In this episode of The Customer Wins, Richard Walker interviews Ellen Rogin, financial intuitive at Create Great, about transforming one’s relationship with money.

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.

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.

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