and disengagement in workplaces and society. Zach shares his research-backed framework for fostering mattering: **Noticed, Affirmed, and Needed**. He reveals how simple acts—like holding a door, asking meaningful questions, or remembering personal details—can transform relationships and organizational culture. The discussion also tackles the dangers of "learned helplessness," where people disengage because t...
2025-05-0631 minRelationship EquityZach Mercurio on the Power of Mattering: How to Make People Feel Seen, Valued & Needed (Part One)Richard Walker sits down with Zach Mercurio, a leading expert on the concept of "mattering," to explore how feeling valued and significant impacts motivation, performance, and well-being in the workplace. Zach shares his personal journey from a disengaged employee in the advertising world to a researcher dedicated to helping individuals and organizations cultivate a sense of purpose and connection. The conversation delves into the critical difference between having a job that matters and experiencing mattering in your job, highlighting how small, meaningful interactions—not promotions or paychecks—truly make people feel seen and valued. Richard and Zach also tackle the chal...
2025-04-2927 minRelationship EquityGraham Allcott and The Quiet Power of Kindness (Part Two)In Part 2, Richard Walker and Graham Allcott dive deeper into the profound impact of kindness on workplace performance, mental health, and overall well-being. Graham, author of Kind: The Quiet Power of Kindness at Work, explores the neuroscience behind kindness, revealing how acts of compassion release feel-good chemicals like oxytocin and dopamine, benefiting not only the giver and receiver but also those who witness these acts. The discussion highlights the "Mother Teresa Effect," where witnessing kindness boosts immune systems and inspires others to pay it forward. Graham shares powerful examples, including a story about a single kidney donation that sparked a c...
2025-03-2420 minThe Customer Wins[100th Episode Special] Automating Paperwork Hassles With Cheryl DillonCheryl Dillon is a pioneering technology entrepreneur and Co-founder of Quik!, a leader in forms automation and productivity solutions. Her journey began in the early 80s with a passion for computers and problem-solving, leading to the launch of Efficient Technology Inc. with her son Richard Walker in 1999. Cheryl helped grow Quik! by tackling paper form inefficiencies in the financial industry, reducing tasks that took hours to minutes. Although retired from daily operations since 2010, she remains strategically involved with Quik! as a board member, influencing its mission to make paperwork the easiest part of every transaction. In this...
2025-01-0635 minThe Customer WinsNavigating Customer Experience To Unlock Customer Loyalty With Richard WeylmanRichard Weylman is the Founder of Richard Weylman, Inc., Weylman Consulting Group, and The Weylman Center. He delivers personalized, dynamic, and memorable presentations that educate, inspire, and help audience members elevate business performance. Richard is a keynote speaker inducted into the Professional Speaker Hall of Fame and a consultant and coach inducted into the Customer Experience Hall of Fame for helping organizations and individuals achieve outcomes and measurable results. He is the author of three books, two of which are international bestsellers, including his latest, 100 Proven Ways to Acquire and Keep Clients for Life. In this episode…
2024-12-0238 minThe Customer WinsHow Psychometrics Can Revolutionize Your Workforce With Jason P. CarrollJason P. Carroll is the Founder and CEO of Aptive Index, a company revolutionizing hiring and leadership through psychometric assessments and strategic advisory. As a seasoned entrepreneur, he successfully led Champion National Security from $24 million to $80 million in revenue and expanded its workforce from 800 to 2,500 employees in just seven years, culminating in a successful acquisition. Additionally, Jason is a trained leadership consultant, utilizing his expertise to enhance team performance and company culture. He focuses on people-centric strategies paired with technological innovation to help companies grow. In this episode… In today's fast-paced business world, understanding the st...
2024-11-0431 minThe Customer Wins[Perspective Series] Strategies for Winning Customers: A Conversation With Peter LePianePeter LePiane is the Founder of Idea Bridge, a consulting firm specializing in product transformation and customer experience enhancement across various industries. With over 25 years of experience, he integrates lean startup methodologies and change management to help clients, from mid-sized businesses to large multinational corporations. Peter's expertise extends to financial services, insurance, retail, telecommunications, consumer packaged goods, and fragrance manufacturing sectors. He is also a proponent of incorporating AI tools and data-driven strategies to refine customer insights and drive business growth. In this episode… In today's dynamic business landscape, meeting customer expectations while driving operational ef...
2024-10-2827 minThe Customer Wins[AI Series] Tailoring Client Acquisition in Finance With AI With Farbod NowzadFarbod Nowzad is the Co-founder and CEO of Cashmere AI, a company dedicated to enhancing client acquisition in the wealth management space through intelligent solutions. As the first-ever data science graduate from UC Berkeley, he leverages his deep understanding of machine learning and anti-fraud strategies to build and optimize business growth technologies. Before Cashmere AI, Farbod contributed his expertise to the anti-fraud machine-learning team at Lime. He is a progressive leader harnessing AI to transform traditional business practices, especially in the financial sector. In this episode… Are you finding client acquisition challenging in the ever-evolving fi...
2024-10-2129 minThe Customer WinsRedefining Productivity in Business With Steve MikstaSteve Miksta is the Founder and CEO of Oppty, a transformative company that helps organizations significantly enhance their productivity and profitability. With a robust background in finance and technology, he is an expert in the strategic use of automation to foster exponential business growth. Steve's breadth of experience spans over a decade in the mortgage and financial industry, where his innovative approaches have been instrumental in driving success. As a dynamic leader, he focuses on enabling clients to clarify their objectives, deploy strategic processes, and leverage technology to realize their business goals. In this episode… Ar...
2024-10-1431 minThe Customer WinsCreating Winning Opportunities in Financial Services With Tom AndersonTom Anderson is the Founder and CEO of Anasova, a platform dedicated to connecting individuals with financial advisors through innovative technology and free financial plans. As a visionary in the financial advisory space advocating for customer success, he is also an accomplished author, having published four books, including The Value of Debt. Before Anasova, Tom was an Executive Director at Morgan Stanley Wealth Management and the Founder, former CEO, and Chairman of Supernova Technology. A former 5X Barron's Top Financial Advisor, he is a regular speaker at events countrywide. In this episode… Many businesses struggle to...
2024-10-0733 minThe Customer WinsWinning the B2B Sales Game Through Specialization With Richard WaltonRichard Walton is the Founder of Outsell Sales, a B2B marketing and sales company specializing in high-ticket item sales. With over 20 years of entrepreneurial experience, he has built and scaled numerous multimillion-dollar ventures. Richard's expertise lies in outselling competitors, turning sales feedback into valuable insights, and developing sales teams across different industries, including remote management. In addition to his business acumen, he dedicates time to public speaking and content creation, focused on sales strategies for robust business growth. His approach emphasizes deep customer understanding, operational focus, and the courting of top talent to ensure organizational success. ...
2024-09-3034 minRelationship EquityThe Art of Giving to Grow: Mastering Relationship Equity with Mo Bunnell (Part Two)Richard Walker continues his insightful conversation with Mo Bunnell, delving deeper into the art of building meaningful business relationships. Mo shares the inspiration behind his books "The Snowball System" and "Give to Grow," offering valuable insights on overcoming self-doubt and the misconception that only extroverts can be influential. The discussion takes an intriguing turn as they explore the power of asking the right questions and the unexpected advantages of being an ambivert in relationship building. Richard and Mo wrap up with a light-hearted exchange about AI, hot sauce, and donkeys, perfectly demonstrating the role of humor in forging connections. This...
