Best Thecustomerwins Podcasts (2025)

1
Building Client-Centric Portfolios With AI With Cameron Howe 34:54

Play Pause

3h ago34:54

34:54

Cameron Howe is the Co-founder and CEO of Investipal, a Toronto-based fintech platform designed to empower individual investors and financial advisors through AI-driven portfolio management and onboarding tools. Under his leadership, Investipal remains a bootstrapped company focused on financial literacy and democratizing access to professional-gra…

1
[AI Series] Transforming Client Services and Advisors’ Workflow Using AI With Mark Gilbert 32:12

7d ago32:12

32:12

Mark Gilbert is the Co-founder and CEO of Zocks, an AI-powered platform helping financial advisors streamline workflows by automating tasks like meeting notes, CRM updates, and client communications. Under his leadership, Zocks has raised over $19 million in funding and is recognized as a leader in WealthTech innovation. Before launching Zocks, Mar…

1
[Perspective Series] Boosting B2B Relationships and Revenue Through Podcasting With John Corcoran 33:51

14d ago33:51

33:51

John Corcoran is a recovering attorney, an author, and a former White House writer and speechwriter to the Governor of California. Throughout his career, John has worked in Hollywood, the heart of Silicon Valley, and ran his boutique law firm in the San Francisco Bay Area, catering to small business owners and entrepreneurs. Since 2012, John has be…

1
[AI Series] Transforming Meeting Management for Financial Advisors With Arnulf Hsu 34:18

21d ago34:18

34:18

Arnulf Hsu is the CEO and Founder of GReminders, an AI-powered end-to-end meeting management platform tailored for financial advisors. With over two decades of experience in B2B enterprise software, he has held leadership roles including CEO, CTO, and board member, successfully guiding multiple startups from inception to acquisition. His previous v…

1
Redefining Client Discovery in Finance With Marla Sofer 32:04

29d ago32:04

32:04

Marla Sofer is the Founder and CEO of Knomee, a fintech platform that empowers individuals to align their financial decisions with their personal values and goals. With over two decades of experience in financial services — including leadership roles at JP Morgan, BlackRock, Microsoft, and Carta — she has consistently championed client-centric inno…

1
Inside Boutique Wealth Management: Navigating Wealth and Ethics With Joshua D. Rogers 32:30

1M ago32:30

32:30

Joshua 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…

1
[Perspective Series] Creating Clarity Through Processes With Adi Klevit 37:39

1M ago37:39

37:39

Adi Klevit is the Founder and CEO of Business Success Consulting Group, which identifies, creates, and documents processes to help businesses scale. She has 25 years of experience as a trained industrial engineer, management consultant, and business executive. With this knowledge, Adi helps organizations and companies improve efficiency and perform…

1
Revolutionizing Tax Advisory With David A. Perez 37:15

2M ago37:15

37:15

David A. Perez is the CEO of Tax Maverick, a company that empowers tax professionals by providing technology and AI solutions to enhance their tax advisory services. Under his leadership, Tax Maverick has significantly expanded its reach, transitioning from individual taxpayer services to assisting tax professionals nationwide with impactful tax st…

1
How Advisors Win at Life and Wealth With Donald Morgan 38:29

2M ago38:29

38:29

Donald Morgan is the LPL Branch Manager and an Accredited Investment Fiduciary at Independent Wealth Connections, a firm offering a comprehensive range of investment planning products and services, focusing on assisting individuals and business owners with their financial, investment, and retirement needs. With over four decades of experience in t…

1
[AI Series] Revolutionizing Compliance With AI With Larry Shumbres 35:52

2M ago35:52

35:52

Larry Shumbres is the Founder and CEO of Archive Intel, an AI-powered compliance solution designed to streamline the archiving of electronic communications for financial institutions. Under his leadership, Archive Intel secured $1.5 million in seed funding to enhance its AI-driven compliance solutions. Larry is a seasoned fintech entrepreneur with…

1
Secrets to Scaling SaaS Businesses With Patrick Hannon 38:24

2M ago38:24

38:24

Patrick Hannon is the Vice President of SaaS Commercialization at Fidelity Labs, where he develops and implements go-to-market strategies for innovative financial technology solutions. With over 12 years in the WealthTech industry, he has held significant roles at companies such as Nitrogen (formerly Riskalyze) and Advicent (now part of InvestClou…

1
The Future of Investment Management With Ryan Eisenman 29:26

3M ago29:26

29:26

Ryan Eisenman is the Co-founder and CEO of Arch, a fintech company that automates the administration and management of private investments. A Houston native, he graduated from Vanderbilt University with a degree in Human and Organizational Development, along with minors in Corporate Strategy, Financial Economics, and Economics. Before founding Arch…

1
[Perspective Series] Scaling a Franchise With Simplicity With Bennett Maxwell 31:50

3M ago31:50

31:50

Bennett Maxwell is the Founder of Dirty Dough. Beginning his entrepreneurial journey in elementary school by selling candy bars, Bennett now leads a pioneering cookie-selling franchise. Dirty Dough's innovative centralized production introduces the first-ever three-layer cookie, streamlining franchise operations by addressing challenges like waste,…

