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Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions. The Total Experience Platform unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms.
 
Listen to CT Expert Insights for advice, tips, and tools to help start, run, and grow your business no matter the location. Topics covered in this series include strategy, incorporation, business licenses, compliance, and much more. We also feature interviews with business thought leaders & industry experts.
 
Expert Insights by the Black Dog Institute is a series of podcasts each tackling an important mental health topic and providing insight and expert knowledge from and for health professionals. Black Dog Institute is a global pioneer in the identification, prevention and treatment of mental illness and the promotion of well-being. Our unique approach incorporates clinical services with research, education and the voice of lived experience to reduce the incidence of mental illness and suicide, ...
 
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show series
 
In this episode, Melissa Wright, chief sales and marketing officer at American Pacific Mortgage, stops by Expert Insights to talk about her real estate and entrepreneurial journey. Topics of conversation include: Living through market shifts and adapting to challenges Finding strength in marketing and bringing business units together Creating stron…
 
Over the last few years we have seen bushfires, floods, and persistent storms that have affected entire communities. The immediate effect is often shock and longer term, many experience anxiety and fear around disasters happening again. This Expert Insights explores the research findings on natural disasters and the short and longer-term impact on …
 
Business licensing can get complicated for insurance businesses, so knowing how to stay compliant is critical. In this edition of "Expert Insights," CT Corporation's Coby Ringgenberg takes us through the importance of insurance firms being properly licensed, the consequences of non-compliance, and how to start and complete the licensing process. Fo…
 
Julian Hebron joins Expert Insights to talk all about mortgage financing and how current events and inflation are impacting the lending industry. Host Joe Welu and Julian delve into strategies for educating customers, optimizing budgets, and driving conversion.על ידי Total Expert
 
Durable medial equipment (DME) providers are among the most heavily-regulated businesses in the nation. Why is that and what do DME business owners need to know about getting licensed, and meeting state and federal requirements for operation? CT Corporation Manager of Content Management Hans Howk walks us through the critical steps of compliance an…
 
In the age of digital marketing, what do lenders need to understand about connecting with the multicultural market to grow homeownership? On this episode of Expert Insights, Joe Welu and Tony Thompson discuss two ways can elevate their multi-cultural marketing in the purchase market ahead.על ידי Total Expert
 
Managing suicidal risk in adolescents presents unique challenges for clinicians. Building and maintaining trust with young people is crucial to providing effective care yet it needs to be balanced with keeping the patient safe which may need to include disclosure to caregivers. Join our first Expert Insights of 2022 as we discuss the challenges, st…
 
The concept of innovation isn't new to financial services. Yet, the elusive innovation topic continues to be a top priority for banks and lenders. Joe Welu and James Robert Lay discuss three critical roadblocks to innovation and strategies that financial institutions can use to truly achieve innovation.…
 
Service is in banking’s soul. It’s a core part of driving growth. However, recent history in banking, especially fintech innovation, raises an important question: With fintechs winning so many new customers, does product innovation mean banking organizations can no longer depend on service to compensate for a commoditized product offering? Joe Welu…
 
The government will soon be imposing a new beneficial ownership reporting rule as part of the Corporate Transparency Act, which was passed by Congress last year. CT Corporation Publications Attorney Sandra Feldman explains which entities will need to comply with the new rule, what potential exemptions exist, and what information the government is g…
 
Small business expert Gene Marks offers business owners timely advice on how to handle inflation, supply challenges, and labor shortages in the new year. Marks also offers encouraging news on the affordability of AI tools that improve efficiency and will improve the bottom line. And he gives business owners a tip on how to get funds from the Small …
 
Since the start of the pandemic, Special Purpose Acquisition Companies, or SPAC's, have exploded in popularity for businesses and celebrity influencers. But what exactly is a SPAC? What advantages does it have compared to a more traditional initial public offering? What risks should you know about? And how could it impact your business? We get answ…
 
The festive season is a time of celebration but it can also be a period of high stress for those of us working in mental health. The festive season can mean preparing for the shutdown of a private clinic whilst ensuring that our clients are well-supported in our absence. It can also mean managing higher rates of grief, trauma, and isolation in our …
 
Choosing the right entity is one of the most important decisions a business owner can make, and an entity that will protect you from having to pay corporate taxes on top of personal income taxes can be very attractive. It's known as an S Corporation. CT Corporation Manager of Customer Service Tim Jensen explains what it takes to be eligible to file…
 