2024-09-2421 minThe Customer Wins[AI Series] Harnessing AI for Strategic Leadership With Geoff WoodsGeoff Woods is the Founder of AI Leadership, a company helping leaders harness AI to make faster, smarter strategic decisions. He is a true visionary in artificial intelligence and its applications for enhancing leadership. With prior experience as the Chief Growth Officer at Jindal Steel & Power, he was instrumental in the company's market capitalization growth from $750 million to over $12 billion in just four years. Geoff also co-founded a training and consulting company and has impacted businesses with revenues ranging from $10 million to $60 billion with his coaching and advice. As the author of The AI-Driven Leader, he aims to empower...
2024-09-2335 minThe Customer WinsMaximizing Efficiency With CRM Optimization for RIAs With Kate GuillenKate Guillen is the Founder of Simplicity Ops, a firm on a mission to help advisors grow and scale their businesses while delivering exceptional client service experience. She is an accomplished operations expert with over ten years in the investment management industry. Kate simplifies systems and standardizes operations to improve the service experience and support growth for financial advisors and their teams. With her deep passion for technology optimization in client service, she has partnered with over 50 firms, instilling efficient practices for increased profitability. Kate leverages powerful tools like CRMs to transform business operations and enhance scalability. ...
2024-09-1633 minThe Customer WinsHarnessing Fractional Workforce for Business Success With Praveen GhantaPraveen Ghanta is the Co-founder and CEO of Fraction, which specializes in pairing businesses with top-notch fractional technical talent in the United States. He is a seasoned entrepreneur who founded four companies, with two successful exits, including the sale of HiddenLevers to Orion in 2021. Praveen is adept at leveraging senior expertise to enhance software development productivity and firmly believes in the potential of AI to transform the field. As an experienced bootstrap entrepreneur, he understands leveraging fractional workforces to accelerate business success. In this episode… When navigating the choppy waters of startup growth, many founders fi...
2024-09-0936 minThe Customer WinsCreating Financial Health With Abby MortonAbby Morton is the Director of Customer Success at Elements, a fintech software company, where she's played various vital roles, including Chief of Staff and Marketing and Partner Manager. Starting her career as an analyst at Goldman Sachs, Abby earned her CFP and devoted herself to advocating for positive employee experiences as a pathway to customer satisfaction. At Elements, she champions the importance of financial health through innovative technology, turning complex financial data into digestible and actionable metrics for advisors and clients. With a strong foundation in financial advising at Dentist Advisors, Abby brings her extensive experience and proactive...
2024-09-0238 minThe Customer WinsNavigating the Waters of Financial Marketing With Robert SofiaRobert Sofia is the Co-founder and CEO of Snappy Kraken, an award-winning marketing platform for financial advisors. With two decades of experience, he has served thousands of companies across the financial services spectrum. A former marketing agency owner, Robert has since focused on empowering advisors with technology-driven marketing tools. He is the author of four books, including the bestseller Blend Out, and is passionate about helping consumers, advisors, and enterprises achieve their financial goals. In this episode… Engaging prospects and converting leads can be complex, especially for financial advisors. With scattershot marketing strategies and a la...
2024-08-2635 minRelationship EquityFinding Joy and Creativity with Eric Perkins (Part One)For 25 years, Eric Perkins was a familiar face in Minnesota broadcasting as the sports director and nightly anchor at KARE 11. Known for his unique flair and ability to inject joy into his storytelling, Eric has brought his one-of-a-kind talents to a new venture - Perk At Play Productions. In this lively conversation, Eric opens up about his lifelong love of entertainment and broadcasting that started from visiting his father, a longtime NBC News correspondent, on set as a child. He shares how building meaningful relationships through playfulness and authenticity became core to his brand and success. Eric and host Richard...
2024-08-2020 minThe Customer WinsScaling Communities and Operations Excellence for RIAs With Shaun KapusinskiShaun Kapusinski is the Founder of HIFON, a premier community for RIA operations professionals, and the Senior Director of Technology at Sequoia Financial Group. With two decades of experience, he started HIFON as a modest study group and grew it into a thriving network of nearly 300 members. Shaun is also the co-author of The Financial Advisor M&A Guidebook, a trusted resource for technology integration. He is an innovator driven by providing valuable connections and education to elevate the RIA industry, always ensuring that customers win through enhanced operational practices. In this episode… Beyond the su...
2024-08-1940 minThe Customer WinsInnovating Fiduciary Risk Assessment for Growth With Mark FriedenthalMark Friedenthal is the Founder and CEO of Tolerisk, a company revolutionizing risk tolerance assessment technology for investment advisors. With a rich background that includes risk management roles at Citigroup, Cendant, and GE Capital and experience as an analyst with the Federal Reserve, Mark has the perfect amalgamation of insights to lead in the financial technology space. He is the Founder and President of Friedenthal Financial, an RIA firm in Marlton, New Jersey. Mark has been published in numerous publications, including Reuters, Financial Advisor, Financial Planning, Investment News, and many others. In this episode… Balancing ri...
2024-08-1239 minThe Customer Wins[Perspective Series] The Bold Leadership Blueprint With Amy RileyAmy Riley is an international speaker, coach, author, and leader of The Courage of a Leader, with over two decades of experience developing leaders across various levels. Amy is a Certified Professional Behavioral Analyst (CPBA), a certified Tiara International LLC Coach, and certified in the Myers-Briggs Type Indicator® instruments. Her work with esteemed clients, which includes Cisco Systems, Deloitte, and Google Drive, focuses on helping leaders inspire and engage their teams toward extraordinary results. She holds a master's degree in training and development with an emphasis in organizational development from Loyola University Chicago. Amy's latest book, The Courage of a...
2024-08-0536 minThe Customer WinsThe Winning Formula for Customer and Investor Success With Mark GattoMark Gatto is the Co-founder and Co-CEO of CION Investment Group, a leading manager of alternative investment solutions designed to redefine how individual investors build their portfolios and meet their long-term investment goals. CION manages CION Investment Corporation, a leading BDC listed on the NYSE (NYSE: CION), and sponsors, through CION Ares Management, CION Ares Diversified Credit Fund, a globally diversified interval fund. Mark's diverse experience ranges from executive roles at international companies to founding a specialty business consulting firm and practicing law. His leadership is characterized by a people-first mentality and a commitment to providing access to institutional-quality...
2024-07-2932 minThe Customer Wins[Perspective Series] Embracing Technology To Win in Real Estate With Lauren Schreyer-MerdingerLauren Schreyer-Merdinger is the CEO and Founder of Contract2Close, a company specializing in transaction management software for the real estate industry. With over 40 years of experience, she has become an industry leader, leveraging her extensive insights to develop cutting-edge solutions for agents and brokers. Lauren's platform, Contract2Close, focuses on streamlining operations and enhancing productivity while ensuring none of the crucial transaction details fall through the cracks. Continually evolving her offerings, she is passionate about empowering users with an easy-to-use, compliance-focused system for handling real estate transactions. In this episode… Are you tired of cu...
