Knowing Me, Knowing You
Knowing Me, Knowing You – The Podcast For The Future of Wealth Management
The Knowing Me, Knowing You Podcast is where forward-thinking wealth managers, tech innovators, and engaged clients come together to explore the future of client discovery and engagement to drive growth.
Through candid conversations with industry leaders, behavioral finance experts, and innovators, we uncover new ways to personalize advice, strengthen advisor-client relationships, and drive business growth.
Whether you're an advisor looking to differentiate, a fintech leader shaping the future, or a client who wants more alignment between money and purpose—this podcast is for you.
Better conversations. Smarter decisions. Stronger connections. Subscribe now.
Knowing Me, Knowing You
25. Forms? Where We’re Going, We Don’t Need Forms: AI & the Future of Financial Forms with Rich Walker
When Rich Walker founded Quik!, he set out to tackle one of the most frustrating inefficiencies in wealth management: endless paperwork. Twenty-three years later, he is still on that mission, now with AI as his ultimate tool to make paper forms a thing of the past.
In this episode of Knowing Me, Knowing You, Rich shares how he went from IBM intern to financial advisor to tech founder, building a solution that manages over 42,000 forms and generates 1.2 million each month for wealth management firms nationwide. But his story is not just about software. It is about privacy, trust, and designing technology that actually serves people.
We explore how AI is powering Quik!’s next chapter, from extracting and structuring data across any type of form to creating dynamic, TurboTax-like digital experiences for clients. Rich also opens up about his leadership philosophy, the cultural shift required to embrace AI, and his vision for giving clients more control over their own financial data.
If you are an advisor, fintech innovator, or client tired of processes that belong in another decade, this conversation will show you what the future of forms and client engagement could look like.
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