David Steele is the Co‑founder and CEO of One Wealth Advisors, a San Francisco–based, fee‑only RIA managing over $1 billion in assets that helps clients simplify their financial lives through comprehensive planning. He brings nearly 30 years of experience in finance and entrepreneurship, having launched his career at JP Morgan before building One Wealth into a fiduciary‑driven firm focused on holistic client well‑being.

Beyond wealth management, David is the Co‑founder and Executive Chairman of Flour + Water Hospitality Group and Great Gold Hospitality, leading acclaimed restaurant brands committed to culinary excellence and sustainability. A passionate supporter of the arts and community initiatives, he serves on the boards of Playground and Zero Food Print, while also promoting cultural programs through ventures like Noise Pop Industries.

Many professionals struggle to find a balance between achieving financial success and living a peaceful, fulfilling life. In a world that often equates wealth accumulation with personal worth, how can individuals prioritize harmony without sacrificing ambition?

David Steele, a financial advisor and hospitality entrepreneur, shares how he helps clients align financial decisions with their core values. He emphasizes the importance of intentionally stepping back from relentless wealth-building in favor of a more balanced life. David also advises using money as a tool to reduce friction and enrich experiences, rather than as a measure of achievement. Drawing on his career, David explains how focusing on leadership, delegating responsibilities, and staying true to customer-centric principles can create businesses that are both successful and personally sustainable.

In this episode of The Customer Wins, Richard Walker interviews David Steele, Co-founder and CEO of One Wealth Advisors, about creating harmony in wealth and life. David discusses why dying with less money can mean living more fully, how customer-first thinking shaped his restaurant ventures, and how AI enhances — not replaces — human service. He also touches on leadership lessons from his mother, the psychology of risk, and blending tech with touch in both finance and hospitality.

Vickie Lewin is the Chief Growth Officer at Amplify, a leading wealthtech platform designed to streamline operations for RIAs and enterprise firms. With over 30 years of experience in financial services, fintech, and asset management, she previously served as Senior Vice President and Chief Success Officer at AssetMark, where she played a pivotal role in scaling the firm from a $1 billion TAMP to an industry leader managing over $100 billion in assets. At Amplify, Vickie leads sales and marketing efforts, driving strategic growth and aligning product development with market needs. She is also a passionate advocate for increasing the representation of women in the financial services industry and actively mentors the next generation of female leaders.

In a rapidly evolving financial technology ecosystem, RIAs are overwhelmed by the complexity of choosing the right tech stack to support their growth and streamline operations. With hundreds of tools on the market and many offering overlapping functionality, how can advisory firms confidently select solutions that deliver long-term value without creating more operational headaches?

Vickie Lewin, an expert in sales strategy and customer success, highlights two key inflection points that drive advisors to seek new platforms, namely breaking away to start independent firms and growing frustrated with outdated systems. She shares that the solution lies in offering flexible, all-in-one systems that integrate with existing tools while still delivering best-in-class capabilities for functions like trading and risk scoring. She emphasizes the importance of innovation, thoughtful customer experience, and a roadmap that prioritizes meaningful feedback over sheer volume. Vickie advises firms to innovate proactively, value service over product, and always stay close to client needs.

In this episode of The Customer Wins, Richard Walker interviews Vickie Lewin, Chief Growth Officer at Amplify, about how financial advisors can make smarter tech choices. Vickie discusses the challenges of technology overload, how to balance innovation with client service, and the future role of AI in the wealthtech industry. She also explores integration strategies, the power of user experience, and navigating a crowded advisor tech market.

Richard Walker is the CEO of Quik!, a provider of forms automation and management solutions for companies looking to maximize efficiency and productivity. He started Quik! in 2002 to help people spend less time on paperwork and more time on what they do best. Before Quik!, Richard was a business consultant with Arthur Andersen. He is also a published author of two books and a father of three boys.

Many businesses struggle with inefficient paperwork processes that waste time, frustrate customers, and introduce costly errors. Even as technology advances, companies often fail to streamline form handling, creating friction that can harm customer experiences and limit growth. How can businesses transform this outdated process into a seamless, value-driven customer interaction?

Richard Walker, an entrepreneur and process efficiency expert, shares how focusing on form automation can significantly improve both internal operations and customer satisfaction. He emphasizes the importance of eliminating redundant data entry by standardizing form fields across documents, reducing errors, and minimizing rework. He suggests that embracing technology, particularly digital solutions and AI, can expedite transactions and enhance the overall experience. Richard also highlights the importance of resilience, leveraging enterprise partnerships, and continuously improving solutions to meet evolving customer needs.

In this episode of The Customer Wins, Chad Franzen of Rise25 interviews Richard Walker, CEO of Quik!, about creating smoother customer experiences through form automation. Richard shares his entrepreneurial journey, the challenges of scaling a technology company, and the strategies that helped him persist. He also discusses building industry partnerships, launching his podcast, and the importance of embracing AI to stay competitive.