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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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