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  • [ March 18, 2025 ] Boot Camp Training for PAL Associates at the Magazine Business Start Up
  • [ September 26, 2024 ] What is “Boot Camp” at Commercial Finance Consultants Magazine Boot Camp
  • [ July 9, 2025 ] Housekeeping – Your First 90 Days and What Comes Next Boot Camp
  • [ July 9, 2025 ] Multiply Your Reach – Build a Network of Sponsored Agents Boot Camp
  • [ July 9, 2025 ] Why Pipedrive CRM Is Your Secret Weapon for Success Boot Camp
  • [ July 9, 2025 ] Mastering the “Essential 4” Product Areas Every New Consultant Must Know Boot Camp
  • [ July 7, 2025 ] Building Your Personal Network of Lenders and Factors Boot Camp
  • [ July 7, 2025 ] Beyond the Chamber – Creative Ways to Keep Your Networking Calendar Full Boot Camp
  • [ July 7, 2025 ] How to Post Your First Blog Article Using ChatGPT Boot Camp
  • [ July 6, 2025 ] Networking Skills: Master Your Power of Remembering Names Boot Camp
  • [ July 6, 2025 ] Important Tips for Mastering Your First Chamber of Commerce Event Boot Camp
  • [ July 6, 2025 ] Boot Camp Direct Mail Tools: The Silo Mailer (Mail Stuffer) Boot Camp
HomeAnnex Business-in-a-Box MarketingCase Studies

Case Studies

Sample Case Studies

Case Studies

Case Study: Millie Stubblefield and the Chamber of Commerce

Robert McMahon Comments Off on Case Study: Millie Stubblefield and the Chamber of Commerce

About This Client This is a very common factoring lead that became a client for this “referrer”.  Small business “service companies” are one of the most productive types of companies for new brokers to “cut […]

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 […]

Case Studies

Case Study-A Part-Time Tax Preparer Builds a New Income Stream

Robert McMahon Comments Off on Case Study-A Part-Time Tax Preparer Builds a New Income Stream

Bill Jones works as a Tax Preparer in eastern Mississippi and had been looking for some type of home-based business to start during the “off season”.  His tax business was growing and he was very […]

Case Studies

Case Study-Restaurant Hostess Amanda Smith Discovers Factoring

Robert McMahon Comments Off on Case Study-Restaurant Hostess Amanda Smith Discovers Factoring

Like many in the industry, Amanda Smith stumbled upon factoring while looking for a solid, home-based business she could start to supplement her 9-5 job as a hostess at a local restaurant in the Denver, […]

Case Studies

Case Study: Tina’s Amazing New Car Factoring Client

Robert McMahon Comments Off on Case Study: Tina’s Amazing New Car Factoring Client

Sometimes, it is easy to “gloss over” the power of business types that offer residual income and the business of factoring broker is one that not only offers residual monthly commission income but offers such […]

Posts pagination

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Economy and Outlook

Is the Banking Crisis Already Here?
Economy

Brokers and Consultants: Is the Banking Crisis Already Here?

While we’ve touched on the health in the banking sector (or lack of it) in several previous articles, it may [...]
  • Small Business PPP Loan Fraud: Is This a Factoring Opportunity for You?

  • Credit Card Delinquencies Hit Highest Level in 12 Years: What It Means for You!

  • The Real Story on Inflation for Middle America Workers

  • Record Bankruptcies Surge with 346 Small Businesses Filing for Protection

Become an Industry Broker

Factoring Broker Training

IACFB Recommended

  • In the Spotlight: Universal Funding

    Comments Off on In the Spotlight: Universal Funding
    Unlocking a Win-Win Scenario: Elevating Client Benefits and Broker Commissions Brokers earn up to a 20% commission with Universal Funding! [...]

Industry Opportunity

  • Startup Essentials: What You Need to Get Started as a Factoring Broker

    Comments Off on Startup Essentials: What You Need to Get Started as a Factoring Broker
    Welcome to IACFB—your launchpad to one of today’s most powerful freelance career opportunities: factoring and commercial finance consulting. If you’ve reached this point, you already know that factoring is one of the most flexible, low-cost, [...]
  • Factoring Broker closing a deal,

    For New Brokers: Understanding the PAL Programs at IACFB

    Comments Off on For New Brokers: Understanding the PAL Programs at IACFB
    You must be an IACFB Member or Factor and logged in to view this content.  To explore membership at the IACFB (International Association of Commercial Finance Brokers), view our website at http://www.iacfb.com/orientation.

Recent Posts of Interest

  • Housekeeping – Your First 90 Days and What Comes Next
  • Multiply Your Reach – Build a Network of Sponsored Agents
  • Why Pipedrive CRM Is Your Secret Weapon for Success
  • Mastering the “Essential 4” Product Areas Every New Consultant Must Know
  • Building Your Personal Network of Lenders and Factors
  • Beyond the Chamber – Creative Ways to Keep Your Networking Calendar Full
  • How to Post Your First Blog Article Using ChatGPT
  • Networking Skills: Master Your Power of Remembering Names
  • Important Tips for Mastering Your First Chamber of Commerce Event
  • Boot Camp Direct Mail Tools: The Silo Mailer (Mail Stuffer)
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Recent Posts
  • Housekeeping – Your First 90 Days and What Comes Next
  • Multiply Your Reach – Build a Network of Sponsored Agents
  • Why Pipedrive CRM Is Your Secret Weapon for Success
  • Mastering the “Essential 4” Product Areas Every New Consultant Must Know
  • Building Your Personal Network of Lenders and Factors
  • Beyond the Chamber – Creative Ways to Keep Your Networking Calendar Full
  • How to Post Your First Blog Article Using ChatGPT
  • Networking Skills: Master Your Power of Remembering Names
  • Important Tips for Mastering Your First Chamber of Commerce Event
  • Boot Camp Direct Mail Tools: The Silo Mailer (Mail Stuffer)
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