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PODCAST

The Customer Wins

This is The Customer Wins podcast where business leaders discuss their secrets and techniques for helping their customers succeed and in turn grow their company.

business entrepreneurship

All Episodes

34:37

Delivering an Experience: A Custom Tailor’s Tips With...

The Customer Wins ·

2023/12/11

Rocky 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

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33:57

[AI Series] Building an AI Tool for Financial...

The Customer Wins ·

2023/12/04

Mamal 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

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31:48

Tips for Wealth Management: An RIA Perspective With...

The Customer Wins ·

2023/11/27

Chuck 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

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35:36

[AI Series] Thriving as a Financial Advisor Using...

The Customer Wins ·

2023/11/20

Gabe 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

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31:49

[AI Series] How To Utilize Work Automation and AI...

The Customer Wins ·

2023/11/13

Alane 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

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28:08

Navigating Transitions: Expert Tips for Advisors With...

The Customer Wins ·

2023/11/06

Ryan 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…

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40:25

Achieving Sustainable Growth as an Agency Owner With...

The Customer Wins ·

2023/10/30

Frank 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

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30:19

Achieve Work-Life Balance With a Household Assistant...

The Customer Wins ·

2023/10/23

Kara 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

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31:53

Navigating the Angel Investment Landscape as...

The Customer Wins ·

2023/10/16

Ben 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

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35:33

Thriving With Improved Habits: An AI Approach With...

The Customer Wins ·

2023/10/09

Mike 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

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37:08

World-Class Technical Documentation for Increased...

The Customer Wins ·

2023/10/02

Caity 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

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35:35

Tips for Effectively Helping People As a Financial...

The Customer Wins ·

2023/09/25

Jonathan 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

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39:19

Using AI To Financially Plan Our Future With Robert Kirk

The Customer Wins ·

2023/09/18

Robert 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,

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34:44

Leveraging AI Technology To Provide Holistic...

The Customer Wins ·

2023/09/11

Charlie 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

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26:01

Lessons To Learn From The Food Lawyer With George Salmas

The Customer Wins ·

2023/09/04

George 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

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40:21

Smoothly Transitioning to New Firms With Tamara Williams

The Customer Wins ·

2023/08/28

Tamara 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

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34:23

How To Simplify the Accounts Receivable Process With...

The Customer Wins ·

2023/08/21

Mark Firmin is the President and COO of ACOM Solutions, a company with a long and successful history of developing, distributing, and supporting integrated B2B software solutions. He is also the CEO of eTreem, a firm that delivers integrated receivables and payment processing for US-based businesses. Mark is a transformative and results-driven B2B tech leader known for his ability to drive short and long-term strategic goals. He has completed four successful exits, including a b2b FinTech acquired

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34:50

Connecting Wealth Management Firms and Solution...

The Customer Wins ·

2023/08/14

Chip 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

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35:43

Customer Experience Lessons From The Hospitality...

The Customer Wins ·

2023/08/07

Adam 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

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37:19

Tips for Addressing Financial Regulatory Compliance...

The Customer Wins ·

2023/07/31

Parham 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

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148 results

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