The Customer Wins

Justin Bolmgren is the Chief Process Maestro at William Joseph Capital Management, an SEC-registered investment advisor. In his role, Justin specializes in streamlining operations for independent financial advisors. He is a seasoned financial planning professional with over two decades of experience in the financial services industry. His expertise lies in advice tech, automation, and the application of artificial intelligence, serving as a strategic adviser to fintech startups. With his deep understanding of the advisory business, Justin actively works towards enhancing efficiency and client engagement through innovative processes and technologies. In this episode… Are you curious about the intersection of financial planning, customer success, and AI? How does an SEC-registered firm help its advisors and clients navigate the complexities of retirement planning with cutting-edge technology? Financial planning expert Justin Bolmgren dives into advisory efficiency, customer-centric strategies, and leveraging technological advancements. Reflecting on how AI is transforming the advisory landscape, Justin explores the significant risks of AI systems and technology's evolving role in enhancing customer relationship management efficiency. He shares his advocacy for technology-assisted processes and the human touch in financial planning, highlighting the current and future impact of AI and machine learning on wealth management. In this episode of The Customer Wins, Richard Walker interviews Justin Bolmgren, Chief Process Maestro at William Joseph Capital Management, about enhancing advisory services with AI-driven tools. Justin talks about the impact of AI tools on efficiency in financial advisory services, the concerns and fears about adopting AI in finance, and how to mitigate liability with AI-driven technologies in the advisory industry.

Stephanie Dannebaum is the Founder and CRM Consultant of Stephanie Dannebaum Consulting, a firm specializing in elevating CRM systems for financial advisors and planners. With a decade of experience in operations, investment management, and financial planning, she has worked extensively with CRM platforms like Redtail and Wealthbox CRM. Stephanie's mission is to align CRM systems with business goals, ensuring high adoption levels and driving sustainable business growth. She's recognized for her ability to understand each firm's unique needs and tailor CRM functions to empower every team member's role. In this episode… Are CRMs just overhyped digital Rolodexes, or do they hold untapped potential for financial advisors? What barriers are holding advisors back from leveraging these powerful tools, and how can a shift in perspective lead to groundbreaking efficiency and growth? How can CRM systems transform the day-to-day operations of a financial services business? CRM consultant Stephanie Dannebaum tackles common misconceptions and reveals how properly implemented CRM systems can be at the heart of business success. She shares her expertise, from empowering advisors by aligning CRMs with their specific business goals to exploring key integrations, and the role of AI in revolutionizing client experiences. Her unique approach helps financial advisors harness the full potential of their CRM, turning it into a hub for proactive client management, workflow efficiency, and actionable insights. In this episode of The Customer Wins, Richard Walker interviews Stephanie Dannebaum, Founder of Stephanie Dannebaum Consulting, about CRM strategies and integration. Stephanie discusses the transformative power of CRMs in financial services, techniques for overcoming resistance to CRM adoption, and the various benefits and integrations that make CRM essential tools for advisors.

Corey Westphal is the Founder and CEO of Mobile Assistant, a FinTech company specializing in professional dictation services. Mobile Assistance emphasizes the accuracy and security of dictated notes facilitated by a US-based team. With over 26 years in the transcription industry, Corey began his entrepreneurial journey with a medical transcription company and later pivoted to revolutionize dictation in the financial sector. As a forward-thinker, he continues to explore new technologies, including AI, to enhance the value of Mobile Assistant's services. His dedication to providing structured, reliable documentation has made Mobile Assistant a critical tool for financial professionals looking to streamline their work processes. In this episode… Have you ever considered the intricate role of precise documentation in financial advising? Imagine having access to a solution that captures every detail and structures it in a way that powers growth and compliance. Would this transform your practice? Corey Westphal, an expert in financial technology, dives deep into the world of professional dictation services tailored for financial advisors. He shares his insights on transitioning from medical transcription to the financial sector, emphasizing the significance of the human touch in ensuring high-quality, accurate data capture. He highlights how dictation templates have revolutionized note-taking for advisors, providing a structured, consistent, and efficient way to document client interactions. Corey also reveals his journey in building a dictation fintech company that seamlessly integrates with CRMs and other industry-specific tools to enhance workflows and data usage. In this episode of The Customer Wins, Richard Walker interviews Corey Westphal, Founder and CEO of Mobile Assistant, about leveraging technology to streamline workflow and client documentation. Corey discusses how Mobile Assistant uses human expertise to ensure the precision of transcription, its onboarding processes, the importance of creating 'raving fans' instead of just customers, and how empathy for the customer's time and needs can lead to the development of revolutionary services.

Michael Halloran is the Head of Business Development at MaxMyInterest, a company revolutionizing how clients optimize their cash assets. With a history of launching banking solutions at Morgan Stanley and being part of the first online bank in the UK, he brings a wealth of experience to FinTech. Michael focuses on building relationships with wealth management firms, providing tools that enable clients to earn higher interest rates on FDIC-insured savings accounts. His innovative approach to banking technology and customer experience makes him a leading voice in the financial industry. In this episode… Have you ever thought about how your cash could work harder for you, earning returns that could make a substantial difference in your financial well-being? What if you could enjoy the security of FDIC insurance with interest rates that keep up with inflation? Would you dare to venture beyond your traditional bank to discover the potential of online savings? Business development leader Michael Halloran delves into the inner workings of intelligent cash management that uncouples high returns from the need to give up existing banking relationships. He dives deep into the advantages of online banking and how it contrasts with traditional brick-and-mortar institutions. He clarifies the misconceptions that often hold people back from optimizing their savings and shares insights on the use of artificial intelligence within finance to enhance customer communication and experience. In this episode of The Customer Wins, Richard Walker interviews Michael Halloran, Head of Business Development at MaxMyInterest, about maximizing your cash assets. Michael shares how integration with financial advisors can significantly benefit clients. With a focus on simplicity, security, and maximizing returns without compromising on FDIC insurance, his expertise in the evolving world of FinTech paints a promising future for savers.

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. In this episode… 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. In this episode… 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 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.

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.

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.

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. In this episode… 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.