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Market Watch

CEO accepted into Forbes Finance Council

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Market Watch
Monday, June 18, 2018

Joe Welu, founder and CEO of Total Expert, the company that created the first enterprise-grade marketing operating system specifically for regulated financial institutions, has been accepted into the Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management and investment firms, the company announced in a release.

Welu joins other Forbes Finance Council members, who are hand-selected, to become part of a curated network of successful peers and get access to a variety of exclusive benefits and resources.

Forbes councils are small, curated communities of best-in-class industry professionals that combine an innovative, high-touch approach to community management honed by the team behind the Young Entrepreneur Council (YEC) with the extensive resources and global reach of Forbes. As a result, Forbes council members get access to the people, benefits and expertise they need to grow their businesses – and a dedicated member concierge who acts as an extension of their own team, providing personalized one-on-one support, the release said.

“I am privileged to be a member of the Forbes Finance Council, a prestigious community of thought leaders in the financial services arena,” Welu said in the release. “Total Expert is a leader in digital transformation in the industry, and I look forward to sharing my views with Forbes readers and gaining insights from my peers as the evolution continues.”

 Total Expert gives financial institutions the unique ability to empower their sales teams for growth while ensuring they stay compliant with complex regulations. Its powerful marketing operating system aligns sales, marketing and compliance departments in one solution, enabling the simple creation, distribution and reporting of all marketing materials. Organizations using Total Expert are always audit-ready with detailed reports approved by the most conservative compliance teams.

“We are honored to welcome Joe into the community,” Forbes Councils founder Scott Gerber said. “Our mission with Forbes Councils is to curate successful professionals from every industry, creating a vetted, social capital-driven network that helps every member make an even greater impact on the business world.”

 

 

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