This Is Brokering

Talking service levels, relationship priority, the (hidden) costs and real figures re pre-approvals and a few predictions.

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.

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.

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.