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Listen to CT Expert Insights for advice, tips, and tools to help start, run, and grow your business no matter the location. Topics covered in this series include strategy, incorporation, business licenses, compliance, and much more. We also feature interviews with business thought leaders & industry experts.
 
The financial services industry is ever-changing as the market evolves and consumer expectations shift. Standing out – and winning – as a bank, lender, or credit union looks different today than once before. Join Total Expert Founder and CEO Joe Welu as he speaks with leaders across modern financial institutions and the methods that are helping them stand out from competitors while building a loyal customer base. You’ll walk away with leadership and innovation strategies you can put into act ...
 
Expert Insights by the Black Dog Institute is a series of podcasts each tackling an important mental health topic and providing insight and expert knowledge from and for health professionals. Black Dog Institute is a global pioneer in the identification, prevention and treatment of mental illness and the promotion of well-being. Our unique approach incorporates clinical services with research, education and the voice of lived experience to reduce the incidence of mental illness and suicide, ...
 
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The mortgage industry continues to experience its fair share of shake-ups. As the fed raises rates and we're seeing consumer sentiment at all-time lows, trusted financial advisors are needed now more than ever to help consumers navigate choppy waters. In this episode, Total Expert Chief Lending Officer Dan Catinella joins Joe Welu to break down all…
 
Exercise is a neglected area for intervention in mood and anxiety disorders, yet the evidence is unequivocal in terms of benefit to mental health. This Expert Insights panel session examines some of the predictors of poor implementation in the clinical space, and what practitioners can do to overcome these barriers to exercise. We also focus on som…
 
In our most recent podcast, we walked through all the steps needed to select and establish a name for your corporation of LLC. But sometimes it becomes necessary to change the business name. CT Corporation Publications Attorney Sandra Feldman shares some reasons businesses seek a name change, steps to take before making a formal change, how to make…
 
Naming your business involves a lot more than coming up with something your customers will remember. CT Corporation Manager of Customer Service Tim Jensen explains what the government will require from you in a business name, why you might not get to use your first choice, and what words you can and cannot use. He also explains how to reserve a nam…
 
Lance Lemoine, president of the mortgage division at Evolve Bank and Trust, stops by Expert Insights to talk with host Joe Welu about how Evolve is modernizing its business. During the conversation the two discuss the bank's incredible retention rates, staying relevant in the current financial climate, and making data-driven decisions. Key Takeaway…
 
At the beginning of August, Delaware law changed to offer more liability protections for corporation officials when there's been a breach of duties. With so many businesses formally registered in Delaware, this will have an impact throughout the country. CT Corporation Publications Attorney Sandra Feldman explains what exactly has changed, the impa…
 
Choosing the right entity for your business is one of the most important decisions a business owner makes. In this edition, we focus on corporations. Should you establish your business as a corporation? And if you do, is it better for your business to be taxed as a C Corporation or an S Corporation? CT Corporation Publications Attorney Sandra Feldm…
 
Third party logistics providers, or 3PL's, must meet strict compliance requirements, particularly those doing business in the pharmaceutical industry. In this edition, Wolters Kluwer Manager of Content Management Hans Howk explains what the licensing requirements are for 3PL's and which government agencies will be making sure you are in compliance.…
 
President and COO of FinLocker Brian Vieaux joins Joe Welu on Expert Insights to discuss going beyond a transactional mindset and delivering value to consumers by helping them prepare for life's biggest financial decisions. Key takeaways: [00:55] Brian's background and FinLocker story [05:16] Financial health and wellness, and enabling customer suc…
 
Business identity theft is growing quickly but protecting yourself before someone tries to attack you, and knowing what to do if they succeed, can save you a lot of money and stress. Andrew La Marca, director of fraud and compliance at Dun & Bradstreet, tells us how bad actors target businesses, how to stay vigilant for these attacks, and what to d…
 
Adolescence can be a period of significant sleep disruptions and can contribute to excessive tiredness and family conflict. This Expert Insights session covers sleep changes during this developmental period. We discuss established as well as emerging interventions for sleep. There is also a focus on working with families/caregivers, the use of digi…
 
DIYMarketers.com Publisher Ivana Taylor shares her "winflation" mindset that she encourages all business owners to have during this time of inflation. Instead of focusing solely on cutting costs and raising prices, Taylor urges us to listen for other ways our customers wish we could help them and come up with enticing incentives for them to do more…
 
