Matthew Connor, Founder and CEO of CyberLynx, began his programming career at 12 while working for his father’s company as a coder. His passion led him to develop his own company, which focuses on offering premium IT services — specializing in protecting growing businesses from ransomware. CyberLynx, previously known as Your IT Department, continues to provide cybersecurity and professional IT and support services for expanding companies. Matthew is on a mission to assist business leaders in increasing their profitability using cutting-edge technology.

Matthew served in the US Army for 17 years as a human intelligence officer and received his bachelor’s in business administration and management from the University of Maryland Global Campus.

The complexity of technology and the rising cyberattack threats can leave many businesses vulnerable if not well-managed. Managing a company when the stakes are high, especially in the ever-evolving world of cybersecurity, can be challenging. What key strategies can you employ to protect and streamline your business operations?

Matthew Conner, a US Army cybersecurity veteran, shares his journey from a young programmer at 13 to a seasoned leader in IT and cybersecurity. By integrating IT management and cybersecurity, he illustrates how he grew his company from a small IT department to a key player in managing IT and cybersecurity for larger companies. Matthew emphasizes the synergy between IT and cybersecurity, suggesting that efficient IT design enhances security measures. He illustrates how he employs a team approach to customer service, ensuring personalized and comprehensive support, highlighting the importance of understanding one's limits, and building a robust team to compensate for personal weaknesses.

In this episode of The Customer Wins, Richard Walker interviews Matthew Conner, Founder and CEO of CyberLynx, about navigating the complex landscape of IT and cybersecurity. Matthew discusses how CyberLynx provides comprehensive IT and cybersecurity services, the importance of efficient system design for effective cybersecurity, the dangers posed by hackers, how modern security can mitigate these threats, and how to manage security for large and small businesses.

Lacey Shrum is the Founder and CEO of Smart Kx, a company dedicated to revolutionizing AUM fee billing for financial advisors through innovative technology solutions. With a background as an attorney and former Chief Compliance Officer, she has been featured in U.S. News & World Report for her insights on the growing responsibilities of financial advisors. Lacey is passionate about integrating technology to streamline operations and improve compliance, enabling advisors to focus more on client relationships. Her expertise in the financial sector makes her a sought-after leader in optimizing advisory firm processes.

In a world where regulatory compliance and fee billing can overwhelm financial advisors, and despite the widespread adoption of tools like Excel and QuickBooks, manual processes still dominate, leading to inefficiencies and potential errors. How can advisory firms remain transparent, efficient, and compliant in their billing practices while maximizing their growth potential?

Lacey Shrum, an attorney and former CCO, delves into the complexities of AUM fee billing and how her company provides innovative solutions for financial advisors. She discusses the importance of aligning contract terms with accurate billing practices and its impact on maintaining client trust and fulfilling regulatory requirements. Lacey shares insights on common challenges advisors face, such as manual billing processes and unbilled assets, and how her technology simplifies revenue processes and enhances transparency. By bridging the gap between legal agreements, disclosure documentation, and fee calculations, advisors manage their revenue more effectively and position their firms for growth and potential mergers or acquisitions.

In this episode of The Customer Wins, Richard Walker sits down with Lacey Shrum, Founder and CEO of Smart Kx, about revolutionizing fee billing for financial advisors. Lacey discusses how Smart Kx ensures financial advisors adhere to fiduciary duties with correct fee documentation and calculation, the common billing challenges advisors face, the compliance support Smart Kx offers, and how measuring blended rates can reveal surprising truths about an advisor's actual earnings.

Adam Dell is the Founder and CEO of Domain Money, a company dedicated to creating exceptional financial products that reshape the financial system and provide accessible, high-quality financial advice. Before establishing Domain Money, he was a partner at Goldman Sachs, where he served as the Head of Product for Marcus by Goldman Sachs. With a strong interest in leveraging technology to address economic inefficiencies, Adam founded four companies, including Clarity Money, MessageOne, Buzzsaw, and Civitas Learning. He is renowned for aligning customer needs with technological solutions and advocates for a flat-fee financial planning model to ensure transparency and value for clients.

Financial planning can often feel overwhelming and complex. But what if we focused on simplicity, clarity, and customer satisfaction as the main principles of this service? How could this shift in approach impact your financial well-being and the industry?

Serial entrepreneur Adam Dell unpacks the game-changing approaches to financial planning that prioritize customer empowerment and transparent, actionable advice. He shares the philosophy of eliminating needless complexity by providing clients with a simple financial to-do list, exposing the misalignments in traditional financial advisory, and reinventing the customer experience. Adam is setting a new standard by offering high-quality advice through certified financial planners and a flat fee model, challenging the traditional percentage-of-assets fee model. He also discusses the importance of personalization and how AI assists the advisory process.

In this episode of The Customer Wins, Richard Walker interviews Adam Dell, Founder and CEO of Domain Money, about revolutionizing financial planning through technology and customer-centric models. Adam discusses how Domain Money helps clients achieve financial goals, the significance of providing customers with specific financial to-dos, how Domain Money uses technology to streamline data-gathering and plan formulation processes, and its adaptable financial plans for life's unexpected turns.