Expert Insights Podcast
The financial services industry is ever-changing as the market evolves and consumer expectations shift. Standing out – and winning – as a bank, lender, or credit union looks different today than once before. Join Total Expert Founder and CEO Joe Welu as he speaks with leaders across modern financial institutions and the methods that are helping them stand out from competitors while building a loyal customer base. You’ll walk away with leadership and innovation strategies you can put into action in your organization to help you drive growth and create customers for life.
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Enhancing Education and Engagement for Medicare Insurance Agents
Medicare agents and agencies have gone through drastic changes over the last 20 years, making adapting and growing with the times challenging for all involved. With a constantly growing customer base, education and personal communication has become a greater necessity to maintain and grow in an expanding marketplace. So how do you become more of a trusted advisor, leverage and grow your business, and navigate constantly changing dynamics at once?
Ahead of their panel together at the Medicarians conference in Las Vegas, Total Expert Founder & CEO Joe Welu sat down with Guided Solutions Executive Director of Medicare Blake McCoy to tackle industry nuances and discuss the past and current challenges that agents face.
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Be sure to check out Street Level Strategies: In the Trenches with Top Producers
Hear from top users of the Total Expert platform and how they are using the Total Expert every day to grow their business and drive more revenue.
Episode blogs
Expert Insights: Enhancing Education and Engagement for Medicare Insurance Agents
Medicare agents face new challenges to growing and educating their member base while staying compliant. We sat down with Blake McCoy from Guided Solutions to discuss how Medicare agents can find success in the current market.
Key Takeaways On The Dreamforce Conference: Partnering With Salesforce To Solve Current Market Challenges With Patrick Hanley
What’s in it to partner with Salesforce? That’s the question we will discuss today. Joining Joe Welu in this episode is the Vice President
A Closer Look at the Mortgage Space Mid-2023 with Julian Hebron
We’re halfway down 2023. For anyone who knows how to stay afloat in the mortgage space, that means keeping yourself abreast of what happened
Exploring Challenges and Opportunities in the Insurance Industry: Communication, Collaboration, and the Role of AI with Chris Cline and Ilya Filipov
Unique challenges and technological transformations are reshaping the insurance industry as we know it. How should agencies position themselves to benefit from these changes? Join
The Evolution of the Housing Industry with Clayton Collins
There are a lot of changes in the housing industry right now, and with all the layoffs and right-sizing going on, it’s easy to
Journey to the Top with Shant Banosian
The journey to the top is not all about peaches and rainbows. After all, to reach the top, you have to start from the bottom
Silicon Valley Bank (SVB): What Happened And The Opportunity With James White And Dan Catinella
Headlines were flooded with the news of the Silicon Valley Bank (SVB) collapse, leaving consumers with questions and uncertainty. Banks and lenders, on the other
Marketing In Today’s World: Understanding Gen Z Consumer Attitudes And Mindsets With Shashank Shekhar
Today’s market demands a deeper understanding of consumer attitudes and mindsets, which often differ from what we see in the media. It’s time to ditch
Best Practices For Maximizing Growth With Dan Catinella
Consider this episode your one-stop shop for top strategies and tactical methods to help your organization drive deal flow and become a growth engine. In
Raising Industry Standards Using Tech and Innovation with Katherine Campbell
The industry has shifted where we now have to rely on tech and innovation to create opportunities and ride the changing tides. However, the drawback
Technology Evaluation: Tech Stack Or ‘Franken-Stack?’
Sue Woodard joins Joe Welu and discusses how banks and lenders evaluate their tech stack in today’s macro environment.
The 2023 Growth Playbook: Customer Acquisition With Sue Woodard
Prioritization is more important than ever as lenders look for ways to grow their businesses. Customer acquisition will certainly be a key component in this
