x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

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

en

34:02

Redefining Financial Guidance in Times of Transition...

The Customer Wins ·

2025/01/27

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 build trust. He has led a major overhaul of his firm’s operations following a transition from TD Ameritrade to Schwab. Outside of work, Rob is a dedicated

en

34:45

The Art of Effortless Wealth Recovery With Mike Betz

The Customer Wins ·

2025/01/20

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 expertise in client relations, Mike is dedicated to simplifying the complex process of class action recoveries and delivering seamless customer

en

41:26

Mastering Profit First Method With Rocky Lalvani

The Customer Wins ·

2025/01/13

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 host of the Richer Soul podcast and the Profit Answer Man podcast. He graduated from Rutgers University with a bachelor’s degree in economics and earned

en

35:24

[100th Episode Special] Automating Paperwork Hassles...

The Customer Wins ·

2025/01/06

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 paper form inefficiencies in the financial industry, reducing tasks that took hours to minutes. Although retired from daily operations since 2010, she remains

en

29:50

Transforming Advisor Engagement Through AI With...

The Customer Wins ·

2024/12/30

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 management positions at American Express Financial Advisors, Dain Rauscher, Barrington Capital Management, and BigCharts. He is a Certified Financial Planner and

en

39:47

[Author Series] Life and Money Alignment Secrets With...

The Customer Wins ·

2024/12/23

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 contributions to his field. He serves as the Head of Financial Planning Program and Director of the Charles Schwab Center for Personal Financial Planning at

en

34:21

Revolutionizing Fintech Sales Strategies With Wim Van...

The Customer Wins ·

2024/12/16

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 from law school and working as a tour guide in the USA before venturing into day trading. In his current role, he emphasizes building trust and genuine

en

34:51

The Six F Strategy for Success With Brett Gilliland

The Customer Wins ·

2024/12/09

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 serves on several boards, including the Saint Louis Sports Commission and Southern Illinois University Edwardsville School of Pharmacy. Passionate about making

en

38:08

Navigating Customer Experience To Unlock Customer...

The Customer Wins ·

2024/12/02

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 coach inducted into the Customer Experience Hall of Fame for helping organizations and individuals achieve outcomes and measurable results. He is the

en

35:05

Transforming Cybersecurity for Businesses With...

The Customer Wins ·

2024/11/25

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, continues to provide cybersecurity and professional IT and support services for expanding companies. Matthew is on a mission to assist business leaders in

en

34:09

Revolutionizing Fee Billing Systems for Advisors With...

The Customer Wins ·

2024/11/18

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 advisors. Lacey is passionate about integrating technology to streamline operations and improve compliance, enabling advisors to focus more on client

en

34:54

Transforming Financial Advising With Simplicity and...

The Customer Wins ·

2024/11/11

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 strong interest in leveraging technology to address economic inefficiencies, Adam founded four companies, including Clarity Money, MessageOne, Buzzsaw, and

en

31:31

How Psychometrics Can Revolutionize Your Workforce...

The Customer Wins ·

2024/11/04

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 years, culminating in a successful acquisition. Additionally, Jason is a trained leadership consultant, utilizing his expertise to enhance team performance

en

27:15

[Perspective Series] Strategies for Winning...

The Customer Wins ·

2024/10/28

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 expertise extends to financial services, insurance, retail, telecommunications, consumer packaged goods, and fragrance manufacturing sectors. He is also a

en

29:21

[AI Series] Tailoring Client Acquisition in Finance...

The Customer Wins ·

2024/10/21

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 technologies. Before Cashmere AI, Farbod contributed his expertise to the anti-fraud machine-learning team at Lime. He is a progressive leader harnessing AI

en

31:46

Redefining Productivity in Business With Steve Miksta

The Customer Wins ·

2024/10/14

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 the mortgage and financial industry, where his innovative approaches have been instrumental in driving success. As a dynamic leader, he focuses on

en

33:24

Creating Winning Opportunities in Financial Services...

The Customer Wins ·

2024/10/07

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. Before Anasova, Tom was an Executive Director at Morgan Stanley Wealth Management and the Founder, former CEO, and Chairman of Supernova Technology. A

en

34:52

Winning the B2B Sales Game Through Specialization...

The Customer Wins ·

2024/09/30

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 sales teams across different industries, including remote management. In addition to his business acumen, he dedicates time to public speaking and content

en

35:55

[AI Series] Harnessing AI for Strategic Leadership...

The Customer Wins ·

2024/09/23

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 capitalization growth from $750 million to over $12 billion in just four years. Geoff also co-founded a training and consulting company and has impacted

en

148 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...