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.

Tom Rieman is the CEO and Founding Partner of Practice Intel, a cutting-edge platform designed to enhance advisor-client relationships through AI-driven simulations, research deployment, and strategic data analysis. With over 25 years of expertise in wealth management, he offers a deep understanding of the asset management distribution and broker-dealer ecosystem. Before Practice Intel, Tom worked at JD Power, conducting industry-level research on advisor-client relationships. He is passionate about improving the quality of financial advice and firmly believes in the profound impact it can have on clients' lives.

Have you ever wondered how some financial advisors stand out from the crowded wealth management market? What makes their services so valuable that clients stay satisfied and become enthusiastic advocates for them? Could there be a secret ingredient to creating such high-value relationships?

Tom Rieman, a relentless advocate for great financial advice, delves into a fascinating conversation about the intersection of AI technology, sales narratives, and establishing trust in the advisor-client relationship. He brings a fresh perspective on using AI to simulate sales scenarios, allowing advisors to hone their narratives and pitch methods without the risks associated with practicing on real clients. He emphasizes the importance of creating a compelling narrative and leveraging vulnerability to build rapport and trust with potential clients.

In this episode of The Customer Wins, Richard Walker interviews Tom Rieman, CEO and Founding Partner of Practice Intel, about creating value-driven financial advisory relationships. Tom shares the transformative potential of blending deep industry insight with cutting-edge technology, how client experience research can be brought to the practical level, and equipping advisors with data and tools to meet evolving investor expectations head-on.

Bobby Steiner is the Director of Golf Instruction at Horseshoe Bay Resort. He is a multifaceted golf professional, fitness instructor, motivational speaker, and author of four books. Renowned for his Bobby Steiner Golf YouTube channel, Bobby also manages channels dedicated to fitness, karate, and success paradigms. A proponent of the mental aspect of golf, he's passionate about helping his students find more enjoyment in the game.

Have you ever wondered what makes exceptional athletes tick? What mindset separates the driven golf enthusiast who loses their nerve from those who keep their cool regardless of setbacks? Can the secrets of navigating a golf course also help us in life?

Bobby Steiner, a seasoned golf instructor, delves deep into these questions. His philosophy is as much about shaping a person's mental game as it is about their swing. He emphasizes the importance of self-competition and catering to each student's unique journey, recognizing the significance of patience and perseverance. His approach is not just about how to hit a golf ball — it's about cultivating the right attitude towards challenges, both on the fairway and beyond.

In this episode of The Customer Wins with Richard Walker featuring Bobby Steiner, they discuss the parallels between mastering golf and mastering life, Bobby shares key insights for personal and professional growth through golf analogies. They also touch on his dedication to his students' that exemplifies outstanding customer service and how businesses can emulate to build a loyal customer base.