- Видео 1 430
- Просмотров 18 176
The Customer Wins
Добавлен 6 дек 2022
The Customer Wins is a channel run by Rich Walker, the Quik! CEO. Topics include The Customer Wins podcast, snippets, tech discussions and Quik! demos.
Unlocking Capital Efficiency for Advisors With Andrew J. Evans
In today's world, where customer expectations are at an all-time high, financial services firms face the challenge of balancing operational efficiency with exceptional service delivery. By utilizing innovative technologies and forming strategic partnerships, how can these firms streamline their processes while improving client experiences? The objective is to enable businesses to focus on what truly matters - the success of their customers.
Andrew J. Evans, an experienced financial advisor, tackles these challenges head-on by providing a unique solution through his company. He shares the importance of compliance, complexity, and competency and gives advisors more control over their capital...
Andrew J. Evans, an experienced financial advisor, tackles these challenges head-on by providing a unique solution through his company. He shares the importance of compliance, complexity, and competency and gives advisors more control over their capital...
Просмотров: 19
Видео
More Time for Clients with a Quicker System
2 часа назад
More Time for Clients with a Quicker System - Lauren Schreyer-Merdinger, CEO and Founder of Contract2Close, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/perspective-series-embracing-technology-to-win-in-real-estate-with-lauren-schreyer-merdinger
Using Visual Tools to Turn Anxiety Into Clarity
2 часа назад
Using Visual Tools to Turn Anxiety Into Clarity - Rob Sweas, Certified Financial Planner at Arete Wealth, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/redefining-financial-guidance-in-times-of-transition-with-rob-sweas
Leveraging AI for Customer Discovery and Insights
2 часа назад
Leveraging AI for Customer Discovery and Insights - Peter LePiane, Founder of Idea Bridge, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/perspective-series-strategies-for-winning-customers-a-conversation-with-peter-lepiane
Aligning Team Vision for Better Customer Service
Просмотров 14 часа назад
Aligning Team Vision for Better Customer Service - Mark Gatto, Co-founder and Co-CEO of CION Investment Group, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/the-winning-formula-for-customer-and-investor-success-with-mark-gatto
What Makes Aptive Index Different from Personality Assessments
Просмотров 14 часа назад
What Makes Aptive Index Different from Personality Assessments - Jason P. Carroll, Founder and CEO of Aptive Index, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/how-psychometrics-can-revolutionize-your-workforce-with-jason-p-carroll
Building Confidence During Times of Uncertainty
4 часа назад
Building Confidence During Times of Uncertainty - Rob Sweas, Certified Financial Planner at Arete Wealth, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/redefining-financial-guidance-in-times-of-transition-with-rob-sweas
How AI Is Optimizing the Financial Planning Experience
7 часов назад
How AI Is Optimizing the Financial Planning Experience - Tom Anderson, Founder and CEO of Anasova, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/creating-winning-opportunities-in-financial-services-with-tom-anderson
Balancing Conversations, Openness to Change, and Ego
7 часов назад
Balancing Conversations, Openness to Change, and Ego - Amy Riley, coach and leader of The Courage of a Leader, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/perspective-series-the-bold-leadership-blueprint-with-amy-riley
Helping Clients Navigate Life's Toughest Transitions
Просмотров 27 часов назад
Helping Clients Navigate Life's Toughest Transitions - Rob Sweas, Certified Financial Planner at Arete Wealth, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/redefining-financial-guidance-in-times-of-transition-with-rob-sweas
How AI Finds Hidden Money for Investors
9 часов назад
How AI Finds Hidden Money for Investors - Mike Betz, General Manager at 11thEstate, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/the-art-of-effortless-wealth-recovery-with-mike-betz
Solving Problems is the Key to Natural, Effective Sales
9 часов назад
