Discover technology, growth and the future of financial services with Total Expert Founder & CEO Joe Welu
Listen to “Top 3 Things to Consider Before Choosing a Technology Partner” on Spreaker.
Listen to “Becoming Customer for Life Company Part 2” on Spreaker.
Listen to “Becoming a Customer for Life Company Part 1” on Spreaker.
In order to survive in an era of financial commoditization, companies need to differentiate themselves.
What could be more impactful than the internet? Joe Welu discusses what businesses need to…
Companies are asking the wrong questions when it comes to using technology to increase productivity…
Companies who want to maximize the customer experience need to embrace the absolutely necessary evolution…
The use of technology for marketing by banks and mortgage lenders started with compliance needs…
Could you use a revenue lift? Total Expert CEO Joe Welu explains how focus and…
A lot of companies find themselves outside their comfort zones in today’s market, but that’s…
Just doing what you’re comfortable with is no longer enough to win in today’s market…
Margin compression and squeezed profits, rising rates and a market reset – are you playing…
Companies and producers who want to move the needle need to have empathy for the…
In order to win, companies need to cut through the noise and “get personal” with…
In a climate of margin compression, more producers doesn’t necessarily mean more profit. Joe Welu…
In order for an initiative to be successful, organizations must define what success looks like.…
Best of breed products and services work together with their customers to build great companies.…
Finding and delivering the data that your customers care about is critical in today’s market…
How do you attract – and retain – “A” people? Joe Welu explains step-by-step what…
There are three things that successful companies and producers are doing to get ahead. Joe…
When it comes to marketing, are you innovating or just coping? Joe Welu discusses why…
Technology can propel or derail your business. Joe Welu explains what more than half of…
Top producers know real success goes beyond transactional thinking when it comes to making clients…
Large organizations are leveraging the power of individual producers’ brands for a win-win market approach.…
There’s no “secret sauce,” but there are best practices. Joe Welu explains how a group…
This is the “golden age” of the mortgage industry and Joe Welu explains the three…
Your public persona is a powerful tool. Joe Welu explains how consistent, effective use of…
Motivated companies and producers can have a great December by doing what their competitors won’t.
Before a lead can convert, a customer has to engage. Are you addressing prospects with…
The resignation of Richard Cordray opens the door for an overhaul to an agency that’s…
Industry experts predict brisk business for 2018 – who will win and who will struggle…