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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

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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38:57

Growing Through Active Listening and Good...

The Customer Wins ·

2023/07/24

Mike 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

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29:13

Have Confidence in Where You Financially Stand With...

The Customer Wins ·

2023/07/17

Shabana Nathoo is a Wealth Management Advisor at Navigo Wealth Management, an independent, fee-only Registered Investment Advisory (RIA) firm based in Texas. She is a Certified Financial Planner, Certified Digital Asset Advisor, and a Certified Divorce Financial Analyst working with family law attorneys and individuals going through the divorce process. Shabana also teaches at Rice University through the CFP program with over 18 years of experience helping clients achieve their financial planning

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31:55

Transforming a Financial Services Firm Through...

The Customer Wins ·

2023/07/10

Geoff 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

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43:22

Growth Tips for Wealth Management Firms With Aaron...

The Customer Wins ·

2023/07/03

Aaron 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

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31:19

The Better and Simpler Way To Scale With Austin...

The Customer Wins ·

2023/06/26

Austin 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

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38:10

Bridging Personal Purpose and Professional Success...

The Customer Wins ·

2023/06/19

Justin 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

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44:33

How Wealth Management Firms Can Thrive Through...

The Customer Wins ·

2023/06/12

Marc 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

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37:30

Tips for Driving a Company’s Growth With Ashtan Moore...

The Customer Wins ·

2023/06/05

Ashtan Moore is the Co-Founder and Partner of Model B, an independent agency that drives growth by creating magnetic connections between companies and their customers. He is also the Co-Founder and Advisor of Blueprint, a brand on a mission to automate the advertising process. Ashtan has achieved notable results and driven exponential growth for brands including Anheuser-Busch, Cognizant, Gilead Sciences, GN Store Nord, and many more. In his entrepreneurial career, he has founded, invested in, and

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39:38

The Significance of Community, Collaboration, and...

The Customer Wins ·

2023/05/29

Thom Singer is the CEO of Austin Technology Council (ATC), the leading unifying voice of technology in Central Texas. ATC is an informed opinion leader, providing the Austin Tech community with the insights, resources, and connections they need to grow and thrive. Thom is a keynote speaker with over 15 years of speaking to corporate and association audiences about cultivating meaningful connections. He has worked as a Director at Stanton Chase International, an executive search firm providing

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28:43

How Financial Services Can Thrive Through Digital...

The Customer Wins ·

2023/05/22

Sanjeev Kumar is the Co-founder and CEO of Skience, a firm transforming financial services firms with innovative services and solutions. His passion for leveraging technology to solve business problems inspired him to found The Athene Group in 2001, which later transformed into Skience. With a mechanical engineering degree from Bangalore University, Sanjeev found the world of technology much more challenging and fun — starting a business that lets him build extensive relationships with financial

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30:30

Tips for Becoming a Data-Driven Financial Advisor...

The Customer Wins ·

2023/05/15

Jud Mackrill is the Co-founder of Milemarker, a specialized team of experts focused on solving the data and integration problems of leading financial services companies. He is also the General Partner of Mammoth and an Advisory Board Member at LifeYield. Jud is passionate about connecting the future of financial advice through design, software integration, and investing in financial services companies. As a multi-award-winning marketer and designer, his work has contributed to the success of many

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27:47

How To Thrive Through Customer Experience With Shelli...

The Customer Wins ·

2023/05/08

Shelli 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

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39:31

Tips for Increasing the Financial Advisors-Clients...

The Customer Wins ·

2023/05/01

Blake Wood is the CEO of Lumiant US, an advice and client engagement platform where advisors connect with clients around their lives, values, and finances. Before Lumiant, he spent over 15 years at Envestnet, a financial service company transforming the deliverability of financial advice through an ecosystem of technology. Blake has 20 years in the FinTech space working with advisors. He has a BGS in economics and an MBA in international management. In this episode… Do you feel like you are not

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48:01

The CRM Experience for Financial Advisors With Rick...

The Customer Wins ·

2023/04/24

Rick Williamson is the Director of Training at Redtail Technology, the leader in web-based client relationship management solutions for financial advisors. He develops training and education initiatives, working hands on to improve team management and even public speaking. Rick is an expert on all things CRM-related and has a background and experience in film production and public speaking. In this episode… As a financial advisor, do you desire to transform how you scale your business through

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43:32

How To Be Customer-Centric

The Customer Wins ·

2023/04/17

Chris 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

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32:35

Financial Planning Reimagined With Adam Holt of...

The Customer Wins ·

2023/04/10

Adam Holt is the Founder and CEO of Asset-Map, the leading advice engagement platform for financial professionals that offers financial planning reports. As a certified financial planner and financial consultant, his areas of expertise include estate and retirement planning, benefit programs for businesses, and business succession planning. His podcast, Rethink — The Financial Advisor Podcast, challenges financial professionals to evolve in the industry. Adam considers himself both a student and a

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26:51

Simplifying How Financial Advisors Connect With...

The Customer Wins ·

2023/04/03

Derek 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

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38:35

How Financial Advisors Can Become Great Business Owners

The Customer Wins ·

2023/03/27

Cody 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

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42:52

Automating and Simplifying the Way Organizations Fill...

The Customer Wins ·

2023/03/20

Rick 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

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149 results

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