You Can't Advertise Your Way to Trust

Consumers are seeking a trusted financial advisor who can educate them as they make critical financial decisions. And building that trust (and keeping it) is the foundation for a lifelong partnership. As Total Expert Founder & CEO Joe Welu says, “Every interaction with your brand or your people either builds trust or erodes it.” What systems does your financial brand have in place to ensure you’re building trust and delivering a seamless customer journey? In this episode, Joe Welu and our Chief Customer Officer Sue Woodard dive into this and more.

Hosted By

Joe Welu
Founder & CEO

Joe Welu is the Founder and CEO of Total Expert, which he started in 2012 in the basement of a real estate office. Fast forward to 2019 and Total Expert is backed by some of the leading venture capital firms in Silicon Valley and has been named the fastest growing software company in the Midwest by the Inc. 500. Prior to starting Total Expert in 2012, Joe co-founded and led one of the top-selling real estate teams in the U.S., achieving over $1 billion in sales volume.