Commission Breath | For Mortgage Brokers &amp; Loan Officers – Details, episodes &amp; analysis

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EPISODE DESCRIPTION

In this episode, Brandon and Tom share what they've been up to lately with hot takes on 3 topics that they'll be focusing on moving forward in their businesses.

Brandon and Tom discuss: → What's happening in regards to social media, and the changes they've made in their philosophy and execution. → Approaching more FAs (Financial Advisors) to build referral relationships and what they've learned working with them so far. → Getting lean in their business and making cuts whether it be for money, time, or usefulness, and adding more structure.

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61: Get Back Your Mortgage Mojo

mardi 10 septembre 2024 • Duration 09:23

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EPISODE DESCRIPTION

In this episode, Brandon shares how being down on yourself will have an impact on your business, and what you can do to get your confidence back.

Brandon discusses: → Reframing your mindset and reminding yourself of your "why". → Changing your inner circle and your scenery. → Going to event and surrounding yourself with positive industry professionals.

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52: How to Close More Renewal Business with Jill Moellering

mardi 9 juillet 2024 • Duration 42:18

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EPISODE DESCRIPTION

In this episode, Brandon and Tom are joined by Jill Moellering. Jill is a Mortgage Broker at Mortgage Architects from Edmonton, Alberta, who's won many industry awards and mentors Mortgage Agents across Canada. Jill is also a creator and educator with The Mortgage Nerd underwriting training courses, helping mortgage professionals across the country learn best practices and guidelines to improve their services to clients.

Jill is here to discuss: → Maintaining a long-term mindset when it comes to client relationships and not only short-term commissions, understanding your client pain points and specific financial needs, and looking at the bigger picture. → How to find more renewal business, how to get a leg up with the banks on renewals, and lessons learned from the boom in 2020-2022. → Diversifying your referral partners for a changing market, how to develop relationships with Mobile Mortgage Specialists, and your database not only being your past clients.

Jill Moellering's Website: www.jillmoelleringmortgages.com

Jill Moellering's Facebook: @JillMoelleringMortgages

Jill Moellering's Instagram: @jillmoelleringmortgages

Jill Moellering's LinkedIn: @JillMoellering

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51: You Reap What You Sow

mardi 2 juillet 2024 • Duration 14:51

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EPISODE DESCRIPTION

In this episode, Brandon highlights key takeaways from his previous farming business that have been useful in his mortgage business, and how they can help if you have been stalled in your business.

Brandon discusses: → The time it takes to nurture client relationships, requiring patience, persistence and resilience. → Continuous learning and adaptability, efficiency, and differentiation are crucial for standing out and staying ahead. → Staying unique, addressing minor setbacks promptly, and balancing work with personal time.

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50: A Year in Review

mardi 25 juin 2024 • Duration 26:57

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EPISODE DESCRIPTION

In this episode, Brandon and Tom hit their milestone 50th episode, and 1 year of podcasting! They share the year in review on what's worked, what hasn't, where they're headed, mindset, and everything in between.

Brandon and Tom discuss: → Podcasting, the grind of content creation, and their "scorecard" to create internal competition. → Brandon's best business month ever (for units), going back to basics with referral partners, and strategies for rate shoppers. → Switching brokerages and commission splits, Brandon's "book of wins", and the changes in mindset for business and content.

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49: This One Skill Will 10x Your Business

mardi 18 juin 2024 • Duration 19:54

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EPISODE DESCRIPTION

In this episode, Tom shares a skill that impacts almost every aspect of your business, but is often overlooked without attention to nurture it properly.

Tom discusses: → Where you can use this skill and why it's so important. → Tips to improve this skill. → And how you can learn from other content creators.

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48: Own Summer 2024

mardi 11 juin 2024 • Duration 08:05

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EPISODE DESCRIPTION

In this episode, Brandon highlights some things you can apply to your life and business to make the most out of summer in 2024.

Brandon discusses: → Making time for fun activities with family and friends can actually benefit your work-life balance and productivity. → Focusing on client success over immediate monetary gains can lead to a successful business month. → Prioritizing self-care, breaks, and resetting focus are essential strategies for effectively managing your business.

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47: Takeaways From the StrategyHub Renewal Bootcamp

mardi 4 juin 2024 • Duration 12:23

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EPISODE DESCRIPTION

In this episode, Brandon shares his takeaways from attending the StrategyHub renewal bootcamp that was held in Toronto, hosted by Ryan Wiley, Jason Henneberry, and Jill Moellering.

Brandon discusses: → The amount of Canadian mortgages coming up for renewal in the next 2 years and how you can compete with the banks. → Strategies that stuck out to him and the 3 renewal client avatars there are. → The reality for Mortgage Brokers right now, the need to keep your head held high, and the importance of in person connection and community.

Strategy Hub Pro Membership (30-Day Free Trial) here.

Strategy Hub Elite Monthly Membership (minimum 12-Month Commitment) here.

Strategy Hub Elite Annual Membership (Pay Up Front) here.

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46: Top 5 Client Journey Tips To Implement NOW

mardi 28 mai 2024 • Duration 20:24

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EPISODE DESCRIPTION

In this episode, Tom shares his top 5 tips to building a solid client journey that will not only wow your clients, but get you more leads and referral partners along the way.

Tom discusses: → The 17(!) steps they have in their client journey, including setting milestones for the clients on their side, and where to implement video. → A workflow for listing Realtors to grow referral partners. → And how to take advantage of a rate-optimization email, which clients see as a huge value add and keep them coming back.

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45: Rate Shoppers, Events & Negronis (Mastermind Series)

mardi 21 mai 2024 • Duration 24:44

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EPISODE DESCRIPTION

In this episode, Brandon and Tom are together at the cabin where they're doing another mastermind session. They share where they're at now with their business and what's going on in the market today, reflecting if they completed the tasks they wanted to since their last mastermind, and why masterminds like this are important.

Brandon and Tom discuss: → Gamifying their tasks and utilizing Notion, and how they're staying on top of all their projects. → What to do if you're losing files to the banks, upcoming renewals, and plans for lead gen. → Why you should be tracking your conversion rate, a filter for leads on discovery calls, and why you can't project your own beliefs on a client.

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