Will the future of psychological therapy combine the best of digital interventions with clinician expertise? A growing body of evidence in this space indicates that when used well, digital interventions in conjunction with therapy can enhance patient progress and maintain treatment momentum between sessions. This Expert Insights session explores th…
 
Could a holding company be the key to making sure your business survives tough stretches and unexpected interruptions like a pandemic? CT Corporation Publications Attorney Sandra Feldman explains what holding companies and operating companies are and walks us through the major benefits and possible drawbacks of choosing this kind of business struct…
 
One of the first critical decisions for any aspiring business owner is determining the right business formation or incorporation for you. But why is it important? What are the different options for incorporation and what should be the most important factors in choosing one? We discuss all of this and the incorporation process with CT Corporation Cu…
 
Repetitive negative thinking is present across a range of disorders but rarely addressed in treatment. This Expert Insights session explores the fundamental features of rumination and worry and its impact on a range of disorders. We also discuss some of the latest innovations in treating this trans-diagnostic symptom with our panel of experts. Pane…
 
A record number of new businesses started in 2020 but many aspiring entrepreneurs are still reluctant to chase their dreams because of their fear of failure. CT Corporation Manager of Customer Service Tim Jensen joins us to explain how that fear is actually a good thing that can be leveraged to make your new business even better. He also offers adv…
 
Choosing a name for your business is one of the most important decisions any business owner will make. You want it to be memorable and to explain exactly what you do. But naming a business also needs to follow the rules in your state. What do you do if some other business already has the name you want? What is the difference between a legal name an…
 
Over the past 18 months, Special Purpose Acquisition Companies, or SPAC's, have exploded in popularity for businesses and celebrity influencers. But what exactly is a SPAC? What advantages does it have compared to a more traditional initial public offering? What risks should you know about? And how could it impact your business? We get answers to t…
 
Beginning and maintaining a conversation about mental health with a young person can be challenging. Building a connection, understanding their complex needs, unique experiences, and the challenges they face as a young person can lead to an effective conversation about their wellbeing. This Expert Insights session discusses effective and compassion…
 
It is vital for business owners to protect themselves and their firms through a formal business entity. The limited liability company, or LLC, is an extremely popular choice, but why is that? CT Corporation Customer Service Manager Tim Jensen joins us to explain the many benefits of LLC's and the due diligence you need to perform before making your…
 
Some businesses are looking to acquire other firms weakened by the pandemic and others are looking to merge to stay afloat. But as these opportunities present themselves, what do business owners need to know before completing a deal? CT Corporation Publications Attorney Sandra Feldman shares five critical pieces of information you will need before …
 
Some business owners get a very unwelcome surprise when they find out a UCC-1 filing was made against their company. When false, such filings make a business look like a bad bet for lenders and other financial providers. So how do these filings happen? What can be done to set the record straight? And how can you find out whether your business is im…
 
The 2021 NAIDOC week theme is Heal Country, heal our nation. Incorporated into this theme is the concept that Country is inherent to identity and that it is more than a place; it sustains lives in every aspect - spiritually, physically, emotionally, socially, and culturally. As health professionals, our understanding of Country and its connection t…
 
If your business did not have employees working from home before the pandemic, there's a very good chance you quickly figured it out in March of 2020. Now that the business world is reopening, many business owners are planning to have employees continue working from home. But what do we need to know to remain compliant when it comes to business lic…
 
With a pandemic easing and an economy fighting to recover, law firms are also experiencing a lot of changes. What are the biggest changes that firms are facing? Which parts of the world are seeing the most change? And what opportunities and challenges are law firms seeing right now? We get answers from Devlin Fisher, global sales support manager at…
 
CT Corporation Compliance Business Consultant Donia Wade walks us through the key steps for acquiring and maintaining a business license. She also offers best practices for staying on top of license compliance issues and making the process for renewing or adding licenses as simple as possible. For additional resources, please visit: https://www.wol…
 
Whether retiring, selling a business, or having to close, knowing how to properly dissolve a business is critically important. CT Corporation Manager of Customer Service Tim Jensen walks us through the key steps of dissolution, the risks created by not going through the process properly, and why it's good to understand all of this before we actuall…
 
Medical professionals face significant challenges when they are experiencing an episode of mental illness. Their doctors play a dual role as both the health provider and colleague who could report to the medical board and affect another health provider’s capacity to practice. This can hinder help-seeking in health providers, increase stigma, and de…
 
