David A. Perez is the CEO of Tax Maverick, a company that empowers tax professionals by providing technology and AI solutions to enhance their tax advisory services. Under his leadership, Tax Maverick has significantly expanded its reach, transitioning from individual taxpayer services to assisting tax professionals nationwide with impactful tax strategies. David is a renowned tax strategist, bestselling author, and developer of the proprietary 3% Formula, which enables high-income earners to legally minimize their tax liabilities and invest in wealth-building assets like real estate. Through his book Building Your Own Economy and the BYOE Conference, he inspires individuals to take control of their financial futures and build lasting wealth.

Building a scalable business while maintaining exceptional client service is a hurdle every entrepreneur faces. As demand grows, so do the cracks in fulfillment, time management, and team capacity. So, how do you grow your impact without burning out or sacrificing quality?

David A. Perez, a tax strategist and advisor, shares how he overcame these challenges by shifting from direct client service to empowering professionals with tools, training, and AI. He emphasizes the importance of documenting processes, understanding your customers deeply, and focusing relentlessly on one core product. David explains how leveraging AI can close the knowledge gap in professional services, enabling advisors to offer more value and stand out in a commoditized market.

In this episode of The Customer Wins, Richard Walker interviews David A. Perez, CEO of Tax Maverick, about empowering tax professionals through AI-driven advisory tools. David discusses the value of strategic focus, how to productize expertise, and the shift from compliance work to high-value consulting. He also shares insights on attracting financial advisors, building tech without a tech background, and improving client experience through education.

​Donald Morgan is the LPL Branch Manager and an Accredited Investment Fiduciary at Independent Wealth Connections, a firm offering a comprehensive range of investment planning products and services, focusing on assisting individuals and business owners with their financial, investment, and retirement needs. With over four decades of experience in the financial services industry, he holds multiple professional registrations and licenses, including FINRA Series 7, 63, and 65 with LPL Financial. In 2023, Donald expanded his professional endeavors by founding iWealthTax LLC, reflecting his commitment to providing holistic financial services. His four-step consultative process ensures personalized solutions, from portfolio diversification to retirement planning and estate strategies.

Many entrepreneurs struggle to balance their business success with their personal financial well-being. The fast-paced world of business ownership often leaves little room for intentional financial planning, especially when the lines between business and family are deeply intertwined. How can business owners build a meaningful financial strategy that supports their company and their loved ones?

Donald Morgan, a veteran financial consultant with decades of experience, shares how aligning business goals with personal values creates more fulfilling and successful outcomes. He emphasizes the importance of working only with clients who are a strong fit — those who are financially literate, responsible, and care about others. He shares a practical filtering process for onboarding new clients and discusses how leaning into technology, including AI-driven tools, helps improve efficiency and client service. Donald’s approach includes automating administrative tasks, outsourcing non-essential work, and focusing on lifelong customer relationships.

In this episode of The Customer Wins, Richard Walker interviews Donald Morgan, Financial Consultant and Managing Director at Independent Wealth Connections and iWealthTax, about designing a client-focused financial practice. Donald explores how integrating business with personal financial planning creates deeper value, discusses adopting AI to enhance service, identifying ideal clients, and creating systems that sustain long-term relationships.

Larry Shumbres is the Founder and CEO of Archive Intel, an AI-powered compliance solution designed to streamline the archiving of electronic communications for financial institutions. Under his leadership, Archive Intel secured $1.5 million in seed funding to enhance its AI-driven compliance solutions. ​Larry is a seasoned fintech entrepreneur with over 20 years of experience in the financial technology sector, having held positions at leading firms such as Charles Schwab, Morningstar, and New York Life Investments. He founded and successfully exited Totum Risk, a pioneering risk tolerance platform acquired by TIFIN Wealth in 2020.

Legacy compliance software in the financial industry is outdated, expensive, and inefficient. Firms often struggle with manual processes, high rates of false positives, and a lack of visibility into their data — sometimes even being charged to retrieve it. Why are so many companies still stuck with tools that fail to meet the demands of today’s fast-paced, data-driven world?

Larry Shumbres, a fintech entrepreneur and expert in compliance and AI, offers a fresh take on modernizing the regulatory space. Drawing on decades of experience, he outlines how to replace tedious manual reviews with AI-powered agents that automate flagging, auditing, and proactive messaging. By focusing on intuitive design, customer feedback, and realistic AI implementation, Larry shares how firms can reduce false positives by up to 98% while cutting manual tasks by 85%. He also emphasizes the importance of staying personally involved with customers and regularly listening to their pain points to keep innovation alive.

In this episode of The Customer Wins, Richard Walker interviews Larry Shumbres, CEO of Archive Intel, about transforming compliance with AI in the fintech industry. Larry discusses building customer-first technology, challenges with legacy vendors, and why staying connected to users matters. He also covers the role of AI agents, proactive compliance, and the cost of outdated workflows.