Episoder
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Richard 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.
In this episode…Are you tired of sifting through generic sales advice that doesn't fit your high-ticket B2B business model? Do you need a laser-focused strategy to connect with customers at a deeper level and drive your sales through the roof?
B2B sales expert Richard Walton delves into the secrets behind thriving in high-ticket B2B sales. He shares the significance of saying no and how a nuanced understanding of customer needs and a specialist's focus can help businesses attract A-players and command respect and attention in the marketplace. He emphasizes the critical role of patience and perseverance in nurturing potential client relationships over time, trusting the sales process rather than pushing for immediate results. Richard reveals how marketing is foundational in setting customer expectations and ensuring alignment from the first point of contact.
In this episode of The Customer Wins, Richard Walker interviews Richard Walton, Founder of Outsell Sales, about effective B2B marketing and sales strategies. Richard discusses how Outsell Sales helps companies with their B2B sales, why saying no can lead to increased revenue and organizational focus, patience and persistence as key components to shorten the B2B sales cycle, and the value of building trust with potential customers through non-sales interaction.
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Geoff 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 business leaders to think strategically and accelerate growth through AI.
In this episode…In the race to outpace competitors, artificial intelligence is the secret weapon that will redefine leadership and business strategy. AI could be more than a convenient tool, transforming average performers into strategic powerhouses. However, how does one navigate and harness this tidal wave of technological advancement?
Geoff Woods, a thought leader in AI, discusses harnessing AI to accelerate strategic thinking and company growth. He provides insights into the true potential of AI, sharing his expertise on using AI as a thought partner for leaders and how he leverages its immense knowledge database for strategic advantage. With a background in leading substantial growth for businesses, Geoff now directs his efforts toward showing leaders how to employ AI to streamline operations and foster disruptive results without disrupting their organizations.
In this episode of The Customer Wins, Richard Walker interviews Geoff Woods, Founder of AI Leadership, about utilizing AI for strategic leadership. Geoff discusses how AI Leadership transforms leaders into strategic thinkers, the necessity for leaders to enhance their AI literacy, the importance of detailed communication with AI for effective results, and AI model recommendations for making AI your thought partner.
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Kate 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.
In this episode…In many businesses, operations and client service are interconnected in ways that can be easily overlooked. Is there a specific process to enhance efficiency and customer satisfaction by making internal system adjustments?
Kate Guillen, an expert in refining operations and enhancing the client experience for financial advisory firms, delves deeply into CRM systems and how leveraging them properly can be a game-changer for businesses. She breaks down her approach, emphasizing the significance of standardizing operations, automating processes, and focusing on client service as the cornerstone of business growth. Kate also asserts that a well-designed CRM system can elevate a company's operations while fostering team confidence and client trust.
In this episode of The Customer Wins, Richard Walker interviews Kate Guillen, Founder of Simplicity Ops, about fine-tuning the operational heart of financial services. Kate talks about Simplicity Ops and the importance of CRM optimization in delivering exceptional client service, overcoming the challenges of adapting a CRM to meet specific business needs, and the stages of CRM evolution from a basic tool to a comprehensive workflow system.
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Praveen 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 find themselves grappling with talent acquisition. Skilled individuals often command high salaries or are already engaged elsewhere, posing a significant hurdle. But what if there was a way to tap into this talent pool without traditional constraints?
Serial entrepreneur Praveen Ghanta reveals how fractional hiring has become the lighthouse guiding businesses to safe harbor. He draws on his own experiences with his company, HiddenLevers, to illustrate the power and flexibility of working with fractional talent. Additionally, he discusses how Fraction connects businesses with senior-level experts for part-time work, enhancing productivity and saving costs. Praveen also dives into AI's exciting role in software development, sharing insights on its ability to accelerate the engineering process when paired with experienced minds.
In this episode of The Customer Wins, Richard Walker interviews Praveen Ghanta, Co-founder and CEO of Fraction, about revolutionizing team dynamics and productivity. Praveen discusses how Fraction is revolutionizing the hiring of fractional talent, myths and misconceived notions about fractional hiring, and the importance of integrating fractional talent into your team's culture.
