Avsnitt
-
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 an Accredited Investment Fiduciary Analyst.
In this episode…Are advisors fully leveraging the myriad of solutions in the wealth management industry? By harnessing the power of AI, from real-time customer insights to automation, you can catapult advisor efficiency and client satisfaction to the next level. How are personalization and strategic engagement key to the success of financial institutions?
Spenser Segal, a Certified Financial Planner, delves into how he revolutionizes the wealth management industry by providing a SaaS-based engagement platform that helps financial institutions and advisors deliver top-tier, integrated advice efficiently. By honing in on the top three solutions from potentially overwhelming options, his model ensures that firms can maximize their offerings and achieve organic growth. Spenser's approach focuses on creating a collaborative environment where advisors are understood and their goals met, fostering a symbiotic relationship between them and institutions. This, in turn, enhances advisor retention and overall client satisfaction.
In this episode of The Customer Wins, Richard Walker interviews Spenser Segal, Founder and CEO of ActiFi, about enhancing advisor engagement in wealth management. Spenser discusses how ActiFi assists financial institutions in improving advisor engagement and organic growth, how motivation, ability, and prompts can dramatically influence the adoption of new technologies and behaviors, and the challenges wealth management firms face when encouraging growth among their advisors.
-
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 UW-Green Bay and is a past president of The Financial Therapy Association. Passionate about advancing the human condition through financial education, Dr. Cherry holds a PhD in personal financial planning and is the author of Wealth in the Key of Life, which explores the interconnectedness of life and money.
In this episode…In today’s fast-paced world, achieving financial harmony has become essential for living a fulfilled life. However, the pursuit of financial success often overshadows our fundamental well-being, creating a tense relationship with money. So, how can we reshape our relationship with money to align it with our deepest aspirations?
Dr. Preston Cherry, a seasoned financial advisor and author, shares his unique approach to overcoming the barriers people face in achieving their desired life. He introduces the concept of financial harmony, emphasizing the importance of aligning one's financial decisions with personal values and life goals. Through insightful anecdotes and candid discussion, he challenges the notion that money is merely a tool, advocating instead for seeing it as a vital partner in life. By giving money a persona and recognizing its role in achieving life goals, individuals can find permission to pursue their dreams and aspirations without seeking external validation.
In this episode of The Customer Wins, Richard Walker interviews Dr. Preston Cherry, Founder and President of Concurrent Financial Planning, about creating financial harmony. Dr. Cherry discusses how Concurrent Financial Planning helps clients align their wealth with their well-being, the interconnectedness of life and money in achieving happiness, the power of permitting oneself to pursue wealth and well-being, and the challenges and solutions for couples navigating financial planning together.
-
Saknas det avsnitt?
-
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 relationships, focusing on curating innovative fintech solutions for large organizations.
In this episode…Entering the competitive landscape of the financial technology market can be a daunting challenge for fintech companies. As they strive to establish a foothold, these firms often encounter significant obstacles, including the complexities of building a robust network, earning customer trust, and successfully introducing innovative products to potential buyers. So, how can these companies navigate these obstacles while ensuring a seamless customer experience?
Wim Van Lerberghe, an enterprise sales expert in fintech, delves into the innovative world of fractional sales, addressing these questions and outlining how his company transforms the fintech sales scene. Leveraging trust, expertise, and a unique vetting process, he explains how they connect innovative tech solutions with enterprises that benefit from them, creating win-win scenarios. Wim highlights the role of genuine relationships in business growth and how AI is reshaping the sales landscape without replacing the human element.
In this episode of The Customer Wins, Richard Walker interviews Wim Van Lerberghe, Founder of Advintro, about how fintech companies can effectively scale and enter new markets. Wim discusses how Advintro helps fintech companies expand successfully through tailored sales strategies, the symbiotic relationship between fintech innovators and their institutional clients, the crucial role of trust in the sales process, and what makes a sales relationship work or falter.
-
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 a difference, he and his wife Julie founded Swing Fore Hope, a charity that supports cancer research and provides financial assistance to cancer patients.
In this episode…In the fast-paced business world, how can companies ensure their clients survive and thrive in an ever-evolving landscape? Is there a universal formula to guarantee customer success while fostering company growth?
