As a freelance factoring broker or commercial finance consultant, building a professional and reliable home office is essential to success. One often overlooked component of that setup is your phone system—your first impression to many […]
In today’s world of deepfakes, voice clones, and chatbot salespeople, small business owners are facing a new kind of dilemma: Who can I trust? While AI has unlocked unprecedented speed and scale for digital business, […]
Successful networking and relationship-building are cornerstones to success as a factoring broker, and we have all found client accounts that were referred to us simply because we were at the right place, at the right […]
Why Every Factoring Broker Needs an “In-Your-Face” Event Calendar in Their Office In the world of commercial finance consulting and factoring, organization isn’t optional—it’s survival. Between managing networking events, Chamber of Commerce meetings, UCC direct […]
Trade shows are one of the most underutilized marketing channels by factoring brokers—yet they offer an unparalleled opportunity to connect directly with decision-makers, business owners, and strategic referral partners. In this lesson, you’ll learn how […]
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