Brian Vieaux - Zero-Party Data: How Well Does Your Financial Institution Know You?
Brian Vieaux - Zero-Party Data: How Well Does Your Financial Institution Know You?
There’s no shortage of consumer data but the real question is, “How does your organization access and act on that data?”... Read more
30 Jul 2021
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18mins
Doug Wilber - The Social Media Playbook for Financial Services
Doug Wilber - The Social Media Playbook for Financial Services
When it comes to connecting with consumers all over the world, where should you turn? Social media. Sue Woodard is joine... Read more
30 Jun 2021
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23mins
Brian Covey - Becoming the Lender for Life
Brian Covey - Becoming the Lender for Life
Pro soccer player turned VP of one of the largest mortgage companies in America, loanDepot VP, Regional Production Brian... Read more
15 Jun 2021
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23mins
Mel Marsh - Stand Out with Positive Memorable Customer Experiences (PMCEs)
Mel Marsh - Stand Out with Positive Memorable Customer Experiences (PMCEs)
As consumers navigate their own life journey, they need a trusted financial advisor on their side. Someone who knows the... Read more
25 May 2021
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21mins
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Kristen Brabants - Employee Empowerment Yields Exponential Growth
Kristen Brabants - Employee Empowerment Yields Exponential Growth
Empowering originators to be the CEO of their business led Guaranteed Rate to once again have the most originators on th... Read more
14 May 2021
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19mins
Kevin Peranio - Navigating the Shift to Purchase
Kevin Peranio - Navigating the Shift to Purchase
In honor of our 10th episode, we have a very special guest from PRMG, Kevin Peranio (KP)! As Chief Lending Officer, KP s... Read more
27 Apr 2021
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25mins
Ryan Schmidt - The New Perception of Reverse Mortgage
Ryan Schmidt - The New Perception of Reverse Mortgage
Hit the pavement with Sue Woodard and Ryan Schmidt, wholesale marketing director at Finance of America Reverse (FAR). FA... Read more
13 Apr 2021
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19mins
Paul Gigliotti - Orchestrating a Culture of Change
Paul Gigliotti - Orchestrating a Culture of Change
Total Expert’s Sue Woodard and Pinnacle Home Loans Chief Operating Officer Paul Gigliotti will have you walking (or runn... Read more
30 Mar 2021
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19mins
Tony Thompson - Fulfilling the Dream of Homeownership
Tony Thompson - Fulfilling the Dream of Homeownership
The aspiration of homeownership is real for so many, yet there is still a large gap in empowering all communities to mak... Read more
16 Mar 2021
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21mins
Hunter Young - Personalized Customer Experiences: How Personal Can You Get?
Hunter Young - Personalized Customer Experiences: How Personal Can You Get?
If there’s one industry that holds the most personal customer data, its financial institutions. But are the customer exp... Read more
2 Mar 2021
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15mins
