Jason P. Carroll is the Founder and CEO of Aptive Index, a company revolutionizing hiring and leadership through psychometric assessments and strategic advisory. As a seasoned entrepreneur, he successfully led Champion National Security from $24 million to $80 million in revenue and expanded its workforce from 800 to 2,500 employees in just seven years, culminating in a successful acquisition. Additionally, Jason is a trained leadership consultant, utilizing his expertise to enhance team performance and company culture. He focuses on people-centric strategies paired with technological innovation to help companies grow.

In today's fast-paced business world, understanding the strengths and motivations of each team member can be the difference between success and stagnation. How can leaders place their employees in roles where they can excel and stay motivated? Additionally, how can companies leverage self-awareness to foster better communication and improved performance?

Jason P. Carroll, a visionary entrepreneur, delves into psychometric assessments and how they can revolutionize how people perceive hiring, leadership, and personal growth. He introduces the Aptive Index, a tool that measures innate drives and behaviors, facilitating optimal job placement and team dynamics. He shares his transformation and the crucial role of self-awareness in altering behaviors and the workplace atmosphere. By examining specific traits like pro-social behavior and sociability, Jason offers insights into how understanding these aspects can drastically help you minimize conflict and improve team performance.

In this episode of The Customer Wins, Richard Walker interviews Jason P. Carroll, Founder and CEO of Aptive Index, about revolutionizing hiring and leadership through psychometric assessments. Jason discusses how Aptive Index helps leaders gain valuable insights into their behavior and its impact on others, the three levers that unlock deeper self-awareness, and how Aptive Index can improve corporate hiring, leadership, and team dynamics.

Peter LePiane is the Founder of Idea Bridge, a consulting firm specializing in product transformation and customer experience enhancement across various industries. With over 25 years of experience, he integrates lean startup methodologies and change management to help clients, from mid-sized businesses to large multinational corporations. Peter's expertise extends to financial services, insurance, retail, telecommunications, consumer packaged goods, and fragrance manufacturing sectors. He is also a proponent of incorporating AI tools and data-driven strategies to refine customer insights and drive business growth.

In today's dynamic business landscape, meeting customer expectations while driving operational efficiency is crucial for sustainable growth. Striking a balance between addressing present consumer needs and laying the groundwork for future innovation is the hallmark of successful organizations. How can businesses navigate this intricate dance between current satisfaction and future readiness?

Peter LePiane, an experienced management consultant and a lean startup enthusiast, delves into the nuances of customer discovery and experience. He shares his insights on differentiating between direct clients and end customers, incorporating their needs into strategic planning. Peter emphasizes the importance of directly getting customers' feedback and using that to inform significant business decisions rather than relying solely on internal perceptions. He shares his methodology, which incorporates the lean startup philosophy to the application of AI in customer service and marketing.

In this episode of The Customer Wins, Richard Walker interviews Peter LePiane, Founder of Idea Bridge, about enhancing customer and product experiences. Peter discusses how Idea Bridge helps people, the importance of considering the end customer in change management initiatives, tactics for obtaining customer feedback and integrating it into business solutions, and balancing innovation with real customer needs for future success.

Farbod Nowzad is the Co-founder and CEO of Cashmere AI, a company dedicated to enhancing client acquisition in the wealth management space through intelligent solutions. As the first-ever data science graduate from UC Berkeley, he leverages his deep understanding of machine learning and anti-fraud strategies to build and optimize business growth technologies. Before Cashmere AI, Farbod contributed his expertise to the anti-fraud machine-learning team at Lime. He is a progressive leader harnessing AI to transform traditional business practices, especially in the financial sector.

Are you finding client acquisition challenging in the ever-evolving financial services industry? What if there was a way to seamlessly integrate luxury, efficiency, and intelligence into your customer acquisition strategy?

Data Scientist Farbod Nowzad delves into how his company uses AI to enhance client acquisition in the wealth management sphere. He stresses the significance of AI and how Cashmere AI’s three-part system — identification, enrichment, and engagement — enables advisors to efficiently pinpoint and nurture relationships with potential clientele through AI-driven insights and personalized outreach. He elaborates on the data-driven methodologies that can propel financial advisors toward incredible growth and client engagement.

In this episode of The Customer Wins, Richard Walker interviews Farbod Nowzad, Co-founder and CEO of Cashmere AI, about AI-powered client acquisition in wealth management. Farbod discusses how Cashmere AI is changing client acquisition for wealth managers, its three client acquisition modules, engagement strategies modern wealth management firms employ for successful outreach, and innovative solutions for AI hallucination.