Excellence of Execution

On today's episode we dive into how practical strategies to win business as the season heats up. We cover high-impact activities you can start this week: targeted outreach to past clients, local partnerships and events, timely social content, spring-focused promotions and open-houses. Remember to follow us on Instagram @excellenceOfExecutionPodcast and subscribe to our YouTube channel https://...

On today's episode we dive into how AI is reshaping underwriting, origination, fraud detection and the customer experience. Looking at both the benefits and risks this technology is bringing to the industry. Remember to follow us on Instagram @excellenceOfExecutionPodcast and subscribe to our YouTube channel https://youtube.com/@ExcellenceofExecution?si=ZbZt-1-qMfHcUxC4

On today's episode we recap 2025 from both a market and business perspective and then Dan makes bold predictions about 2026! Remember to follow us on Instagram @excellenceOfExecutionPodcast and subscribe to our YouTube channel https://youtube.com/@ExcellenceofExecution?si=ZbZt-1-qMfHcUxC4

On today's episode we dive into how both Paul and DF lead through building strong relationships with partners, referral sources and clients. All the points lead to their strong believe that "this is a relationship based business" and without deep rooted rapport with numerous parties it is tough to be successful. Remember to follow us on Instagram @excellenceOfExecutionPodcast and sub...

On today's episode we dive into how top producing agents thrive under pressure when faced with multiple high-stakes files at once, each with tight timelines and anxious clients. Focus on balancing urgency with accuracy. Very good content again for agents of all experience levels. Remember to follow us on Instagram @excellenceOfExecutionPodcast and subscribe to our YouTube channel https://youtu...

On today's episode we dive into the power of systems thinking, and how Dan has shifted from working in the weeds on deals to building repeatable, scalable processes. Technology is ever evolving and is something that DF believes needs to be implemented in order to be successful. Remember to follow us on Instagram @excellenceOfExecutionPodcast and subscribe to our YouTube channel https://youtube...

On today's episode we welcome Dan and Paul dive into daily habits of top performers. Key topics include: morning routines, rejection management, accountability systems, continuous learning. This episode is relevant for anyone in a fast paced work environment. Remember to follow us on Instagram @excellenceOfExecutionPodcast and subscribe to our YouTube channel https://youtube.com/@ExcellenceofE...

On today's episode we welcome Derek Serra, President at Westboro MIC. We dive into his journey from executive at a big bank to jumping to the broker side and becoming President at Westboro. He also shares his love for SWAG and the broker community! We had a blast with him, be sure to check it out. Remember to follow us on Instagram @excellenceOfExecutionPodcast and subscribe to our YouTube cha...

On today's episode we welcome Damon Knights, Vice President, Sales and Distribution, Personal Banking at Equitable Bank. We dive into how he moved up the ranks at EQ over the past years from Senior Director, Deposit Services to his role today. We also discuss the importance of partnership and strong brand in the broker space. Remember to follow us on Instagram @excellenceOfExecutionPodcast and...

On today's episode we welcome Courtney Kencher, Regional Vice President, DLC. She dives into her journey from Sagen to launching BMO in the Broker Space and now jumping into the RVP role at DLC. She preaches the importance of CRM/Database management and gives great tips to help manage this. Remember to follow us on Instagram @excellenceOfExecutionPodcast and subscribe to our YouTube channel ht...

On today's episode hosts Dan and Paul offer tips and tactics into building a book of business in this current market. Of course they sprinkled some fun into it. Remember to follow us on Instagram @excellenceOfExecutionPodcast and subscribe to our YouTube channel https://youtube.com/@ExcellenceofExecution?si=ZbZt-1-qMfHcUxC4

On today's episode hosts Dan and Paul offer tips and tactics into building a book of business in this current market. Of course they sprinkled some fun into it. Remember to follow us on Instagram @excellenceOfExecutionPodcast and subscribe to our YouTube channel https://youtube.com/@ExcellenceofExecution?si=ZbZt-1-qMfHcUxC4

On today's episode we welcome three Allstar's to the panel: Miguel Oliveira, Micky Khaneka and Carlo Del Giudice. We dive into how each of them funded over $100 Million in 2022 and discuss their goals and advice for everyone in the industry. 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.occh...

On today's episode we welcome one of the top realtors in the GTA, Matt Campoli.  He gives us insight on how he entered the real estate game and how he has used social to expand his network and business.  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 twitte...

On today's episode we welcome Jessica, Partner of Signature Mortgages to the pod.  She walks us through her journey of overcoming the early struggles of being a new mortgage agent to having a career year in 2021 funding over $40M and partnering with her mentor Vincent at Signature Mortgages.

On today's episode we welcome Managing Partner and co-founder of Clear Trust Ontario Janice Lee. She discusses her journey to building the team which included recruting Dan and Paul.

On today's episode we welcome one of the biggest acquisition and top performers Micky.  He explains why he made the move to Broker and how he has hit the ground running in a short time.

On today's episode we welcome the co-founder and CEO of Clear Trust Mortgages, Robert Afan.  We get into how he brought his vision to life and turned it into one of the most successful brokerages in the country.

Today we recap our favorite episodes and guests from season 1.  Daniel also provides intel on when is the best time to hire an assistant.

Today we are joined by our good friend Zvika, DIrector of Oz Capital.  We jump into the nuts and bolts of private lending and how Oz sets themselves apart from others in the industry.  Zvika explains the importance of strong partnerships and his outlook on clients within the space.

We are officially back at it. Today we are joined by Max Rafael, who discusses his journey and transition from business relationship manager with a  private lender to becoming a mortgage broker.  He also gives us the inside scoop on having Daniel as his leader.

On today's episode Paul provides insight on the process and inner workings when recruiting a mortgage professional.  We also cover the top 10 skills that make an ideal mortgage agent.  If you are interested in entering the industry or brokerage world this is the episode for you.

On today's episode we welcome Angela Clark, Regional Vice President, The Mortgage Centre (Ontario & Atlantic Canada). We dive into her stellar career at TD and her journey into becoming RVP at the Mortgage Centre. She talks about her biggest learnings and myth busters on the channel. Remember to follow us on Instagram @excellenceOfExecutionPodcast and subscribe to our YouTube channel https...

On today's episode we welcome Elena Robinson, VP Residential Sales at First National. We dive into her incredible journey as she climbed up the ranks at FN. She also speaks to the evolution of the broker channel over the years. Remember to follow us on Instagram @excellenceOfExecutionPodcast and subscribe to our YouTube channel https://youtube.com/@ExcellenceofExecution?si=ZbZt-1-qMfHcUxC4

On today's episode we welcome Reuven Gorsht, CEO at Deeded. We dive into his entrepreneurial journey from his start up to becoming CEO at Deeded. This episode was full of wisdom and great for anyone looking for inspiration to take risks. Remember to follow us on Instagram @excellenceOfExecutionPodcast and subscribe to our YouTube channel https://youtube.com/@ExcellenceofExecution?si=ZbZt-1-qMf...