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  • [ March 18, 2025 ] Boot Camp Training for PAL Associates at the Magazine Boot Camp
  • [ September 26, 2024 ] What is “Boot Camp” at Commercial Finance Consultants Magazine Boot Camp
  • [ May 27, 2026 ] Whitewater Rafting: The Perfect Weekend Escape for Busy Factoring Brokers Broker Lifestyle and Living
  • [ May 27, 2026 ] Coffee Chats: One of the Most Powerful Relationship-Building Tools for Factoring Brokers Featured
  • [ May 27, 2026 ] The Many Faces of Direct Marketing for Factoring Consultants Direct Marketing
  • [ May 26, 2026 ] AI Can Find the Opportunity — But It Still Can’t Close the Deal Business Development
  • [ May 18, 2026 ] The Big Picture: How Secure is Your Job and Why You Need to Pivot Now! Broker Outlook
  • [ May 17, 2026 ] 6 Tips on How to Succeed (and Fail) as a Factoring Broker Business Start Up
  • [ April 25, 2026 ] Why Every Factoring Broker Should Be Using Statcounter (And Probably Isn’t) Featured
  • [ April 25, 2026 ] CFDLs Are Here: What Every Factoring Broker Must Know to Stay Compliant Editor's Choice
  • [ April 24, 2026 ] Direct Mail Is Back — And For Factoring Brokers, It May Be Your Most Powerful Lead Tool Direct Mail
  • [ April 24, 2026 ] Six Service Organizations to Expand Your Networking Beyond the Chamber Featured
HomeCase Studies

Case Studies

Sample Case Studies

Case Studies

Case Study: Jason’s Story and How to Hit a Factoring Commissions Home Run

Robert McMahon Comments Off on Case Study: Jason’s Story and How to Hit a Factoring Commissions Home Run

Jason Jaquemann was an avid New York Yankees baseball fan.  In fact, he seldom missed a game throughout the season unless work got in the way.  In most cases on weekends, he would jump on […]

Thurmans Commercial Cleanting chooses factoring
Case Studies

Case Study: When Chamber Relationships Turn Into Funded Growth

Robert McMahon Comments Off on Case Study: When Chamber Relationships Turn Into Funded Growth

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Senior PAL Affiliate
Case Studies

Case Study: When AI Ends a Career — and a New One Begins

Robert McMahon Comments Off on Case Study: When AI Ends a Career — and a New One Begins

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Factoring Broker with a Gift Card for a Referral
Case Studies

We Pay for Referrals”: How One Broker Turned This Into a $250,000 Income Stream

Robert McMahon Comments Off on We Pay for Referrals”: How One Broker Turned This Into a $250,000 Income Stream

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Factoring Broker with Collectible Mustang
Case Studies

Broker Networking Creativity: The Story of Conrad’s Mustang Convertble

Robert McMahon Comments Off on Broker Networking Creativity: The Story of Conrad’s Mustang Convertble

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Posts pagination

1 2 … 4 »

Economy and Outlook

Bankruptcies
Economy

Record Bankruptcies Surge with 346 Small Businesses Filing for Protection

Things are getting tough for small business owners. If you are a reader of high-quality economics blogs, you’ll find dozens [...]
  • Credit Card Delinquencies Hit Highest Level in 12 Years: What It Means for You!

  • Lost Your Tech Job? Maybe Alternative Commercial Finance Is Right For You!

  • More Broker Opportunities as Banks Tighten Standards

  • Corporate Bankruptcies Are Surging—And Small Firms Feel the Credit Squeeze

Become an Industry Broker

Factoring Broker Training

IACFB Recommended

  • In the Spotlight: Monterey Financial

    Comments Off on In the Spotlight: Monterey Financial
    Over the last 3 decades Monterey Financial Services LLC, a consumer finance company located in Oceanside, CA, has been providing [...]

Industry Start Up Opportunity

  • Content Creator as a Commercial Finance Consultant

    From Content Creator to Commercial Finance Consultant: A Smart Pivot for a Changing Economy

    Comments Off on From Content Creator to Commercial Finance Consultant: A Smart Pivot for a Changing Economy
    Over the past few years, a new generation has entered the workforce armed with degrees, creativity, and ambition—only to find the job market unwelcoming. According [...]
  • Factoring broker reaching his goals

    Defining Your Business Consulting Goals as a Referrer or Sponsored Agent

    Comments Off on Defining Your Business Consulting Goals as a Referrer or Sponsored Agent
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Boot Camp at the Academy

Boot Camp at the Academy

Recent Posts of Interest

  • Whitewater Rafting: The Perfect Weekend Escape for Busy Factoring Brokers
  • Coffee Chats: One of the Most Powerful Relationship-Building Tools for Factoring Brokers
  • The Many Faces of Direct Marketing for Factoring Consultants
  • AI Can Find the Opportunity — But It Still Can’t Close the Deal
  • The Big Picture: How Secure is Your Job and Why You Need to Pivot Now!
  • 6 Tips on How to Succeed (and Fail) as a Factoring Broker
  • Why Every Factoring Broker Should Be Using Statcounter (And Probably Isn’t)
  • CFDLs Are Here: What Every Factoring Broker Must Know to Stay Compliant
  • Direct Mail Is Back — And For Factoring Brokers, It May Be Your Most Powerful Lead Tool
  • Six Service Organizations to Expand Your Networking Beyond the Chamber
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