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The Customer Wins

Auteur(s): Richard Walker
  • Résumé

  • This is The Customer Wins podcast where business leaders discuss their secrets and techniques for helping their customers succeed and in turn grow their company.
    The Customer Wins (c) 2023
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Épisodes
  • Networking Like a Pro: Matt McCoy’s Secrets to LinkedIn Success
    Apr 29 2024

    Matt McCoy is the Co-founder and CEO of Jobby, a company that specializes in helping individuals build thought leadership content on LinkedIn. A serial entrepreneur, he started his entrepreneurial journey at 18 with a barbecue cleaning business, securing a half-million dollar investment deal on national TV while still in college. After selling that business, he successfully created a student services marketplace and swiftly moved towards a profitable exit. Today, Matt also hosts the 60 Second Podcast, focusing on streamlining dense information into bite-sized and value-wrapped passages.

    In this episode…

    In an age where social media dominates the networking landscape, a common challenge is building trust without coming across as salesy or disingenuous. Many struggle with balancing personal and professional content, unsure of what will resonate with their audience.

    Matt McCoy alleviates these concerns by sharing his strategies on fruitful networking and content creation. He emphasizes the importance of authentic engagement, providing value over selling, and expanding one's network genuinely on LinkedIn. His method prioritizes quality, time-efficient content creation once a month, and consistent community interaction.

    In this episode of The Customer Wins, Richard Walker is joined by Matt McCoy of Jobby, about effectively utilizing LinkedIn to bolster customer success and business growth. They go through personal branding, the art of establishing trust online, and the nuanced approach to LinkedIn networking. They also touch on posting frequency, the power of personal content, and the true worth of authentic interaction.

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    33 min
  • Building Resilience for Customer Success with Chrissy Myers
    Apr 22 2024

    Chrissy Myers is the CEO of Associated Underwriters Insurance (AUI) and Clarity HR, specializing in insurance benefits and HR services for small and medium-sized businesses. With over five years leading Clarity HR and helming AUI, she is an innovative leader in a third-generation family business.

    As an advocate for community service, Chrissy champions employee participation in local initiatives and has designed programs like AUI Gives Back and Clarity Cares. She is the author of Reluctantly Resilient and is a member of the Entrepreneurs Organization.

    In this episode…

    When faced with overwhelming complexity in business, is there a simpler path to peace of mind? What does it take to lead with resilience in your professional and personal life?

    HR expert Chrissy Meyers delves into the strategies that have led to her companies' success and the philosophy behind them. She shares the importance of being coachable and open to change as core expectations of their clients. Reflecting on her leadership journey, Chrissy talks about steering clear of technology and outsourcing, embracing change, and why she decided to start another company amid the complexities of family business transitions.

    In this episode of The Customer Wins, Richard Walker sits down with Chrissy Meyers, CEO of AUI and Clarity HR. They talk about simplifying complex business services and community involvement, how growth and success come from focusing on what you excel at, and the power of resilience. Chrissy also emphasizes the role of companies in their communities.

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    35 min
  • Jason Mandel’s Guide To Tax-Free Growth and Asset Protection
    Apr 15 2024

    Jason Mandel is the Founder and CEO of The Mandel Family Office with a rich history on Wall Street, having started at distinguished firms like Cantor Fitzgerald and D.E. Shaw. He possesses extensive experience in wealth management and insurance strategies, striving to add value and ensure transparency in client relationships. A passionate advocate for client education, Jason authored the book Demand Transparency and devotes time to teaching clients and institutions about financial strategies.

    In this episode…

    In a financial landscape flooded with advice, how do you separate the gimmicks from the legitimate strategies? Is obtaining wealth within grasp or is it just a mirage shaped by our desires for a worry-free retirement?

    Jason Mandel, a serial entrepreneur in the financial services industry, sheds light on these pressing questions by demystifying common misconceptions and revealing lesser-known financial tactics. He emphasizes the importance of transparency and education, illustrating how life insurance can be a leveraged asset rather than a mere expense. Jason's approach intertwines strategic banking partnerships and personalized financial planning to unlock a future of tax-free income.

    In this episode of The Customer Wins, Richard Walker sits down with Jason Mandel, Founder and CEO of The Mandel Family Office, to discuss the intersection of traditional wealth management and cutting-edge financial tools. Jason explores innovative methods like insurance premium financing and the role of AI in enhancing client experiences. He explains how leveraging various investment strategies can lead to financial empowerment, stability, and diversity in your portfolio.

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    34 min

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