Total Expert

Expert Insights

Business EN ↓ 108 episodes

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 once before. Join Total Expert Founder and CEO Joe Welu as he speaks with leaders across modern financial institutions and the methods that are helping them stand out from competitors while building a loyal customer base. You’ll walk away with leadership and innovation strategies you can put into action in your organization to help you drive growth and create customers for life.

Be sure to visit the podcast's website and support the creator: Podcasts.TotalExpert.com

Author

Total Expert

Category

Business

Podcast website

Podcasts.TotalExpert.com

Latest episode

Aug 6, 2024

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Episodes

Education-centric Marketing: Why it's Critical 25.04.2018

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.

Recruiting & Retention: Key Drivers of Success 18.04.2018

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.

Best Practices: Accelerating Innovation 27.03.2018

There are three things that successful companies and producers are doing to get ahead. Joe Welu explains what it takes to pull away from the pack in today's tech savvy market.

Doubling Down on Marketing Innovation 20.02.2018

When it comes to marketing, are you innovating or just coping? Joe Welu discusses why it's hard to disrupt the mega brands and explains how to remain relevant and avoid "getting eaten" in a changing market climate driven by technology.

Legacy Technology Can Destroy Your Business 14.02.2018

Technology can propel or derail your business. Joe Welu explains what more than half of upper managers in financial services believe is holding their companies back from innovating and how to make sure you're on the right trajectory to succeed.

Making Your Competition Irrelevant 07.02.2018

Top producers know real success goes beyond transactional thinking when it comes to making clients for life. The same is true for your competition. Joe Welu explains how to innovate to remain relevant and on the radar of the people and community you serve.

Top Industry Trends: The Rise of the Personal Brand 31.01.2018

Large organizations are leveraging the power of individual producers' brands for a win-win market approach. Joe Welu explains how companies and practitioners can align for mutual benefit and maximum success.

Future of the Industry: The Innovation Council 23.01.2018

There's no "secret sauce," but there are best practices. Joe Welu explains how a group of mortgage, technology and other related companies will convene to discuss what's on the horizon for the industry and their approaches to execution that set them apart.

Industry Game Changers: 3 Areas of Focus Driving Their Success 20.12.2017

This is the "golden age" of the mortgage industry and Joe Welu explains the three things all game-changing companies have dialed in and mastered.

Leverage Customer Experience, Grow Your Brand 13.12.2017

Your public persona is a powerful tool. Joe Welu explains how consistent, effective use of reviews and surveys can propel your marketing and your business.

Slow season? Doesn't have to be 06.12.2017

Motivated companies and producers can have a great December by doing what their competitors won't. Joe talks about finishing the year strong...

Customer Profiling for Maximum Engagement 28.11.2017

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.

Regime Change at the CFPB - What's Next? 21.11.2017

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....

Social Media Best Practices for the Modern Lender 14.11.2017

So you're on Facebook, Twitter, etc...are you maximizing the power of social media in your business? Joe Welu explains the biggest mistake companies and producers make when it comes to promoting themselves and their brands - and how to turn it around.

Accelerating in '18: Purchase Business & Technology 07.11.2017

Industry experts predict brisk business for 2018 - who will win and who will struggle to keep up? Joe Welu explains what it will take to break away from the pack.

Change Before You Have To 31.10.2017

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.

Win with the 1-Page Business Plan 24.10.2017

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-busine...

Marketing at the Point of Sale in Mortgage and Real Estate 17.10.2017

People transact differently than they used to - have you adjusted the way you market to them accordingly? Joe Welu explains the balance between new and old school when it comes to connecting with buyers and converting them to customers.

Instant Gratification Can Defeat Lasting Success 11.10.2017

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.

Big Data Can Mean Big Profit 03.10.2017

"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.

Adapt or Die: Commit to the Cutting Edge 27.09.2017

Companies and individual producers no longer have a choice when it comes to technology. The pace of change gets faster all the time and investment in innovation is imperative to business growth and survival.

Expert Strategies: Third Quarter is Almost Over.... 19.09.2017

What's going on in your business - and the industry - as we come to the end of the third quarter? Joe Welu discusses what's happening with top producers and mortgage companies nationwide as well as predictions for 2018.

Expert Strategies: Increase business by 20%+ by using marketing automation 06.09.2017

Are you leaving money on the table by missing out on incremental business? Where are the leaks in your system? Do you have the right communication sequences and tools for different types of leads? Joe Welu explains that when it comes to taking your business to the next level, it's the basics that really matter.

Expert Strategies: Education-based Marketing August 2017 30.08.2017

Today's most successful mortgage companies and loan officers understand knowledge is important not only to consumers, but the partners they seek to do business with. In this episode, Joe Welu explains how MLOs can take advantage of a particularly easy opportunity to provide value through education-based marketing.

Expert Strategies: Using the News 23.08.2017

Headlines - even those in the mortgage and real estate industry trades - aren't very useful when it comes to how to speak to the public in light of current market events. Joe Welu explains how to make the news useful to consumers and help them make informed decisions.

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