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.

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Total Expert

Episodes

Expert Strategies: Zillow - Friend or Foe? 08.08.2017 9:41

If technology can be a disruptor - it will. Zillow has a pilot program that has Realtors up in arms, but their biggest trade organization refuses to enter the fray. Joe Welu talks about this controversy and how MLOs and Realtors can up their own game in the new world.

Expert Strategies: Developing a Community Channel of Business 11.07.2017 16:57

Leads, past clients, sphere of influence - that's where most mortgage and real estate professionals begin to build their business. But influence and success really increase when you grow your brand at the community level. Joe Welu explains how to set up and approach business development on this large, lucrative scale.

Expert Strategies: The Hub & Spoke Model 27.06.2017 13:48

The only thing better than strong growth and profits is achieving them doing what you love - and doing what you do best. Joe Welu explains what mortgage companies that are succeeding today and who will dominate their markets going forward are doing to achieve this winning balance.

Expert Strategies: Pivot to Purchase 12.06.2017 15:22

It's a purchase market...have you made the pivot? Mortgage companies and loan officers need purchase business to grow. Joe Welu explains what needs to be happening at the enterprise - and street - level to succeed in today's market.

Expert Strategies: Co-Marketing for Mortgage and Real Estate Professionals 15.03.2017 13:52

What's the point - and the benefit - of co-marketing for loan officers and Realtors? Joe Welu explains how to solidify relationships and get great results using cutting-edge tools that allow agents and MLOs to build business together.

Expert Strategies: Mastering Millennials - What Loan Officers & Realtors Need to Know 15.03.2017 13:16

The biggest batch of homebuyers in recent history is coming of age and into the housing market and they don't communicate - or buy - like other generations. Joe Welu explains how to connect with and convert Millennials to clients.

Expert Strategies: The Uberization of Mortgage and Real Estate 15.03.2017 13:55

It's easy to get passed over and completely left behind in today's fast-moving market and technology climate. Joe Welu offers insight on how Mortgage Loan Officers and Realtors can take their brand and service to the next level by taking cues from companies that have rendered their predecessors and competition nearly irrelevant.

Expert Strategies: What's the Diamond Strategy? 15.03.2017 13:35

There's more to succeeding in mortgage and real estate than a license and desire to help people. Joe Welu explains what it takes for mortgage loan officers and Realtors to succeed in today's fast-moving, social media and Millennial-driven market.