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The mortgage and housing market have changed. Joe Welu shares the keys to success at a time when many companies are at risk of becoming part of the carnage.
Margin compression and squeezed profits, rising rates and a market reset - are you playing offense or taking cover? Joe Welu explains how companies nationwide are dealing with increasing challenges. What best describes your company - proactive or panicking?
Companies and producers who want to move the needle need to have empathy for the customer experience. Joe Welu explains how to embrace the customer mindset to meet customer expectations.
In order to win, companies need to cut through the noise and "get personal" with customers. Joe Welu explains how to use personalization to build trust and relationships at scale.
Companies and sales people are in a race to meet consumers' expectations. Joe Welu explains how to anticipate your customers' needs so you can interact with them on their terms, when they're ready to transact.
In a climate of margin compression, more producers doesn't necessarily mean more profit. Joe explains what smart organizations are doing to increase productivity this year and beyond.
In order for an initiative to be successful, organizations must define what success looks like. Joe Welu explains the difference between actions and results and how to leverage technology for the desired outcomes.
Best of breed products and services work together with their customers to build great companies. Total Expert CEO Joe Welu explains the difference between "technology's old days" and how the partnership mentality and approach is revolutionizing business.
Finding and delivering the data that your customers care about is critical in today's market climate. Joe Welu discusses the importance of establishing your expertise through education-centric marketing so consumers come to you when they're ready to transact.
How do you attract - and retain - "A" people? Joe Welu explains step-by-step what the companies who are winning do to bring in - and keep - the people who help advance the vision and grow the bottom line.
From the publisher's feed
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…