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At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, an award-winning and fast-growing RIA firm, is launching a new podcast series. ‘Become A Warrior Advisor’ provides financial advisors with actionable guidance, tips and practical tools to survive and thrive during periods of uncertainty and disruption. The podcast series, presented by RFG Advisory, aims to inspire and empower a new breed of advisor with a curated curriculum designed to engage critical t ...
The CX Show is Glia's podcast on Customer Experience. In each episode, we'll be speaking to senior business leaders to understand the importance and influence of the customer experience on overall business success.
One Year Later on from their prescient conversation on Captiva Island in 2020, Bobby White and Dom Raso reunite for an invigorating, energetic live event from the RFG Podcast studio. What does it mean to crush everything? It means to get 1% better every day, to have the will to fight, and to persevere in the face of hardship, and to have your minds…
In this episode, Bobby and Dom discuss how to apply Dom Raso’s Crush Everything philosophy around your actions, behaviors, and beliefs to grow your practice and serve your clients. At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, one of the nation’s leading and fastest-growing RIA firms, is launching a new p…
In this episode, Bobby White talks about how to be the CEO not the COO+ – How to structure your time and efficiently manage the right set of activities to build your dream team. At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, one of the nation’s leading and fastest-growing RIA firms, is launching a new podc…
In this episode, Bobby White and Dom Raso discuss the actions independent advisors must take in order to be successful, three, five, and ten years from now. At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, one of the nation’s leading and fastest-growing RIA firms, is launching a new podcast series. ‘Become A…
In this episode, Bobby White and Dom Raso talk about the importance of mindset for financial advisors as a foundation for success and to take their practice to the next level. At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, one of the nation’s leading and fastest-growing RIA firms, is launching a new podcas…
In this episode, Bobby White and Dom Raso discuss how fear is one of the biggest factors holding financial advisors back from reaching their full potential. At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, one of the nation’s leading and fastest-growing RIA firms, is launching a new podcast series. ‘Become A…
In this episode, Bobby White and Dom Raso discuss tactics to train your mind and body to begin a bullet-proof morning routine aligned with purpose. At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, one of the nation’s leading and fastest-growing RIA firms, is launching a new podcast series. ‘Become A Warrior …
The Effortless Member Experience by SaleMoveBy SaleMove
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CX Show: Conversations on Customer Experience
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Going Digital First at RFG with Shannon Spotswood
38:53
38:53
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38:53
On this episode of The CX Show, our co-founder and CEO, Dan Michaeli, sits down with Shannon Spotswood, president of RFG Advisory, a professionally managed hybrid RIA dedicated to supporting advisors and their clients best intentions.By SaleMove
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CX Show: Conversations on Customer Experience
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Creating Contact Center Leaders with Jim Rembach
41:04
41:04
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41:04
On this episode of The CX Show, our co-founder and CEO, Dan Michaeli, sits down with Jim Rembach, president of Call Center Coach, an e-learning platform which develops contact supervisors skill sets for highly successful front line leaders.By SaleMove
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CX Show: Conversations on Customer Experience
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The Wallet Allocation Rule with Luke Williams
46:29
46:29
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46:29
In this episode of the CX Show, we speak to Luke WIlliams, Head of CX at Qualtrics, about the Wallet Allocation Rule and how businesses can gain a competitive advantage through customer experience.By SaleMove
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CX Show: Conversations on Customer Experience
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Establishing a Customer Journey Strategy with Annette Franz
32:12
32:12
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32:12
In this episode of the CX Show, we speak with Annette Franz, Founder and CEO at CX Journey, Inc, about laying the groundwork for a successful customer experience strategy.By SaleMove
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CX Show: Conversations on Customer Experience
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How to Offer Amazing Customer Service with Shep Hyken
50:30
50:30
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50:30
In this episode of the CX Show, we speak with Shep Hyken, Chief Amazement Officer at Shepard Presentations, about delivering an amazing customer service experience.By SaleMove
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CX Show: Conversations on Customer Experience
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Customer Experience Enablement with Lynn Hunsaker
42:00
42:00
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42:00
In this episode of the CX Show, we speak with Lynn Hunsaker, Chief Customer Officer at ClearAction Continuum, about organizational changes that need to take place before a change can be made to the customer experience.By SaleMove
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CX Show: Conversations on Customer Experience
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Customer Journey Mapping with Jim Tincher
39:23
39:23
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39:23
In this episode of the CX Show, we talk to Jim Tincher, Journey Mapper-In-Chief at Heart of the Customer, about customer journey mapping and the importance of identifying and eliminating friction and pain points along the journey.By SaleMove
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CX Show: Conversations on Customer Experience
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Putting the Customer First at Boll & Branch
42:28
42:28
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42:28
In this episode of the CX Show, we talk to Scott Tannen, Founder & CEO of Boll & Branch, about customer experience and how he's been able to grow the company by placing the customer and the company's ethical practices front and center.We also discuss Boll & Branch's first physical retail location and how they're bringing the digital experience to b…
