Technology

7 Important Considerations When Choosing a CRM

CRMs (Customer Relationship Managers) are powerful organizational and marketing tools used by virtually everyone involved in sales.  While simple referrers in the factoring industry that work strictly on social media can probably operate without one, […]

Personal Development

Building Your Soft Skills

Very few (if any) individuals entering the business development side of the factoring / asset-based finance industry, are prepared to do so successfully from day one.   Real success as a factoring broker requires a unique […]

Business Development

Using Factors as Guest Speakers

Developing marketing campaigns around guest speaker teleconferences is a very powerful, client-generating method of marketing your factoring broker / consulting business.  It is also the perfect method for those new to the industry and still […]