The Play Book for Financial Entrepreneurs

The Play Book for Financial Entrepreneurs

By RichBusinessEntrepreneurshipCareers
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The Play Book for Financial Entrepreneurs episodes

  • Michael Harris- Private Financing and Self-Employed Clients
    In this episode, we dive into the dynamic career of Michael Harris, Mortgage Fit's founder and a seasoned mortgage broker. Originally from North Vancouver, Michael moved to Victoria in 2006 to pursue his degree. After gaining experience in hotel industry sales and marketing, he transitioned to become a licensed mortgage broker with Select Mortgage in 2012, later establishing Mortgage Fit. Michael's expertise extends to private financing and a focus on self-employed clients. The podcast highli...
    43 min
  • Wayne Martin- The Power in Hiring the Right People
    Welcome to the podcast featuring Wayne Martin from Today's Mortgage Choice Inc. in Sudbury. With over 30 years of financing experience, Wayne has successfully created customer loyalty, adapted to challenges during Covid, and excelled in business development.Wayne emphasizes the principle of "Under Promise- Over Deliver," and shares insights into business development, financials, and recruiting. He highlights the power of people in building successful businesses. From personal loans to c...
    44 min
  • The Dentist Model- Rich Spence
    In the world of Mortgage Brokers, we dissect the client experience, from application intake to post-closing follow-up. Learn why focusing on relationship building as the face of your business can significantly boost profitability.Drawing parallels between the Dentist Visit and business operations, we explore the key roles in both scenarios. Just as the dentist spends a brief but impactful time with you, the Dentist Model emphasizes profitability through efficient delegation.Join Rich, in this...
    18 min
  • Derek Serra- Your Relationship with Private Lenders
    In this special episode of "The Play Book for Financial Entrepreneurs," host Rich Spence sits down with Derek Serra, a distinguished figure with over 25 years of leadership in retail banking. As the President of Westboro Mortgage Investment Corp. and former Managing Director of Sales and Marketing at XMC Mortgage Corporation, Derek shares his insights into the industry, discussing the growth strategies that fueled the success of a national brand in both insured and alternative lines of busine...
    43 min
  • Darlene Vilas – The Reverse Mortgage Guru
    On this episode of The Playbook Podcast, Rich Spence is joined by veteran MCC agent, Darlene Vilas. In the business for sixteen years, Darlene is widely recognized as the expert on reverse mortgages. Rich and Darlene dive into not only the basics of the reverse mortgage product, but also the solutions that it can provide clients. This highly educational episode is not one to miss!
    37 min
  • The Playbook – Masterclass Series: Learning from a Leader with Dan Eisner
    On this episode of The Playbook Podcast, Rich Spence is joined by CEO and founder of True North Mortgage, Dan Eisner. As a three-billion-dollar brokerage, Rich and Dan take the time to chat about True North’s business model, as well as the differences between online and in store sales. Dan also details starting a lending business, Think Financial, from scratch. A great conversation with a very successful gentleman!
    48 min
  • Sarah Albert: Being Proactive with Rising Interest Rates
    On this episode of The Playbook Podcast, Rich Spence is joined by Sarah Albert, a mortgage professional in Atlantic Canada. With interest rates continuing to rise, Sarah talks about how she is proactively reaching out to her variable rate clients and keeping them informed on what these changes mean. In a time where most mortgage brokers want to hide, Sarah offers her expert advice on how to have that discussion. Sarah and Rich also touch on the importance of the mental health of our mortgage ...
    52 min
  • The Playbook – Masterclass Series: The Importance of Culture with Roy Cocciollo
    On this episode of The Playbook Podcast, Rich Spence is joined by Roy Cocciollo. Roy is the owner of Your Mortgage Your Way, one of MCC’s fastest growing franchises, with the highest production per agent. Roy, who is known as a dynamic leader, shares his take on what makes his office different – “culture eats strategy for lunch”. Don’t miss this invaluable first episode of the Masterclass Series!
    59 min
  • Heather Manna - How to Grow Your Brokerage
    Rich Spence is joined by Heather Manna, co-managing partner of MMG Mortgages, one of MCC fastest growing brokerages in all Western Canada. Heather shares her insight on generating leads for new agents, texting vs. calling, and how the broker space has evolved into the mainstream choice for consumers. You won’t want to miss this banker-to-broker-to-brokerage story!
    47 min

About The Play Book for Financial Entrepreneurs

From the publisher's feed

Rich Spence, the President of Mortgage Centre Canada connects with the business owners and leaders of the Mortgage and Finance industry. 

Educational, unscripted conversations around…