Experienced financial advisor Brett Gilliland delves into the ethos that powers his wealth management and life approach. He discusses the unique "F to the sixth power" concept — focusing on faith, family, fitness, firm, fun, and finances, and how these facets foster personal and professional growth. Brett showcases his commitment to helping clients achieve a future greater than their past and how his company culture aligns with these principles to strengthen team cohesion and client associations.
In this episode of The Customer Wins, Richard Walker interviews Brett Gilliland, Co-founder and CEO of Visionary Wealth Advisors, about integrating personal values into client relationships. Brett shares the philosophy behind Visionary Wealth Advisors' client-focused strategies, the 6F principle and how it guides personal and professional life, his vision for growing his firm with a balanced approach to work and life, and the mission and success stories behind Swing Fore Hope.
Check out "Achieving a Future Greater Than Your Past" by Brett Gilliland: https://amzn.to/4gkg1fK
-
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 author of three books, two of which are international bestsellers, including his latest, 100 Proven Ways to Acquire and Keep Clients for Life.
In this episode…In a world where businesses constantly strive for customer loyalty, understanding how to connect with clients truly is more crucial than ever. What are the secrets behind making customers feel valued and ensuring they stay with you for life?
Richard Weylman, an international bestselling author and speaker, offers invaluable insights into these questions. He unveils top business leaders' strategies and mindset for attracting and retaining customers. Richard shares his remarkable story of overcoming early life adversities to become influential in luxury car sales and publishing, inspiring people to focus on what truly matters in customer interactions. He delves into the importance of personalizing connections, utilizing the right language, and how empathy is fundamental to winning and retaining customers.
In this episode of The Customer Wins, Richard Walker interviews Richard Weylman, Founder of Richard Weylman, Inc., about enhancing customer relationships and loyalty. Richard shares the secrets to building true customer loyalty, actionable tactics for achieving customer experience excellence, and language strategies that build empathy and improve sales conversations.
Check out "100 Proven Ways to Acquire and Keep Clients for Life: The Path to Permanent Business Success" by Richard Weylman: https://amzn.to/4cWyqwa
-
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 increasing their profitability using cutting-edge technology.
Matthew served in the US Army for 17 years as a human intelligence officer and received his bachelor’s in business administration and management from the University of Maryland Global Campus.
In this episode…The complexity of technology and the rising cyberattack threats can leave many businesses vulnerable if not well-managed. Managing a company when the stakes are high, especially in the ever-evolving world of cybersecurity, can be challenging. What key strategies can you employ to protect and streamline your business operations?
Matthew Conner, a US Army cybersecurity veteran, shares his journey from a young programmer at 13 to a seasoned leader in IT and cybersecurity. By integrating IT management and cybersecurity, he illustrates how he grew his company from a small IT department to a key player in managing IT and cybersecurity for larger companies. Matthew emphasizes the synergy between IT and cybersecurity, suggesting that efficient IT design enhances security measures. He illustrates how he employs a team approach to customer service, ensuring personalized and comprehensive support, highlighting the importance of understanding one's limits, and building a robust team to compensate for personal weaknesses.
In this episode of The Customer Wins, Richard Walker interviews Matthew Conner, Founder and CEO of CyberLynx, about navigating the complex landscape of IT and cybersecurity. Matthew discusses how CyberLynx provides comprehensive IT and cybersecurity services, the importance of efficient system design for effective cybersecurity, the dangers posed by hackers, how modern security can mitigate these threats, and how to manage security for large and small businesses.
-
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 relationships. Her expertise in the financial sector makes her a sought-after leader in optimizing advisory firm processes.
In this episode…In a world where regulatory compliance and fee billing can overwhelm financial advisors, and despite the widespread adoption of tools like Excel and QuickBooks, manual processes still dominate, leading to inefficiencies and potential errors. How can advisory firms remain transparent, efficient, and compliant in their billing practices while maximizing their growth potential?
Lacey Shrum, an attorney and former CCO, delves into the complexities of AUM fee billing and how her company provides innovative solutions for financial advisors. She discusses the importance of aligning contract terms with accurate billing practices and its impact on maintaining client trust and fulfilling regulatory requirements. Lacey shares insights on common challenges advisors face, such as manual billing processes and unbilled assets, and how her technology simplifies revenue processes and enhances transparency. By bridging the gap between legal agreements, disclosure documentation, and fee calculations, advisors manage their revenue more effectively and position their firms for growth and potential mergers or acquisitions.
