QuikFormsCEO's profile picture. I started Quik! Forms in 2002 to save people from filling out forms by hand. My goal is to empower others to do their best work.

Rich Walker

@QuikFormsCEO

I started Quik! Forms in 2002 to save people from filling out forms by hand. My goal is to empower others to do their best work.

Why Disorganized Data Is Crushing Financial Advisors - Max Klein, Co-Founder and CEO of LEA The Customer Wins with Rich Walker Full Episode: quickforms.com/post/emerging-…


The Power of Boundaries in Crafting Perfect Experiences - Richard Walker, CEO of Quik! on The Customer Wins with Rich Walker Full Episode: quickforms.com/post/four-keys…


Helping Wealth Firms Move Client Data Where It Matters - Max Klein, Co-Founder and CEO of LEA The Customer Wins with Rich Walker Full Episode: quickforms.com/post/emerging-…


The Future of CRM Automation Lies in Better Integrations - Jeffrey Rusin, Co‑founder and CMO of Advisor Tech Partners on The Customer Wins with Rich Walker Full Episode: quickforms.com/post/helping-r…


Making Job Applications Suck Less with 2025 Tech - Ty Peck, Co-Founder and CEO of Business Draft on The Customer Wins with Rich Walker Full Episode: quickforms.com/post/perspecti…


How to Stay Productive With AI Creating More Free Time - Tracy Lee, Co-founder and CEO of This Dot Labs on The Customer Wins with Rich Walker Full Episode: quickforms.com/post/perspecti…


Why Paperwork Is Still Handwritten in Wealth Management - Michael Jeanfreau, Director of Advisor Enablement at Mariner Wealth Advisorson The Customer Wins with Rich Walker Full Episode: quickforms.com/post/how-advis…


How AI Is Reshaping the Way We Train Future Experts - Paul Osterberg, CEO and Managing Director of Security Basecamp on The Customer Wins with Rich Walker Full Episode: quickforms.com/post/cybersecu…


The Numbers Don't Lie: Keeping Customers Is 5X Cheaper - Joseph Loria, Founder and CEO of RetentionCX on The Customer Wins with Rich Walker Full Episode: quickforms.com/post/perspecti…


Meet the 3 Types of AI Agents: Frontline, Back Office, and Product - Rabih Ramadi, Co-Founder and CEO of Avantos on The Customer Wins with Rich Walker Full Episode: quickforms.com/post/elevating…


When Money Buys Complexity Instead of Happiness - David Steele, Co‑founder and CEO of One Wealth Advisors on The Customer Wins with Rich Walker Full Episode: quickforms.com/post/building-…


Setting Boundaries Creates Better Customer Experiences, Here’s Why - Richard Walker, CEO of Quik! on The Customer Wins with Rich Walker Full Episode: quickforms.com/post/revolutio…


Why DTC Was the Smarter Path Than Retail for Launching EZ Bombs - Brandon Castaneda, Founder and CEO of EZ Bombs on The Customer Wins with Rich Walker Full Episode: quickforms.com/post/perspecti…


Why Amplify Is Taking a Cautious, Smart Approach to AI - Vickie Lewin, Chief Growth Officer at Amplify on The Customer Wins with Rich Walker Full Episode: quickforms.com/post/unlocking…


Start With the "Why": Helping Clients Reach Their Personal Financial Goals - Michael Jeanfreau, Director of Advisor Enablement at Mariner Wealth Advisorson The Customer Wins with Rich Walker Full Episode: quickforms.com/post/how-advis…


Why Protecting Location Managers Protects the Business - Matt Goebel, Founder and CEO of Woven on The Customer Wins with Rich Walker Full Episode: quickforms.com/post/perspecti…


The Power of Mentorship with Complimentary Styles - Brian Edelman, CEO of FCI on The Customer Wins with Rich Walker Full Episode: quickforms.com/post/outsmarti…


The Rise of the Solo Advisor: Scaling Without a Big Team - Cameron Howe, Co-founder and CEO of Investipal on The Customer Wins with Rich Walker Full Episode: quickforms.com/post/building-…


Why the FBI Thinks Your Firm Is the Prime Suspect - Brian Edelman, CEO of FCI on The Customer Wins with Rich Walker Full Episode: quickforms.com/post/outsmarti…


How to Stand Out: Consistency Online and In Person - Shannon Rosic, Director of Content and Solutions for the Wealth Management Group at Informa Connect on The Customer Wins with Rich Walker Full Episode: quickforms.com/post/humanizin…


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