Podcast Episodes
Back to SearchRevolutionizing Forms Processing With Richard Walker
Richard Walker is the CEO of Quik!, a provider of forms automation and management solutions for companies looking to maximize efficiency and producti…
11 months, 3 weeks ago
[Perspective Series] Scaling With AI, Collaboration, and Team Culture With Tracy Lee
Tracy Lee is the Co-founder and CEO of This Dot Labs, a JavaScript consultancy that assists enterprises with digital transformation through staff aug…
11 months, 4 weeks ago
[AI Series] Revolutionizing Financial Meetings With AI With Parker Ence
Parker Ence is the CEO and Co-founder of Jump AI, the leading Advisor AI meeting assistant for financial advisors, designed to cut meeting admin time…
1 year ago
[Perspective Series] Secrets to Retention and Revenue Boosting With Joseph Loria
Joseph Loria is the Founder and CEO of RetentionCX, a company dedicated to helping businesses boost revenue retention through structured customer exp…
1 year ago
Building Client-Centric Portfolios With AI With Cameron Howe
Cameron Howe is the Co-founder and CEO of Investipal, a Toronto-based fintech platform designed to empower individual investors and financial advisor…
1 year ago
[AI Series] Transforming Client Services and Advisors' Workflow Using AI With Mark Gilbert
Mark Gilbert is the Co-founder and CEO of Zocks, an AI-powered platform helping financial advisors streamline workflows by automating tasks like meet…
1 year ago
[Perspective Series] Boosting B2B Relationships and Revenue Through Podcasting With John Corcoran
John Corcoran is a recovering attorney, an author, and a former White House writer and speechwriter to the Governor of California. Throughout his car…
1 year, 1 month ago
[AI Series] Transforming Meeting Management for Financial Advisors With Arnulf Hsu
Arnulf Hsu is the CEO and Founder of GReminders, an AI-powered end-to-end meeting management platform tailored for financial advisors. With over two …
1 year, 1 month ago
Redefining Client Discovery in Finance With Marla Sofer
Marla Sofer is the Founder and CEO of Knomee, a fintech platform that empowers individuals to align their financial decisions with their personal val…
1 year, 1 month ago
Inside Boutique Wealth Management: Navigating Wealth and Ethics With Joshua D. Rogers
Joshua D. Rogers is the Founder and CEO of Arete Wealth, a Chicago-based financial services firm specializing in alternative investments, venture cap…
1 year, 1 month ago