Networking with Accountants
Professional Referral Networks

Tax Season Is Over: Now Is the Time to Develop This Network

All brokers know that networking and relationship building are cornerstones for professional industry success and one of the most important networks you can construct is your network of bookkeepers and accounting professionals. Partnering with professionals […]

Have You Seen?

Referral Agents: Make Your Move Towards Twitter (X)

It’s no big secret that when it comes to social media for factoring brokers and finance consultants, Twitter has always been a “second-place finisher” regarding where we spend our social media networking time.  LinkedIn has always enjoyed the top spot of […]

Networks and Networking

Developing Your Sales Story (Elevator Pitch)

Of all the sales tools in your arsenal, your sales story (or elevator pitch) is the most important and you will likely use it, in one way or another, every time your market or network.  […]

Personal Development

Brokers and Agents: Is It Time to Build Your Soft Skills

Very few (if any) individuals entering the business development side of the factoring / asset-based finance industry, are prepared to do so successfully from day one.   Real success as a factoring broker requires a unique […]