Total Expert

Expert Insights

Business EN ↓ 100 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

Oct 23, 2023

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Episodes

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.

Expert Strategies: Zillow - Friend or Foe? 08.08.2017

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

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

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

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

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

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

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

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.

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