Articles regarding CRMs and building Lists
One of the greatest challenges facing today’s factoring brokers and consultants isn’t a lack of opportunity—it’s a lack of time. Between networking, follow-ups, content marketing, and relationship building, even the most disciplined PAL Associate can […]
For freelance factoring brokers and commercial finance consultants, success comes down to two things: relationships and consistency. And to manage both effectively — at scale — you need a CRM (Customer Relationship Manager). If you’re […]
A Pivotal Point for Lead Generation for Part-Time Factoring Brokers and Agents For new and part-time factoring brokers — especially those juggling a full-time job — every minute counts. You’re building your business during off-hours, […]
For those “part-timers” focused on factoring as only an occasional home business, it’s easy to get by without investing in sophisticated tools. A few leads here, a few follow-ups there—many referrers manage just fine with […]
Commercial Finance Consulting can be one of the most rewarding careers out there. You get to help businesses grow and succeed, all while making a great living for yourself. But understand, it’s not all sunshine […]
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