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Abby 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 mindset to every client interaction, ensuring the success of Elements' mission and the well-being of its stakeholders.
In this episode…Want to know how financial health can be more than just an emergency fund and a pension plan? What if there was a way to measure financial vitality through simple, understandable metrics? How does a FinTech company operate on the fine line between innovation and established wisdom to promote client well-being?
Certified Financial Planner Abby Morton dives into how Elements equips financial advisors with novel tools to distill complex financial concepts into tangible, easy-to-grasp data for clients. She emphasizes the value of treating employees well to ensure they deliver the best customer experience. She also discusses the potential of AI in customer interactions and the continuous effort to improve customer experiences by staying attuned to their evolving needs.
In this episode of The Customer Wins, Richard Walker interviews Abby Morton, Director of Customer Success at Elements, about the innovative ways of transforming financial planning. Abby discusses how Elements helps clients assess their financial health, its 12 financial metrics to provide tailored financial advice, the potential of AI in enhancing customer experience, and the correlation between employee happiness and customer satisfaction.
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Robert 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 lack of clear guidance, many advisors struggle to grow organically. Where can they get powerful, technology-driven solutions that foster organic growth and stronger client connections?
Digital marketing expert in the financial services industry Robert Sofia discusses revolutionizing marketing for financial advisors. He dives deep into the success secrets behind the industry's best performers. Robert shares compelling data on how specific outreach methodologies like SEO strategies, targeted text messaging, and personalized video content can dramatically bolster a company's growth. He also delves into the future of marketing, discussing AI's role in crafting even more engaging, authentic content for consumers.
In this episode of The Customer Wins, Richard Walker interviews Robert Sofia, Co-founder and CEO of Snappy Kraken, about creating tailored marketing strategies as an advisor. Robert discusses the multilayered approach Snappy Kraken takes to support consumers and advisors, how it differentiates from traditional marketing agencies, prevents content saturation, and the future of AI in marketing.
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Shaun 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 successful facade of RIA firms lies a complex operational world, ensuring a seamless experience beyond just financial advice. But who are the people mastering this realm, and what secrets do they hold?
Shaun Kapusinski, the genius behind the operational powerhouse known as HIFON, dives deep into the world of RIA operations. He shares his journey from starting a modest study group to founding a community that now nears 300 members while also penning a comprehensive guidebook on M&A best practices. Shaun discusses the benefits of peer networking, the art of scaling niche-focused communities, and how he navigates the dynamics of subgroup formation. He also touches on the unexpected opportunities from his leadership, such as authoring a highly regarded industry book.
In this episode of The Customer Wins, Richard Walker interviews Shaun Kapusinski, Founder of HIFON, about creating a thriving RIA community. Shaun discusses HIFON and the value of networking in the RIA industry, the key to successfully managing an ever-expanding mastermind group, and the surprising benefits of open dialogue between industry peers.
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Mark 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 risk tolerance with investment decisions can often feel like a high-wire act in the financial world. But what if there was a way to reconcile the personality-driven aspects of risk with the challenging numbers of financial capacity? Could technology hold the key to understanding and effectively communicating this balance to ensure customer success?
Financial guru, math nerd, and entrepreneur Mark Friedenthal discuss the intersection of customer service, business growth, and risk management in the financial advisory sector. He shares the inspiration behind Tolerisk and how his platform empowers financial advisors, helping them to assess and articulate their clients' willingness and ability to take on investment risk, thereby driving better decision-making and business growth. Drawing from his rich background, including his early career role at the Federal Reserve, Mark stresses the importance of integrating financial data in risk assessment to create a tailored customer experience.
In this episode of The Customer Wins, Richard Walker interviews Mark Friedenthal, Founder and CEO of Tolerisk, about innovating financial risk assessment. Mark talks about the philosophy behind Tolerisk, the need for considering both willingness and ability when assessing risk tolerance, the challenges of matching clients’ needs with suitable risk levels, and the potential advances in customer experience with artificial intelligence.
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Amy 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 Leader, is a #1 international bestseller.
