Podcast Index

Podcasts

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The Customer Wins The Customer Wins Richard Walker The High Court Report The High Court Report SCOTUS Oral Arguments Ground Floor Government Ground Floor Government PhoneLive.io The Kings Code Podcast The Kings Code Podcast Tate Mindset Reloaded - Brian Tracy Motivation Daily Mindset Reloaded - Brian Tracy Motivation Daily Motiv The Knowing Moments The Knowing Moments Joy Chik Dialectic Dialectic Jackson Dahl Fidelity Answers: The Investment Podcast Fidelity Answers: The Investment Podcast Fidelity International Bloomberg Intelligence Bloomberg Intelligence Bloomberg Market Matters with Morgan-Aly Market Matters with Morgan-Aly Jason Behr Becker Private Equity & Business Podcast Becker Private Equity & Business Podcast Scott Becker Becker Business Becker Business Scott Becker Bloomberg Surveillance Bloomberg Surveillance Bloomberg All-In with Chamath, Jason, Sacks & Friedberg All-In with Chamath, Jason, Sacks & Friedberg All-In Podcast, LLC BTC-ECHO | Bitcoin & Krypto Podcasts BTC-ECHO | Bitcoin & Krypto Podcasts BTC-ECHO Stocks To Watch Stocks To Watch Global One Media Pte. Ltd. The Rundown The Rundown Public.com The Wolf Of All Streets The Wolf Of All Streets Scott Melker Autoline Daily Autoline Daily Autoline Talking Real Money - Investing Talk Talking Real Money - Investing Talk Don McDonald YIELD Today With Dallin Candland YIELD Today With Dallin Candland Dallin Give an Ovation: The Restaurant Guest Experience Podcast with Zack Oates Give an Ovation: The Restaurant Guest Experience Podcast with Zack Oates Ovation Public Power Now Public Power Now American Public Power Association FFL USA FFL USA FFL USA The Modern Hotelier The Modern Hotelier David Millili & Steve Carran Cyber Crime Junkies Cyber Crime Junkies Cyber Crime Junkies. Host David Mauro. Board of Advisors Podcast Board of Advisors Podcast BA Community Agriland Podcasts Agriland Podcasts Agriland Autism Labs Autism Labs Autism Labs Community The Aaron Novello Podcast The Aaron Novello Podcast Aaron Novello The Banker Next Door The Banker Next Door Dr. Joseph Bergquist Restoration Pros Unplugged Restoration Pros Unplugged Clinton James Referrals Done Right Referrals Done Right Scott Grates The Lawfare Podcast: Patreon Edition The Lawfare Podcast: Patreon Edition The Lawfare Institute That Home Loan Hub That Home Loan Hub Zebunisso Alimova Accès au Marché Mondial des Dispositifs Médicaux Accès au Marché Mondial des Dispositifs Médicaux Pure Global Глобальный доступ на рынок медицинских изделий Глобальный доступ на рынок медицинских изделий Pure Global
The Customer Wins

Negocios

The Customer Wins

Richard Walker

Customer Psychology, Marketing, and Growth With Bob Serling

June 29, 2026 1:00am 38 min

Bob Serling is the Founder of Licensing Lab, a consulting firm that helps companies understand why customers buy and how to create marketing that drives more sales. He is a buying behavior specialist known for uncovering...

[Governance Series] Transforming Wealth Management Compliance With David Reeve

June 22, 2026 1:00am 34 min

David Reeve is the Founder and CEO of InvestorCOM, a compliance technology company that helps wealth management firms streamline regulatory requirements, investor disclosures, and retirement rollover processes. He has le...

Redefining Meetings and the Agentic Future With Artem Koren

June 15, 2026 1:00am 36 min

Artem Koren is the Co-Founder and CPO at Sembly AI, an AI-powered meeting intelligence platform that helps teams capture, organize, and act on insights from conversations and meetings. He leads the company's product visi...

[Governance Series] Revolutionizing Compliance for Small Firms With Paranj Patel

June 08, 2026 1:00am 35 min

Paranj Patel is the Founder and CEO of ClearLines Group, LLC, a boutique regulatory and compliance advisory firm that helps broker-dealers, registered investment advisers, and fintech firms navigate complex regulatory en...

Transforming Cloud Marketplace Sales With AI With Trunal Bhanse

June 01, 2026 1:00am 32 min

Trunal Bhanse is the CEO of Clazar, a platform that helps software companies sell and grow revenue through cloud marketplaces like AWS, Azure, and Google Cloud. He previously held engineering leadership roles at Confluen...

