The Customer Wins

By: Richard Walker
  • Summary

  • This is The Customer Wins podcast where business leaders discuss their secrets and techniques for helping their customers succeed and in turn grow their company.
    The Customer Wins (c) 2023
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Episodes
  • [AI Series] Harnessing AI for Strategic Leadership With Geoff Woods
    Sep 23 2024

    Geoff Woods is the Founder of AI Leadership, a company helping leaders harness AI to make faster, smarter strategic decisions. He is a true visionary in artificial intelligence and its applications for enhancing leadership. With prior experience as the Chief Growth Officer at Jindal Steel & Power, he was instrumental in the company's market capitalization growth from $750 million to over $12 billion in just four years. Geoff also co-founded a training and consulting company and has impacted businesses with revenues ranging from $10 million to $60 billion with his coaching and advice. As the author of The AI-Driven Leader, he aims to empower business leaders to think strategically and accelerate growth through AI.

    In this episode…

    In the race to outpace competitors, artificial intelligence is the secret weapon that will redefine leadership and business strategy. AI could be more than a convenient tool, transforming average performers into strategic powerhouses. However, how does one navigate and harness this tidal wave of technological advancement?

    Geoff Woods, a thought leader in AI, discusses harnessing AI to accelerate strategic thinking and company growth. He provides insights into the true potential of AI, sharing his expertise on using AI as a thought partner for leaders and how he leverages its immense knowledge database for strategic advantage. With a background in leading substantial growth for businesses, Geoff now directs his efforts toward showing leaders how to employ AI to streamline operations and foster disruptive results without disrupting their organizations.

    In this episode of The Customer Wins, Richard Walker interviews Geoff Woods, Founder of AI Leadership, about utilizing AI for strategic leadership. Geoff discusses how AI Leadership transforms leaders into strategic thinkers, the necessity for leaders to enhance their AI literacy, the importance of detailed communication with AI for effective results, and AI model recommendations for making AI your thought partner.

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    36 mins
  • Maximizing Efficiency With CRM Optimization for RIAs With Kate Guillen
    Sep 16 2024

    Kate Guillen is the Founder of Simplicity Ops, a firm on a mission to help advisors grow and scale their businesses while delivering exceptional client service experience. She is an accomplished operations expert with over ten years in the investment management industry. Kate simplifies systems and standardizes operations to improve the service experience and support growth for financial advisors and their teams. With her deep passion for technology optimization in client service, she has partnered with over 50 firms, instilling efficient practices for increased profitability. Kate leverages powerful tools like CRMs to transform business operations and enhance scalability.

    In this episode…

    In many businesses, operations and client service are interconnected in ways that can be easily overlooked. Is there a specific process to enhance efficiency and customer satisfaction by making internal system adjustments?

    Kate Guillen, an expert in refining operations and enhancing the client experience for financial advisory firms, delves deeply into CRM systems and how leveraging them properly can be a game-changer for businesses. She breaks down her approach, emphasizing the significance of standardizing operations, automating processes, and focusing on client service as the cornerstone of business growth. Kate also asserts that a well-designed CRM system can elevate a company's operations while fostering team confidence and client trust.

    In this episode of The Customer Wins, Richard Walker interviews Kate Guillen, Founder of Simplicity Ops, about fine-tuning the operational heart of financial services. Kate talks about Simplicity Ops and the importance of CRM optimization in delivering exceptional client service, overcoming the challenges of adapting a CRM to meet specific business needs, and the stages of CRM evolution from a basic tool to a comprehensive workflow system.

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    34 mins
  • Harnessing Fractional Workforce for Business Success With Praveen Ghanta
    Sep 9 2024

    Praveen Ghanta is the Co-founder and CEO of Fraction, which specializes in pairing businesses with top-notch fractional technical talent in the United States. He is a seasoned entrepreneur who founded four companies, with two successful exits, including the sale of HiddenLevers to Orion in 2021. Praveen is adept at leveraging senior expertise to enhance software development productivity and firmly believes in the potential of AI to transform the field. As an experienced bootstrap entrepreneur, he understands leveraging fractional workforces to accelerate business success.

    In this episode…

    When navigating the choppy waters of startup growth, many founders find themselves grappling with talent acquisition. Skilled individuals often command high salaries or are already engaged elsewhere, posing a significant hurdle. But what if there was a way to tap into this talent pool without traditional constraints?

    Serial entrepreneur Praveen Ghanta reveals how fractional hiring has become the lighthouse guiding businesses to safe harbor. He draws on his own experiences with his company, HiddenLevers, to illustrate the power and flexibility of working with fractional talent. Additionally, he discusses how Fraction connects businesses with senior-level experts for part-time work, enhancing productivity and saving costs. Praveen also dives into AI's exciting role in software development, sharing insights on its ability to accelerate the engineering process when paired with experienced minds.

    In this episode of The Customer Wins, Richard Walker interviews Praveen Ghanta, Co-founder and CEO of Fraction, about revolutionizing team dynamics and productivity. Praveen discusses how Fraction is revolutionizing the hiring of fractional talent, myths and misconceived notions about fractional hiring, and the importance of integrating fractional talent into your team's culture.

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    37 mins

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