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

38:57

[Perspective Series] Authentic Connections: The Key...

The Customer Wins ·

2025/11/03

Greg Bennick is the Founder and Executive Director of One Hundred For Haiti, an international humanitarian initiative focused on rural Haiti's development, community leadership, and human empowerment. He is also a keynote speaker, documentary producer, and author of Reclaim The Moment. Greg has delivered transformative presentations in 27 countries, spoken to audiences ranging from private groups to thousands at major corporate events, and has been recognized as a TEDx speaker. His work centers on

en

36:11

[Emerging Tech] Simplifying Operations in Wealth Tech...

The Customer Wins ·

2025/10/27

Max Klein is the Co-Founder and CEO of LEA, a company that automates client data workflows for wealth management firms using AI and APIs. He previously spent seven years at Amazon working on products like Alexa, Kindle, and Prime. Earlier in his career, Max lived in China for eight years, working in international business and public policy. He is also fluent in Mandarin and has founded prior ventures in education and global placement. In this episode… Wealth management firms often struggle to

en

34:40

How Advisor Enablement Drives Client Success With...

The Customer Wins ·

2025/10/20

Michael Jeanfreau is the Director of Advisor Enablement at Mariner Wealth Advisors, a firm that provides wealth planning, investment management, tax, and estate-planning services to individuals and businesses. He leads strategies and tools to make financial advisors more effective and client-centric. Michael holds Series 63 and 65 licenses and has over 25 years of experience in financial services, spanning roles in wealth management and product development. He joined Mariner in 2021 and works to

en

37:07

Outsmarting Cybercriminals in Finance With Brian Edelman

The Customer Wins ·

2025/10/13

Brian Edelman is the CEO of FCI, a firm that provides NIST-based endpoint and network cybersecurity and compliance solutions for heavily regulated industries. He founded the company in 1995 and has grown it into a managed security service provider specializing in cyber-regulated organizations. Brian is widely recognized as a cybersecurity expert and frequently speaks at industry conferences on topics like regulatory compliance and incident response. He holds a certificate in cybersecurity risk

en

36:58

[Perspective Series] Redefining Hiring Transparency...

The Customer Wins ·

2025/10/06

Ty Peck is the Co-Founder and CEO of Business Draft, a career acquisition platform that helps companies hire faster through smart matchmaking, video tools, and streamlined applicant tracking. He drives the company’s growth, fundraising, and product strategy, with a focus on cutting time-to-hire and enhancing the candidate experience. Under his leadership, Business Draft has secured seed funding and launched tools designed to simplify the hiring process for both candidates and employers. With over a

en

37:44

Elevating Client Onboarding With AI Agents With Rabih...

The Customer Wins ·

2025/09/29

Rabih Ramadi is the Co-Founder and CEO of Avantos, an AI-native operating system that streamlines customer onboarding and servicing for financial institutions. Rabih previously served as a founding team member and Chief Revenue Officer at Unqork and was a Senior Partner at KPMG, where he led the Capital Markets sector. He holds an MBA from The Wharton School and an ME in engineering from Cornell University. Rabih also sits on the board of Leathwaite as a non-executive director. In this episode… Many

en

34:13

Cybersecurity Secrets for Financial Services With...

The Customer Wins ·

2025/09/22

Paul Osterberg is the CEO and Managing Director of Security Basecamp, a company that helps financial services firms simplify cybersecurity and compliance while reducing risk. He has over 15,000 hours of experience building and leading information security programs and has completed more than 300 cybersecurity risk assessments. Previously, Paul held senior roles at AFAM Capital, National Financial Partners, and NFP Securities. He holds a degree in finance from the University of Minnesota and has

en

39:09

Humanizing Wealth Management Success With Shannon Rosic

The Customer Wins ·

2025/09/15

Shannon Rosic is the Director of Content and Solutions for the Wealth Management Group at Informa Connect, a global provider of events, media, and research for financial professionals. In her role, she leads the omni-channel growth and development of WealthStack, one of the leading events focused on wealth management technology. Shannon regularly represents the group through webinars, podcasts, and video series. Known industrywide as the Gadget Girl, she brings a passion for creative brand

en

35:19

Humanizing Your Brand for Real Impact With Joshua B. Lee

The Customer Wins ·

2025/09/08

Joshua B. Lee is the Founder and CEO of StandOut Authority, a company dedicated to humanizing marketing by helping entrepreneurs and executives grow their brands through the power of LinkedIn. Known as “The Dopamine Dealer of LinkedIn,” Joshua has managed nearly $1 billion in ad spend and driven over 35 trillion online impressions, building influence for high-powered professionals in a noisy digital world. With over 20 years of experience, he has founded 16 companies, worked with platforms such as

en

33:53

[Perspective Series] From Mom’s Kitchen to Millions...

The Customer Wins ·

2025/09/01

Brandon Castaneda is the Founder and CEO of EZ Bombs, a Hispanic food brand known for its seasoned meat bombs that turned traditional Mexican recipes into a viral sensation on TikTok Shop. The company achieved over $20 million in sales within its first year by leveraging creator-driven engagement and viral social strategy. Brandon scaled operations rapidly — transitioning from fulfillment out of his mom’s kitchen to co-packing and outsourcing logistics to 3PL partner ShipBob — saving around 1,600

en

26:22

Four Keys to Customer Experience Success With Richard...

