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.
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Why AI Helps Advisors — But Will Never Replace Them - David Steele, Co‑founder and CEO of One Wealth Advisors on The Customer Wins with Rich Walker Full Episode: quickforms.com/post/building-…
The Future of Forms: How AI Could Transform Data Collection and Signatures - Cameron Howe, Co-founder and CEO of Investipal on The Customer Wins with Rich Walker Full Episode: quickforms.com/post/building-…
Cut Through the Noise: Lead With the Problem You Solve - 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…
Zoom vs. Everything Else: What Really Matters for Podcasts - John Corcoran, co-founder of Rise25 on The Customer Wins with Rich Walker Full Episode: quickforms.com/post/perspecti…
Want to Sell More? Start by Solving Real Problems - Arnulf Hsu, CEO and Founder of GReminders on The Customer Wins with Rich Walker Full Episode: quickforms.com/post/ai-series…
From Alexa to WealthTech: Making Data Actually Useful - Max Klein, Co-Founder and CEO of LEA The Customer Wins with Rich Walker Full Episode: quickforms.com/post/emerging-…
Don’t Pitch. Connect First, Talk Later. - Joshua B. Lee, Founder and CEO of StandOut Authority on The Customer Wins with Rich Walker Full Episode: quickforms.com/post/humanizin…
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…
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