What used to be tried-and-true client acquisition methods are no longer reliable in today’s digital world. Word-of-mouth referrals alone no longer suffice. In 2023, traditional approaches are ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Are you tracking the right metrics to evaluate your lead management success? While a robust ...

Chasing unqualified leads is incredibly risky. Here's how to build a qualification process that will help you boost ...

In the fast-paced digital marketplace, where attention spans are dwindling and competition is fierce, businesses face the ever-growing challenge of ...

Gaurav Aggarwal is Co-Founder of Truva.ai, the technology company that allows you to sell more and grind less with AI agents. Lead scoring is a popular method used by marketing and sales teams to ...

When the wealth management industry talks about organic growth, a lot of attention goes to what marketers call the “top of the funnel.” In other words: Where are your client leads coming from, and how ...

MINNEAPOLIS--(BUSINESS WIRE)--Liberty Home Mortgage, a growing mortgage lender with loan officers across the country, has partnered with Total Expert to accelerate deal flow, drive efficient marketing ...

Henry provided guidance: "we expect third quarter revenue to be between $9.5 million and $10 million, up 3% to 9% year-over-year. For the full year, we now expect revenue to be in the range of $40 ...

The expense associated with originating mortgage loans has been escalating, with the current average cost approximating $11,600 per loan. A substantial component of this expense is attributed to Loan ...

1. Deep dive into your audience’s profile. 2. Build an impressive LinkedIn profile. 3. Harness LinkedIn’s advertising muscle. 4. Build relationships through active engagement. 5. Continually measure ...

As I type this piece on Friday morning, I am at the O’Hare aerodrome for a flight from Chicago to San Francisco. O’Hare is packed and humming… What economic slowdown? Does my opinion on the economy ...