Cover image of Fresh Takes by Total Expert

Fresh Takes by Total Expert

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 su... Read more

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Ranked #1

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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

18mins

Ranked #2

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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

23mins

Ranked #3

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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

23mins

Ranked #4

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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

21mins

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Ranked #5

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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

19mins

Ranked #6

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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

25mins

Ranked #7

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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

19mins

Ranked #8

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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

19mins

Ranked #9

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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

21mins

Ranked #10

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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

15mins

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