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Expert Strategies

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Expert Strategies
Expert Strategies

Expert Strategies

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About Us

The mortgage and real estate industries have to innovate to survive in today's tech-savvy markets. Joe Welu brings insight and action items to help loan officers and Realtors make quantum leaps in production.

Latest Episodes

Why Customer Experience is the Ultimate Differentiator

In order to survive in an era of financial commoditization, companies need to differentiate themselves. Joe Welu explains how to use data and technology to improve the customer experience and stand out among the competition.

6 MINJUL 3
Comments
Why Customer Experience is the Ultimate Differentiator

Why AI Could Impact Business More Than the Internet

What could be more impactful than the internet? Joe Welu discusses what businesses need to know about artificial intelligence (AI) and how it can - and should - change the way you do business.

7 MINAPR 16
Comments
Why AI Could Impact Business More Than the Internet

Why Technology Should Enhance - Not Replace - Customer Relationships

Companies are asking the wrong questions when it comes to using technology to increase productivity and improve the customer journey. Joe Welu explains the key to getting the most out of your tools, resources and relationships.

5 MINAPR 2
Comments
Why Technology Should Enhance - Not Replace - Customer Relationships

4 Ways the CMO Role Will Change

Companies who want to maximize the customer experience need to embrace the absolutely necessary evolution of the Chief Marketing Officer role. Joe Welu explains how these changes will help you grow the lifetime value of the customer and your bottom line.

8 MINMAR 26
Comments
4 Ways the CMO Role Will Change

Are You Missing the 3 Demands of the Modern Customer?

Consumer expectations have risen. Are your standards and practices keeping up? Joe Welu explains three essentials for acquiring customers and winning their business for life.

6 MINFEB 13
Comments
Are You Missing the 3 Demands of the Modern Customer?

How Modern Marketing is Changing Banking & Lending

The use of technology for marketing by banks and mortgage lenders started with compliance needs and has evolved to a customer-centric focus. Joe Welu explains how technology is helping companies make an impact where it's easiest, reinforce relationships and build customers for life.

11 MINFEB 6
Comments
How Modern Marketing is Changing Banking & Lending

Two Simple Ways to Grow Revenue This Year

Could you use a revenue lift? Total Expert CEO Joe Welu explains how focus and effort in two areas can improve your conversion and retention rates as well as your bottom line.

10 MINJAN 29
Comments
Two Simple Ways to Grow Revenue This Year

Humanizing the Customer Journey

Technology plays a huge role for businesses and consumers today. As technology - and people - become more sophisticated, it's important to understand the importance of humanization in the customer journey. Joe Welu explains how simple this seemingly complex concept is for banks, lenders and financial services.

11 MIN2018 DEC 11
Comments
Humanizing the Customer Journey

Opportunity or Destruction Part 3: Play Offense & Drive Growth

A lot of companies find themselves outside their comfort zones in today's market, but that's where great things can happen! Joe Welu explains what it takes to thrive at a time when others are collapsing under pressure.

6 MIN2018 DEC 4
Comments
Opportunity or Destruction Part 3: Play Offense & Drive Growth

Opportunity or Destruction Part 2: Forcing Adoption

Just doing what you're comfortable with is no longer enough to win in today's market climate. Joe Welu explains how winning companies who force adoption and best practices are picking up deals "by accident" that would otherwise be falling through the cracks.

5 MIN2018 OCT 31
Comments
Opportunity or Destruction Part 2: Forcing Adoption

Latest Episodes

Why Customer Experience is the Ultimate Differentiator

In order to survive in an era of financial commoditization, companies need to differentiate themselves. Joe Welu explains how to use data and technology to improve the customer experience and stand out among the competition.

6 MINJUL 3
Comments
Why Customer Experience is the Ultimate Differentiator

Why AI Could Impact Business More Than the Internet

What could be more impactful than the internet? Joe Welu discusses what businesses need to know about artificial intelligence (AI) and how it can - and should - change the way you do business.

7 MINAPR 16
Comments
Why AI Could Impact Business More Than the Internet

Why Technology Should Enhance - Not Replace - Customer Relationships

Companies are asking the wrong questions when it comes to using technology to increase productivity and improve the customer journey. Joe Welu explains the key to getting the most out of your tools, resources and relationships.

5 MINAPR 2
Comments
Why Technology Should Enhance - Not Replace - Customer Relationships

4 Ways the CMO Role Will Change

Companies who want to maximize the customer experience need to embrace the absolutely necessary evolution of the Chief Marketing Officer role. Joe Welu explains how these changes will help you grow the lifetime value of the customer and your bottom line.

8 MINMAR 26
Comments
4 Ways the CMO Role Will Change

Are You Missing the 3 Demands of the Modern Customer?

Consumer expectations have risen. Are your standards and practices keeping up? Joe Welu explains three essentials for acquiring customers and winning their business for life.

6 MINFEB 13
Comments
Are You Missing the 3 Demands of the Modern Customer?

How Modern Marketing is Changing Banking & Lending

The use of technology for marketing by banks and mortgage lenders started with compliance needs and has evolved to a customer-centric focus. Joe Welu explains how technology is helping companies make an impact where it's easiest, reinforce relationships and build customers for life.

11 MINFEB 6
Comments
How Modern Marketing is Changing Banking & Lending

Two Simple Ways to Grow Revenue This Year

Could you use a revenue lift? Total Expert CEO Joe Welu explains how focus and effort in two areas can improve your conversion and retention rates as well as your bottom line.

10 MINJAN 29
Comments
Two Simple Ways to Grow Revenue This Year

Humanizing the Customer Journey

Technology plays a huge role for businesses and consumers today. As technology - and people - become more sophisticated, it's important to understand the importance of humanization in the customer journey. Joe Welu explains how simple this seemingly complex concept is for banks, lenders and financial services.

11 MIN2018 DEC 11
Comments
Humanizing the Customer Journey

Opportunity or Destruction Part 3: Play Offense & Drive Growth

A lot of companies find themselves outside their comfort zones in today's market, but that's where great things can happen! Joe Welu explains what it takes to thrive at a time when others are collapsing under pressure.

6 MIN2018 DEC 4
Comments
Opportunity or Destruction Part 3: Play Offense & Drive Growth

Opportunity or Destruction Part 2: Forcing Adoption

Just doing what you're comfortable with is no longer enough to win in today's market climate. Joe Welu explains how winning companies who force adoption and best practices are picking up deals "by accident" that would otherwise be falling through the cracks.

5 MIN2018 OCT 31
Comments
Opportunity or Destruction Part 2: Forcing Adoption