In this episode…Have you ever wondered why some teams flourish under pressure while others crumble? What's the difference between a good leader and a great one? Could courage be the elusive key to unlocking potential and driving results that are nothing short of extraordinary?
Amy Riley, an expert on cultivating courageous leaders, offers insightful solutions to these questions. She delves into her unique perspective on leadership, discussing the four pillars of courage she believes are essential for anyone looking to make a marked impact. With over two decades of experience, Amy clarifies how leaders can inspire and engage teams to meet and exceed their goals. By focusing on authenticity, intentional communication, and embracing a culture of continuous learning, she presents a pathway for leaders at all levels to redefine their approach to leadership and achieve incredible outcomes.
In this episode of The Customer Wins, Richard Walker interviews Amy Riley, coach and leader of The Courage of a Leader, about the courage inherent to effective leadership. Amy shares the role of leadership in inspiring teams and achieving outstanding outcomes, the value of uncovering and challenging hidden limiting beliefs in leadership, the importance of defining one's personal leadership legacy, and the different facets of leadership courage.
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Mark 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 alternative investments for individual investors.
In this episode…Have you ever wondered how the elites' investment strategies can unlock new potentials for the everyday investor? What if there was a way to democratize access to these sophisticated opportunities? Are our traditional views on stock and bond investment holding us back from financial greatness?
Mark Gatto, an experienced professional in the investment industry, breaks down the barriers to institutional-quality investments for individual investors. He shares the philosophy that led CION to pioneer access to alternative investment solutions, overcoming challenges of affordability, transparency, and accessibility. His commitment to educating financial advisors and individual investors about the dynamic landscape of alternative investments is evident as he outlines the impact of these strategies on risk management and portfolio performance. Armed with deep industry knowledge, an entrepreneurial spirit, and a football coach's leadership lessons, Mark exemplifies how embracing adversity can foster growth and solidify customer trust.
In this episode of The Customer Wins, Richard Walker interviews Mark Gatto, Co-founder and Co-CEO of CION Investment Group, about democratizing alternative investments. Mark talks about alternative investments and why they are crucial for a diversified portfolio, the various asset classes within alternative investments, how they manage risk, and the business philosophies and strategies that have made CION Investments stand out in a competitive market.
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Lauren 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 cumbersome, convoluted processes in real estate transactions? Do terms like mortgage contingencies and inspection reports make you cringe? And how can a software platform remedy these stress-inducing hurdles?
Lauren Schreyer-Merdinger, a seasoned real estate professional turned tech CEO, identified these pain points and created a solution with Contract2Close. She discusses her journey from buying and selling properties to crafting an indispensable tool that empowers real estate agents. Centralizing communication, automating deadlines, and making transactions Amazon-easy are just a few ways her company streamlines the complex dance of real estate deals. Reflecting on the critical role of AI and staying nimble in the face of industry changes, Lauren gives an intriguing glimpse into the software's impact on real estate transactions.
In this episode of The Customer Wins, Richard Walker interviews Lauren Schreyer-Merdinger, CEO and Founder of Contract2Close, about transforming the real estate industry through technology. Lauren talks about Contract2Close, the challenges in software development, the central hub that streamlines communication among all parties in a real estate transaction, and the potential impact of AI on compliance and the customer experience in real estate.
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Cormac 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 the perfect harmony between providing sophisticated services and maintaining a personalized touch is crucial, but is it attainable? What if artificial intelligence could be the linchpin in combining high-tech capabilities with that personal flair?
FinTech expert Cormac Murphy delves into the transformative power of AI in enabling independent financial advisors to thrive. He reveals how his company is making this possible, from the firm’s inception story to its revolutionary approach in delivering scalable, institutional-quality tools to independent RIAs — without losing the personal, local feel that's essential in the financial advisory landscape. Cormac emphasizes the importance of a fully integrated ecosystem, including CRM and operations, to prevent costly miscommunications.
In this episode of The Customer Wins, Richard Walker interviews Cormac Murphy, CEO of CacheTech Advisor Solutions, about leveraging AI for financial advisory solutions. Cormac talks about CacheTech, the vision behind CAIT, the importance of understanding AI’s impact on compliance in regulated industries, and the challenges and cost-saving benefits of AI in report generation and analysis.
