Tom Rieman is the CEO and Founding Partner of Practice Intel, a cutting-edge platform designed to enhance advisor-client relationships through AI-driven simulations, research deployment, and strategic data analysis. With over 25 years of expertise in wealth management, he offers a deep understanding of the asset management distribution and broker-dealer ecosystem. Before Practice Intel, Tom worked at JD Power, conducting industry-level research on advisor-client relationships. He is passionate about improving the quality of financial advice and firmly believes in the profound impact it can have on clients' lives.

Have you ever wondered how some financial advisors stand out from the crowded wealth management market? What makes their services so valuable that clients stay satisfied and become enthusiastic advocates for them? Could there be a secret ingredient to creating such high-value relationships?

Tom Rieman, a relentless advocate for great financial advice, delves into a fascinating conversation about the intersection of AI technology, sales narratives, and establishing trust in the advisor-client relationship. He brings a fresh perspective on using AI to simulate sales scenarios, allowing advisors to hone their narratives and pitch methods without the risks associated with practicing on real clients. He emphasizes the importance of creating a compelling narrative and leveraging vulnerability to build rapport and trust with potential clients.

In this episode of The Customer Wins, Richard Walker interviews Tom Rieman, CEO and Founding Partner of Practice Intel, about creating value-driven financial advisory relationships. Tom shares the transformative potential of blending deep industry insight with cutting-edge technology, how client experience research can be brought to the practical level, and equipping advisors with data and tools to meet evolving investor expectations head-on.

Bobby Steiner is the Director of Golf Instruction at Horseshoe Bay Resort. He is a multifaceted golf professional, fitness instructor, motivational speaker, and author of four books. Renowned for his Bobby Steiner Golf YouTube channel, Bobby also manages channels dedicated to fitness, karate, and success paradigms. A proponent of the mental aspect of golf, he's passionate about helping his students find more enjoyment in the game.

Have you ever wondered what makes exceptional athletes tick? What mindset separates the driven golf enthusiast who loses their nerve from those who keep their cool regardless of setbacks? Can the secrets of navigating a golf course also help us in life?

Bobby Steiner, a seasoned golf instructor, delves deep into these questions. His philosophy is as much about shaping a person's mental game as it is about their swing. He emphasizes the importance of self-competition and catering to each student's unique journey, recognizing the significance of patience and perseverance. His approach is not just about how to hit a golf ball — it's about cultivating the right attitude towards challenges, both on the fairway and beyond.

In this episode of The Customer Wins with Richard Walker featuring Bobby Steiner, they discuss the parallels between mastering golf and mastering life, Bobby shares key insights for personal and professional growth through golf analogies. They also touch on his dedication to his students' that exemplifies outstanding customer service and how businesses can emulate to build a loyal customer base.

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 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.

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.

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.

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 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.

Sam Wakefield is the Founder and CEO of Close It Now, a sales system designed to help individuals and businesses increase their closing rates. He is a celebrated luminary in HVAC, known for his innovative and unique approach to sales, training, and personal development. He has not only sold millions of dollars in equipment, but he has won multiple sales awards. Additionally, he hosts the podcast Close It Now, which primarily focuses on personal development and effective sales methodologies.

The sales industry has undergone a rapid transformation in recent years, and simply promoting products or services is no longer sufficient to win over potential clients. Today, emotions and feelings are at the forefront of purchasing decisions, and businesses must adapt to increase their sales.

Sales expert Sam Wakefield advocates for a sales methodology that values understanding and empathy. By paying close attention to the emotional cues of potential clients during a sales pitch, you build trust, increase engagement, and create genuine human connections. When clients feel genuinely heard and understood, they are more likely to be receptive to your message, which translates into higher sales.

In this episode of The Customer Wins, Richard Walker sits down with Sam Wakefield, Founder and CEO of Close It Now, to discuss techniques for increased sales. Sam explains how Close It Now helps people, sales challenges people face, sales techniques, and how to emotionally connect with potential clients and build trust with them.

Sid Yenamandra is the Founder and CEO of Surge Ventures, a privacy tech venture studio. Surge Ventures helps create data governance, privacy, and compliance management startups in regulated industries.

Sid is an accomplished entrepreneur and software executive with a proven track record of success in cybersecurity and information governance. He has founded and successfully exited three startups, including Entreda, and served as VP of Product and Marketing at Plato Networks and Founder of PacketFX.

The financial services industry is highly complex and ever-evolving. Entrepreneurs face numerous challenges when establishing a tech firm in the industry, from obtaining funding to developing a product that caters to the constantly changing market demands.

To thrive in this fiercely competitive landscape, seasoned entrepreneur Sid Yenamandra emphasizes the importance of collaborating with experts. Whether you're just starting or seeking to scale your existing fintech business, these proficient professionals possess the know-how and proficiency to take your SaaS product to the next level. They offer valuable counsel and leverage their extensive network of connections to help you establish a foothold in the market.

In this episode of The Customer Wins, Richard Walker sits down with Sid Yenamandra, Founder and CEO of Surge Ventures, to discuss his journey of building a RegTech, ComplyTech, and PrivacyTech-focused venture studio. Sid talks about Surge Ventures and how it helps people, investing in tech to solve compliance risks for wealth management firms, risk management, and AI adoption in the wealth management industry.

Jason Barber is the Founder and CEO of Uptick Partners, a firm that helps advisors break away to become fully independent. He is a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS) with over 12 years of experience in the financial services industry. Jason is also the Founder and CEO of Holistic Planning, a fee-only RIA focused on delivering massive value to clients. Before Holistic Planning, he served as a financial advisor at Edward Jones.

Many financial advisors working in broker-dealer firms often feel they are not fully utilizing their expertise to help their clients. They aspire to break free from the broker-dealer dynamic and embark on their independent journey. However, it is an arduous task requiring time, effort, and resources.

Jason Barber, a Certified Financial Planner, was no exception to this dilemma. After working as a financial advisor for Edward Jones for many years, he realized it was time to start his own RIA service. The primary aim of his venture was to deliver exceptional value to his clients while minimizing the conflict of interest. Through his experiences, he helps other advisors unleash their potential as breakaway advisors and achieve independence.

In this episode of The Customer Wins, Richard Walker sits down with Jason Barber, Founder and CEO of Uptick Partners, to discuss how to become a fee-only RIA. Jason explains how Uptick Partners helps people, why advisors become independent, the value of becoming a fee-only RIA, and technological recommendations for breakaway advisors.