The Customer Wins

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.

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. In this episode… 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. In this episode… 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.

Clifton Schaller is the Chief Growth Officer at FutureVault, a market-leading provider of secure document exchange and digital vault solutions for the financial services and wealth management industry. With a background in corporate development, product management, and strategic partnerships, he is responsible for driving the intersection of top-line growth and product strategy. Clifton holds an impressive professional background, having previously served at prominent organizations including Capital One, Morningstar, and Nitrogen Wealth (formerly Riskalyze). He is also an advisory board member for Smart KX, a rising startup. In this episode… In today's fast-paced business environment, efficiency is fundamental. As institutions, firms, and professionals continue navigating the new norm, digital vaults have emerged as a must-have technology for streamlining document-driven processes. These secure virtual storage solutions offer structure and security that traditional document storage cannot match. Clifton Schaller, a notable figure in the emerging industry, says that digital vault technology can automate document-driven processes, reduce costs, and enhance client satisfaction. With secure access to critical information at their fingertips, institutions and professionals can make informed decisions faster, enabling them to stay ahead of the curve. He shares how they've built solutions designed to help the financial services industry keep its edge. In this episode of The Customer Wins, Richard Walker sits down with Clifton Schaller, Chief Growth Officer at FutureVault, to discuss the value of the digital vault technology. Clifton shares how FutureVault helps people, the value of using a third-party vault for client documents and compliance, how they use AI for document analysis and insights in wealth management, and career growth through confidence.

Jen Goldman is the Founder of My Virtual COO, a firm helping businesses transform their operations with less stress, struggles, and missteps. She has over 30 years of experience as a business operations transformer, having helped over 1000 businesses thrive. She has taught her methods at national conferences, and her work has been published by Inc Magazine, Tech Tools for Today's High-Margin Practice, Liberated CEO, and trade publications. In this episode… Growing a business is rewarding but stressful. It entails juggling multiple business operations — expertise many leaders and teams might not possess. That's why many companies face stagnation after their initial growth spurt. Jen Goldman, a business operations transformer, says that one of the biggest challenges businesses face is scaling their operations and teams to match their growth and deliver great customer experiences. It's not enough to add more staff or resources — cohesive and effective operations in the company are also crucial. You need a well-planned strategy that will help you grow and improve your business sustainably. She shares how she helps service businesses identify, implement, and accelerate their scalability and growth. In this episode of The Customer Wins, Richard Walker sits down with Jen Goldman, Founder of My Virtual COO, to discuss how businesses can grow by transforming their operations. Jen talks about My Virtual COO, improving customer experience through technology and communication, the value of treating your employees well, and the giver personality.

Murray Gray is the Co-founder of Xperiencify, a platform helping course creators get more people to complete their online courses. He is the developer of the "Experiencification" methodology: a powerful combination of techniques from the fields of games, adult learning psychology, and the gambling industries. A self-taught marketer and entrepreneur, Murray has made a career out of building software platforms to make life easier for other business owners. He is also the Founder of Engagify, and has previously founded and co-founded numerous companies such as Live Your Message, HeroicNow.com, Adicted.io, Fansflood, and others. In this episode… Courses are one of the best ways to improve someone's skills or train employees. However, research shows that only about 3% of people who purchase online courses ever complete them. Gamifying the course could be a game-changer for you. Serial entrepreneur Murray Gray is a course creator who has been releasing courses for years to help people transform their lives through education. With time, he discovered that only a handful of people who bought his course would finish it and get the desired results. This propelled him to find an easy and fun way to get more people to complete his online courses. He shares how he increased the course completion rates by leveraging games and human psychology in the course creation process. In this episode of The Customer Wins, Richard Walker sits down with Murray Gray, Co-founder of Xperiencify, to discuss how course creators can improve course completion rates. Murray discusses how Xperiencify helps people, its metrics for online course completion rates and how they impact sales, key things to improve course completion rates, and its ideal clients and customer success stories.

Sherry Winn is the Founder and CEO of The Winning Leadership Company, a firm specializing in developing leaders who inspire their teams to work at championship levels. She is a two-time Olympian, National Championship Basketball Coach of the Year, and a three-time Amazon best-selling author. Sherry is also an internationally renowned speaker who frequently addresses audiences such as StubHub, AnyTime Fitness, New York Life, Edward Jones, and Technicolor. In this episode… Leading a team is no small feat. It requires a unique set of skills and qualities that not everyone possesses such as finding top talent, maintaining high loyalty, and taking your team to the next level. This is where working with a coach can be helpful. With over 34 years of experience as a national championship basketball coach and two-time Olympian, Sherry Winn acknowledges that coaching is not just for athletes or performers. It's for anyone who wants to improve their skills and reach their full potential. A coach can help you understand who you are, how you appear to others, and what you need to do to increase productivity. With a coach, you can become a better leader and build stronger relationships with your team. In this episode of The Customer Wins, Richard Walker sits down with Sherry Winn, Founder and CEO of The Winning Leadership Company, to discuss leadership strategies that create Olympic-level teams. Sherry explains how The Winning Leadership Company helps people, the correlation between sports and business, the qualities of a good leader, and her pivotal moments in becoming a better leader.