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.

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.

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.

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.

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.

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.

David Crow is the President of Axos Clearing, a full-service clearing firm focused on the success of broker-dealers and registered investment advisors. At Axos Clearing, he prioritizes understanding unique client challenges to tailor effective solutions, enabling business leaders to anticipate future challenges and opportunities. With a 25-year career spanning various financial service roles and his forward-looking guidance, David specializes in optimizing scale and transforming organizations. He is a frequent speaker at industry events and participates actively in SIFMA (Securities Industry and Financial Markets Association), the Financial Services Institute, and the Chicago Bond Club.

Have you ever wondered what makes a successful business tick? What if the key lies in truly understanding your customers and anticipating their needs before even they are aware of them?

David Crow, an expert in the financial services industry, explores the intricacies of the financial services industry and the crucial role of customizing solutions for client success. He offers a glimpse into his leadership journey and the core strategies that have enabled Axos Clearing to stand out in the competitive landscape. With a heavy focus on listening to clients and crafting tailored solutions, David highlights the organization's efforts in integrating banking and securities for seamless financial experiences. His narrative also touches upon the importance of people and relationships in business — the very fabric that binds a company's internal culture to its external success.

In this episode of The Customer Wins, Richard Walker interviews David Crow, President of Axos Clearing, about transforming the financial service experience. David delves into the significance of listening, cultural values, and technological adoption in driving growth and improving customer-centricity in the financial services industry.

Justin Bolmgren is the Chief Process Maestro at William Joseph Capital Management, an SEC-registered investment advisor. In his role, Justin specializes in streamlining operations for independent financial advisors. He is a seasoned financial planning professional with over two decades of experience in the financial services industry. His expertise lies in advice tech, automation, and the application of artificial intelligence, serving as a strategic adviser to fintech startups. With his deep understanding of the advisory business, Justin actively works towards enhancing efficiency and client engagement through innovative processes and technologies.

Are you curious about the intersection of financial planning, customer success, and AI? How does an SEC-registered firm help its advisors and clients navigate the complexities of retirement planning with cutting-edge technology?

Financial planning expert Justin Bolmgren dives into advisory efficiency, customer-centric strategies, and leveraging technological advancements. Reflecting on how AI is transforming the advisory landscape, Justin explores the significant risks of AI systems and technology's evolving role in enhancing customer relationship management efficiency. He shares his advocacy for technology-assisted processes and the human touch in financial planning, highlighting the current and future impact of AI and machine learning on wealth management.

In this episode of The Customer Wins, Richard Walker interviews Justin Bolmgren, Chief Process Maestro at William Joseph Capital Management, about enhancing advisory services with AI-driven tools. Justin talks about the impact of AI tools on efficiency in financial advisory services, the concerns and fears about adopting AI in finance, and how to mitigate liability with AI-driven technologies in the advisory industry.

Stephanie Dannebaum is the Founder and CRM Consultant of Stephanie Dannebaum Consulting, a firm specializing in elevating CRM systems for financial advisors and planners. With a decade of experience in operations, investment management, and financial planning, she has worked extensively with CRM platforms like Redtail and Wealthbox CRM. Stephanie's mission is to align CRM systems with business goals, ensuring high adoption levels and driving sustainable business growth. She's recognized for her ability to understand each firm's unique needs and tailor CRM functions to empower every team member's role.

Are CRMs just overhyped digital Rolodexes, or do they hold untapped potential for financial advisors? What barriers are holding advisors back from leveraging these powerful tools, and how can a shift in perspective lead to groundbreaking efficiency and growth? How can CRM systems transform the day-to-day operations of a financial services business?

CRM consultant Stephanie Dannebaum tackles common misconceptions and reveals how properly implemented CRM systems can be at the heart of business success. She shares her expertise, from empowering advisors by aligning CRMs with their specific business goals to exploring key integrations, and the role of AI in revolutionizing client experiences. Her unique approach helps financial advisors harness the full potential of their CRM, turning it into a hub for proactive client management, workflow efficiency, and actionable insights.

In this episode of The Customer Wins, Richard Walker interviews Stephanie Dannebaum, Founder of Stephanie Dannebaum Consulting, about CRM strategies and integration. Stephanie discusses the transformative power of CRMs in financial services, techniques for overcoming resistance to CRM adoption, and the various benefits and integrations that make CRM essential tools for advisors.

Corey Westphal is the Founder and CEO of Mobile Assistant, a FinTech company specializing in professional dictation services. Mobile Assistance emphasizes the accuracy and security of dictated notes facilitated by a US-based team. With over 26 years in the transcription industry, Corey began his entrepreneurial journey with a medical transcription company and later pivoted to revolutionize dictation in the financial sector. As a forward-thinker, he continues to explore new technologies, including AI, to enhance the value of Mobile Assistant's services. His dedication to providing structured, reliable documentation has made Mobile Assistant a critical tool for financial professionals looking to streamline their work processes.

Have you ever considered the intricate role of precise documentation in financial advising? Imagine having access to a solution that captures every detail and structures it in a way that powers growth and compliance. Would this transform your practice?

Corey Westphal, an expert in financial technology, dives deep into the world of professional dictation services tailored for financial advisors. He shares his insights on transitioning from medical transcription to the financial sector, emphasizing the significance of the human touch in ensuring high-quality, accurate data capture. He highlights how dictation templates have revolutionized note-taking for advisors, providing a structured, consistent, and efficient way to document client interactions. Corey also reveals his journey in building a dictation fintech company that seamlessly integrates with CRMs and other industry-specific tools to enhance workflows and data usage.

In this episode of The Customer Wins, Richard Walker interviews Corey Westphal, Founder and CEO of Mobile Assistant, about leveraging technology to streamline workflow and client documentation. Corey discusses how Mobile Assistant uses human expertise to ensure the precision of transcription, its onboarding processes, the importance of creating 'raving fans' instead of just customers, and how empathy for the customer's time and needs can lead to the development of revolutionary services.

Michael Halloran is the Head of Business Development at MaxMyInterest, a company revolutionizing how clients optimize their cash assets. With a history of launching banking solutions at Morgan Stanley and being part of the first online bank in the UK, he brings a wealth of experience to FinTech. Michael focuses on building relationships with wealth management firms, providing tools that enable clients to earn higher interest rates on FDIC-insured savings accounts. His innovative approach to banking technology and customer experience makes him a leading voice in the financial industry.

Have you ever thought about how your cash could work harder for you, earning returns that could make a substantial difference in your financial well-being? What if you could enjoy the security of FDIC insurance with interest rates that keep up with inflation? Would you dare to venture beyond your traditional bank to discover the potential of online savings?

Business development leader Michael Halloran delves into the inner workings of intelligent cash management that uncouples high returns from the need to give up existing banking relationships. He dives deep into the advantages of online banking and how it contrasts with traditional brick-and-mortar institutions. He clarifies the misconceptions that often hold people back from optimizing their savings and shares insights on the use of artificial intelligence within finance to enhance customer communication and experience.

In this episode of The Customer Wins, Richard Walker interviews Michael Halloran, Head of Business Development at MaxMyInterest, about maximizing your cash assets. Michael shares how integration with financial advisors can significantly benefit clients. With a focus on simplicity, security, and maximizing returns without compromising on FDIC insurance, his expertise in the evolving world of FinTech paints a promising future for savers.