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Jerome 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 entrepreneurial progress.
In this episode…What if you could plan a graceful exit from your business that ensures your legacy and opens up new horizons for personal fulfillment? How can you pivot from the identity of a successful business owner to a life of impact and meaning? And is it necessary for every entrepreneur to have an exit strategy?
Jerome Myers, a thought leader on the “founder’s exit paradox”, dives into crafting a thoughtful and successful exit strategy for entrepreneurs. He highlights the psychological and emotional layers of the exit process, emphasizing the importance of nourishing oneself post-exit, evaluating new avenues, exploring fresh opportunities, and ultimately transcending to the next milestone. His framework prepares entrepreneurs for potential liquidity events and fosters growth in personal identity outside the business.
In this episode of The Customer Wins, Richard Walker interviews Jerome Myers, Founder of Exodus, about exploring the right path to exit and transition. Jerome shares his unique approach to helping entrepreneurs transition from the corporate world, the eight-step journey for guiding founders toward fulfilling exits, the importance of self-image and relationships in achieving business success, and the four-step NEXT process for figuring out what comes after business success.
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Dan 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 feat you know is impossible, yet it unfolds right before your eyes. What if this moment of wonder could unlock the potential for innovation and growth? Could the sheer power of belief transform impossibility into a springboard for creativity?
Magician Dan Trommater shares his journey, illustrating how his passion for magic became an influential tool in business leadership and growth. Through the art of illusion, he challenges his audience's assumptions and sparks new ways of thinking. His ability to inspire wonder entertains and fosters an environment where out-of-the-box ideas thrive. Through his storytelling and a remarkable understanding of human cognition, Dan provokes thought and equips business leaders to find unprecedented solutions to their challenges.
In this episode of The Customer Wins, Richard Walker interviews Dan Trommater, a renowned magician and keynote speaker, about incorporating magic into professional development. Dan explains how he uses magic beyond entertainment to create a powerful communication tool, techniques for opening people's minds to new ideas and challenging preconceived notions, and innovative thinking approaches to discover multiple solutions to presumed insolvable problems.
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Denis 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 episode…Have you ever wondered how the role of a financial advisor could evolve with the integration of cutting-edge technology? What if the typical advisor-client interaction was augmented by a layer of intelligent, real-time assistance that could recall every detail and opportunity from past conversations? Could this be the missing link that transforms financial advice from a service to an experience?
Serial entrepreneur Denis Konoplev delves into how his innovative AI-powered platform is helping financial advisors provide a supercharged experience to their clients. He shares insights on how these technologies can serve as augmented reality for client servicing, offering advisors a heads-up display filled with contextual and relevant information. He counteracts the fears of AI replacing human roles by reiterating the value of emotional and nuanced human guidance in client relationships. Denis also explores the future where AI personalizes client interactions beyond the current technologies.
In this episode of The Customer Wins, Richard Walker interviews Denis Konoplev, CEO of Munin AI, about transforming the everyday responsibilities of financial advisors through AI. Denis talks about the inspiration behind starting Munin AI and the problem it aims to solve, the superpowers of AI in the financial advising industry, how Munin AI captures client interactions in real-time without disrupting conversation flow, and the core concepts of applying AI to improve customer experience.
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David 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…Have you ever wondered what makes a successful business tick? What if the key lies in truly understanding your customers and anticipating their needs before even they are aware of them?
David Crow, an expert in the financial services industry, explores the intricacies of the financial services industry and the crucial role of customizing solutions for client success. He offers a glimpse into his leadership journey and the core strategies that have enabled Axos Clearing to stand out in the competitive landscape. With a heavy focus on listening to clients and crafting tailored solutions, David highlights the organization's efforts in integrating banking and securities for seamless financial experiences. His narrative also touches upon the importance of people and relationships in business — the very fabric that binds a company's internal culture to its external success.
In this episode of The Customer Wins, Richard Walker interviews David Crow, President of Axos Clearing, about transforming the financial service experience. David delves into the significance of listening, cultural values, and technological adoption in driving growth and improving customer-centricity in the financial services industry.