The Customer Wins ·

2025/08/25

Richard Walker is the CEO of Quik!, a provider of forms automation and management solutions for companies looking to maximize efficiency and productivity. He started Quik! in 2002 to help people spend less time on paperwork and more time on what they do best. Before Quik!, Richard was a business consultant with Arthur Andersen. He is also a published author of two books and a father of three boys. In this episode… Many businesses struggle to consistently deliver exceptional customer experiences,

en

36:16

[Perspective Series] Streamlining Franchise Success...

The Customer Wins ·

2025/08/18

Matt Goebel is the Founder and CEO of Woven, an all‑in‑one workplace management platform created in 2017 to help multiunit franchises streamline operations, manage people, facilities, and locations from a single system. With over 15 years of experience as a franchisor, consultant, and multiunit franchisee, Matt has gained firsthand insight into the operational gaps that challenge modern operators. Before Woven, he founded several tech ventures, including a wedding‑planning startup and a software

en

30:19

Helping RIAs Scale With Smart Workflow Automation...

The Customer Wins ·

2025/08/11

Jeffrey Rusin is the Co‑founder and CMO of Advisor Tech Partners, where he specializes in helping financial advisors optimize their operations through CRM tools, email marketing, and social media strategies. He grew up in Massachusetts, attending Wilbraham & Monson Academy, and earned a business degree from Whittier College, where mentors like Dr. Gary Gold shaped his professional drive. Jeffrey’s early career included hands-on work with residents of retirement homes, which helped him develop

en

32:44

Building Businesses That Put People First With David...

The Customer Wins ·

2025/08/04

David Steele is the Co‑founder and CEO of One Wealth Advisors, a San Francisco–based, fee‑only RIA managing over $1 billion in assets that helps clients simplify their financial lives through comprehensive planning. He brings nearly 30 years of experience in finance and entrepreneurship, having launched his career at JP Morgan before building One Wealth into a fiduciary‑driven firm focused on holistic client well‑being. Beyond wealth management, David is the Co‑founder and Executive Chairman of

en

36:04

Unlocking Wealthtech Innovation and Growth With...

The Customer Wins ·

2025/07/28

Vickie Lewin is the Chief Growth Officer at Amplify, a leading wealthtech platform designed to streamline operations for RIAs and enterprise firms. With over 30 years of experience in financial services, fintech, and asset management, she previously served as Senior Vice President and Chief Success Officer at AssetMark, where she played a pivotal role in scaling the firm from a $1 billion TAMP to an industry leader managing over $100 billion in assets. At Amplify, Vickie leads sales and marketing

en

34:31

Revolutionizing Forms Processing With Richard Walker

The Customer Wins ·

2025/07/21

Richard Walker is the CEO of Quik!, a provider of forms automation and management solutions for companies looking to maximize efficiency and productivity. He started Quik! in 2002 to help people spend less time on paperwork and more time on what they do best. Before Quik!, Richard was a business consultant with Arthur Andersen. He is also a published author of two books and a father of three boys. In this episode… Many businesses struggle with inefficient paperwork processes that waste time,

en

36:15

[Perspective Series] Scaling With AI, Collaboration,...

The Customer Wins ·

2025/07/14

Tracy Lee is the Co-founder and CEO of This Dot Labs, a JavaScript consultancy that assists enterprises with digital transformation through staff augmentation and consulting services. She is recognized as a Google Developer Expert, Microsoft MVP, and GitHub Star and serves on the RxJS Core Team. Tracy is also a frequent keynote speaker at conferences, sharing her expertise in web development and open-source technologies. Her passion lies in building communities and fostering innovation within the

en

39:21

[AI Series] Revolutionizing Financial Meetings With...

The Customer Wins ·

2025/07/07

Parker Ence is the CEO and Co-founder of Jump AI, the leading Advisor AI meeting assistant for financial advisors, designed to cut meeting admin time by 90% while elevating client and advisor experience by putting meeting prep, note taking, meeting compliance, CRM updates, and meeting follow-ups on AI autopilot. He works daily with RIA and broker-dealer teams to implement award-winning, safe, and compliant AI built for advisors, customizable to the advisor’s style, and deeply integrated with the

en

37:45

[Perspective Series] Secrets to Retention and Revenue...

The Customer Wins ·

2025/06/30

Joseph Loria is the Founder and CEO of RetentionCX, a company dedicated to helping businesses boost revenue retention through structured customer experience strategies. With over 20 years of senior leadership experience, he has led customer-facing teams across high-growth companies backed by venture capital, private equity, and bootstrapped models. Known for designing a proprietary framework that ensures customer value realization, Joseph has played a pivotal role in driving 10x exits and long-term

en

34:54

Building Client-Centric Portfolios With AI With...

The Customer Wins ·

2025/06/23

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-grade investment tools. With a quantitative and ETF research analyst background at a global investment bank, Cameron recognized the need for more

en

147 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 -...