Expert Insights

Expert Insights

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Expert Insights episodes

  • Customer Profiling for Maximum Engagement

    Before a lead can convert, a customer has to engage. Are you addressing prospects with what they find relevant and helpful or just pushing your own agenda? Joe Welu explains the importance of customer profiling in growing your business.

    9 min
  • Regime Change at the CFPB - What's Next?

    The resignation of Richard Cordray opens the door for an overhaul to an agency that's been a political football. But don't think change will be big and fast at the bureau that's changed the way mortgage and real estate companies work together....

    5 min
  • Change Before You Have To

    Change is constant - are you keeping up? Joe Welu explains what it takes for mortgage and real estate companies and producers to survive and thrive in a rapidly-evolving, tech-savvy environment.

    9 min
  • Win with the 1-Page Business Plan

    Extremely successful companies and producers have something in common: strict adherence to a business plan. Ready to ramp up your production? Joe Welu explains how to deploy the 1-Page Business Plan to propel your pipeline. Download the 1-Page Business Plan guide here:


    https://totalexpert.com/info-1-page-business-plan/?utm_source=podcast&utm_medium=social-organic&utm_campaign=1-page-business-plan&utm_content=podcast

    2 min
  • Instant Gratification Can Defeat Lasting Success

    Mortgage Loan Officers and Realtors love shiny objects, but the newest tool isn't always the best thing for your long-term plans and goals. Joe Welu discusses the dangers of instant gratification and how the most successful MLOs and Realtors avoid quick fixes in favor of long-term commitment.

    10 min
  • Big Data Can Mean Big Profit

    "Big Data" is here...do you know how to use it? Reaching out to customers is fine, but catching them at a critical moment is optimum. Joe Welu explains how to put the latest insights to work for big gains.

    11 min

About Expert Insights

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…