2024-07-2232 minThe Customer Wins[AI Series] Empowering RIAs for Personalized Customer Wins With Cormac MurphyCormac Murphy is the CEO of CacheTech Advisor Solutions, a pioneering company providing a single technology solution for RIAs. With a career that began at Charles Schwab in 2008, he earned the Chartered Financial Analyst designation and managed a $4 billion portfolio. Following his tenure as the Chief Investment Officer at Adams Wealth Advisor, Cormac now guides CacheTech in delivering scalable, quality investment and CRM technology solutions for independent financial advisors. He champions using AI to simplify data access and enhance client relationships for small to midsize RIAs. In this episode… In the ever-competitive business landscape, achieving th...
2024-07-1537 minThe Customer Wins[Perspective Series] Exit to Excellence: Guide to Strategic Business Departures With Jerome MyersJerome Myers is the Founder of Exodus, a company helping entrepreneurs navigate the eight exits of a founder. A former engineer turned award-winning business strategist, Jerome has led multimillion-dollar operations and now focuses on advising across diverse sectors, guiding leaders from the corporate world to successful entrepreneurship. He is known for his deep understanding of human behavior and strategic approaches to business growth, work-life harmony, and charitable efforts. Jerome is also a general partner in the multifamily real estate portfolio and lends his strategic acumen to the North Carolina Agricultural Technical State University entrepreneurship advisory board, driving...
2024-07-0835 minThe Customer Wins[Perspective Series] The Art of Wonder: Solving Problems Through Magic With Dan TrommaterDan Trommater is a captivating magician and keynote speaker renowned for his ability to challenge assumptions and inspire fresh perspectives. With over two decades of experience, he has graced over 1000 events, including a TEDx talk. Drawing on his 25 years as a magician, Dan seamlessly blends illusion with motivational messaging to empower clients to unlock their potential. He attributes his passion for magic to its power to invoke wonder, which he harnesses to facilitate change and creativity. His approaches have positively influenced executives and teams, propelling them toward unimagined possibilities. In this episode… Imagine witnessing a fe...
2024-07-0136 minThe Customer Wins[AI Series] The AI Edge: Supercharging Financial Advisors With Denis KonoplevDenis Konoplev is the CEO of Munin AI, a company at the forefront of using artificial intelligence to empower financial advisors. With over a decade of experience in entrepreneurial ventures, he has a track record of successful startups in various sectors. A non-technologist with a keen eye for applying innovative solutions to real-world business problems, Denis is on a mission to provide financial advisors with AI-powered tools that enhance client relationships and improve service quality. As a leader who values customer-centric approaches, he is known for his ability to adapt and evolve alongside emerging technologies. In this...
2024-06-2430 minThe Customer WinsTransforming Financial Services With a Customer-First Approach With David CrowDavid Crow is the President of Axos Clearing, a full-service clearing firm focused on the success of broker-dealers and registered investment advisors. At Axos Clearing, he prioritizes understanding unique client challenges to tailor effective solutions, enabling business leaders to anticipate future challenges and opportunities. With a 25-year career spanning various financial service roles and his forward-looking guidance, David specializes in optimizing scale and transforming organizations. He is a frequent speaker at industry events and participates actively in SIFMA (Securities Industry and Financial Markets Association), the Financial Services Institute, and the Chicago Bond Club. In this episode… ...
2024-06-1728 minThe Customer WinsLeveraging AI and Process for Client Wins With Justin BolmgrenJustin Bolmgren is the Chief Process Maestro at William Joseph Capital Management, an SEC-registered investment advisor. In his role, Justin specializes in streamlining operations for independent financial advisors. He is a seasoned financial planning professional with over two decades of experience in the financial services industry. His expertise lies in advice tech, automation, and the application of artificial intelligence, serving as a strategic adviser to fintech startups. With his deep understanding of the advisory business, Justin actively works towards enhancing efficiency and client engagement through innovative processes and technologies. In this episode… Are you curious ab...
2024-06-1030 minThe Customer WinsCRM Mastery: Empowering Financial Advisors for Success With Stephanie DannebaumStephanie Dannebaum is the Founder and CRM Consultant of Stephanie Dannebaum Consulting, a firm specializing in elevating CRM systems for financial advisors and planners. With a decade of experience in operations, investment management, and financial planning, she has worked extensively with CRM platforms like Redtail and Wealthbox CRM. Stephanie's mission is to align CRM systems with business goals, ensuring high adoption levels and driving sustainable business growth. She's recognized for her ability to understand each firm's unique needs and tailor CRM functions to empower every team member's role. In this episode… Are CRMs just overhyped di...
2024-06-0334 minThe Customer WinsMaximizing Efficiency in Client Documentation With Corey WestphalCorey Westphal is the Founder and CEO of Mobile Assistant, a FinTech company specializing in professional dictation services. Mobile Assistance emphasizes the accuracy and security of dictated notes facilitated by a US-based team. With over 26 years in the transcription industry, Corey began his entrepreneurial journey with a medical transcription company and later pivoted to revolutionize dictation in the financial sector. As a forward-thinker, he continues to explore new technologies, including AI, to enhance the value of Mobile Assistant's services. His dedication to providing structured, reliable documentation has made Mobile Assistant a critical tool for financial professionals looking to streamline...
2024-05-2734 minThe Customer WinsMaximizing Customer Success Through Intelligent Cash Management With Michael HalloranMichael Halloran is the Head of Business Development at MaxMyInterest, a company revolutionizing how clients optimize their cash assets. With a history of launching banking solutions at Morgan Stanley and being part of the first online bank in the UK, he brings a wealth of experience to FinTech. Michael focuses on building relationships with wealth management firms, providing tools that enable clients to earn higher interest rates on FDIC-insured savings accounts. His innovative approach to banking technology and customer experience makes him a leading voice in the financial industry. In this episode… Have you ever th...
2024-05-2034 minThe Customer WinsRevolutionizing Advisor-Client Interactions Through AI With Tom RiemanTom Rieman is the CEO and Founding Partner of Practice Intel, a cutting-edge platform designed to enhance advisor-client relationships through AI-driven simulations, research deployment, and strategic data analysis. With over 25 years of expertise in wealth management, he offers a deep understanding of the asset management distribution and broker-dealer ecosystem. Before Practice Intel, Tom worked at JD Power, conducting industry-level research on advisor-client relationships. He is passionate about improving the quality of financial advice and firmly believes in the profound impact it can have on clients' lives. In this episode… Have you ever wondered how some fi...
2024-05-1336 minThe Customer Wins[Perspective Series] Secrets to Winning at Golf and Life With Bobby SteinerBobby Steiner is the Director of Golf Instruction at Horseshoe Bay Resort. He is a multifaceted golf professional, fitness instructor, motivational speaker, and author of four books. Renowned for his Bobby Steiner Golf YouTube channel, Bobby also manages channels dedicated to fitness, karate, and success paradigms. A proponent of the mental aspect of golf, he's passionate about helping his students find more enjoyment in the game. In this episode… Have you ever wondered what makes exceptional athletes tick? What mindset separates the driven golf enthusiast who loses their nerve from those who keep their cool re...