1
[AI Series] How AI Is Transforming Wealth Management With Sindhu Joseph 38:19

3M ago38:19

38:19

Sindhu Joseph is the Founder and CEO of CogniCor, an AI-driven digital assistant platform transforming customer engagement in financial services. She holds a PhD in Artificial Intelligence and has co-authored six US patents. Recognized among WealthManagement.com's Ten to Watch in 2023, Sindhu is a member of the Forbes Technology Council. Her global…

1
[Perspective Series] Unlocking Business Growth: How Fulfillment Drives Success With Nickie Froiland 38:59

3M ago38:59

38:59

Nickie Froiland is the Co-founder and Chief Growth Officer of Motus9, a professional services and impact firm dedicated to helping organizations overcome challenges and achieve their goals. With a passion for guiding individuals to remove blind spots and discover new approaches, she excels in fostering personal and professional growth. Nickie's exp…

1
[AI Series] How AI Is Transforming Business & Education With Michael Todasco 37:43

4M ago37:43

37:43

Michael Todasco is a Visiting Fellow at the James Silberrad Brown Center for Artificial Intelligence at San Diego State University. He previously served as Senior Director of Innovation at PayPal and holds over 100 US utility patents. Michael earned his MBA from UC Berkeley's Haas School of Business and a Master of Fine Arts from Johns Hopkins Univ…

1
Navigating Wealth With Transparency and Trust With Brian Thorp 36:10

4M ago36:10

36:10

Brian Thorp is the Founder, CEO, and Editor-in-Chief of Wealthtender, the industry's first SEC-compliant online review platform for financial advisors and a leading independent financial advisor directory. Under his leadership, the company has become a vital resource for half a million consumers annually, helping them connect with knowledgeable fin…

1
[AI Series] Transforming Client Onboarding With AI With Peter Dun 35:22

4M ago35:22

35:22

Peter Dun is the Co-Founder and CEO of Feathery, a company specializing in developing form-building solutions for developers and product teams. At Feathery, he leverages cutting-edge AI and no-code technologies to provide wealth managers with flexible and personalized onboarding tools that seamlessly integrate with their tech stack. With a backgrou…

1
[Perspective Series] Storytelling Secrets for Business Growth With Kyle Gray 43:34

4M ago43:34

43:34

Kyle Gray is the CEO and Story Strategist of The Story Engine, a company specializing in helping coaches, startups, and executives use storytelling to improve communication and sales effectiveness. He has authored books and developed strategies that combine timeless storytelling with cutting-edge marketing techniques, ensuring that his clients can …

1
Empowering Advisors With the Gift of Time With Rich Whalen 35:19

5M ago35:19

35:19

Rich Whalen is the Vice President of Technology Strategy and Execution at Equity Services Inc., a broker-dealer and registered investment adviser member company of National Life Group. Equity Services Inc. creates confidence in the financial future of its clients by supporting financial advisors with innovative technology solutions. Since joining t…

1
Unlocking Capital Efficiency for Advisors With Andrew J. Evans 38:27

5M ago38:27

38:27

Andrew J. Evans is the CEO of Rossby Financial, which offers advisors a platform for market accessibility, digital transformation, leadership, and acquisition opportunities. Under his leadership, Rossby Financial has streamlined operations, allowing advisors to achieve net incomes as high as 95% after expenses, significantly improving their financi…

1
Redefining Financial Guidance in Times of Transition With Rob Sweas 34:02

5M ago34:02

34:02

Rob Sweas is a Certified Financial Planner at Arete Wealth, a financial advisor firm headquartered in Chicago. He began his financial planning career in 2007, working with his father until his untimely passing in 2012. Rob helps clients through significant life transitions, leveraging his personal and professional experience to offer guidance and b…

1
The Art of Effortless Wealth Recovery With Mike Betz 34:45

5M ago34:45

34:45

Mike Betz is the General Manager at 11thEstate, a company specializing in processing securities class action recoveries for advisors and their clients. With over 20 years of experience in wealth management, he is a certified financial planner and has served on advisory boards for prominent financial firms like Morningstar and Orion. Known for his e…

1
Mastering Profit First Method With Rocky Lalvani 41:26

5M ago41:26

41:26

Rocky Lalvani is a Profit First Professional and the Fractional Chief Probability Officer at Profit Comes First, where he helps entrepreneurs and small business owners grow their companies profitably. Certified in the Profit First method, Rocky develops the strategies and models his clients need to maximize their profit potential. Rocky is also the…

1
[100th Episode Special] Automating Paperwork Hassles With Cheryl Dillon 35:24

6M ago35:24

35:24

Cheryl 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 pape…

1
Transforming Advisor Engagement Through AI With Spenser Segal 29:50

6M ago29:50

29:50

Spenser Segal is the Founder and CEO of ActiFi, a company that provides premier engagement solutions for advisors in the wealth management industry. He is recognized as one of the top 25 most influential people by Investment Advisor magazine and has over 20 years of experience in the financial services industry. Before ActiFi, Spenser held manageme…

