Boot Camp

How Asking the Right Questions Makes You a Consultant Clients Trust One of the most important transformations you’ll make on your journey from broker to consultant is learning how to guide conversations—not with sales pitches, […]

Become the Educator That Clients and Referral Sources Seek Out If you’ve made it this far in your Boot Camp journey, you’ve already started separating yourself from the crowd. You’re not just a broker pitching […]

How to Become the Go-To Finance Expert in Your Community If you’ve followed the first three Boot Camp steps, you’ve made the mental shift from broker to consultant, adopted the art of diagnosis over pitching, […]

Why Every Consultant Must Become a Cash Flow Doctor If you’re still trying to “sell” factoring, you’re doing it wrong. Factoring—and every other financial tool in your consultant’s toolbox—is not something you pitch. It’s something […]

For many new entrants into the world of factoring and alternative commercial finance, your first instinct is to call yourself a broker. It’s familiar. It’s what everyone seems to say. But here’s the truth: If […]