2024-05-0640 minThe Customer WinsNetworking Like a Pro: Matt McCoy's Secrets to LinkedIn SuccessMatt McCoy is the Co-founder and CEO of Jobby, a company that specializes in helping individuals build thought leadership content on LinkedIn. A serial entrepreneur, he started his entrepreneurial journey at 18 with a barbecue cleaning business, securing a half-million dollar investment deal on national TV while still in college. After selling that business, he successfully created a student services marketplace and swiftly moved towards a profitable exit. Today, Matt also hosts the 60 Second Podcast, focusing on streamlining dense information into bite-sized and value-wrapped passages. In this episode… In an age where social media dominates the ne...
2024-04-2933 minThe Customer WinsBuilding Resilience for Customer Success with Chrissy MyersChrissy Myers is the CEO of Associated Underwriters Insurance (AUI) and Clarity HR, specializing in insurance benefits and HR services for small and medium-sized businesses. With over five years leading Clarity HR and helming AUI, she is an innovative leader in a third-generation family business. As an advocate for community service, Chrissy champions employee participation in local initiatives and has designed programs like AUI Gives Back and Clarity Cares. She is the author of Reluctantly Resilient and is a member of the Entrepreneurs Organization. In this episode… When faced with overwhelming complexity in bus...
2024-04-2235 minRelationship EquityMinnesota's Innovation DNA: People, Technology, and Progress with Jeff Tollefson (Part One)This week, Richard welcomes Jeff Tollefson, the President and CEO of the Minnesota Technology Association, to discuss driving growth and innovation. Jeff brings over 25 years of experience in the technology sector to his role leading MnTech. Before this position, he held leadership roles with several impactful organizations, like Genesys Works, where he focused on providing skills training and work experiences for underserved youth. He co-founded the venture capital firm Crescendo Ventures, leading investments in dozens of early-stage startups. In his current capacity at MnTech, Jeff steers the strategic direction of an organization that has powered Minnesota's innovation economy for...
2024-04-1626 minThe Customer WinsJason Mandel's Guide To Tax-Free Growth and Asset ProtectionJason Mandel is the Founder and CEO of The Mandel Family Office with a rich history on Wall Street, having started at distinguished firms like Cantor Fitzgerald and D.E. Shaw. He possesses extensive experience in wealth management and insurance strategies, striving to add value and ensure transparency in client relationships. A passionate advocate for client education, Jason authored the book Demand Transparency and devotes time to teaching clients and institutions about financial strategies. In this episode… In a financial landscape flooded with advice, how do you separate the gimmicks from the legitimate strategies? Is obt...
2024-04-1533 minThe Customer WinsEmotional Sales Methodology of Empathy and Connection With Sam WakefieldSam Wakefield is the Founder and CEO of Close It Now, a sales system designed to help individuals and businesses increase their closing rates. He is a celebrated luminary in HVAC, known for his innovative and unique approach to sales, training, and personal development. He has not only sold millions of dollars in equipment, but he has won multiple sales awards. Additionally, he hosts the podcast Close It Now, which primarily focuses on personal development and effective sales methodologies. In this episode… The sales industry has undergone a rapid transformation in recent years, and simply pr...
2024-04-0835 minThe Customer WinsBuilding Fintech Businesses in Data Privacy With Sid YenamandraSid Yenamandra is the Founder and CEO of Surge Ventures, a privacy tech venture studio. Surge Ventures helps create data governance, privacy, and compliance management startups in regulated industries. Sid is an accomplished entrepreneur and software executive with a proven track record of success in cybersecurity and information governance. He has founded and successfully exited three startups, including Entreda, and served as VP of Product and Marketing at Plato Networks and Founder of PacketFX. In this episode… The financial services industry is highly complex and ever-evolving. Entrepreneurs face numerous challenges when establishing a tech...
2024-04-0136 minThe Customer WinsUnleashing Your Potential as a Breakaway Advisor With Jason BarberJason Barber is the Founder and CEO of Uptick Partners, a firm that helps advisors break away to become fully independent. He is a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS) with over 12 years of experience in the financial services industry. Jason is also the Founder and CEO of Holistic Planning, a fee-only RIA focused on delivering massive value to clients. Before Holistic Planning, he served as a financial advisor at Edward Jones. In this episode… Many financial advisors working in broker-dealer firms often feel they are not fully utilizing their expertise to...
2024-03-2538 minRelationship EquityChasing Dreams and Honoring Relationships: Erik van Rooyen's Journey (Part One)In the gripping premiere episode of Relationship Equity, Richard Walker sits down with rising PGA Tour star Erik van Rooyen. The South African golfer discovered his love for the game as a teenager and went on to earn a scholarship at the University of Minnesota, paving the way for his two PGA Tour victories thus far. However, this candid conversation goes beyond Erik's professional accomplishments on the course. He opens up about his deeply personal journey of chasing his dreams for both his career and family life. Erik also reflects on the emotional impact of his 2023 Worldwide Technology Championship victory...
2024-03-1925 minThe Customer WinsStreamlining Document Processes With Digital Vaults With Clifton SchallerClifton Schaller is the Chief Growth Officer at FutureVault, a market-leading provider of secure document exchange and digital vault solutions for the financial services and wealth management industry. With a background in corporate development, product management, and strategic partnerships, he is responsible for driving the intersection of top-line growth and product strategy. Clifton holds an impressive professional background, having previously served at prominent organizations including Capital One, Morningstar, and Nitrogen Wealth (formerly Riskalyze). He is also an advisory board member for Smart KX, a rising startup. In this episode… In today's fast-paced business en...
2024-03-1837 minThe Customer WinsImproving Customer Experience and Growth Through Operations With Jen GoldmanJen Goldman is the Founder of My Virtual COO, a firm helping businesses transform their operations with less stress, struggles, and missteps. She has over 30 years of experience as a business operations transformer, having helped over 1000 businesses thrive. She has taught her methods at national conferences, and her work has been published by Inc Magazine, Tech Tools for Today's High-Margin Practice, Liberated CEO, and trade publications. In this episode… Growing a business is rewarding but stressful. It entails juggling multiple business operations — expertise many leaders and teams might not possess. That's why many companies face stag...
2024-03-1131 minThe Customer WinsGamifying Courses: The Future of Education With Murray GrayMurray Gray is the Co-founder of Xperiencify, a platform helping course creators get more people to complete their online courses. He is the developer of the "Experiencification" methodology: a powerful combination of techniques from the fields of games, adult learning psychology, and the gambling industries. A self-taught marketer and entrepreneur, Murray has made a career out of building software platforms to make life easier for other business owners. He is also the Founder of Engagify, and has previously founded and co-founded numerous companies such as Live Your Message, HeroicNow.com, Adicted.io, Fansflood, and others. ...
2024-03-0432 minThe Customer WinsBecoming an Olympic-Level Leader Through Coaching With Sherry WinnSherry Winn is the Founder and CEO of The Winning Leadership Company, a firm specializing in developing leaders who inspire their teams to work at championship levels. She is a two-time Olympian, National Championship Basketball Coach of the Year, and a three-time Amazon best-selling author. Sherry is also an internationally renowned speaker who frequently addresses audiences such as StubHub, AnyTime Fitness, New York Life, Edward Jones, and Technicolor. In this episode… Leading a team is no small feat. It requires a unique set of skills and qualities that not everyone possesses such as finding top ta...
