Podcast Episodes
Back to SearchSimplifying How Financial Advisors Connect With Clients With Derek Notman of Couplr
Derek Notman is the Founder and CEO of Couplr, a fintech company that offers lead generation solutions for financial companies and their advisors. He…
3 years, 3 months ago
How Financial Advisors Can Become Great Business Owners
Cody Foster is a Co-founder of Advisors Excel, a marketing organization that helps independent insurance agents and financial advisors become great b…
3 years, 3 months ago
Automating and Simplifying the Way Organizations Fill Out Forms With Rick Burgess of Forms Logic
Rick Burgess is the Founder and CEO of Forms Logic, a cloud-based system for companies looking to integrate single data entry across multiple forms. …
3 years, 3 months ago
Listen, Then Deliver the Best Customer Experience
Alan Giancaterino is the Co-founder of Finlocity, an online community that delivers high-quality presentations from the most innovative leaders in th…
3 years, 4 months ago
Care For Your Customers To Serve Them Best
David Knoch is the CEO of Docupace, the leading digital operations technology provider that simplifies how wealth management firms both process and d…
3 years, 4 months ago
The Power of Providing Value: Rich Walker's Journey to Success
Richard Walker is the CEO of Quik!, a provider of forms automation and management solutions for companies looking to maximize efficiency and producti…
3 years, 4 months ago
How Being High-Tech Leads To Being High-Touch With Customers
Philipp Hecker is the Co-founder and CEO of Bento Engine, a B2B Fintech SaaS company at the intersection of technology and effective wealth managemen…
3 years, 4 months ago
Help Customers Adapt To Change Faster for the Win
Gerry Murphy is the CEO and Partner of Arcus Partners; a forward-thinking, fintech, and service-focused company. Arcus Partners empowers wealth manag…
3 years, 4 months ago
How Evolving From Customer To Tech Insider Helps Customers Win
Patrick Meyer is the Senior Manager of Solution Engineering at DocuSign, a platform that helps organizations connect and automate how they prepare, s…
3 years, 5 months ago
Helping Customers Win Through More Secure Transactions With Pem Guerry
Pem Guerry is the Executive Vice President at SIGNiX, the largest provider of digital signatures in North America. He possesses a wide range of finan…
3 years, 5 months ago