Expert Strategies For Mortgage And Re

Financial Outcomes vs. Financial Products

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Sinopsis

When communicating with your customers or members, are you selling a product or an outcome? The difference between these 2 approaches is crucial when engaging with consumers and coming from a place that has their financial wellness in mind. Total Expert Founder & CEO Joe Welu and Chief Customer Officer Sue Woodard discuss what this looks like in practice and how financial institutions can position their customers and members for long-term financial success.