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Unlocking Money Wisdom and Intuition With Ellen Rogin
In this episode of The Customer Wins, Richard Walker interviews Ellen Rogin, financial intuitive at Create Great, about transforming one’s relationship with money.
Quik! News Team
5 hours ago26 min read


Unlocking Business Owner Wealth With Jason Early
In this episode of The Customer Wins, Richard Walker interviews Jason Early, Founder and CEO of RISR, about helping advisors deliver better outcomes for business owners.
Quik! News Team
Jan 2526 min read


Empowering Advisors To Help Clients Live Fearlessly With Dan Zitting
In this episode of The Customer Wins podcast, Richard Walker interviews Dan Zitting, CEO of Nitrogen, about helping advisors create fearless client moments through better engagement and AI-powered tools.
Quik! News Team
Jan 1727 min read


What Wealth Firms Learned in 2025 and How It’s Shaping 2026
How scalable workflows, embedded compliance, and efficiency separate leading firms 2025 drew a line between firms that built scalable operations and those relying on manual, stitched-together workflows. As the pressure to onboard faster grew, compliance expectations rose, and data flow became harder to manage; that difference became clearer. WealthStack puts numbers behind that in their annual study. Firms self-identifying as “Laggards,” those who didn’t prioritize or lever
Amber A.
Jan 165 min read
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