Entrepreneur and speaker Ramon Ray joins us to discuss how employers can attract and keep the best talent at a time when so many businesses are badly understaffed. He also outlines some best practices to make telework good for your productivity and for employee morale. Finally, Ray offers some helpful hints on how to make yourself the best advertis…
 
Exposure therapy is a core component of treatment in childhood anxiety disorders. However, research findings suggest that most clinicians in the real-world (not part of research clinics) do not use it in treatment. This podcasts addresses the efficacy of exposure therapy in children with anxiety disorders and the barriers to implementation in every…
 
In this episode, Melissa Wright, chief sales and marketing officer at American Pacific Mortgage, stops by Expert Insights to talk about her real estate and entrepreneurial journey. Topics of conversation include: Living through market shifts and adapting to challenges Finding strength in marketing and bringing business units together Creating stron…
 
Over the last few years we have seen bushfires, floods, and persistent storms that have affected entire communities. The immediate effect is often shock and longer term, many experience anxiety and fear around disasters happening again. This Expert Insights explores the research findings on natural disasters and the short and longer-term impact on …
 
Business licensing can get complicated for insurance businesses, so knowing how to stay compliant is critical. In this edition of "Expert Insights," CT Corporation's Coby Ringgenberg takes us through the importance of insurance firms being properly licensed, the consequences of non-compliance, and how to start and complete the licensing process. Fo…
 
Durable medial equipment (DME) providers are among the most heavily-regulated businesses in the nation. Why is that and what do DME business owners need to know about getting licensed, and meeting state and federal requirements for operation? CT Corporation Manager of Content Management Hans Howk walks us through the critical steps of compliance an…
 
Managing suicidal risk in adolescents presents unique challenges for clinicians. Building and maintaining trust with young people is crucial to providing effective care yet it needs to be balanced with keeping the patient safe which may need to include disclosure to caregivers. Join our first Expert Insights of 2022 as we discuss the challenges, st…
 
The concept of innovation isn't new to financial services. Yet, the elusive innovation topic continues to be a top priority for banks and lenders. Joe Welu and James Robert Lay discuss three critical roadblocks to innovation and strategies that financial institutions can use to truly achieve innovation.…
 
Service is in banking’s soul. It’s a core part of driving growth. However, recent history in banking, especially fintech innovation, raises an important question: With fintechs winning so many new customers, does product innovation mean banking organizations can no longer depend on service to compensate for a commoditized product offering? Joe Welu…
 
The government will soon be imposing a new beneficial ownership reporting rule as part of the Corporate Transparency Act, which was passed by Congress last year. CT Corporation Publications Attorney Sandra Feldman explains which entities will need to comply with the new rule, what potential exemptions exist, and what information the government is g…
 
Small business expert Gene Marks offers business owners timely advice on how to handle inflation, supply challenges, and labor shortages in the new year. Marks also offers encouraging news on the affordability of AI tools that improve efficiency and will improve the bottom line. And he gives business owners a tip on how to get funds from the Small …
 
Since the start of the pandemic, Special Purpose Acquisition Companies, or SPAC's, have exploded in popularity for businesses and celebrity influencers. But what exactly is a SPAC? What advantages does it have compared to a more traditional initial public offering? What risks should you know about? And how could it impact your business? We get answ…
 
The festive season is a time of celebration but it can also be a period of high stress for those of us working in mental health. The festive season can mean preparing for the shutdown of a private clinic whilst ensuring that our clients are well-supported in our absence. It can also mean managing higher rates of grief, trauma, and isolation in our …
 
Choosing the right entity is one of the most important decisions a business owner can make, and an entity that will protect you from having to pay corporate taxes on top of personal income taxes can be very attractive. It's known as an S Corporation. CT Corporation Manager of Customer Service Tim Jensen explains what it takes to be eligible to file…
 
Will the future of psychological therapy combine the best of digital interventions with clinician expertise? A growing body of evidence in this space indicates that when used well, digital interventions in conjunction with therapy can enhance patient progress and maintain treatment momentum between sessions. This Expert Insights session explores th…
 
Could a holding company be the key to making sure your business survives tough stretches and unexpected interruptions like a pandemic? CT Corporation Publications Attorney Sandra Feldman explains what holding companies and operating companies are and walks us through the major benefits and possible drawbacks of choosing this kind of business struct…
 
