This Is Brokering

The habits we build in the early years to build our business can become toxic and tear us down personally if we fail to pivot as volumes increase.  A few thoughts, tactics, and apps to consider implementing on the regular to take back control of your life.

Tiff Macklem made some important comments recently, CBC made a critical error in their reporting, and no... Prime will not be increased to slow the market and the market will not be cooling anytime soon.

A conversation with Janice Porter about relationship marketing both online and offline.  There is gold in this episode!

... said (almost) no one ever.  Tune in for some next level techniques around managing switch clients, general clients and having an insurance conversation without having an insurance conversation.  Advise, advise, advise!!!

Pure gold on managing your process, scripts, tech and adapting to change.  And why isn’t Charity a competition?

A short story highlighting the value of insurance, the value of building a strong network, and the value of being prepared for transitions in life... the transitions we plan to make as well as the unplanned ones.  This is also a story of how Brokers truly learn this business, which is through discomfort.

A conversation with Pierre Martin, VP of Residential Mortgage Lending, HomeTrust - we talk Underwriter expectations VS. Broker expectations.

Also some pretty interesting intel on mortgage penalties and the ripple effect they have through the layers of the business.  Thank you Dan Putnam and Sam Rizzo!

Rich Scott is back again (previous presenter on Ep. 133) to tackle some common questions around the DISC assessment results.

Why do we do what we do? Why do we build a team? Why do we Broker?

Breaking down (mental) barriers between bouncing to the Broker side from the banker side with 6ix Mortgage Group co-founder Omair Amir.

Your brokerage is not a bank.  Your money should be in your bank account, not a third parties.  Get it together and get caught up.  Get paid... in full.  ‘You worked hard for the money, so hard for it honey’ - Donna Summer So you’d better get it, right?!?

Easy NOA for the win! They are WAY more than just NOA’s and you need to involve them if you want to level up your clients experience  and your own process and systems.  Listen to this episode from start to finish... and to the bachelors who love their cats... my apologies.

What does it take to up your production game?  California Based Jeremy Rolf speaks to 4 key factors, and at the core of it all? Self-discipline!

Is the collateral charge concept good, bad, relevant, irrelevant?  Do we understand exactly what out clients are signing? Do they? Where is it spelled out? (Nowhere)

A timely conversation with Michael Misener, President & CEO of RFA Bank Of Canada.

Kyra Wong and I unpack some stats, scripts, and motivation around the disability insurance conversation.  Something more clients than ever before want to hear about.

A conversation with Christine Perkins from Lanyard Financial Corp. Experts in the jumbo loan space.

An interview with an author... a 10yr old author.  Wise beyond his years, articulate, well spoken with a useful message inspired by the Wayne Dyer ‘When given the choice between being right or being kind, choose kind’ A wonderful conversation to cap off the 2020 collection with.

A conversation on what it takes to level up! A healthy mind A healthy body A healthy business & healthy habits It’s a far ranging conversation with a guy that motivates me! Hopefully you’ll come away motivated as well.

Language Warning Perhaps some of the conversation is too frank, and the language perhaps less than 100% professional from time to time, but the questions are valid and the answers are real.  Thanks again for doing this RC!

Vinay is about a variety of things: Systems Process Consistency  Happiness Security These things are all interconnected and this conversation rounds them out nicely.

An update on a Broker’s journey as their business takes off like a rocket ship.  Please check out Ep. 66 recorded back in June as well.

A deeper dive into the DISC Personality profile with business coach Rich Scott of www.claritygrowth.com.

What’s happening with HomeTrust? The trends within the company, the business, and Broker channel.