2024-02-2637 minThe Customer Wins[AI Series] AI Note-Taking for Financial Advisors With Daniel YooDaniel Yoo is the Founder of FinMate AI, an AI note-taking assistant designed by financial advisors, for financial advisors. He spent the first seven years of his career as a financial advisor for renowned firms such as Equitable, TD Ameritrade, and Schwab before transitioning to lead operations and fintech. Drawing on his experience in the advisory and tech spaces, he has created valuable tools for the financial community. In addition, he holds his FINRA series license. In this episode… As a financial advisor, taking accurate and detailed notes during client meetings is a crucial part of...
2024-02-1933 minThe Customer WinsScaling Business Through Community as an RIA With Joe MossJoe Moss is the Co-founder of Pro Advisor Suite, a group of independent RIAs brought together to save money, simplify tech selection, and provide discounts on innovative tech solutions. He is the curator of Conneqtor, a community for financial advisors. As an RIA operator and industry expert, Joe is committed to positioning financial advisors and advisory tech companies for success in the digital world. He equips them with the tools, innovation, and community they require — enabling them to focus on delivering exceptional client care. In this episode… As a financial advisor, consistently growing your...
2024-02-1237 minThe Customer Wins[AI Series] Driving Business Success Through Digital Transformation With Eric BourgetEric Bourget is the Founder and CEO of HalfSerious, a renowned product innovation studio known for its exceptional creativity and unrivaled technological expertise. The company specializes in designing and creating bespoke software solutions that enable businesses to achieve their growth. With a strong background in the video game industry, Eric brings a unique blend of creativity and technical insights to his work at HalfSerious. He is a highly sought-after speaker who addresses topics such as the role of design in business, nurturing passion in the workplace,, and the impact of AI on business operations. In t...
2024-02-0533 minThe Customer WinsThe Value of Creating Personalized Financial Services Experiences With Valarie VestValarie Vest is the Executive Vice President and Chief Experience Officer of Cambridge Investment Research, an internally-controlled financial solutions firm dedicated to serving independent financial advisors and their clients. The company offers a range of flexible solutions, including advising, growth, technology, independence, and more. Valarie has over 20 years of experience in the financial services industry. Additionally, she's a corporate innovator and leadership coach who works directly with financial professionals and associates to identify emerging trends and translate insights into actionable strategies. In this episode… Building a successful practice as an independent financial advisor can...
2024-01-2931 minThe Customer Wins[AI Series] AI for Wealth Management Marketing With Jonathan MichaelJonathan Michael is the Founder and CEO of Wealth I/O, a firm helping independent RIAs capture new clients with AI-powered marketing technology. With over 10 years as a MarTech executive, he has a proven track record of building and growing successful AI and digital marketing companies. Jonathan is a keynote speaker and a contributing writer for Entrepreneur Media and StartUs. He also holds the Transformation Entrepreneurship Award for his achievements and impact as a founder. In this episode… As the financial industry evolves, clients are becoming more sophisticated and demanding when managing their wea...
2024-01-2229 minThe Customer WinsHarnessing the Power of Online Ratings and Reviews With Whit LanierWhit Lanier is the Founder and CEO of Amplify Reviews, the market leader for collecting and publishing verified first-party and third-party reviews online. His previous startup was a healthcare review technology vendor that processed over 60 million patient reviews by 2021. Additionally, he has achieved a black belt in jujitsu and recorded music albums in two different bands. In this episode… The Securities and Exchange Commission (SEC) has recently updated its marketing regulations, and as a result, financial advisors can now incorporate testimonials and endorsements into their marketing strategies. Now the voice of your customers can do th...
2024-01-1532 minThe Customer WinsEmbracing Technology for Next-Level Wealth Management With Reed ColleyReed Colley is the Co-founder and CEO of Summit Wealth Systems, a firm specializing in assisting advisors and their clients by utilizing innovative technology to cultivate mindsets and keep them on track. With over 20 years in the tech industry, he began his career with Black Diamond Performance Reporting in 2003 — the first cloud-based portfolio management system. Reed has also founded, invested in, and provided advisory services to multiple technology companies. In this episode… The wealth management technology industry experiences constant evolution. If you want to take your practice to the next level, it's time to embrace the...
2024-01-0834 minThe Customer WinsEmbrace Technology: Gain a Competitive Edge in Wealth Management With Jeff SchwantzJeff Schwantz is the Chief Revenue Officer of Advisor360°, a holistic wealth management platform that helps enterprises and advisors accelerate their digital transformation. He is responsible for the company's revenue generation strategy, execution, and go-to-market approach. With over 24 years of experience in the financial services industry, Jeff frequently presents at industry conferences, executive roundtables, workshops, and seminars. Previously, he has held executive roles at Morningstar, eMoney Advisor, BNY Mellon Pershing, and many more. In this episode… In today's fast-paced and ever-changing financial landscape, wealth management has become increasingly more complex. As a result, financial advisors fac...
2023-12-2934 minThe Customer Wins[AI Series] Streamlining Operations With Cutting-Edge AI Technology With Babu SivadasanBabu Sivadasan is the Co-founder & CEO of JIFFY.ai, a full-stack platform that enables banks, financial services companies, and Fortune 500 organizations to solve their pressing operational and efficiency challenges. He has more than 20 years of experience working in engineering, including six years as Group President at Envestnet. Previously, Babu was the Co-founder of Stamps.com, which provided all the functions of the Post Office on a computer. In this episode… In today's fast-paced business world, staying competitive demands swift adaptation to better technologies. However, not everyone has the technical know-how to execute innovative concepts. That's wh...
2023-12-2235 minThe Customer WinsSimplifying Business Processes for Financial Advisors With Louis RetiefLouis Retief is the Co-founder and CEO of Hubly, a process management system that provides efficiency and visibility to financial advisory firms. With five years of experience in the robo-advisory space, he developed a passion for helping advisors enhance the delivery of their services. As a leader, he guides his team through challenges and creates a culture of courage and integrity. He is also a venture mentor at entrepreneurship@UBC and an advisory board member at AMS of UBC Vancouver. In this episode… As a financial advisor, providing the best service to your clients is yo...
2023-12-1834 minThe Customer WinsDelivering an Experience: A Custom Tailor's Tips With Rocky ChuganiRocky Chugani is the Owner and Designer of Rocky's Custom Clothes. He is an expert tailor specializing in custom-made, bespoke garments for the individual. Rocky's clients include renowned Hollywood celebrities such as Steve Harvey, Jay Leno, Jeff Probst, Maurice Chestnut, and many more. For the past 35 years, he has strived to maintain the highest standards in custom clothing, comparable to designers such as Zegna, Armani, and Karuna Khaitan. In this episode… Your appearance speaks volumes about your professionalism and expertise. Whether you're meeting with clients, networking with industry peers, or presenting in front of a ro...
2023-12-1134 minThe Customer Wins[AI Series] Building an AI Tool for Financial Compliance With Mamal AminiMamal Amini is the Co-founder and CEO of GovernGPT, an AI that understands financial sector regulations for the SEC and FINRA. It reviews marketing materials for sales communications and provides real-time feedback at the point of creation. Mamal is an AI scientist holding an MS in computer science from McGill University. In this episode… Compliance in the financial services industry is essential. It's not just about following rules and regulations, it's also about protecting your clients and your business. With so many regulations to keep up with, it's essential to have a tool to help yo...