Solving Problems is the Key to Natural, Effective Sales - Wim Van Lerberghe, Founder of Advintro, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/revolutionizing-fintech-sales-strategies-with-wim-van-lerberghe
How Self-Worth and Value Empower Financial Freedom
Просмотров 29 часов назад
How Self-Worth and Value Empower Financial Freedom - Dr. Preston Cherry, Founder and President of Concurrent Financial Planning, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/author-series-life-and-money-alignment-secrets-with-dr-preston-cherry
The Future of AI: Personalized Content for Every Client
Просмотров 29 часов назад
The Future of AI: Personalized Content for Every Client - Robert Sofia, Co-founder and CEO of Snappy Kraken, on The Customer Wins with Rich Walker Full Episode: www.quickforms.com/post/navigating-the-waters-of-financial-marketing-with-robert-sofia
Human Intelligence: The Key to Understanding Business Problems
Просмотров 212 часов назад
Human Intelligence: The Key to Understanding Business Problems
How to Scale Your Business Without Burning Through Money
Просмотров 112 часов назад
How to Scale Your Business Without Burning Through Money
The NEXT Framework: Four Steps to Figuring Out What’s Next
Просмотров 112 часов назад
The NEXT Framework: Four Steps to Figuring Out What’s Next
The Vital Role of a Technical Co-Founder for Non-Technical Entrepreneurs
Просмотров 114 часов назад
The Vital Role of a Technical Co-Founder for Non-Technical Entrepreneurs
Redefining Financial Guidance in Times of Transition With Rob Sweas
Просмотров 5616 часов назад
Redefining Financial Guidance in Times of Transition With Rob Sweas
Inspiring Innovation by Presenting the Impossible
Просмотров 119 часов назад
Inspiring Innovation by Presenting the Impossible
The Surprising Rule: All Class Action Money Must Be Paid Out
21 час назад
The Surprising Rule: All Class Action Money Must Be Paid Out
Embedding AI on Websites for a Personalized User Experience
Просмотров 621 час назад
Embedding AI on Websites for a Personalized User Experience
The Secret to Building Relationships That Last
Просмотров 321 час назад
The Secret to Building Relationships That Last
Why Advisors Often Ignore Class Action Notices
Просмотров 121 час назад
Why Advisors Often Ignore Class Action Notices
Creating a Company Culture That Puts Employees First
Просмотров 1День назад
Creating a Company Culture That Puts Employees First
Recovering Funds Owed to Investors Made Easy
Просмотров 2День назад
Recovering Funds Owed to Investors Made Easy
The Key to Advisor Retention: Catalyzing Goal Achievement
День назад
The Key to Advisor Retention: Catalyzing Goal Achievement
Crafting Realistic Growth Plans for Your Business
Просмотров 3День назад
Crafting Realistic Growth Plans for Your Business
Why Trust is the Foundation of Long-Term Sales Success
День назад
Why Trust is the Foundation of Long-Term Sales Success
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Your video informative. But something problem with your channel. Can I show?
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Sir, can I suggest you to grow your RUclips channel?
nice 🥰🥰
Insightful discussion on collaborative AI agents. Excited to see how this innovation shapes the future. #AI #CollaborativeTech #Innovation #FutureTech
The audio is crisp and clear. Audio at all my old MT jobs could be so frustrating.
Your video is very beautiful. I like it a lot. I have been trying to talk to you for a long time. I am waiting for your response. Please give me a chance to talk to you.💚
Good stuff guys, Im really digging this 🔥
❤
"promo sm" 🙌
Going from 3% to 52% successful completion rate is remarkable. Experiencify will help simplify your course to remove the overwhelm and be rewarded for effort.#easyandconstantwins
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Hi my name is shamim and I am a digital marketing expert and SEO specialist I saw your RUclips channel, and I found some problems on your channel like your views not growing, your videos not showing on your targeting audience, also your channel not monetization. I will help you to grow Your RUclips channel and monetization.
Informative content
Shabana, you are very hardworking an amazing person in our community. You are honest, dedicated, transparent and truly trustworthy. Highly recommended.😊
Thank you Nusrat! I appreciate the kind words!