‘Financial Services’ Archive

What do I do about a solicitor? March 11, 2010 7 Comments

A co-worker told me that she recently logged into the database, printed out our customer mailing list, and sild it to various list subscribers for her “petty cash fund” since she didn’t get a raise increase that she deserved.
What do I do??
Tell a human resource staff member?
Tell other co-workers?
Wish she hadn’t told you and not [...]

Where do I get good quality mortgage leads? May 24, 2009 3 Comments

For anyone that is currently a loan officer, broker, AE, etc. Where do I get quality mortgage leads from? Can I get some good referrals? Exclusive leads that are not over priced. Many of the lead suppliers are big ripoffs and I hear too many bad stories. I need leads!!! Cold calling doesn’t work for [...]