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CX Show: Conversations on Customer Experience
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Gaining Insight from Customer Journey Mapping with Kerri Nelson
47:34
47:34
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47:34
In this episode of CX Insider, we talk to Kerri Nelson, Founder & CEO of CustomersFirst Now, about how customer journey mapping can really serve as a vital exercise for improving the customer experience. We'll also discuss the importance of understanding not only what customers say, but also what they do.Finally, we'll learn what it takes to operat…
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CX Show: Conversations on Customer Experience
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Understanding Voice of the Customer with Ernan Roman
48:19
48:19
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48:19
In this episode, we talk to Ernan Roman about leveraging the voice of the customer to improve the customer experience. In particular, we’ll spend time digging into Ernan’s work with MassMutual and how their customers ended up influencing their marketing.We’ll also examine the gap between what customers expect and what brands deliver.…
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CX Show: Conversations on Customer Experience
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Building Customer Experience Through Design Thinking at Northern Trust
32:06
32:06
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32:06
SaleMove Co-Founder and CEO, Dan Michaeli, talks to Scott Dille of Northern Trust. In this episode, we'll learn how a workshop at IDEO brought Design Thinking to Northern Trust and helped reshape the bank's customer experience.By SaleMove
SaleMove Co-Founder and COO, Justin DiPietro talks about Artificial Intelligence and a framework for how companies should leverage conversation AI to rollout chatbots. Justin also takes a step back to provide an explanation of AI and discusses where the technology is today.By SaleMove
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CX Show: Conversations on Customer Experience
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Building a Customer-Obsessed Culture at Kustomer
26:45
26:45
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26:45
SaleMove CEO Dan Michaeli chats with Rob Bailey, COO at Kustomer, about building a customer-obsessed culture. Rob also talks about why he feels customer experience is becoming the new marketing.To learn more about SaleMove, visit bit.ly/2mjjX7HBy SaleMove
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CX Show: Conversations on Customer Experience
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Understanding What Customers Really Want at Philadelphia Insurance Companies
26:18
26:18
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26:18
SaleMove CEO Dan Michaeli chats with Seth Hall, SVP of Customer Service at Philadelphia Insurance Companies, about building a customer-centric support organization using Voice of the Customer. Seth also talks about a common customer support metric that has taken a back seat in his org.To learn more about SaleMove, visit bit.ly/2mjjX7H…
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CX Show: Conversations on Customer Experience
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Balancing Bots & Humans at Bank of America
39:55
39:55
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39:55
SaleMove CEO Dan Michaeli chats with Teron Douglas, Head of Platforms at Bank of America, about the unique challenges faced by Financial Services companies in delivering a top-notch customer experience. We also discuss how bots can be leveraged to move customers towards a real human interaction.To learn more about SaleMove, visit bit.ly/2mjjX7H…
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CX Show: Conversations on Customer Experience
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Tackling Customer Experience Challenges in the Insurance Industry with Steve Anderson
40:53
40:53
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40:53
SaleMove CEO Dan Michaeli chats with influential thought-leader, Steve Anderson, about the unique customer experience challenges currently being faced by the Insurance industry. We also discuss the role that AI can play and the importance of keeping the human element in the customer journey.To learn more about SaleMove, visit http://bit.ly/2mjjX7H…
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CX Show: Conversations on Customer Experience
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Getting to Why and the Importance of Customer Advocacy with Noah Weiner
37:19
37:19
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37:19
SaleMove CEO Dan Michaeli chats with Noah Weiner, VP of Client Strategy at Be Found Online (BFO), about the importance of customer advocacy and how getting to why helped Seacoast Bank grow.To learn more about SaleMove, visit www.salemove.comBy SaleMove
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CX Show: Conversations on Customer Experience
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Reinventing Customer Service at BaubleBar
43:09
43:09
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43:09
SaleMove CEO Dan Michaeli chats with Nina Alexander-Hurst, VP of Customer Service & SWAT at BaubleBar, about a whole new way to think about and deliver customer service.To learn more about SaleMove, visit www.salemove.comBy SaleMove
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CX Show: Conversations on Customer Experience
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Ashish Jain, Director of Digital & E-Commerce at BayCare Health Systems
18:27
18:27
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18:27
SaleMove CEO Dan Michaeli chats with Ashish Jain about creating a true omni-channel customer experience.By SaleMove
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CX Show: Conversations on Customer Experience
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Stacey Giard, Chief Operating Officer at Tola Capital
34:37
34:37
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34:37
SaleMove CEO Dan Michaeli chats with Stacey Giard about marketing's role in the customer experience.By SaleMove
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CX Show: Conversations on Customer Experience
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How Brooks Brothers Arms Their Employees with Data to Improve the Customer Experience
41:54
41:54
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41:54
SaleMove CEO Dan Michaeli chats with Karl Haller, Retail and Consumer Products Center of Competence Leader at IBM, about leveraging data to empower individual store manager to deliver a top-notch customer experience during his time at Brooks Brothers.By SaleMove
