In this episode of The Customer Wins, Richard Walker interviews Dr. Jon Randall, Founder of XFA Coach, about scaling advisory firms through better capacity management and client experience.

In this episode of The Customer Wins, Richard Walker interviews George Swetlitz, Co-Founder and CEO of RightResponse AI, about using AI and customer reviews to drive growth.

In this episode of The Customer Wins, Richard Walker interviews Andy Schwartz, CEO and Managing Partner of OnePoint BFG Wealth Partners, about scaling a wealth management firm without losing culture.

In this episode of The Customer Wins, Richard Walker interviews Adrian Johnstone, CEO of Practifi, about using AI responsibly in wealth management technology.