2023-12-0433 minThe Customer WinsTips for Wealth Management: An RIA Perspective With Chuck FaillaChuck Failla is the Founder and CEO of Sovereign Financial Group, an independent and family-owned RIA firm that delivers integrated and unbiased advice for their clients. He is a financial planner with over 25 years of experience. Chuck is also the Director of Sovereign Advisors Solutions and serves on the Board of Directors for the Financial Planning Association of Connecticut. He is the Host of the goRIA Podcast with Investment News. In this episode… Building wealth, safeguarding your family, and securing your assets is critical for your financial future. Yet with so many unknowns, it can be...
2023-11-2731 minThe Customer Wins[AI Series] Thriving as a Financial Advisor Using AI-Powered Tools With Gabe RissmanGabe Rissman is the Co-founder and President of YourStake, a firm that provides technology solutions that power personalization for advisors. He holds a BS in computational astrophysics from Yale, where he also led Yale's fossil fuel divestment movement and managed the Socially Responsible Investing Fund. Under his leadership. Gabe is a board member of the Intentional Endowments Network and a member of the Adasina Social Justice Index Committee. He was named 30 under 30 in Socially Responsible Investing and is a WealthManagement.com 2022 Ten to Watch. In this episode… As a financial advisor, growing your pr...
2023-11-2035 minThe Customer Wins[AI Series] How To Utilize Work Automation and AI With Alane BoydAlane Boyd is the Co-founder and President of BGBO Co., an operations and growth strategy agency utilizing AI and automation to improve efficiency for their clients. She is also the CEO of Arvo, an AI-powered sales tool. As a serial entrepreneur, Alane has been featured in Entrepreneur, HuffPost, South by Southwest, PBS, Today in Nashville, and many more. In this episode… In today's fast-paced and competitive business landscape, simplifying workflows and reducing employee burnout are fundamental for business success. Using AI to automate your business processes can help solve these issues for your organization. ...
2023-11-1331 minThe Customer WinsNavigating Transitions: Expert Tips for Advisors With Ryan ShanksRyan Shanks is the Co-founder and CEO of FA Match, the industry's only data-driven solution for advisor recruiting. Previously, he was the Founder and CEO of Finetooth Consulting, which provided transition consulting, outsourced recruiting, and succession planning to financial advisors within the United States. With over 22 years of experience in financial services, Ryan began his career by establishing The Swivel Group, a boutique consulting firm geared toward recruiting services. In this episode… How you serve your clients as an advisor determines how successful you become. Being in the right environment is crucial for be...
2023-11-0628 minThe Customer WinsAchieving Sustainable Growth as an Agency Owner With Frank CowellFrank Cowell is the Chief Revenue Officer of Revenue Ranch, a coaching and training organization for professional service firms. With 20 years of entrepreneurial experience, he works closely with founders to help them achieve predictable revenue, more profit, and personal freedom. Before Revenue Ranch, Frank was the CEO of Digitopia Agency. He is also the best-selling author of "Building Your Digital Utopia," where he introduced a concept that helps brands create digital experiences to accelerate growth systematically. In this episode… Growing a business as an agency owner can be challenging but achievable. Seeking support fro...
2023-10-3040 minThe Customer WinsAchieve Work-Life Balance With a Household Assistant With Kara McKeageKara McKeage is the CEO of Pepper's Personal Assistants, a brand that serves busy executive households by outsourcing their errands, chores, and projects. As founder, she firmly believes that receiving support is not a luxury but a necessity for successful people. She is the Accelerator Communications Lead Board Member at Entrepreneur's Organization and has volunteered her time at several non-profits over the years. In this episode… Balancing work and household responsibilities can be overwhelming for a busy executive. The constant juggling can leave professionals feeling drained and overworked. Hiring a household assistant can be a mu...
2023-10-2330 minThe Customer WinsNavigating the Angel Investment Landscape as Investors With Ben PidgeonBen Pidgeon is the Executive Director of VisionTech Partners, an angel investing group where inventors, entrepreneurs, investors, and universities converge to develop innovative technologies. He focuses on recruiting qualified investors, screening investment opportunities, hosting pitch events, and overseeing the group's stringent due diligence process. Before joining VisionTech, Ben spent 15 years in the banking industry. He was also the former President and current board member of the Venture Club of Indiana. In this episode… Angel investing is a great way to support innovative ideas and help entrepreneurs achieve their dreams. As an investor, joining a n...
2023-10-1631 minThe Customer WinsThriving With Improved Habits: An AI Approach With Mike JalonenMike Jalonen is the Founder and CEO of Habit Driven, a cutting-edge mobile app currently in development and set to revolutionize how people form habits and reach their goals. He is an entrepreneur with over two decades of experience building marketing and technology companies. Mike is also the Co-founder and Partner of AI Wizdom, an AI education and innovation school that helps people become proficient in AI. In this episode… At the end of the day, people are the sum of their daily practices. So revolutionizing how we approach habit-building is fundamental to achieving our go...
2023-10-0935 minThe Customer WinsWorld-Class Technical Documentation for Increased Customer Satisfaction With Caity CronkhiteCaity Cronkhite is the CEO and Founder of Good Words, a technical communications consulting firm based in Seattle, Washington and remotely around the globe. She attended Carnegie Mellon University and moved west to work as a technical writer and eventually as an entrepreneur. She also serves as Communication Chair for Seattle's Entrepreneurs' Organization and is on the Leadership Council for the National Small Business Association. Caity is passionate about using her personal and professional experience to uplift others, which includes advocating for rural policy change, increased labor protections for freelance workers, and empowering employees with meaningful career...
2023-10-0237 minThe Customer WinsTips for Effectively Helping People As a Financial AdvisorJonathan Miller is the CEO of Parsonex Enterprises, a group of companies that provide financial products, services, and solutions to investors. He is a passionate entrepreneur and executive, specializing in creating and developing businesses as well as establishing effective marketing systems. His 20+ years of experience and visionary approach helps him to recruit and train financial advisers. He was also the executive producer of Publish or Perish, an award-winning dark comedy film. In this episode… When managing your finances, it's crucial to have a trusted advisor who can provide the products, services, and solutions you need to...
2023-09-2535 minThe Customer WinsUsing AI To Financially Plan Our Future With Robert KirkRobert Kirk is the Founder and CEO of InterGen Data, a prediction and analysis company that uses AI to help financial professionals prepare clients for impactful life events. He is an accomplished technologist, leader, and industry expert in wealth management. With over 30 years of wealth management experience, Robert has led several firms in technology implementation and played a critical role in helping those firms grow. In this episode… As we navigate life, significant events are bound to happen, including retirement, critical illness, or inheritance. While we cannot predict precisely when these events will occur, it is...
2023-09-1839 minThe Customer WinsLeveraging AI Technology To Provide Holistic Financial Advice With Charlie ClarkCharlie Clark is the Chief Revenue Officer of FP Alpha, the first AI-driven wealth management tool for financial advisors. He kickstarted his career at eMoney Advisor, where he served as SVP of Sales and Business Development until its acquisition by Fidelity Investments. With over 20 years of experience in the fintech industry, Charlie has a proven track record of building and leading successful sales teams. In this episode… Providing financial advice to clients is a time-consuming process. With so many documents to go through and varying client needs to consider, keeping up with everything can be da...