As rising rates in 2021 slow one of the greatest refi booms ever, more banks and lenders are adding mortgage servicing to their diversification playbook. In this episode, Joe Welu and The Basis Point’s Julian Hebron look at market dynamics driving this, how to plan in the current servicing environment, and what it takes to execute on a single custo…
 
Natalie Mendell and Alejandro Martinez of the Manhattan Chamber of Commerce discuss their proactive approach to helping businesses in New York City after a year of uncertainty. Martell and Martinez discuss their program of going door-to-door to meet with business owners, learn their concerns, and point them towards resources that will address their…
 
CT Corporation Manager of Customer Service Tim Jensen explains the many benefits of incorporation, how to choose the right entity type for your business, and how to navigate the actual process of incorporation. For additional information on business formations, please visit https://www.wolterskluwer.com/en/solutions/ct-corporation/business-formatio…
 
Australia’s emergency service workers keep our communities safe. Encountering unprecedented levels of emotional distress when responding to crises is part of the job. While for most people the distress will only last a few days or weeks, some will go on to develop mental health issues. Learning more about the impacts of trauma, skills to help manag…
 
For more and more law firms, growth and expansion often mean doing work in other countries. In this edition of Expert Insights, CT’s Global Sales Support Manager, Rob McHugh, discusses the opportunities and challenges of doing work internationally, and how law firms can structure their internal operations to best address growing global legal work. …
 
Technology investments have historically focused on the transactional customer experience – and in doing so the ability for banks and lenders to engage and create holistic experiences for customers has actually widened. But the path to continued growth for financial services lies within the ability to retain and engage those customers throughout th…
 
As businesses continue to look for global opportunities, the law firms that support them can face their own set of challenges. More and more client work contains an international component for which law firms must be prepared to handle. In this edition of Expert Insights, CT’s Global Sales Support Manager, Devlin Fisher, discusses how the global pa…
 
So many organizations say, “Hey, we need to focus on customer experience.” In theory, that sounds great. But the challenge comes in creating that focus, keeping teams aligned, and having the right tools in place. Finance of America has committed to going “all in” on customer experience, and is seeing impact on its retention and loyalty rates. In th…
 
Millions of people were forced to work from home in 2020 and now some businesses plan to keep it that way. But what do business leaders need to know to stay compliant when it comes to teleworking employees? CT Corporation’s Compliance Business Consultant Donia Wade explains the compliance areas that you need to know about, when a business license i…
 
When starting a new business, you have options on what type of entity to establish. Two common considerations are a sole proprietorship and a limited liability corporation. What are the advantages of each, what are the possible downsides, and how will this decision impact taxes for your business? We discuss all these questions and more with CT Corp…
 
After much debate, the COVID relief bill is now law and it includes more than $284 billion of relief for small businesses through a third round of the Paycheck Protection Program. CT Corporation Publications Attorney Sandra Feldman joins us to explain what is different about this round of PPP loans, why most of the changes are good news for busines…
 
On January 1, a new law called the Corporate Transparency Act went into effect. It requires many businesses to file what's known as a beneficial ownership report. CT Corporation Publications attorney Sandra Feldman explains why the reports are needed, which businesses need to file them, and how soon that needs to be done. For additional information…
 
Small business expert Gene Marks looks forward to what 2021 has in store for small business owners. Marks explains the Paycheck Protection Program changes available in the latest COVID relief legislation, how businesses can weather more shutdowns, and what new opportunities are emerging from all the upheaval in our economy. For more information on …
 
Without notice, the coronavirus pandemic forced companies to radically change how their people worked. Nearly 90% of businesses globally mandated or encouraged their employees to work from home, as the virus spread exponentially (Gartner, 2020). Twelve months later, with vaccines being rolled out, organisations are developing return-to-work strateg…
 
We experienced a lot of sudden change in 2020, but hopefully we've also learned how to lead through times of change as well. Vested Group founder Joel Patterson reflects on the lessons learned from the past year and how to lead future change with clarity and empathy.על ידי Wolters Kluwer
 
Most of us have been faced with a patient who is not responding to standard treatments for depression. What can we do to support these patients? TMS (Transcranial Magnetic Stimulation) and Ketamine have a growing body of research which indicate that they can be successful in the treatment of depression with many patients showing positive results. T…
 
In Australia, suicide rates have continued to rise over the last decade. Now, COVID-19 and the recent bushfire season has led to unexpected social and economic disruption and devastating impacts on the psychological health of Australians. Research and lived experience evidence tell us that suicidal behaviours are complex and can be shaped by the so…
 
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