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The Customer Wins

De: Richard Walker
  • Resumen

  • 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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Episodios
  • [Perspective Series] Exit to Excellence: Guide to Strategic Business Departures With Jerome Myers
    Jul 8 2024

    Jerome Myers is the Founder of Exodus, a company helping entrepreneurs navigate the eight exits of a founder. A former engineer turned award-winning business strategist, Jerome has led multimillion-dollar operations and now focuses on advising across diverse sectors, guiding leaders from the corporate world to successful entrepreneurship. He is known for his deep understanding of human behavior and strategic approaches to business growth, work-life harmony, and charitable efforts.

    Jerome is also a general partner in the multifamily real estate portfolio and lends his strategic acumen to the North Carolina Agricultural Technical State University entrepreneurship advisory board, driving entrepreneurial progress.

    In this episode…

    What if you could plan a graceful exit from your business that ensures your legacy and opens up new horizons for personal fulfillment? How can you pivot from the identity of a successful business owner to a life of impact and meaning? And is it necessary for every entrepreneur to have an exit strategy?

    Jerome Myers, a thought leader on the “founder’s exit paradox”, dives into crafting a thoughtful and successful exit strategy for entrepreneurs. He highlights the psychological and emotional layers of the exit process, emphasizing the importance of nourishing oneself post-exit, evaluating new avenues, exploring fresh opportunities, and ultimately transcending to the next milestone. His framework prepares entrepreneurs for potential liquidity events and fosters growth in personal identity outside the business.

    In this episode of The Customer Wins, Richard Walker interviews Jerome Myers, Founder of Exodus, about exploring the right path to exit and transition. Jerome shares his unique approach to helping entrepreneurs transition from the corporate world, the eight-step journey for guiding founders toward fulfilling exits, the importance of self-image and relationships in achieving business success, and the four-step NEXT process for figuring out what comes after business success.

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    35 m
  • [Perspective Series] The Art of Wonder: Solving Problems Through Magic With Dan Trommater
    Jul 1 2024

    Dan Trommater is a captivating magician and keynote speaker renowned for his ability to challenge assumptions and inspire fresh perspectives. With over two decades of experience, he has graced over 1000 events, including a TEDx talk. Drawing on his 25 years as a magician, Dan seamlessly blends illusion with motivational messaging to empower clients to unlock their potential. He attributes his passion for magic to its power to invoke wonder, which he harnesses to facilitate change and creativity. His approaches have positively influenced executives and teams, propelling them toward unimagined possibilities.

    In this episode…

    Imagine witnessing a feat you know is impossible, yet it unfolds right before your eyes. What if this moment of wonder could unlock the potential for innovation and growth? Could the sheer power of belief transform impossibility into a springboard for creativity?

    Magician Dan Trommater shares his journey, illustrating how his passion for magic became an influential tool in business leadership and growth. Through the art of illusion, he challenges his audience's assumptions and sparks new ways of thinking. His ability to inspire wonder entertains and fosters an environment where out-of-the-box ideas thrive. Through his storytelling and a remarkable understanding of human cognition, Dan provokes thought and equips business leaders to find unprecedented solutions to their challenges.

    In this episode of The Customer Wins, Richard Walker interviews Dan Trommater, a renowned magician and keynote speaker, about incorporating magic into professional development. Dan explains how he uses magic beyond entertainment to create a powerful communication tool, techniques for opening people's minds to new ideas and challenging preconceived notions, and innovative thinking approaches to discover multiple solutions to presumed insolvable problems.

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    36 m
  • [AI Series] The AI Edge: Supercharging Financial Advisors With Denis Konoplev
    Jun 24 2024

    Denis Konoplev is the CEO of Munin AI, a company at the forefront of using artificial intelligence to empower financial advisors. With over a decade of experience in entrepreneurial ventures, he has a track record of successful startups in various sectors. A non-technologist with a keen eye for applying innovative solutions to real-world business problems, Denis is on a mission to provide financial advisors with AI-powered tools that enhance client relationships and improve service quality. As a leader who values customer-centric approaches, he is known for his ability to adapt and evolve alongside emerging technologies.

    In this episode…

    Have you ever wondered how the role of a financial advisor could evolve with the integration of cutting-edge technology? What if the typical advisor-client interaction was augmented by a layer of intelligent, real-time assistance that could recall every detail and opportunity from past conversations? Could this be the missing link that transforms financial advice from a service to an experience?

    Serial entrepreneur Denis Konoplev delves into how his innovative AI-powered platform is helping financial advisors provide a supercharged experience to their clients. He shares insights on how these technologies can serve as augmented reality for client servicing, offering advisors a heads-up display filled with contextual and relevant information. He counteracts the fears of AI replacing human roles by reiterating the value of emotional and nuanced human guidance in client relationships. Denis also explores the future where AI personalizes client interactions beyond the current technologies.

    In this episode of The Customer Wins, Richard Walker interviews Denis Konoplev, CEO of Munin AI, about transforming the everyday responsibilities of financial advisors through AI. Denis talks about the inspiration behind starting Munin AI and the problem it aims to solve, the superpowers of AI in the financial advising industry, how Munin AI captures client interactions in real-time without disrupting conversation flow, and the core concepts of applying AI to improve customer experience.

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    31 m

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