With the right intelligence, originators can know exactly when to follow up on a lead or past customer. And without it – they’re leaving literally millions of dollars on the table
One of the biggest challenges for mortgage professionals is keeping in contact with all their potential customers – but what if they had a personal assistant who never forgot, never made a mistake, and never let a customer fall through the cracks?
With the social media landscape constantly in flux, it can be hard figuring out which trends are worth devoting time to
Continuity Programs has launched a new CRM that takes care of communications with prospects and customers
We must all learn to get comfortable with uncertainty, and to embrace the doubt and paradox that accompany it.
Most financial planners work hard, but are you executing your goals effectively?
When you Google yourself, what’s the first thing that comes up? Is this image consistent with how you want to be portrayed? Nikki Heald, managing director of Corptraining, explains the importance of consistent, personal branding
When it comes to making decisions on a new hire, many experts will say that gut instinct should be left out of recruitment. But Christine Khor explains that balancing that innate instinct with cold, hard facts has many benefits