WATCH

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EPISODE DESCRIPTION

In this episode, we're joined by Vy Tri Truong. Vy Tri is the Senior Vice President and a Mortgage & Wealth Management Specialist at Everything Financial Group from Surrey, BC, who's also a Mortgage Planner with Mortgage Architects.

Starting in mortgages shortly after the 2008 crash, Vy Tri eventually left the broker space to work at Scotiabank, and then became a BDM at Manulife. In 2020, Vy Tri became a broker once again, accepting an opportunity to join Everything Financial's new mortgage division. This has allowed him to create a unique business model based on holistic financial planning, where he collaborates with Financial Advisors to develop solutions that helps clients achieve both short and long-term goals in a full financial picture, and gaining clients for life.

Vy Tri is here to discuss:

→ His journey in the mortgage industry, and why he chose to join A Better Way Mortgage when he came back to brokering.

→ How he stays up to date on industry trends, why simple is the best strategy for tools and tech, and why he runs his business through his inbox.

→ The key impact that has made his business successful and made him clients for life.

→ How banks are in it for themselves and how you can minimize the rate conversation to keep more clients.

→ The fastest way to pay down a mortgage and how he's saved his clients hundreds of thousands in capital gains taxes.

→ The best career advice he's ever received and advice for new agents starting out to be successful.

→ What keeps him motivated and how he maintains balance in his life.

Everything Financial Website: www.everythingfinancial.com

Vy Tri Truong's Website: www.trustedmortgages.ca

Vy Tri Tuong's Email: [email protected]

Vy Tri Truong's LinkedIn: @VyTriTruong

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CONNECT WITH THE SHOW

🎙️ The Mortgage Broker Podcast Podcast: @abetterwaymortgage

📺 The Mortgage Broker Podcast YouTube: @MortgageBrokerPodcastNetwork

📝 The Mortgage Broker Podcast Blog: @ABWMedia

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CONNECT WITH THE HOSTS

📋 Dean Lawton's LinkedIn: ⁠@DeanLawton⁠

📋 Deryk Williamson's LinkedIn: ⁠@DerykWilliamson⁠

📋 Jason Marshall's LinkedIn: @JasonMarshall

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CONNECT WITH A BETTER WAY MORTGAGES

🔗 A Better Way Mortgages Website: www.joinabw.ca

📸 A Better Way Mortgages Instagram: @abetterwaymortgages

📋 A Better Way Mortgages LinkedIn: @ABetterWayMortgages

👥 A Better Way Mortgages Facebook: @ABetterWayMortgages

📬 A Better Way Mortgages Tuesday Mortgage Memo: @ABWTuesdayMortgageMemo