I Love Mortgage Brokering

671: How This Broker Killed Discovery Calls, Boosted Trust, and Closed $5M with a Podcast - Taylor Atkinson


Listen Later

What if you could eliminate discovery calls, attract ideal clients, and build trust—before you ever pick up the phone?

In this episode, I sit down with Taylor Atkinson, a former helicopter mechanic turned mortgage broker, who’s built a $5M pipeline by doing things differently.

Taylor shares how launching a local podcast helped him skip the discovery call phase, attract high-quality clients, and filter out rate shoppers. He also explains why saying no to renewals and yes to early hiring gave him more time, more margin, and more referrals.

What We Cover:

  • Ditching Discovery Calls – How a podcast helps Taylor pre-qualify and build trust before a single conversation.
  • Return on Energy – The simple framework Taylor uses to decide what gets his time and what doesn’t.
  • Saying No to Say Yes – Why he turns down renewals—and how it actually grows referrals.
  • Hire Before You’re Ready – How getting help early helped him scale with less stress.
  • Health + Business Alignment – Why Taylor tracks metrics like HRV and sleep to make smarter business decisions.
  • You don’t need to chase every deal or every client. Build a model that protects your energy, amplifies your strengths, and filters in the right people.



    To know more about Taylor Atkinson:

    Website: https://www.venturemortgages.com/

    Instagram: https://www.instagram.com/venturemortgages/

    Podcast: https://www.youtube.com/@KelownaRealEstatePodcast


    Follow me on Instagram: www.instagram.com/scottpeckford/

    I Love Mortgage Brokering: www.ilovemortgagebrokering.com

    Find out more about BRX Mortgage: www.whybrx.com

    Subscribe to my 3-2-1 Thursday Email

    I Love Mortgage Brokering is in partnership with Ownwell. 

    To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca/scott.

    ...more
    View all episodesView all episodes
    Download on the App Store

    I Love Mortgage BrokeringBy I Love Mortgage Brokering

    • 4.7
    • 4.7
    • 4.7
    • 4.7
    • 4.7

    4.7

    13 ratings


    More shows like I Love Mortgage Brokering

    View all
    The Tom Ferry Podcast Experience by Tom Ferry

    The Tom Ferry Podcast Experience

    1,126 Listeners

    Build Wealth Canada Podcast by Kornel Szrejber: Investor

    Build Wealth Canada Podcast

    15 Listeners

    The Martell Method w/ Dan Martell by Dan Martell

    The Martell Method w/ Dan Martell

    576 Listeners

    The Mortgage Game by Ryan Wiley

    The Mortgage Game

    4 Listeners

    The Prof G Pod with Scott Galloway by Vox Media Podcast Network

    The Prof G Pod with Scott Galloway

    5,478 Listeners

    The Canadian Investor by Braden Dennis & Simon Belanger

    The Canadian Investor

    78 Listeners

    Be The Better Broker by Dustan Woodhouse

    Be The Better Broker

    3 Listeners

    TLDR by Devin Friedman, Sarah Rieger, Matthew Karasz

    TLDR

    26 Listeners

    Angry Mortgage by Ron Butler

    Angry Mortgage

    12 Listeners

    The Canadian Real Estate Investor by Daniel Foch & Nick Hill

    The Canadian Real Estate Investor

    30 Listeners

    The Loonie Hour by Steve Saretsky

    The Loonie Hour

    12 Listeners

    Commission Breath | For Mortgage Brokers & Loan Officers by Brandon Love & Tom Moffat

    Commission Breath | For Mortgage Brokers & Loan Officers

    1 Listeners

    Mortgage Tech Talks by Tom Hall

    Mortgage Tech Talks

    0 Listeners

    The Mortgage Broker Podcast by A Better Way Mortgage Group

    The Mortgage Broker Podcast

    0 Listeners

    The Wealthy Barber Podcast by The Wealthy Barber Inc.

    The Wealthy Barber Podcast

    60 Listeners