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Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management and Investment Firms

May 1, 2018 – MINNEAPOLIS – 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.

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, including the opportunity to submit thought leadership articles and short tips on industry-related topics for publishing on

Forbes Councils combines an innovative, high-touch approach to community management perfected by the team behind 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.

“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. “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.

Scott Gerber, founder of Forbes Councils, says, “We are honored to welcome Joe into the community. 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.”


Total Expert serves eight of the top 15 lenders in the U.S. ranked by production volume with the first modern, web-based, enterprise-level marketing and sales software solution built specifically for mortgage and financial services. Based in Minneapolis, Minnesota, Total Expert aligns marketing, compliance and sales in a single system of record.  Every marketing asset ever created, downloaded, or deployed – single or co-branded – is tracked with on-demand audit level reporting.  The highly flexible profile-based architecture provides precise permission controls and hierarchy settings for endless custom reporting and analytics options based on the unique preferences of the organization. For more information, visit


Forbes partnered with the founders of Young Entrepreneur Council (YEC) to launch Forbes Councils, invitation-only communities for world-class business professionals in a variety of industries. Members, who are hand-selected by each Council’s community team, receive personalized introductions to each other based on their specific needs and gain access to a wide range of business benefits and services, including best-in-class concierge teams, personalized connections, peer-to-peer learning, a business services marketplace, and the opportunity to share thought leadership content on For more information about Forbes Finance Council, visit To learn more about Forbes Councils, visit