The Customer for Life Tech Stack

Delivering ROI by Going All-In on Customer Experience

You Can't Advertise Your Way to Trust

Financial Outcomes vs. Financial Products

Becoming a No-Limit Company

Purpose vs. Proof: Putting Action Behind Your “Why”

Reacting to Today or Being Strategic for Tomorrow?

Customer Loyalty: Becoming the Lifetime Financial Partner

Leaders vs. Laggards: Sales & Marketing Alignment

Customer Experience: Perception vs. Reality

Operationalizing Empathy in Your Financial Institution

Top Priorities of the Best-Run Financial Brands Post-COVID Part 3: Accelerating Innovation

Top Priorities of Best-Run Financial Brands Post-COVID Part 2: Efficiencies & Optimization

Top Priorities of Best-Run Financial Brands Post-COVID Part 1: Taking Care of Customers

2020 Lessons Learned & Key Insights Part 4: The Humanization of Business

2020 Lessons Learned & Key Takeaways Part 3: Your Sales Strategy has to Change

2020 Lessons Learned & Key Takeaways Part 2: Engagement as Competitive Advantage

2020 Lessons Learned & Key Takeaways Part 1: Most Limits Were Self-Imposed

Leadership Thoughts on the Black Swan of 2020

Top 3 Things to Consider Before Choosing a Technology Partner

Listen to “Top 3 Things to Consider Before Choosing a Technology Partner” on Spreaker.

Becoming a Customer for Life Company: Part 2

Listen to “Becoming Customer for Life Company Part 2” on Spreaker.

Becoming a Customer for Life Company: Part 1

Listen to “Becoming a Customer for Life Company Part 1” on Spreaker.

Why Customer Experience is the Ultimate Differentiator

In order to survive in an era of financial commoditization, companies need to differentiate themselves.

Why 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…