2023-09-1134 minThe Customer WinsLessons To Learn From The Food Lawyer With George SalmasGeorge Salmas is the Managing Principal of The Food Lawyers, a law firm providing legal services to all businesses specializing in the food industry. He earned his law degree from UCLA and was a Navy Lieutenant JAG officer handling courts-martial in Greece, Spain, Morocco, and even ships at sea. George has over 25 years of experience in total representing US and multinational food companies. In this episode… It's no secret that owning or managing a food-related company can be a recipe for legal trouble. The pressure can often be overwhelming when underprepared. These legal issues outside of...
2023-09-0426 minThe Customer WinsSmoothly Transitioning to New Firms With Tamara WilliamsTamara Williams is the Owner and Principal Transition Consultant of The Williams Consulting Group, where she assists financial advisors by managing the process of transitioning their current book of business to another firm. She started her career at Merrill Lynch, eventually becoming the Director of Transitions for an independent broker-dealer, where she learned and experienced the back office piece of how transitioning process works. Tamara received her formal education from Oakwood University in Huntsville, AL, graduating in 2003 with a bachelor's degree in finance with a minor in accounting. In this episode… As a financial advisor, ar...
2023-08-2840 minThe Customer WinsConnecting Wealth Management Firms and Solution Providers With Chip KispertChip Kispert is the Founder and Managing Partner of Beacon Strategies, LLC, a consulting firm servicing broker-dealers, asset managers, and supporting vendors. He is a 20-year veteran of the broker-dealer and asset management marketplace. Chip specializes in data management-centric supply strategy and implementation expertise in the form of infrastructure evolution. Before Beacon, he was Vice-President of Sales for Trust Company of America and held senior sales and business development roles at Fidelity Investments for four years. In this episode… The enterprise wealth management industry is constantly evolving, posing obstacles and opportunities. As an advisor, how ca...
2023-08-1434 minThe Customer WinsCustomer Experience Lessons From The Hospitality IndustryAdam Isrow is the President of Hotel Operations at Wolff Urban Management, a real estate acquisition, investment, development, and management firm. He is an experienced business leader with a proven background in software development, business operations, customer acquisition, and relationship management for global hospitality technology companies. Adam co-founded GoConcierge and grew it to become the largest concierge software company in the world. It was later acquired by ALICE (an Expedia Company), the leading hospitality operations platform, to augment its technology and customer service offering in 2017. In this episode… Do you find it challenging to...
2023-08-0735 minThe Customer WinsTips for Addressing Financial Regulatory Compliance Requirements With Parham NasseriParham Nasseri is the Vice President of Product and Regulatory Strategy for InvestorCOM, a leading provider of regulatory compliance software and communications solutions for the financial services industry. He is a Chartered Financial Analyst (CFA) with an MBA from the Schulich School of Business. Parham has progressive experience in data-centric roles relating to technology and finance. He is involved in the Canadian RegTech Association, CFA Society Toronto, and was the Chair of The Canadian Advocacy Council. In this episode… As an investor, are you hesitant to make financial decisions because of the complex re...
2023-07-3137 minThe Customer WinsGrowing Through Active Listening and Good Communication With Mike Row of Future CapitalMike Row is the Chief Revenue Officer of Future Capital, a firm connecting anyone working toward retirement with the tools, services, and guidance they need to retire with confidence. Before Future Capital, Mike spent over three decades at Pershing, acting both as an advocate for clients within the company and as a trusted senior representative of the firm. Throughout his journey, he has gained a well-rounded perspective of wealth and institutional businesses in the financial services industry. In this episode… As a financial advisor, are you looking for people preparing for retirement? How can you fo...
2023-07-2438 minThe Customer WinsTransforming a Financial Services Firm Through Technology With Geoff Moore of Valmark Financial GroupGeoff Moore is the CIO of Valmark Financial Group, a financial services agency working exclusively with entrepreneurial wealth management firms to meet its clients' unique and ever-changing needs. He leads a team of experts who use technology to solve business challenges and manage the cybersecurity of Valmark and its member firms. Geoff has over 20 years of experience in technology and financial services and was selected to the Surge Ventures Industry Council for his expertise in cybersecurity for financial service firms in 2022. In this episode… The financial service industry is constantly evolving. So what can you do...
2023-07-1031 minThe Customer WinsGrowth Tips for Wealth Management Firms With Aaron Klein of NitrogenAaron Klein is the Co-founder and CEO of Nitrogen, a growth platform for wealth management firms. He has led the company to twice being named one of the world's top 10 most innovative companies in finance by Fast Company Magazine. Aaron is also the Co-founder of Hope Takes Root, an initiative to use vocational training and life mentoring to change the future for orphans and at-risk kids in Ethiopia. He is an Investment News honoree of the industry's top 40 Under 40 executives. In this episode… Do you want to transform a hesitant investor into a ca...
2023-07-0343 minThe Customer WinsThe Better and Simpler Way To Scale With Austin Netzley of 2XAustin Netzley is the Founder and CEO of 2X, a firm that works with six and seven-figure entrepreneurs in one-on-one coaching programs to help them scale. In less than three years, he and the 2X team have helped clients generate over $255 million while in the 2X hands-on coaching programs. Austin is an entrepreneur, investor, and author of From 6 To 7 Figures. Before 2X, he was the Founder and CEO of Epic Book Launch and Game Changers. In this episode… Are you feeling overwhelmed, stuck, and not making progress as a six or seven-figure business owner? How ca...
2023-06-2631 minThe Customer WinsBridging Personal Purpose and Professional Success With Justin KraneJustin Krane is the Founder of Krane Financial Solutions, a firm known for its strategic and holistic approach to financial planning. As a financial planner professional, he counsels clients on marrying their financial resources with their life goals and business ventures. Before establishing Krane Financial Solutions, Justin spent 12 years as a Vice President of Investments and Sales Manager at UBS Financial Services Inc. His Certified Investment Management Analyst (CIMA®) designation further underscores his proficiency in financial management. In this episode… Do you ever ponder how your personal principles align with your professional journey? Hav...
2023-06-1938 minThe Customer WinsHow Wealth Management Firms Can Thrive Through ConsultancyMarc Butler is the Founder and Consultant of Marc Butler Consultancy, a consultancy firm that helps wealth management and wealth tech firms improve their growth and performance. He is a respected global business and financial services executive with demonstrated success in start-ups and financial technology companies. Marc is also a contributing writer at Advisor Perspectives, the leading interactive publisher for wealth managers and financial advisors. He was previously the President of Skience and is an active board member at Future Capital, SIGNiX, and AdvisorBid. In this episode… Do you wish to unlock your po...
2023-06-1244 minThe Customer WinsHow To Thrive Through Customer Experience With Shelli Taylor of Alamo Drafthouse CinemaShelli Taylor is the CEO of Alamo Drafthouse Cinema, an entertainment company providing the best cinematic experience in the world through good food, good beer, and good film in one place. She is an accomplished Fortune 100 executive and also serves as a board member and public speaker. Before Alamo, Shelli spent her 25-year global career with brands like Starbucks Coffee Company, The Walt Disney Company, and Planet Fitness. She is well known for leading high-performance teams through rapid growth and transformation to achieve outsized results. In this episode… Do you find yourself getting distracted in mo...
