Kyle Gray is the CEO and Story Strategist of The Story Engine, a company specializing in helping coaches, startups, and executives use storytelling to improve communication and sales effectiveness. He has authored books and developed strategies that combine timeless storytelling with cutting-edge marketing techniques, ensuring that his clients can effectively present their unique value online and offline. Beyond his professional achievements, Kyle is passionate about empowering leaders to connect with their genius and make a significant impact in their respective fields. His work is a testament to the pivotal role stories play in human-centric business paradigms.

In today's information-saturated landscape, storytelling has emerged as a powerful tool for businesses seeking to differentiate themselves and forge meaningful connections with their audience. By embracing the art of storytelling, brands can transform their communication strategies and deepen their relationship with their customers and mission. How can harnessing stories unlock the true potential of your business and create a lasting impact in a world increasingly dominated by technology?

Kyle Gray, a world-class presentation coach and story strategist, tackles these questions head-on by helping business leaders master the art of storytelling to better connect with their audiences. He believes that many talented individuals are not reaching their full potential due to an inability to communicate their unique values effectively. Through his Story Engine framework, Kyle aids entrepreneurs in crafting narratives that resonate with their audience's emotions, drawing them into a shared vision and enhancing trust. He demonstrates that storytelling is not merely about conveying facts but about creating an emotional journey that aligns with the listener's values and desires.

In this episode of The Customer Wins, Richard Walker interviews Kyle Gray, CEO of The Story Engine, about transforming communication through storytelling. Kyle discusses how The Story Engine helps businesses grow through storytelling, how storytelling builds stronger connections than credentials, and storytelling techniques to evoke emotions and engagement.

Rich Whalen is the Vice President of Technology Strategy and Execution at Equity Services Inc., a broker-dealer and registered investment adviser member company of National Life Group. Equity Services Inc. creates confidence in the financial future of its clients by supporting financial advisors with innovative technology solutions. Since joining the firm in 2018, Rich has been instrumental in enhancing its technology platform, contributing to improved efficiencies that allow advisors to focus more on client interactions. With a career that began in financial services as an advisor, he quickly became passionate about technology and its potential to improve financial planning processes. His unique perspective on using technology to give advisors the "gift of time" reflects his commitment to optimizing the customer experience and driving company growth.

In today's fast-paced financial services industry, optimizing time management and technology is crucial for staying competitive. This saves valuable time for the business and empowers clients to achieve greater efficiency in their interactions. But how can advisors implement these innovative strategies in their firms to streamline operations and significantly enhance the customer experience?

Experienced financial services technology implementation and management professional Rich Whalen shares his journey and insights into solving these challenges by leveraging technology to create what he calls 'the gift of time' for advisors. By integrating automation and efficient workflows, he emphasizes the importance of freeing time for advisors to engage more deeply with their clients rather than being bogged down by data entry and administrative tasks. Rich details how his team evaluates new technologies, ensuring their compatibility with existing systems to enable seamless data flow and minimal disruption. He also delves into the evolving role of AI in enhancing operational efficiency, sharing his forward-looking views on how AI could eventually anticipate workflows and improve decision-making processes.

In this episode of The Customer Wins, Richard Walker interviews Rich Whalen, Vice President of Technology Strategy and Execution at Equity Services Inc., about utilizing technology to optimize time management and customer engagement. Rich discusses how Equity Services gifts advisors more valuable time, strategies for evaluating and integrating new technology into an existing ecosystem, the role of tech in transaction flow and customer interactions, and the role of AI in financial services.

Andrew J. Evans is the CEO of Rossby Financial, which offers advisors a platform for market accessibility, digital transformation, leadership, and acquisition opportunities. Under his leadership, Rossby Financial has streamlined operations, allowing advisors to achieve net incomes as high as 95% after expenses, significantly improving their financial flexibility. With a background that includes executive roles at Tag Advisors and Cambridge Investment Research, Andrew is a connector and advocate for leveraging technology to enhance advisory services. He is passionate about continuous improvement and innovation and is focused on utilizing AI and other tech tools to optimize compliance and operational efficiency in the financial services industry.

In today's world, where customer expectations are at an all-time high, financial services firms face the challenge of balancing operational efficiency with exceptional service delivery. By utilizing innovative technologies and forming strategic partnerships, how can these firms streamline their processes while improving client experiences? The objective is to enable businesses to focus on what truly matters — the success of their customers.

Andrew J. Evans, an experienced financial advisor, tackles these challenges head-on by providing a unique solution through his company. He shares the importance of compliance, complexity, and competency and gives advisors more control over their capital, allowing them to reinvest in their businesses and improve client experiences. This approach saves advisors significant costs by offering services on a pay-as-you-use basis and empowers them with a flexible network of professionals. Andrew emphasizes the importance of removing unnecessary burdens from advisors, enabling them to thrive through strategic use of technology and human expertise.

In this episode of The Customer Wins, Richard Walker interviews Andrew J. Evans, CEO of Rossby Financial, about enhancing efficiency in financial services. Andrew discusses how Rossby Financial empowers advisors with control over their capital, the firm’s unique structure, how it offers flexibility and cost savings for advisors, the benefits and limitations of AI in the current landscape, and how Rossby maintains better customer experience and business outcomes.