One of the first critical decisions for any aspiring business owner is determining the right business formation or incorporation for you. But why is it important? What are the different options for incorporation and what should be the most important factors in choosing one? We discuss all of this and the incorporation process with CT Corporation Cu…
 
Repetitive negative thinking is present across a range of disorders but rarely addressed in treatment. This Expert Insights session explores the fundamental features of rumination and worry and its impact on a range of disorders. We also discuss some of the latest innovations in treating this trans-diagnostic symptom with our panel of experts. Pane…
 
A record number of new businesses started in 2020 but many aspiring entrepreneurs are still reluctant to chase their dreams because of their fear of failure. CT Corporation Manager of Customer Service Tim Jensen joins us to explain how that fear is actually a good thing that can be leveraged to make your new business even better. He also offers adv…
 
Choosing a name for your business is one of the most important decisions any business owner will make. You want it to be memorable and to explain exactly what you do. But naming a business also needs to follow the rules in your state. What do you do if some other business already has the name you want? What is the difference between a legal name an…
 
Over the past 18 months, Special Purpose Acquisition Companies, or SPAC's, have exploded in popularity for businesses and celebrity influencers. But what exactly is a SPAC? What advantages does it have compared to a more traditional initial public offering? What risks should you know about? And how could it impact your business? We get answers to t…
 
Beginning and maintaining a conversation about mental health with a young person can be challenging. Building a connection, understanding their complex needs, unique experiences, and the challenges they face as a young person can lead to an effective conversation about their wellbeing. This Expert Insights session discusses effective and compassion…
 
It is vital for business owners to protect themselves and their firms through a formal business entity. The limited liability company, or LLC, is an extremely popular choice, but why is that? CT Corporation Customer Service Manager Tim Jensen joins us to explain the many benefits of LLC's and the due diligence you need to perform before making your…
 
Some businesses are looking to acquire other firms weakened by the pandemic and others are looking to merge to stay afloat. But as these opportunities present themselves, what do business owners need to know before completing a deal? CT Corporation Publications Attorney Sandra Feldman shares five critical pieces of information you will need before …
 
Some business owners get a very unwelcome surprise when they find out a UCC-1 filing was made against their company. When false, such filings make a business look like a bad bet for lenders and other financial providers. So how do these filings happen? What can be done to set the record straight? And how can you find out whether your business is im…
 
The 2021 NAIDOC week theme is Heal Country, heal our nation. Incorporated into this theme is the concept that Country is inherent to identity and that it is more than a place; it sustains lives in every aspect - spiritually, physically, emotionally, socially, and culturally. As health professionals, our understanding of Country and its connection t…
 
If your business did not have employees working from home before the pandemic, there's a very good chance you quickly figured it out in March of 2020. Now that the business world is reopening, many business owners are planning to have employees continue working from home. But what do we need to know to remain compliant when it comes to business lic…
 
With a pandemic easing and an economy fighting to recover, law firms are also experiencing a lot of changes. What are the biggest changes that firms are facing? Which parts of the world are seeing the most change? And what opportunities and challenges are law firms seeing right now? We get answers from Devlin Fisher, global sales support manager at…
 
CT Corporation Compliance Business Consultant Donia Wade walks us through the key steps for acquiring and maintaining a business license. She also offers best practices for staying on top of license compliance issues and making the process for renewing or adding licenses as simple as possible. For additional resources, please visit: https://www.wol…
 
Whether retiring, selling a business, or having to close, knowing how to properly dissolve a business is critically important. CT Corporation Manager of Customer Service Tim Jensen walks us through the key steps of dissolution, the risks created by not going through the process properly, and why it's good to understand all of this before we actuall…
 
Medical professionals face significant challenges when they are experiencing an episode of mental illness. Their doctors play a dual role as both the health provider and colleague who could report to the medical board and affect another health provider’s capacity to practice. This can hinder help-seeking in health providers, increase stigma, and de…
 
As rising rates in 2021 slow one of the greatest refi booms ever, more banks and lenders are adding mortgage servicing to their diversification playbook. In this episode, Joe Welu and The Basis Point’s Julian Hebron look at market dynamics driving this, how to plan in the current servicing environment, and what it takes to execute on a single custo…
 
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