[Emerging Tech] Human Stories Triumph Over AI With Dan Lievens

May 25, 2026 1:00am 35 min

Dan Lievens is the Founder and CEO of Share One, a platform that helps businesses capture authentic customer stories through scalable video testimonials. He is a serial entrepreneur who has founded more than a dozen comp...

[Emerging Tech] How AI Copilots Are Transforming Wealth Management With Jagdeesh Prakasam

May 18, 2026 1:00am 38 min

Jagdeesh Prakasam is the Founder and CEO of Qdeck, an AI-powered fintech platform that helps financial advisors automate workflows, analyze data, and deliver personalized client insights. He leads the company's vision an...

[Emerging Tech] How To Transform Enterprise Data Into Insights With Suvrat Bansal

May 11, 2026 1:00am 40 min

Suvrat Bansal is the Founder and CEO of Clarista, a platform that connects fragmented enterprise data and delivers real-time, AI-powered insights for faster decision-making. He is a seasoned data leader with over 25 year...

Building Brand and Culture for Customer Success With Liz Fritz

May 04, 2026 1:00am 36 min

Liz Fritz is the Co-Founder of F2 Strategy, a leading wealthtech consulting firm that helps wealth and asset management companies make better technology and business decisions. She is a seasoned marketing executive with ...

[Perspective Series] Revolutionizing Rural Healthcare Access With Dr. Kara Hartl

April 27, 2026 1:00am 35 min

Dr. Kara Hartl is the Founder and CEO of Troy Medical and Creator of the Rural Health Hub, which uses a hybrid telehealth model to connect rural communities with high-quality medical specialists and keep care local. She ...

Powering Seamless Customer Experiences With Shawn Bowen

April 20, 2026 1:00am 36 min

Shawn Bowen is the CTO of Quik!, a company specializing in enterprise forms processing solutions that empower financial advisors and businesses to digitize workflows and automate complex form submissions. He brings over ...

[Emerging Tech] The Future of Financial Advice Automation With Eden Ovadia

April 14, 2026 1:00am 36 min

Eden Ovadia is the Co-Founder and CEO of FINNY, an AI-powered platform helping financial advisors identify prospects, automate outreach, and grow their client base more efficiently. She leads the company's mission to sol...

Scaling Client Success and Capacity With Dr. Jon Randall

March 30, 2026 1:00am 34 min

Dr. Jon Randall is the Founder of XFA Coach, a coaching and consulting firm that helps financial advisors scale their practices and achieve extraordinary growth and profitability. He has been coaching and consulting top-...

[Emerging Tech] Turning Online Reviews Into Growth With George Swetlitz

March 23, 2026 1:00am 35 min

George Swetlitz is the Co-Founder and CEO of RightResponse AI, a reputation management platform that helps location-based businesses win more customers by improving their visibility and credibility through strategic resp...

Why Pressure Is a Privilege With Andy Schwartz

March 16, 2026 1:00am 35 min

Andy Schwartz is the CEO and Managing Partner of OnePoint BFG Wealth Partners, a national wealth management and financial planning firm that provides personalized, goals-based fiduciary services to help individuals, fami...

Rethinking CRM and AI Integration With Adrian Johnstone

March 09, 2026 1:00am 37 min

Adrian Johnstone is the Co-founder and CEO of Practifi, a performance optimization platform that transforms data into insights, action, and excellence at scale. Practifi helps wealth management firms go beyond traditiona...

[Emerging Tech] Compounding Institutional Knowledge for Growth With Ian Karnell

March 02, 2026 1:00am 38 min

Ian Karnell is the Co-founder and CEO of VastAdvisor, an AI-powered growth platform that helps RIAs and wealth management firms build scalable, compliant client acquisition systems. He has over 25 years of experience at ...

Transforming Customer Experience Through Culture and AI With Katie DeFeo

February 23, 2026 1:00am 33 min

Katie DeFeo is the Vice President and Chief Experience Officer of SunWest Federal Credit Union, a community-focused financial institution offering banking services such as loans, savings, and digital banking solutions. S...

How Financial Advisors Can Grow Through Referrals With Bill Cates

February 16, 2026 1:00am 36 min

Bill Cates is the Founder of Referral Coach International, a company that helps professionals grow their business by generating referrals and personal introductions through proven relationship marketing systems. He is a ...

[Emerging Tech Series] Transforming Financial Advisors' Workflows With AI Agents With Chirag Gandhi

February 09, 2026 1:00am 39 min

Chirag Gandhi is the Co-founder and CEO of Mili, an AI-powered platform that automates administrative workflows for financial advisors, helping them save time and focus on client relationships. Under his leadership, Mili...

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