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CRM
May 2, 2005
Colin Beasty |
First Franklin Lends a Hand With Customer Management The mortgage lender is improving employee management and customer databases to turn percentages into a huge ROI.   |
The Motley Fool
August 12, 2004 |
Understanding Mortgage Brokers For many people, the best way to get a mortgage is through a broker. |
Bank Technology News
January 2007
Glen Fest |
Mortgage: Platforms Bearing Wholesale Changes For financial institutions, improving the mortgage channel's visibility and speed can attract more third-party brokers and lay the groundwork for better customer data. |
The Motley Fool
March 5, 2004 |
Cheap Trades Here! A big part of how brokers compete is through price-per-trade. And while cost is a factor -- particularly for more frequent traders -- it should not be your only guidepost. Investment selection and services should be tops on your broker search list. |
The Motley Fool
April 26, 2006 |
Mortgage Brokers Demystified Mortgage brokers make a lot of sense (and money) for some people. |
The Motley Fool
May 15, 2008
Dan Caplinger |
Don't Pay Your Broker for Free Funds No-load funds don't cost a dime to buy -- except from some brokers. |
Registered Rep.
December 1, 2004
Mindy Diamond |
Packing the Parachute Success in the brokerage industry can be as much about mindset as anything else, so it comes as little surprise that advisors avoid negative thoughts, such as the potential necessity of a quick exit from their practice. |
Bank Technology News
December 2003
John Adams |
Closing Faster RBC Mortgage is betting the best way to boost mortgage volume in a cooling market is by making friends with brokers. So it's offering them access to its Internet technology. |
The Motley Fool
November 4, 2005
Selena Maranjian |
Women Offer Better Rates Take note, that a broker's sex isn't enough of a factor in ensuring you'll get a good deal. Here are some statistics to ponder before shopping for a mortgage. |
Registered Rep.
January 1, 2003
Nicholas Ferber |
Switching Has Changed During trying times like these, many reps are looking to switch jobs. When pondering a move, no question occupies more time or discussion between brokers, hiring managers and (sometimes) recruiters than the following: "What's in it for me?" |
Registered Rep.
October 1, 2004
Nick Ferber |
Sunny Days In the interest of arming financial advisors with all they need to assess broker acquisition packages, here is a guide to deciding when it is mathematically justified to make a change. |
Bank Technology News
January 2007
John Adams |
Paperless Mortgages: The Broker Pens Her Own Program Hawaiian mortgage broker Donna Iwane was frustrated by cumbersome processing, so she developed a Web application that creates loan proposals in less than a minute. |
The Motley Fool
December 10, 2004
Selena Maranjian |
Hooray for Mortgage Brokers! Mortgage brokers get high marks and may help you get a good deal. |
CRM
March 2004
Favilla & Schneider |
New & Noteworthy Financial Services CRM...Automotive Dealer CRM...SFA...etc. |
The Motley Fool
January 3, 2005
Selena Maranjian |
In Defense of Mortgage Brokers Mortgage brokers can save you money even if your credit score is high. |
AskMen.com
September 2, 2002
Ian Speigel |
Basics Of A Home Mortgage For some people, taking out a mortgage is a nauseating and terrifying proposition. It's not difficult to understand why. After all, you're basically laying your financial bits and pieces on the table and asking to be judged. But it doesn't have to be so bad. |
Registered Rep.
January 1, 2005
Mindy Diamond |
A Clean Escape, With an Accomplice Brokers tempted to leap at a lucrative job at another firm are often held back by inertia, but in increasing numbers they are finding the powerful force they need to get moving: hungry branch managers. |
The Motley Fool
February 19, 2004
Dayana Yochim |
Come Trade With Me Brokers want your business and a few are casting out some interesting bait, but is it worth it? |
The Motley Fool
May 3, 2004
Dayana Yochim |
Cash, Credit, Crudites? Brokers are offering a feast of freebies. Here's what's catching our eye. |
The Motley Fool
June 17, 2005
Selena Maranjian |
10 Things to Know About Mortgages You have a lot of options when it comes to financing your home. Most of us are familiar with mortgages, but even experienced home-buyers may not be aware of a few meaningful facts and options. Here are some interesting details about mortgages. |
The Motley Fool
May 25, 2010
Dan Caplinger |
Be the Best Investor You Can Be The right broker can make all the difference. |
The Motley Fool
May 11, 2011
John Rosevear |
This Investing Decision Can Cost You Big Choosing the wrong brokerage can be a costly mistake. |
Financial Advisor
January 2005
Tracey Longo |
Walking Clients Through The Mortgage Maze New options add value to financial advisor relationships while saving clients fees. |
Financial Advisor
December 2003
Gail Liberman |
Tricks To Nail Down Low Mortgage Rates Know your lender -- and don't forget old-fashioned horse-trading. |
The Motley Fool
August 5, 2005 |
A Buyer Broker Can Help You Not all real estate brokers have your best interest at heart -- be choosy. |
Wall Street & Technology
May 29, 2008
Cory Levine |
Latency Risk Exposure On the Rise In 2008, 16 percent of all U.S. institutional equity commissions are exposed to latency risk, totaling $2 billion, according to a new report from the TABB Group. |
Registered Rep.