2023-05-0827 minThe Customer WinsHow To Be Customer-CentricChris Wallner is the Partner and Chief Marketing Officer of Chief Outsiders, the nation's leading Executives-as-a-Service firm. Chief Outsiders helps organizations identify the fractional marketing and sales executives they need to accelerate growth. Chris works with technology and financial service companies to drive revenue growth by converting insights into actionable, sustainable strategies and solutions. He is an accomplished marketing, product management, development, and e-commerce executive with an impressive track record in the technology and financial industry. In this episode… Running all of the different departments in a company is challenging. A leader may be...
2023-04-1743 minThe Customer WinsSimplifying How Financial Advisors Connect With Clients With Derek Notman of CouplrDerek Notman is the Founder and CEO of Couplr, a fintech company that offers lead generation solutions for financial companies and their advisors. He is a FinTech founder, certified financial planner, and co-host of the Rethink. The Financial Advisor Podcast. Derek is also the Founder of Conneqtor and Intrepid Wealth Partners. He was recognized as Wealthies Rising Star of the Year in 2022 by WealthManagement.com. In this episode… People want help with their money and want to get the most out of it. So who's better to help them than a qualified financial advisor? But wh...
2023-04-0326 minThe Customer WinsHow Financial Advisors Can Become Great Business OwnersCody Foster is a Co-founder of Advisors Excel, a marketing organization that helps independent insurance agents and financial advisors become great business owners. Since its founding in 2005, Advisors Excel has grown from three founders to over 800 employees, making them one of the largest employers in Topeka, Kansas. Cody joined the financial services arena as the director of marketing for a corporately owned, national field marketing organization. He has been featured in Success, The Entrepreneur Roller Coaster, and Money Master the Game. In this episode… Are you a good financial advisor that wants to ha...
2023-03-2738 minThe Customer WinsAutomating and Simplifying the Way Organizations Fill Out Forms With Rick Burgess of Forms LogicRick Burgess is the Founder and CEO of Forms Logic, a cloud-based system for companies looking to integrate single data entry across multiple forms. He is a veteran of the trading floor and an established entrepreneur who has started several companies, including Connect Lending. Rick works closely with clients to understand their needs and apply the right technology to solve them. In addition to running the operations, he conducts outbound sales calls, interacts with staff, and manages six offices remotely. In this episode… Filling out multiple forms can be a tedious and monotonous process. Where ca...
2023-03-2042 minThe Customer WinsListen, Then Deliver the Best Customer ExperienceAlan Giancaterino is the Co-founder of Finlocity, an online community that delivers high-quality presentations from the most innovative leaders in the industry and virtual solutions showcasing the latest financial technology. He is a seasoned sales and marketing professional with over 30 years in financial services. Alan began his career as an advisor and became the youngest recipient of the CLU, RHU, and ChFC professional designations. Before Finlocity, Alan established several FinTech firms in the retail brokerage and wealth management marketplace. In this episode… Would you like to be making well-informed financial decisions? Where can yo...
2023-03-1330 minThe Customer WinsCare For Your Customers To Serve Them BestDavid Knoch is the CEO of Docupace, the leading digital operations technology provider that simplifies how wealth management firms both process and digitize their data. Before joining Docupace, he served as President of 1st Global, a wealth management partner to CPA and tax planning firms. He was named to the ThinkAdvisor Luminaries Class of 2021 and was awarded CEO of the Year by WealthTech Americas in April 2022. In this episode… Do you have a financial plan? How can you go through the process faster, more securely, and with fewer errors? Financial planning can be a t...
2023-03-0836 minThe Customer WinsThe Power of Providing Value: Rich Walker's Journey to SuccessRichard Walker is the CEO of Quik!, a provider of forms automation and management solutions for companies looking to maximize efficiency and productivity. He started Quik! in 2002 to help people spend less time on paperwork and more time on what they do best. Before Quik!, Richard was a business consultant with Arthur Andersen. He is also a published author of two books and a father of three boys. In this episode… Do you feel overwhelmed by the constant paperwork needed to run your company? Are you looking for a forms automation solution to handle the ti...
2023-03-0122 minThe Customer WinsHow Being High-Tech Leads To Being High-Touch With CustomersPhilipp Hecker is the Co-founder and CEO of Bento Engine, a B2B Fintech SaaS company at the intersection of technology and effective wealth management advice. He is passionate about wealth management advice that goes beyond investing and actually improves the lives of his clients. Before founding Bento Engine, Philipp spent 15 years on Wall Street at Deutsche Bank and JP Morgan. He is also a Procter and Gamble-trained brand manager. In this episode… There are universal moments and experiences that require financial advice. Everything from marriage to retirement to death calls for robust financial counseling. So...
2023-02-2228 minThe Customer WinsHelp Customers Adapt To Change Faster for the WinGerry Murphy is the CEO and Partner of Arcus Partners; a forward-thinking, fintech, and service-focused company. Arcus Partners empowers wealth management companies and their clients by digitizing how they work. With over 30 years of leadership experience in the financial services industry, Gerry is an expert in global financial markets and IT. Before starting Arcus Partners, he was the President of International Operations for Fiserv and CEO of several divisions at SunGuard (now FIS). In this episode… As a wealth management firm, are you struggling to do things manually? How can you innovate and digitize your pr...
2023-02-1524 minThe Customer WinsHelping Customers Win Through More Secure Transactions With Pem GuerryPem Guerry is the Executive Vice President at SIGNiX, the largest provider of digital signatures in North America. He possesses a wide range of financial, marketing, and technology management experience in the private and public sectors. Previously, Pem served as Assistant Commissioner of finance and administration for Tennessee where he managed the state's overall technology resources. Before starting his career, he played on a professional tennis tour and traveled the world. In this episode… As a business, are you looking to adopt digital signatures as a method for signing documents? Where can you go to fi...
2023-02-0823 minThe Customer WinsHow Evolving From Customer To Tech Insider Helps Customers WinPatrick Meyer is the Senior Manager of Solution Engineering at DocuSign, a platform that helps organizations connect and automate how they prepare, sign, act on, and manage agreements. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature: the world's #1 way to sign electronically on practically any device. Patrick is also a practitioner in wealth management as an executive director of a New York-based RIA. He has an extensive background in wealth management, having spent seven years in institutional client solutions at Northern Trust Asset Management and working with some of the US' largest pensions. ...
2023-02-0827 minThe Customer WinsBe More Like Your Customer To Win Your CustomerAdrian Johnstone is the Co-founder and President of Practifi, a performance optimization platform that transforms data into insights, action, and excellence at scale. Practifi helps wealth management firms go beyond traditional CRMs and redefine what's possible. Adrian has over 20 years of experience in wealth management as a consultant and tech company founder, advising businesses on their technology, client experience, and regulation. He is a consistent presenter at industry events in Australia and the United States. In this episode… As a wealth management firm, how can you get the visibility and oversight you need to...
2023-02-0829 minThe Customer WinsPivoting To Customer Success With Randy Cass of Nest WealthRandy Cass is the Founder and CEO of Nest Wealth, Canada's largest independent digital wealth management platform, offering direct-to-investor and advanced business-to-business solutions. He is an experienced executive and entrepreneur with a demonstrated history of working in the financial services industry. Randy has started and successfully exited several VC-backed companies, including a hedge fund and a technology company. He is skilled in entrepreneurship, fintech, securities, and asset management. In this episode… Do you wish to have a better financial future? Where can you get sophisticated wealth management advice to help you succeed? ...
2023-01-2635 min