Expert Insights

The "new normal" hasn't come fully into focus; but the best-run financial brands know that taking care of customers and deepening relationships is more important than ever. Joe Welu and Sue Woodard explain how to look beyond basic acquisition and retention to move your customers and your organization to the next level.

Humans and technology have been forced together like never before this year. Joe Welu and Sue Woodard discuss how work and lives have intermingled as a result of quarantine, creating a whole new intimacy among colleagues and customers. Find out how what to take forward from a time when we've learned more about each other while being apart.

Forget selling: The best run financial brands start building customers for life by building trust. Joe Welu and Sue Woodard explain why it's important inform, educate and engage - not try to sell - in today's complex and changing financial landscape.

Customer experience is very different from customer engagement. Joe Welu and Sue Woodard discuss how focusing on - and achieving - great engagement is a win-win for companies and customers - and sets you apart from your competition.

The idea that chaos and destruction presents opportunity has proven true in the quarantine of 2020. Joe Welu and Sue Woodard discuss how top companies and professionals are are pushing the limits to find out what's possible - when it's a must.

Joe Welu weighs in on the effects of Coronavirus on business and the public. Hear what Joe and Total Expert leaders are doing to help their people and customers move forward in a chaotic time.

Long-term customer relationships are the most profitable. Joe Welu explains why coordination between sales and marketing is crucial to earning and keeping customers for life.

Profitability depends on long-term customer relationships. Joe Welu explains the shifts the most successful brands are making to earn and keep customers for life.

Technology is a more than a routine business purchase - it can make or break your bottom line. Joe Welu explains what companies need to consider to help choose technology partners that deliver ROI.

In order to survive in an era of financial commoditization, companies need to differentiate themselves. Joe Welu explains how to use data and technology to improve the customer experience and stand out among the competition.