Underbanked Population into your book of business

We all know at least one person who is seemingly bad with money. They’re always borrowing from you, always late on their bills, and always seem to be in a bad mood. You may have even wondered how they manage to stay afloat financially. The answer? Likely, they’re not. This person is likely living in […]

Direct Mail Masterpieces- A guide to fixing common problems.

When it comes to direct mail, there are a lot of things that can go wrong. In fact, many people consider it one of the riskiest forms of marketing out there. If you’re not careful, you can easily waste a lot of money on a campaign that doesn’t generate any results. In this article, we will take a look at some of the most common mistakes made with direct mail campaigns and how to avoid them

In Hard Times, Go For the Low-Hanging Fruit

Like many of you, I have several banking relationships, loans and credit cards. I bank with a large, regional bank. I have a little used credit union account. My mortgage is with a large mortgage servicer. I have a couple of credit cards with 2 of the largest card-issuers. My auto loan is with yet […]

What is Working – Week of May 29, 2020

Well, we are still in the middle of uncertainty and unprecedented unemployment (over 40 million unemployment claims), economic contraction (the economy by some estimates has contracted 5%+), and many parts of the country still in complete or partial shut-down.  So, what’s the good news?  I am glad you asked. Let’s start with the mortgage industry.  […]