In this episode of The Customer Wins, Richard Walker sits down with Lacey Shrum, Founder and CEO of Smart Kx, about revolutionizing fee billing for financial advisors. Lacey discusses how Smart Kx ensures financial advisors adhere to fiduciary duties with correct fee documentation and calculation, the common billing challenges advisors face, the compliance support Smart Kx offers, and how measuring blended rates can reveal surprising truths about an advisor's actual earnings.
-
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 Civitas Learning. He is renowned for aligning customer needs with technological solutions and advocates for a flat-fee financial planning model to ensure transparency and value for clients.
In this episode…Financial planning can often feel overwhelming and complex. But what if we focused on simplicity, clarity, and customer satisfaction as the main principles of this service? How could this shift in approach impact your financial well-being and the industry?
Serial entrepreneur Adam Dell unpacks the game-changing approaches to financial planning that prioritize customer empowerment and transparent, actionable advice. He shares the philosophy of eliminating needless complexity by providing clients with a simple financial to-do list, exposing the misalignments in traditional financial advisory, and reinventing the customer experience. Adam is setting a new standard by offering high-quality advice through certified financial planners and a flat fee model, challenging the traditional percentage-of-assets fee model. He also discusses the importance of personalization and how AI assists the advisory process.
In this episode of The Customer Wins, Richard Walker interviews Adam Dell, Founder and CEO of Domain Money, about revolutionizing financial planning through technology and customer-centric models. Adam discusses how Domain Money helps clients achieve financial goals, the significance of providing customers with specific financial to-dos, how Domain Money uses technology to streamline data-gathering and plan formulation processes, and its adaptable financial plans for life's unexpected turns.
-
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 and company culture. He focuses on people-centric strategies paired with technological innovation to help companies grow.
In this episode…In today's fast-paced business world, understanding the strengths and motivations of each team member can be the difference between success and stagnation. How can leaders place their employees in roles where they can excel and stay motivated? Additionally, how can companies leverage self-awareness to foster better communication and improved performance?
Jason P. Carroll, a visionary entrepreneur, delves into psychometric assessments and how they can revolutionize how people perceive hiring, leadership, and personal growth. He introduces the Aptive Index, a tool that measures innate drives and behaviors, facilitating optimal job placement and team dynamics. He shares his transformation and the crucial role of self-awareness in altering behaviors and the workplace atmosphere. By examining specific traits like pro-social behavior and sociability, Jason offers insights into how understanding these aspects can drastically help you minimize conflict and improve team performance.
In this episode of The Customer Wins, Richard Walker interviews Jason P. Carroll, Founder and CEO of Aptive Index, about revolutionizing hiring and leadership through psychometric assessments. Jason discusses how Aptive Index helps leaders gain valuable insights into their behavior and its impact on others, the three levers that unlock deeper self-awareness, and how Aptive Index can improve corporate hiring, leadership, and team dynamics.
-
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 proponent of incorporating AI tools and data-driven strategies to refine customer insights and drive business growth.
In this episode…In today's dynamic business landscape, meeting customer expectations while driving operational efficiency is crucial for sustainable growth. Striking a balance between addressing present consumer needs and laying the groundwork for future innovation is the hallmark of successful organizations. How can businesses navigate this intricate dance between current satisfaction and future readiness?
Peter LePiane, an experienced management consultant and a lean startup enthusiast, delves into the nuances of customer discovery and experience. He shares his insights on differentiating between direct clients and end customers, incorporating their needs into strategic planning. Peter emphasizes the importance of directly getting customers' feedback and using that to inform significant business decisions rather than relying solely on internal perceptions. He shares his methodology, which incorporates the lean startup philosophy to the application of AI in customer service and marketing.
In this episode of The Customer Wins, Richard Walker interviews Peter LePiane, Founder of Idea Bridge, about enhancing customer and product experiences. Peter discusses how Idea Bridge helps people, the importance of considering the end customer in change management initiatives, tactics for obtaining customer feedback and integrating it into business solutions, and balancing innovation with real customer needs for future success.
-
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 to transform traditional business practices, especially in the financial sector.