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Justin 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 about the intersection of financial planning, customer success, and AI? How does an SEC-registered firm help its advisors and clients navigate the complexities of retirement planning with cutting-edge technology?
Financial planning expert Justin Bolmgren dives into advisory efficiency, customer-centric strategies, and leveraging technological advancements. Reflecting on how AI is transforming the advisory landscape, Justin explores the significant risks of AI systems and technology's evolving role in enhancing customer relationship management efficiency. He shares his advocacy for technology-assisted processes and the human touch in financial planning, highlighting the current and future impact of AI and machine learning on wealth management.
In this episode of The Customer Wins, Richard Walker interviews Justin Bolmgren, Chief Process Maestro at William Joseph Capital Management, about enhancing advisory services with AI-driven tools. Justin talks about the impact of AI tools on efficiency in financial advisory services, the concerns and fears about adopting AI in finance, and how to mitigate liability with AI-driven technologies in the advisory industry.
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Stephanie 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 digital Rolodexes, or do they hold untapped potential for financial advisors? What barriers are holding advisors back from leveraging these powerful tools, and how can a shift in perspective lead to groundbreaking efficiency and growth? How can CRM systems transform the day-to-day operations of a financial services business?
CRM consultant Stephanie Dannebaum tackles common misconceptions and reveals how properly implemented CRM systems can be at the heart of business success. She shares her expertise, from empowering advisors by aligning CRMs with their specific business goals to exploring key integrations, and the role of AI in revolutionizing client experiences. Her unique approach helps financial advisors harness the full potential of their CRM, turning it into a hub for proactive client management, workflow efficiency, and actionable insights.
In this episode of The Customer Wins, Richard Walker interviews Stephanie Dannebaum, Founder of Stephanie Dannebaum Consulting, about CRM strategies and integration. Stephanie discusses the transformative power of CRMs in financial services, techniques for overcoming resistance to CRM adoption, and the various benefits and integrations that make CRM essential tools for advisors.
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Corey 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 their work processes.
In this episode…Have you ever considered the intricate role of precise documentation in financial advising? Imagine having access to a solution that captures every detail and structures it in a way that powers growth and compliance. Would this transform your practice?
Corey Westphal, an expert in financial technology, dives deep into the world of professional dictation services tailored for financial advisors. He shares his insights on transitioning from medical transcription to the financial sector, emphasizing the significance of the human touch in ensuring high-quality, accurate data capture. He highlights how dictation templates have revolutionized note-taking for advisors, providing a structured, consistent, and efficient way to document client interactions. Corey also reveals his journey in building a dictation fintech company that seamlessly integrates with CRMs and other industry-specific tools to enhance workflows and data usage.
In this episode of The Customer Wins, Richard Walker interviews Corey Westphal, Founder and CEO of Mobile Assistant, about leveraging technology to streamline workflow and client documentation. Corey discusses how Mobile Assistant uses human expertise to ensure the precision of transcription, its onboarding processes, the importance of creating 'raving fans' instead of just customers, and how empathy for the customer's time and needs can lead to the development of revolutionary services.
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Michael 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 thought about how your cash could work harder for you, earning returns that could make a substantial difference in your financial well-being? What if you could enjoy the security of FDIC insurance with interest rates that keep up with inflation? Would you dare to venture beyond your traditional bank to discover the potential of online savings?
Business development leader Michael Halloran delves into the inner workings of intelligent cash management that uncouples high returns from the need to give up existing banking relationships. He dives deep into the advantages of online banking and how it contrasts with traditional brick-and-mortar institutions. He clarifies the misconceptions that often hold people back from optimizing their savings and shares insights on the use of artificial intelligence within finance to enhance customer communication and experience.
In this episode of The Customer Wins, Richard Walker interviews Michael Halloran, Head of Business Development at MaxMyInterest, about maximizing your cash assets. Michael shares how integration with financial advisors can significantly benefit clients. With a focus on simplicity, security, and maximizing returns without compromising on FDIC insurance, his expertise in the evolving world of FinTech paints a promising future for savers.
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