Cheryl Dillon is a pioneering technology entrepreneur and Co-founder of Quik!, a leader in forms automation and productivity solutions. Her journey began in the early 80s with a passion for computers and problem-solving, leading to the launch of Efficient Technology Inc. with her son Richard Walker in 1999. Cheryl helped grow Quik! by tackling paper form inefficiencies in the financial industry, reducing tasks that took hours to minutes. Although retired from daily operations since 2010, she remains strategically involved with Quik! as a board member, influencing its mission to make paperwork the easiest part of every transaction.

The secrets to customer success are often hidden in plain sight, but what if the key component is as fundamental as family dynamics? Can the principles of motherhood translate to groundbreaking business acumen? When technology meets empathy, a powerful combination emerges to rewrite the rulebook on customer relations and business growth.

Cheryl Dillon, a pioneer in the tech industry, delves into her journey, harnessing her passion for computers and problem-solving to revolutionize how forms are processed in the financial sector. Alongside her son and podcast host Richard Walker, she shares her experience and the challenges of starting a tech company from the ground up, including her strategy for earning customers' trust and loyalty through transparency and service — a tactic that has led Quik! to achieve remarkably high customer satisfaction scores. She highlights her commitment to customer satisfaction, which became the cornerstone of their flourishing business.

In this episode of The Customer Wins, Richard Walker interviews Cheryl Dillon, Co-founder of Quik!, about transforming customer experiences through innovation. Cheryl discusses how Quik! revolutionized paperwork processes for financial experts, the sacrifices and behind-the-scenes work of starting a business, insights into providing empathetic and effective customer service, and how telling the tough truths can build long-term customer loyalty.

Spenser Segal is the Founder and CEO of ActiFi, a company that provides premier engagement solutions for advisors in the wealth management industry. He is recognized as one of the top 25 most influential people by Investment Advisor magazine and has over 20 years of experience in the financial services industry. Before ActiFi, Spenser held management positions at American Express Financial Advisors, Dain Rauscher, Barrington Capital Management, and BigCharts. He is a Certified Financial Planner and an Accredited Investment Fiduciary Analyst.

Are advisors fully leveraging the myriad of solutions in the wealth management industry? By harnessing the power of AI, from real-time customer insights to automation, you can catapult advisor efficiency and client satisfaction to the next level. How are personalization and strategic engagement key to the success of financial institutions?

Spenser Segal, a Certified Financial Planner, delves into how he revolutionizes the wealth management industry by providing a SaaS-based engagement platform that helps financial institutions and advisors deliver top-tier, integrated advice efficiently. By honing in on the top three solutions from potentially overwhelming options, his model ensures that firms can maximize their offerings and achieve organic growth. Spenser's approach focuses on creating a collaborative environment where advisors are understood and their goals met, fostering a symbiotic relationship between them and institutions. This, in turn, enhances advisor retention and overall client satisfaction.

In this episode of The Customer Wins, Richard Walker interviews Spenser Segal, Founder and CEO of ActiFi, about enhancing advisor engagement in wealth management. Spenser discusses how ActiFi assists financial institutions in improving advisor engagement and organic growth, how motivation, ability, and prompts can dramatically influence the adoption of new technologies and behaviors, and the challenges wealth management firms face when encouraging growth among their advisors.

Dr. Preston Cherry is the Founder and President of Concurrent Financial Planning, a company dedicated to aligning clients' wealth with their well-being. Recognized as one of the top financial advisors in the US by Investopedia, Dr. Cherry is a Certified Financial Planner™ professional and a Certified Financial Therapist™ who has made significant contributions to his field. He serves as the Head of Financial Planning Program and Director of the Charles Schwab Center for Personal Financial Planning at UW-Green Bay and is a past president of The Financial Therapy Association. Passionate about advancing the human condition through financial education, Dr. Cherry holds a PhD in personal financial planning and is the author of Wealth in the Key of Life, which explores the interconnectedness of life and money.

In today’s fast-paced world, achieving financial harmony has become essential for living a fulfilled life. However, the pursuit of financial success often overshadows our fundamental well-being, creating a tense relationship with money. So, how can we reshape our relationship with money to align it with our deepest aspirations?

Dr. Preston Cherry, a seasoned financial advisor and author, shares his unique approach to overcoming the barriers people face in achieving their desired life. He introduces the concept of financial harmony, emphasizing the importance of aligning one's financial decisions with personal values and life goals. Through insightful anecdotes and candid discussion, he challenges the notion that money is merely a tool, advocating instead for seeing it as a vital partner in life. By giving money a persona and recognizing its role in achieving life goals, individuals can find permission to pursue their dreams and aspirations without seeking external validation.

In this episode of The Customer Wins, Richard Walker interviews Dr. Preston Cherry, Founder and President of Concurrent Financial Planning, about creating financial harmony. Dr. Cherry discusses how Concurrent Financial Planning helps clients align their wealth with their well-being, the interconnectedness of life and money in achieving happiness, the power of permitting oneself to pursue wealth and well-being, and the challenges and solutions for couples navigating financial planning together.