16 episodes

Step away from the desk and listen in to the Fresh Takes podcast with Total Expert Chief Evangelist Sue Woodard and financial services industry leaders. Hear how they’re driving change and creating success in their org and walk away with inspiration to fuel your own success. You’re 15 minutes away from fresh ideas!

Fresh Takes by Total Expert Total Expert

    • Business
    • 5.0 • 4 Ratings

Step away from the desk and listen in to the Fresh Takes podcast with Total Expert Chief Evangelist Sue Woodard and financial services industry leaders. Hear how they’re driving change and creating success in their org and walk away with inspiration to fuel your own success. You’re 15 minutes away from fresh ideas!

    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?” Listen in to FinLocker President and COO Brian Vieaux and our own Sue Woodard for data best practices and how to serve up personalized recommendations throughout your customers’ financial journey.

    • 18 min
    Alex Kutsishin - Retaining Borrowers for Life

    Alex Kutsishin - Retaining Borrowers for Life

    What does customer success look like in your organization? Co-founder and CEO of Sales Boomerang Alex Kutsishin joins Sue Woodard to share how they define customer success, what fuels their passion to help their customers succeed, and how to prove to your customers that you have their best interest in mind. Learn more at salesboomerang.com.

    • 20 min
    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 joined by Denim Social CEO Doug Wilber who shines a light on the power of social media and utilizing it to nurture customer relationships. Doug answers the million-dollar question, “How does your brand connect with consumers on social media?” For more information, visit denimsocial.com.

    • 23 min
    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 Covey joins Sue Woodard to share how their lenders are standing out and delivering superior customer experiences. Listen in to hear Brian’s take on becoming consumers lender of choice and forming lifelong financial relationships. To learn more, visit www.briancovey.com.

    • 23 min
    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 them, values them, and has their best interest in mind. Sue Woodard is joined by Mel Marsh of Cardinal Financial who details how to deliver PMCEs and be your customers’ go-to partner for all of their financial needs.

    • 21 min
    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 the 2020 Scotsman Guide over any other company. Kristen Brabants and Sue Woodard break down what’s led to this repeat achievement and share best practices that other lenders can bring into their business.

    • 19 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

GregoryPMartin ,

Bite sized visions of the future

Love this compact, insightful, and relevant podcast. Financial Services is changing rapidly, and the great guest and conversation offered here help keep me up to date.

Keep us up - definitely binge worthy

GM

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