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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

32:12

[AI Series] Transforming Client Services and...

The Customer Wins ·

2025/06/16

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, Mark held senior product leadership roles at Twilio, Hearsay Systems, and Microsoft. He earned a bachelor's degree in applied science in electrical

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33:51

[Perspective Series] Boosting B2B Relationships and...

The Customer Wins ·

2025/06/09

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 been the host of the Smart Business Revolution Podcast, where he has interviewed hundreds of CEOs, founders, authors, and entrepreneurs, including Peter

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34:18

[AI Series] Transforming Meeting Management for...

The Customer Wins ·

2025/06/02

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 ventures include SalesDirector.ai, Central Desktop, and Upgradebase, demonstrating a consistent track record of innovation and growth in the tech industry

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32:04

Redefining Client Discovery in Finance With Marla Sofer

The Customer Wins ·

2025/05/26

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 innovation in the industry. Motivated by the industry's shortcomings in truly understanding clients, Marla launched Knomee to redefine client discovery

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32:30

Inside Boutique Wealth Management: Navigating Wealth...

The Customer Wins ·

2025/05/19

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 and institutions. Before founding Arete Wealth, Joshua co-invented several patents at Walker Digital, including the “Name Your Own Price” e-commerce

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37:39

[Perspective Series] Creating Clarity Through...

The Customer Wins ·

2025/05/12

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 performance. In this episode… Running a business without clear systems can leave leaders feeling overwhelmed, overworked, and stuck in a cycle of inefficiency

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37:15

Revolutionizing Tax Advisory With David A. Perez

The Customer Wins ·

2025/05/05

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 strategies. David is a renowned tax strategist, bestselling author, and developer of the proprietary 3% Formula, which enables high-income earners to

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38:29

How Advisors Win at Life and Wealth With Donald Morgan

The Customer Wins ·

2025/04/28

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 the financial services industry, he holds multiple professional registrations and licenses, including FINRA Series 7, 63, and 65 with LPL Financial. In

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35:52

[AI Series] Revolutionizing Compliance With AI With...

The Customer Wins ·

2025/04/21

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 over 20 years of experience in the financial technology sector, having held positions at leading firms such as Charles Schwab, Morningstar, and New York

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38:24

Secrets to Scaling SaaS Businesses With Patrick Hannon

The Customer Wins ·

2025/04/17

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 InvestCloud), gaining deep expertise in enterprise wealth management. Patrick is recognized for his commitment to mentorship, actively guiding young professionals

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29:26

The Future of Investment Management With Ryan Eisenman

The Customer Wins ·

2025/04/07

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 in 2018, Ryan gained experience in business development and analysis through roles at firms such as Deloitte and Techstars. Under his leadership, Arch

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31:50

[Perspective Series] Scaling a Franchise With...

The Customer Wins ·

2025/03/31

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, quality control, and supply chain at the corporate level. This unique model allows franchises to operate with reduced costs and labor. With Dirty Dough,

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38:19

[AI Series] How AI Is Transforming Wealth Management...

The Customer Wins ·

2025/03/24

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 background spans India, Europe, and the USA, and she is passionate about democratizing access to wealth through AI. In this episode… Many financial

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38:59

[Perspective Series] Unlocking Business Growth: How...

The Customer Wins ·

2025/03/17

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 expertise spans business consulting, executive coaching, and operational advising, enabling clients to clearly and confidently navigate complex situations

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37:43

[AI Series] How AI Is Transforming Business &...

The Customer Wins ·

2025/03/10

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 University. His work focuses on the intersection of artificial intelligence, payments, identity, biometrics, and blockchain technologies. In this episode… AI

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36:10

Navigating Wealth With Transparency and Trust With...

The Customer Wins ·

2025/03/03

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 financial advisors. Before founding Wealthtender in 2019, Brian had a successful 22-year career with Invesco, where he led a team managing wealth management

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35:22

[AI Series] Transforming Client Onboarding With AI...

The Customer Wins ·

2025/02/24

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 background that includes degrees in artificial intelligence from Stanford University and previous roles such as Growth Lead at Robinhood, Peter has been

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43:34

[Perspective Series] Storytelling Secrets for...

The Customer Wins ·

2025/02/17

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 effectively present their unique value online and offline. Beyond his professional achievements, Kyle is passionate about empowering leaders to connect

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35:19

Empowering Advisors With the Gift of Time With Rich...

The Customer Wins ·

2025/02/10

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 the firm in 2018, Rich has been instrumental in enhancing its technology platform, contributing to improved efficiencies that allow advisors to focus more

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38:27

Unlocking Capital Efficiency for Advisors With Andrew...

The Customer Wins ·

2025/02/03

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 financial flexibility. With a background that includes executive roles at Tag Advisors and Cambridge Investment Research, Andrew is a connector and advocate for

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147 results

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