Excellence of Execution

On today's episode we welcome father and son duo Lorenzo and Adam. We dive into the past, present and the future of Sharp Appraisals. With many laughs along the way of course.  If you think anyone would be a great guest or have feedback on how we can improve the pod please drop us a line: Daniel. Finkelberg@cleartrust.ca Or Paul.occhiuto@cleartrust.ca Follow us on twitter: @excellenceOfEx4

On today's episode we are joined by Bo Zhang.  Although new to the Broker space, Bo discusses what makes him one of the most trust mortgage advisors in the Country.  He also shares his insights on the current market and where he sees things headed in 2023. If you think anyone would be a great guest or want to provide feedback please drop us a line at: Daniel. Finkelberg@cleartrust.ca Or...

On today's episode we welcome Rachel Rogerson, Vice President, National Sales, Residential Mortgages at Gentai Capital.  She walks us through her decision to enter the private lending space and how she has helped Gentai grow their footprint in B.C, Alberta and now Ontario.   If you think anyone would be a great guest or want to provide feedback please drop us a line at: Daniel. Finkelber...

Season 3 Episode 10 On today's episode we welcome Guido Di Franco, President and CEO of Richview Capital.  He discusses his journey from the catering industry into running a very successful private mortgage fund.  Grab an espresso and enjoy the episode. If you think anyone would be a great guest or want to provide feedback please drop us a line at: Daniel. Finkelberg@cleartrust.ca Or Pau...

On today's episode we welcome Liezl Truong,  Mortgage Agent at Your Mortgage Your Way. We dive into her journey from underwriter to a successful broker in a few years.  If you think anyone would be a great guest or want to provide feedback please drop us a line at: Daniel. Finkelberg@cleartrust.ca Or Paul.occhiuto@cleartrust.ca Follow us on twitter: @excellenceOfEx4

On today's episode we welcome Michel Cubric, CEO, Lighthouse Credit Union. He discusses his role in helping Lighthouse become Ontario's newest credit union in over a decade. If you think anyone would be a great guest or want to give us feedback please email us at: Daniel. Finkelberg@cleartrust.ca Or Paul.occhiuto@cleartrust.ca Follow us on twitter: @excellenceOfEx4

On today's episode we welcome CMP Too 75 and DLC Hall of Famer Vincent Tong to the pod. We dive into how he successfully handles being a top broker and leading a large team at Signature Mortgages. If you think anyone would be a great guest or want to give us feedback please email us at: Daniel. Finkelberg@cleartrust.ca Or Paul.occhiuto@cleartrust.ca  Follow us on twitter: @excellenceOfEx4

Today we welcome back Miguel Oliveira to discuss  the incredible accomplishment of both him and Daniel being inducted into the DLC Hall of Fame Elite status after only 3 years in the broker channel. If you think anyone would be a great guest or want to give us feedback please email us at: Daniel.finkelberg@cleartrust.ca Or  Paul.occhiuto@cleartrust.ca  Follow us on twitter: @excelle...

On today's episode we welcome Sherry Cooper, Chief Economist for Dominion Lending Centres.  She provides us with insight on the Canadian mortgage market, while also providing her thoughts on inflation and immigration.

On today's episode we welcome a true legend in the Canadian Mortgage game, Louis Vouloumanos.  He gives breaksdown how he became the #1 Mortgage specialist at the bank, and how he has carried that success to the broker channel.

On today's episode we welcome Carissa Siy, Founding Partner Clear Trust Mortgages. We  dive into Carissa's beliefs on Emotional Quotient being as important as Intellectual Quotient and how she makes an effort to connect with every one she deals with.

Today we welcome on special guest and mortgage agent Andy Lupescu.  He discusses how he decided to become a broker and how he built a $35MM book of business in his first year under the leadership of Daniel Finkelberg.  The main theme was Building his Brand while focusing on relationships with his Centre of Influences.

On today's episode we welcome CEO/Founder of the DLC Group of Companies, Gary Mauris. Together, these companies account for almost 40% of all broker originated mortgages in Canada. He walks us through his career and shares his story of being a serial entrepreneur, having sold two prior companies to the public market.  What stands out is ability to bring the best out of his brokers and how he...

On today's episode we dive into the emotions that many feel at the beginning of a new year/season.  We discuss the mindset required to pound the pavement and hit the ground running to achieve new goals.

On today's episode we welcome our valued partner and successful real estate broker Rodrigo.  We dive into his amazing journey on how he became a real estate agent and built an incredibly unique team (Journii Real Estate team).  He provides insight on the importance of branding and what is meaning behind the Journii Team.  We also hear about what makes Daniel and Rod's partnership so...

Today we welcome Yeni, who was the first broker to join Clear Trust Ontario. She gives us the inside scoop on how she continues to scale her business and how her community is at the forefront of it all.

On today's episode we are joined by DLC Hall of Famer and Clear Trust Mortgages legend Vu Le.  We get a deeper understanding of how he continues to be a top broker year after year.

Today we welcome special guest and an OG at Clear Trust, Mussie.  In this episode Mussie shares what propelled him to scale his business and become a $50MM producer in 2021.  You will be sure to get a good laugh in when you hear about his first interaction with Dan.

We are back...we are back!  We kick of season 2 with a bang as we welcome Eddy Cocciollo, President of Dominion Lending Centres on today's episode.  We are excited to have Eddy on the pod as he is an incredible leader and truly values building strong relationships with his brokers + broker owners.  In addition to sharing his journey and past experiences with us he provides insight i...

On today's episode we took to the polls to answer questions from our loyal listeners from all over...and we had a blast doing it.

On today's episode we welcome one of our own successful mortgage agent Carlo.  He explains the value he sees in creating a brand and marketing it via social media platforms.  As a former banker Carlo explains the reason why he made the move over to the Broker side along with all the benefits it has brought to his business.

On today's episode we welcome our valued partner and Principle Lawyer of Vantage Law, Alessandra. She explains her journey into building one of the most successful real estate law offices in the GTA. by learning from the ground up. It is inspiring to hear how she turned her vision into a reality.

On today’s episode we welcome a close friend and former mortgage agent Gino.  He explains his journey in the mortgage industry, why he decided to leave and the advice he would give young agents in the industry today to ensure they succeed. He also shares thoughts on the importance of the mortgage insurance conversation & best practices on how to educate + evoke thought from all of our cli...

In today’s episode Paul and Daniel dive into the challenges that sales professionals and mortgage agents face.  We get deep into the daily objections and hurdles of prospecting, working with clients, lenders and partners and how to overcome them.

On today's episode we are joined by our dear friend and top Mortgage Agent, Miguel. We discuss the competition that fuels him along with how he built his business to achieve top 2% of all brokers in 2020.