In this episode…Are you finding client acquisition challenging in the ever-evolving financial services industry? What if there was a way to seamlessly integrate luxury, efficiency, and intelligence into your customer acquisition strategy?
Data Scientist Farbod Nowzad delves into how his company uses AI to enhance client acquisition in the wealth management sphere. He stresses the significance of AI and how Cashmere AI’s three-part system — identification, enrichment, and engagement — enables advisors to efficiently pinpoint and nurture relationships with potential clientele through AI-driven insights and personalized outreach. He elaborates on the data-driven methodologies that can propel financial advisors toward incredible growth and client engagement.
In this episode of The Customer Wins, Richard Walker interviews Farbod Nowzad, Co-founder and CEO of Cashmere AI, about AI-powered client acquisition in wealth management. Farbod discusses how Cashmere AI is changing client acquisition for wealth managers, its three client acquisition modules, engagement strategies modern wealth management firms employ for successful outreach, and innovative solutions for AI hallucination.
-
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 enabling clients to clarify their objectives, deploy strategic processes, and leverage technology to realize their business goals.
In this episode…Are you struggling to foster efficiency within your organization? How do you harness technology effectively without being overwhelmed by it? Could there be simple yet overlooked opportunities to spur your business growth?
A dynamic leader with deep roots in finance and technology, Steve Miksta delves into the integral role of people in driving technology's success in business. He shares personal stories and lessons from his journey, emphasizing the creation of clear objectives and leveraging employee insights instead of solely focusing on technology. Steve dismantles the notion that complex tech solutions are always the answer, advocating for a closer look at the human element behind the processes and identifying opportunities for improvements while scaling sustainably.
In this episode of The Customer Wins, Richard Walker interviews Steve Miksta, Founder and CEO of Oppty, about leveraging automation and strategic processes for business growth. Steve talks about Oppty and how focusing on people and processes can lead to increased productivity, why technology alone won't solve problems without proper input from team members, the significance of user feedback shaping technological advancements, and how to use human intelligence as a bridge to AI efficiency.
-
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 former 5X Barron's Top Financial Advisor, he is a regular speaker at events countrywide.
In this episode…Many businesses struggle to guide their customers from start to finish and maintain momentum when consumer interest wanes. Are you in this category as a financial services brand? If so, are you curious about successful companies' strategies for keeping their customers engaged throughout complex processes?
Tom Anderson, an expert in the financial services world, describes the intertwined challenges of customer engagement and conversion in the financial services industry. He discusses the meticulous process of trial and error that led to the refinement of user experience and customer journey on freefinancialplan.com. Additionally, he emphasizes the need for advisory services to step in where automation ends, nurturing client relationships through personalized follow-up and leveraging AI to create a more tailored experience. Tom’s approach focuses on data-driven methods and customer feedback to continuously improve engagement and satisfaction.
In this episode of The Customer Wins, Richard Walker interviews Tom Anderson, Founder and CEO of Anasova, about creating effective customer engagement strategies in the financial services sector. Tom discusses how Anasova is redefining financial planning by connecting advisors with actionable data, how it identifies customer engagement patterns by analyzing sample data, and how advisors can nurture client relationships through continuous outreach.
-
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 creation, focused on sales strategies for robust business growth. His approach emphasizes deep customer understanding, operational focus, and the courting of top talent to ensure organizational success.
In this episode…Are you tired of sifting through generic sales advice that doesn't fit your high-ticket B2B business model? Do you need a laser-focused strategy to connect with customers at a deeper level and drive your sales through the roof?
B2B sales expert Richard Walton delves into the secrets behind thriving in high-ticket B2B sales. He shares the significance of saying no and how a nuanced understanding of customer needs and a specialist's focus can help businesses attract A-players and command respect and attention in the marketplace. He emphasizes the critical role of patience and perseverance in nurturing potential client relationships over time, trusting the sales process rather than pushing for immediate results. Richard reveals how marketing is foundational in setting customer expectations and ensuring alignment from the first point of contact.
In this episode of The Customer Wins, Richard Walker interviews Richard Walton, Founder of Outsell Sales, about effective B2B marketing and sales strategies. Richard discusses how Outsell Sales helps companies with their B2B sales, why saying no can lead to increased revenue and organizational focus, patience and persistence as key components to shorten the B2B sales cycle, and the value of building trust with potential customers through non-sales interaction.
