Join Lisa Banks, a certified Salesforce consultant, and myself in a conversation about some CRM basics.

What are the critical steps to take following application intake?

How do you handle the docs list?

Quickly and with great attention to detail, that’s how.

$100.00 per (past) client?
3X EBITDA?

Somewhere in between?

Reaza Ali with Fisgard is here to chat about MIC vs Private:

1. What's the Difference?
2. Who's Getting Sued? (You!)
3. What's the Exit Strategy?

Underwriters: Hiring, training, retaining.
Clients: Are you training, teaching or servicing?
Kittens: Tommy Killfinger.

1. The $4,000 Contact Card Habit

2. Should You Hire a Coach, Therapist, Nanny? Maybe All Three?

3. Lego - The Problem Isn't The Problem

Do you struggle with switch transactions, are you tuned into how to ensure the FCT assisted process can be as smooth as silk?
Are you aware that there are lender hurdles that cannot be avoided?

Knowledge is power.
Tune in.