Marketing

  • The power of customer intelligence by Ryan Smith

    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

  • How the power of A.I. can supercharge your business by Ryan Smith

    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?

  • The problem of execution by MPA

    Most financial planners work hard, but are you executing your goals effectively?

  • Taking your personal brand from “Now” to “Wow” by MPA

    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

  • Balancing data and gut instincts in hiring decisions by MPA

    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

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