-
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 businesses with revenues ranging from $10 million to $60 billion with his coaching and advice. As the author of The AI-Driven Leader, he aims to empower business leaders to think strategically and accelerate growth through AI.
In this episode…In the race to outpace competitors, artificial intelligence is the secret weapon that will redefine leadership and business strategy. AI could be more than a convenient tool, transforming average performers into strategic powerhouses. However, how does one navigate and harness this tidal wave of technological advancement?
Geoff Woods, a thought leader in AI, discusses harnessing AI to accelerate strategic thinking and company growth. He provides insights into the true potential of AI, sharing his expertise on using AI as a thought partner for leaders and how he leverages its immense knowledge database for strategic advantage. With a background in leading substantial growth for businesses, Geoff now directs his efforts toward showing leaders how to employ AI to streamline operations and foster disruptive results without disrupting their organizations.
In this episode of The Customer Wins, Richard Walker interviews Geoff Woods, Founder of AI Leadership, about utilizing AI for strategic leadership. Geoff discusses how AI Leadership transforms leaders into strategic thinkers, the necessity for leaders to enhance their AI literacy, the importance of detailed communication with AI for effective results, and AI model recommendations for making AI your thought partner.
-
Kate Guillen is the Founder of Simplicity Ops, a firm on a mission to help advisors grow and scale their businesses while delivering exceptional client service experience. She is an accomplished operations expert with over ten years in the investment management industry. Kate simplifies systems and standardizes operations to improve the service experience and support growth for financial advisors and their teams. With her deep passion for technology optimization in client service, she has partnered with over 50 firms, instilling efficient practices for increased profitability. Kate leverages powerful tools like CRMs to transform business operations and enhance scalability.
In this episode…In many businesses, operations and client service are interconnected in ways that can be easily overlooked. Is there a specific process to enhance efficiency and customer satisfaction by making internal system adjustments?
Kate Guillen, an expert in refining operations and enhancing the client experience for financial advisory firms, delves deeply into CRM systems and how leveraging them properly can be a game-changer for businesses. She breaks down her approach, emphasizing the significance of standardizing operations, automating processes, and focusing on client service as the cornerstone of business growth. Kate also asserts that a well-designed CRM system can elevate a company's operations while fostering team confidence and client trust.
In this episode of The Customer Wins, Richard Walker interviews Kate Guillen, Founder of Simplicity Ops, about fine-tuning the operational heart of financial services. Kate talks about Simplicity Ops and the importance of CRM optimization in delivering exceptional client service, overcoming the challenges of adapting a CRM to meet specific business needs, and the stages of CRM evolution from a basic tool to a comprehensive workflow system.
-
Praveen Ghanta is the Co-founder and CEO of Fraction, which specializes in pairing businesses with top-notch fractional technical talent in the United States. He is a seasoned entrepreneur who founded four companies, with two successful exits, including the sale of HiddenLevers to Orion in 2021. Praveen is adept at leveraging senior expertise to enhance software development productivity and firmly believes in the potential of AI to transform the field. As an experienced bootstrap entrepreneur, he understands leveraging fractional workforces to accelerate business success.
In this episode…When navigating the choppy waters of startup growth, many founders find themselves grappling with talent acquisition. Skilled individuals often command high salaries or are already engaged elsewhere, posing a significant hurdle. But what if there was a way to tap into this talent pool without traditional constraints?
Serial entrepreneur Praveen Ghanta reveals how fractional hiring has become the lighthouse guiding businesses to safe harbor. He draws on his own experiences with his company, HiddenLevers, to illustrate the power and flexibility of working with fractional talent. Additionally, he discusses how Fraction connects businesses with senior-level experts for part-time work, enhancing productivity and saving costs. Praveen also dives into AI's exciting role in software development, sharing insights on its ability to accelerate the engineering process when paired with experienced minds.
In this episode of The Customer Wins, Richard Walker interviews Praveen Ghanta, Co-founder and CEO of Fraction, about revolutionizing team dynamics and productivity. Praveen discusses how Fraction is revolutionizing the hiring of fractional talent, myths and misconceived notions about fractional hiring, and the importance of integrating fractional talent into your team's culture.
