Podcast Episodes
Back to SearchBuilding Brand and Culture for Customer Success With Liz Fritz
Liz Fritz is the Co-Founder of F2 Strategy, a leading wealthtech consulting firm that helps wealth and asset management companies make better technol…
2 months, 1 week ago
[Perspective Series] Revolutionizing Rural Healthcare Access With Dr. Kara Hartl
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 comm…
2 months, 2 weeks ago
Powering Seamless Customer Experiences With Shawn Bowen
Shawn Bowen is the CTO of Quik!, a company specializing in enterprise forms processing solutions that empower financial advisors and businesses to di…
2 months, 3 weeks ago
[Emerging Tech] The Future of Financial Advice Automation With Eden Ovadia
Eden Ovadia is the Co-Founder and CEO of FINNY, an AI-powered platform helping financial advisors identify prospects, automate outreach, and grow the…
2 months, 4 weeks ago
Scaling Client Success and Capacity With Dr. Jon Randall
Dr. Jon Randall is the Founder of XFA Coach, a coaching and consulting firm that helps financial advisors scale their practices and achieve extraordi…
3 months, 1 week ago
[Emerging Tech] Turning Online Reviews Into Growth With George Swetlitz
George Swetlitz is the Co-Founder and CEO of RightResponse AI, a reputation management platform that helps location-based businesses win more custome…
3 months, 2 weeks ago
Why Pressure Is a Privilege With Andy Schwartz
Andy Schwartz is the CEO and Managing Partner of OnePoint BFG Wealth Partners, a national wealth management and financial planning firm that provides…
3 months, 3 weeks ago
Rethinking CRM and AI Integration With Adrian Johnstone
Adrian Johnstone is the Co-founder and CEO of Practifi, a performance optimization platform that transforms data into insights, action, and excellenc…
4 months ago
[Emerging Tech] Compounding Institutional Knowledge for Growth With Ian Karnell
Ian Karnell is the Co-founder and CEO of VastAdvisor, an AI-powered growth platform that helps RIAs and wealth management firms build scalable, compl…
4 months, 1 week ago
Transforming Customer Experience Through Culture and AI With Katie DeFeo
Katie DeFeo is the Vice President and Chief Experience Officer of SunWest Federal Credit Union, a community-focused financial institution offering ba…
4 months, 2 weeks ago