1
[Author Series] Life and Money Alignment Secrets With Dr. Preston Cherry 39:47

6M ago39:47

39:47

Dr. Preston Cherry is the Founder and President of Concurrent Financial Planning, a company dedicated to aligning clients' wealth with their well-being. Recognized as one of the top financial advisors in the US by Investopedia, Dr. Cherry is a Certified Financial Planner™ professional and a Certified Financial Therapist™ who has made significant co…

1
Revolutionizing Fintech Sales Strategies With Wim Van Lerberghe 34:21

6M ago34:21

34:21

Wim Van Lerberghe is the Founder of Advintro, which provides outsourced fractional sales services for fintechs, helping them scale and grow their businesses. Before founding Advintro in 2019, he spent two decades in enterprise sales with prominent firms such as Penson and Pershing. Originally from Belgium, Wim's diverse career includes graduating f…

1
The Six F Strategy for Success With Brett Gilliland 34:51

7M ago34:51

34:51

Brett Gilliland is the Co-founder and CEO of Visionary Wealth Advisors, an independent wealth management firm dedicated to providing world-class service to clients. He helps clients and financial advisors achieve their dreams with a unique focus on “F to the sixth power” principles. Additionally, Brett hosts the Circuit of Success podcast and serve…

1
Navigating Customer Experience To Unlock Customer Loyalty With Richard Weylman 38:08

7M ago38:08

38:08

Richard 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…

1
Transforming Cybersecurity for Businesses With Matthew Connor 35:05

7M ago35:05

35:05

Matthew Connor, Founder and CEO of CyberLynx, began his programming career at 12 while working for his father’s company as a coder. His passion led him to develop his own company, which focuses on offering premium IT services — specializing in protecting growing businesses from ransomware. CyberLynx, previously known as Your IT Department, continue…

1
Revolutionizing Fee Billing Systems for Advisors With Lacey Shrum 34:09

7M ago34:09

34:09

Lacey Shrum is the Founder and CEO of Smart Kx, a company dedicated to revolutionizing AUM fee billing for financial advisors through innovative technology solutions. With a background as an attorney and former Chief Compliance Officer, she has been featured in U.S. News & World Report for her insights on the growing responsibilities of financial a…

1
Transforming Financial Advising With Simplicity and Tech With Adam Dell 34:54

8M ago34:54

34:54

Adam Dell is the Founder and CEO of Domain Money, a company dedicated to creating exceptional financial products that reshape the financial system and provide accessible, high-quality financial advice. Before establishing Domain Money, he was a partner at Goldman Sachs, where he served as the Head of Product for Marcus by Goldman Sachs. With a stro…

1
How Psychometrics Can Revolutionize Your Workforce With Jason P. Carroll 31:31

8M ago31:31

31:31

Jason 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 y…

1
[Perspective Series] Strategies for Winning Customers: A Conversation With Peter LePiane 27:15

8M ago27:15

27:15

Peter 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 …

1
[AI Series] Tailoring Client Acquisition in Finance With AI With Farbod Nowzad 29:21

8M ago29:21

29:21

Farbod 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 te…

1
Redefining Productivity in Business With Steve Miksta 31:46

8M ago31:46

31:46

Steve 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…

1
Creating Winning Opportunities in Financial Services With Tom Anderson 33:24

9M ago33:24

33:24

Tom 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. Be…

1
Winning the B2B Sales Game Through Specialization With Richard Walton 34:52

9M ago34:52

34:52

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 s…

1
[AI Series] Harnessing AI for Strategic Leadership With Geoff Woods 35:55

9M ago35:55

35:55

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 capital…

1
Maximizing Efficiency With CRM Optimization for RIAs With Kate Guillen 33:31

9M ago33:31

33:31

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 exp…

1
Harnessing Fractional Workforce for Business Success With Praveen Ghanta 36:35

10M ago36:35

36:35

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 en…

1
Creating Financial Health With Abby Morton 38:20

10M ago38:20

38:20

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 custo…

1
Navigating the Waters of Financial Marketing With Robert Sofia 35:32

10M ago35:32

35:32

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 …

1
Scaling Communities and Operations Excellence for RIAs With Shaun Kapusinski 40:01

10M ago40:01

40:01

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…

1
Innovating Fiduciary Risk Assessment for Growth With Mark Friedenthal 39:52

11M ago39:52

39:52

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 …

1
[Perspective Series] The Bold Leadership Blueprint With Amy Riley 36:30

11M ago36:30

36:30

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 …

1
The Winning Formula for Customer and Investor Success With Mark Gatto 32:16

11M ago32:16

32:16

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 Ar…

1
[Perspective Series] Embracing Technology To Win in Real Estate With Lauren Schreyer-Merdinger 32:03

11M ago32:03

32:03

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…

1
[AI Series] Empowering RIAs for Personalized Customer Wins With Cormac Murphy 37:46

12M ago37:46

37:46

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, Cor…