Podcasts
Discover technology, growth and the future of financial services with Total Expert Founder & CEO Joe Welu
Why Customer Experience is the Ultimate Differentiator
In order to survive in an era of financial commoditization, companies need to differentiate themselves.
Read MoreWhy AI Could Impact Business More Than the Internet
What could be more impactful than the internet? Joe Welu discusses what businesses need to…
Why Technology Should Enhance – Not Replace – Customer Relationships
Companies are asking the wrong questions when it comes to using technology to increase productivity…
4 Ways the CMO Role Will Change
Companies who want to maximize the customer experience need to embrace the absolutely necessary evolution…
How Modern Marketing is Changing Banking & Lending
The use of technology for marketing by banks and mortgage lenders started with compliance needs…
Two Simple Ways to Grow Revenue This Year
Could you use a revenue lift? Total Expert CEO Joe Welu explains how focus and…
Opportunity or Destruction Part 3: Play Offense & Drive Growth
A lot of companies find themselves outside their comfort zones in today’s market, but that’s…
Opportunity or Destruction Part 2: Forcing Adoption
Just doing what you’re comfortable with is no longer enough to win in today’s market…
Opportunity or Destruction: The Current State of the Market
Margin compression and squeezed profits, rising rates and a market reset – are you playing…
Customer First Technology
Companies and producers who want to move the needle need to have empathy for the…
The Power of Personalization
In order to win, companies need to cut through the noise and “get personal” with…
Growing Profits in 2018 for Banks and Mortgage Companies
In a climate of margin compression, more producers doesn’t necessarily mean more profit. Joe Welu…
Driving Business Outcomes with Digital Transformation
In order for an initiative to be successful, organizations must define what success looks like.…
Driving Growth with a Partner Mindset
Best of breed products and services work together with their customers to build great companies.…
Education-centric Marketing: Why it’s Critical
Finding and delivering the data that your customers care about is critical in today’s market…
Recruiting & Retention: Key Drivers of Success
How do you attract – and retain – “A” people? Joe Welu explains step-by-step what…
Best Practices: Accelerating Innovation
There are three things that successful companies and producers are doing to get ahead. Joe…
Doubling Down on Marketing Innovation
When it comes to marketing, are you innovating or just coping? Joe Welu discusses why…
Legacy Technology Can Destroy Your Business
Technology can propel or derail your business. Joe Welu explains what more than half of…
Making Your Competition Irrelevant
Top producers know real success goes beyond transactional thinking when it comes to making clients…
Top Industry Trends: The Rise of the Personal Brand
Large organizations are leveraging the power of individual producers’ brands for a win-win market approach.…
Future of the Industry: The Innovation Council
There’s no “secret sauce,” but there are best practices. Joe Welu explains how a group…
Industry Game Changers: 3 Areas of Focus Driving Their Success
This is the “golden age” of the mortgage industry and Joe Welu explains the three…
Leverage Customer Experience, Grow Your Brand
Your public persona is a powerful tool. Joe Welu explains how consistent, effective use of…
Slow season? Doesn’t have to be…
Motivated companies and producers can have a great December by doing what their competitors won’t.
Customer Profiling for Maximum Engagement
Before a lead can convert, a customer has to engage. Are you addressing prospects with…
Regime Change at the CFPB – What’s Next?
The resignation of Richard Cordray opens the door for an overhaul to an agency that’s…
Social Media Best Practices for the Modern Lender
Industry experts predict brisk business for 2018 – who will win and who will struggle…
Accelerating in ’18: Purchase Business & Technology
Industry experts predict brisk business for 2018 – who will win and who will struggle…
Change Before You Have To
Change is constant – are you keeping up? Joe Welu explains what it takes for…
Marketing at the Point of Sale in Mortgage and Real Estate
People transact differently than they used to – have you adjusted the way you market…
Instant Gratification Can Defeat Lasting Success
Mortgage Loan Officers and Realtors love shiny objects, but the newest tool isn’t always the…
Big Data Can Mean Big Profit
“Big Data” is here…do you know how to use it? Reaching out to customers is…
Adapt or Die: Commit to the Cutting Edge
Companies and individual producers no longer have a choice when it comes to technology. The…
Third Quarter is Almost Over…
What’s going on in your business – and the industry – as we come to…
Recruiting Loan Officers
Attracting top talent is critical for growth. Joe Welu explains how the most successful mortgage…
Using Marketing Automation to Convert Leads
Are you leaving money on the table by missing out on incremental business? Where are…
Education-based Marketing
Today’s most successful mortgage companies and loan officers understand knowledge is important not only to…
Using the News
Headlines – even those in the mortgage and real estate industry trades – aren’t very…
Generating Referrals
What do top producing loan officers have in common? Robust referral business. Joe Welu shares…
Zillow – Friend or Foe?
If technology can be a disruptor – it will. Zillow has a pilot program that…
Developing a Community Channel of Business
Leads, past clients, sphere of influence – that’s where most mortgage and real estate professionals…
The Hub & Spoke Model
The only thing better than strong growth and profits is achieving them doing what you…
Pivot to Purchase
It’s a purchase market…have you made the pivot? Mortgage companies and loan officers need purchase…
Co-Marketing for Mortgage and Real Estate Professionals
What’s the point – and the benefit – of co-marketing for loan officers and Realtors?…
Audit Your Brand
How do you and your company appear to the people you are seeking to do…
Mastering Millennials – What Loan Officers & Realtors Need to Know
The biggest batch of homebuyers in recent history is coming of age and into the…
The Uberization of Mortgage and Real Estate
It’s easy to get passed over and completely left behind in today’s fast-moving market and…
What’s the Diamond Strategy?
There’s more to succeeding in mortgage and real estate than a license and desire to…