-
Abby Morton is the Director of Customer Success at Elements, a fintech software company, where she's played various vital roles, including Chief of Staff and Marketing and Partner Manager. Starting her career as an analyst at Goldman Sachs, Abby earned her CFP and devoted herself to advocating for positive employee experiences as a pathway to customer satisfaction. At Elements, she champions the importance of financial health through innovative technology, turning complex financial data into digestible and actionable metrics for advisors and clients. With a strong foundation in financial advising at Dentist Advisors, Abby brings her extensive experience and proactive mindset to every client interaction, ensuring the success of Elements' mission and the well-being of its stakeholders.
In this episode…Want to know how financial health can be more than just an emergency fund and a pension plan? What if there was a way to measure financial vitality through simple, understandable metrics? How does a FinTech company operate on the fine line between innovation and established wisdom to promote client well-being?
Certified Financial Planner Abby Morton dives into how Elements equips financial advisors with novel tools to distill complex financial concepts into tangible, easy-to-grasp data for clients. She emphasizes the value of treating employees well to ensure they deliver the best customer experience. She also discusses the potential of AI in customer interactions and the continuous effort to improve customer experiences by staying attuned to their evolving needs.
In this episode of The Customer Wins, Richard Walker interviews Abby Morton, Director of Customer Success at Elements, about the innovative ways of transforming financial planning. Abby discusses how Elements helps clients assess their financial health, its 12 financial metrics to provide tailored financial advice, the potential of AI in enhancing customer experience, and the correlation between employee happiness and customer satisfaction.
-
Robert Sofia is the Co-founder and CEO of Snappy Kraken, an award-winning marketing platform for financial advisors. With two decades of experience, he has served thousands of companies across the financial services spectrum. A former marketing agency owner, Robert has since focused on empowering advisors with technology-driven marketing tools. He is the author of four books, including the bestseller Blend Out, and is passionate about helping consumers, advisors, and enterprises achieve their financial goals.
In this episode…Engaging prospects and converting leads can be complex, especially for financial advisors. With scattershot marketing strategies and a lack of clear guidance, many advisors struggle to grow organically. Where can they get powerful, technology-driven solutions that foster organic growth and stronger client connections?
Digital marketing expert in the financial services industry Robert Sofia discusses revolutionizing marketing for financial advisors. He dives deep into the success secrets behind the industry's best performers. Robert shares compelling data on how specific outreach methodologies like SEO strategies, targeted text messaging, and personalized video content can dramatically bolster a company's growth. He also delves into the future of marketing, discussing AI's role in crafting even more engaging, authentic content for consumers.
In this episode of The Customer Wins, Richard Walker interviews Robert Sofia, Co-founder and CEO of Snappy Kraken, about creating tailored marketing strategies as an advisor. Robert discusses the multilayered approach Snappy Kraken takes to support consumers and advisors, how it differentiates from traditional marketing agencies, prevents content saturation, and the future of AI in marketing.
-
Shaun Kapusinski is the Founder of HIFON, a premier community for RIA operations professionals, and the Senior Director of Technology at Sequoia Financial Group. With two decades of experience, he started HIFON as a modest study group and grew it into a thriving network of nearly 300 members. Shaun is also the co-author of The Financial Advisor M&A Guidebook, a trusted resource for technology integration. He is an innovator driven by providing valuable connections and education to elevate the RIA industry, always ensuring that customers win through enhanced operational practices.
In this episode…Beyond the successful facade of RIA firms lies a complex operational world, ensuring a seamless experience beyond just financial advice. But who are the people mastering this realm, and what secrets do they hold?
Shaun Kapusinski, the genius behind the operational powerhouse known as HIFON, dives deep into the world of RIA operations. He shares his journey from starting a modest study group to founding a community that now nears 300 members while also penning a comprehensive guidebook on M&A best practices. Shaun discusses the benefits of peer networking, the art of scaling niche-focused communities, and how he navigates the dynamics of subgroup formation. He also touches on the unexpected opportunities from his leadership, such as authoring a highly regarded industry book.
In this episode of The Customer Wins, Richard Walker interviews Shaun Kapusinski, Founder of HIFON, about creating a thriving RIA community. Shaun discusses HIFON and the value of networking in the RIA industry, the key to successfully managing an ever-expanding mastermind group, and the surprising benefits of open dialogue between industry peers.
- Visa fler