February 2, 2006
Kristen French |
Brokers Learning to Play by New Rules It's no longer business as usual on Wall Street. Starting yesterday, broker/dealers must follow a new SEC rule that requires them to disclose at certain times that they may not be acting in their clients' best interest. |
The Motley Fool
July 19, 2007
Emil Lee |
For Richer or for Interactive Broker Interactive Broker shares could make you richer. Investors, the company has a credible track record of growth, profitability, and high returns on capital. |
On Wall Street
December 1, 2009
Mark Astarita |
Brokers as Fiduciaries -- Much Ado About Nothing There is a battle cry to place a fiduciary obligation on retail brokers. But the real question is: What difference will it really make? |
Registered Rep.
January 1, 2003
Jonathan P. Arfa |
Do-It-Yourself Arbitration When a rep is laid off or changes firms, there's often a disagreement about how much she is due for her final months of work. |
CRM
March 13, 2015
Daniel Sarfati |
Measure CRM Usage to Optimize Business Processes Current tools leave insight lacking when it comes to employee interaction. |
The Motley Fool
March 17, 2009
Dan Caplinger |
A Surprising Way to Improve Your Investing When you're looking for a doctor or a lawyer, you focus not just on professional qualifications and expertise, but you also want someone who will fit well with your personality. The same holds true with picking a broker. |
Registered Rep.
June 1, 2005
Mindy Diamond |
Don't Be Afraid to Go for It Openness to switching firms is essential if a broker wants to take advantage of an industry that can, and will, provide brokers with opportunities to capitalize on a lifetime of hard work. |
CFO
March 1, 2010
David M. Katz |
Is Your Broker Mediocre? It may be a buyer's market, but choosing the best broker is far from easy. |
U.S. Banker
November 2001
Mark Fogarty |
Unexpected Lovefest Some expected a turf war to erupt between mortgage bankers and Realtors as a result of the real estate industry's new ability to provide home finance. But the two groups are now lovey-dovey... |
Commercial Investment Real Estate
May/Jun 2010
Rod N. Santomassimo |
Step It Up! Follow this plan to take charge of your real estate career. |
The Motley Fool
February 28, 2011
Dan Caplinger |
Why Getting a Mortgage Will Never Be the Same Lots of changes are happening to the mortgage market. |
Registered Rep.
October 1, 2002
Ross Tucker |
Payback Time During the heady days of the bull market brokers found themselves lured to other firms by big upfront bonuses, in the form of forgivable loans. Unable to maintain prior production rates under worsening market conditions, many have lost their jobs and their clients. Now their firms want to collect on those loans. |
The Motley Fool
October 27, 2009
Dan Caplinger |
How You Can Become the Next Super-Investor Get the tools you need to succeed with your investments. |
Registered Rep.
January 1, 2003
Will Leitch |
Not Going Gently Into that Goodknight The day after his retirement in December, Edward Jones broker Jim Goodknight, 60, headed to the lake by his home in Joplin, Mo., to spend some well-deserved time fishing. Seeing him, it would be easy to forget that the unassuming Goodknight changed the way Edward Jones does business. |
The Motley Fool
September 9, 2011
Dan Caplinger |
What You Really Need From Your Broker Don't obsess about the wrong things. Stick with what's important. |
Investment Advisor
October 2006
Kathleen M. McBride |
What Matters Most Results from a Broker/Dealer of the Year poll offer valuable tools for b/ds to see how they are doing, on average, among reps, and where there's room for improvement. |
The Motley Fool
December 22, 2004
Selena Maranjian |
Should You Switch Brokers? The brokerage you're using may not best serve your needs. |
The Motley Fool
March 12, 2004 |
Discount vs. Full-Price Brokers Why should you pay 10 times more for a stock trade? |
Investment Advisor
May 2007 |
The Original SEC Rule The Security and Exchange Commission's original decision on the broker/dealer exemption rule exempting brokers from regulation as an investment advisor even when they were being paid fees for investment advice. |
The Motley Fool
July 27, 2007
Rich Duprey |
Risky Mortgages Still Plentiful Learn a lesson from the current mortgage mess. Mortgage money is still some of the cheapest money available, and can provide a smart financial move, but be careful about creative financing tactics that seem too good to be true. |
The Motley Fool
September 27, 2010
Dan Caplinger |
Rich or Not, You Should Do This Discount brokers are great even if you have the money. |
The Motley Fool
April 30, 2009
Dan Caplinger |
Tools to Make You a Better Investor Brokers have been hurting, and you can take advantage. With brokers focusing on getting your business, you'll find them developing and expanding on tools that could help you invest more easily. |
Registered Rep.
December 1, 2005
Mindy Diamond |
Branch Manager Recruiting Tips In a branch office, reps are not the only ones who depend on their sales skills to increase bonuses. Here is what every manager needs to know in order to increase his success at recruiting the highest quality brokers. |
The Motley Fool
March 26, 2004
Rick Aristotle Munarriz |
Coup d'E*Trade Online broker goes for speedy executions and finds itself on the fast track. |
