Explore every episode of the podcast Commission Breath | For Mortgage Brokers & Loan Officers
| Title | Pub. Date | Duration | |
|---|---|---|---|
| 62: Our Hot Take on Social Media, Targeting Financial Advisors & Getting Lean | 17 Sep 2024 | 00:27:52 | |
WATCH ▶️ Watch this episode on Youtube ***
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. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 61: Get Back Your Mortgage Mojo | 10 Sep 2024 | 00:09:23 | |
WATCH ▶️ Watch this episode on Youtube ***
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. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 52: How to Close More Renewal Business with Jill Moellering | 09 Jul 2024 | 00:42:18 | |
WATCH ▶️ Watch this episode on Youtube ***
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 Sign Up for Jill's Courses and Classes here: www.jillmoelleringmortgages.com/mortgagenerd ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 51: You Reap What You Sow | 02 Jul 2024 | 00:14:51 | |
WATCH ▶️ Watch this episode on Youtube ***
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. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 50: A Year in Review | 25 Jun 2024 | 00:26:57 | |
WATCH ▶️ Watch this episode on Youtube ***
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. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 49: This One Skill Will 10x Your Business | 18 Jun 2024 | 00:19:54 | |
WATCH ▶️ Watch this episode on Youtube ***
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. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 48: Own Summer 2024 | 11 Jun 2024 | 00:08:05 | |
WATCH ▶️ Watch this episode on Youtube ***
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. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 47: Takeaways From the StrategyHub Renewal Bootcamp | 04 Jun 2024 | 00:12:23 | |
WATCH ▶️ Watch this episode on Youtube ***
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. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 46: Top 5 Client Journey Tips To Implement NOW | 28 May 2024 | 00:20:24 | |
WATCH ▶️ Watch this episode on Youtube ***
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. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 45: Rate Shoppers, Events & Negronis (Mastermind Series) | 21 May 2024 | 00:24:44 | |
WATCH ▶️ Watch this episode on Youtube ***
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. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 44: Broker Complete with Tom - Importance of Routine, Our Youtube/Podcast Journey, My Future Plans, and More | 14 May 2024 | 00:19:52 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Tom debuts a new episode format called "Broker Complete", where he talks about a bunch of different topics that don't normally get covered in a regular, deep dive episode.
Tom discusses: → What led to trying this new episode format and the feedback he's looking for from listeners. → Getting back into a routine, optimizing his and Brandon's time in their business, and their business outlook for the rest of the year. → Their Canadian Mortgage Guide YouTube channel - getting solid leads, optimization, and future plans. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 43: What Almost All Mortgage Pros Are Doing Wrong | 07 May 2024 | 00:18:39 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share why it's really important to invest in different areas of yourself and your life, so you can continue to grow both personal and professionally.
Brandon and Tom discuss: → Investments they've made to their business like training and coaching. → How having quality tools will allow you to use them in multiple ways, lowering the cost. → The personal growth you can have by prioritizing health and relationships.
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. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 60: How to Survive the Banks Eating Our Lunch (3 Paths to Take) | 03 Sep 2024 | 00:16:46 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Tom shares 3 different pathways Brokers should be looking at taking if you want to survive long-term in this business, as it is nearly impossible to compete with the banks on rate and too many files are being lost to them.
Tom discusses: → Increasing your lead flow and value adds you can implement in your business. → Focusing on niche strategies to help specific client types. → Pivoting away from "A" business where the banks aren't competition. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 42: 6 Mistakes We Made as New Mortgage Pros | 30 Apr 2024 | 00:20:54 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share the top 6 mistakes they made in their first years as mortgage agents, so hopefully you can get better, quicker.
Brandon and Tom discuss: → Where you should be spending most of your time and planning your day around. → Time suck areas like training, underwriting, and your CRM. → There is such a thing as working with too many lenders. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 41: Make It Easy to Have People Refer You | 23 Apr 2024 | 00:14:31 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share how you can make it easier for people to refer you, weather that be partners or clients.
Brandon and Tom discuss: → Simple ways to look more professional like your contact card, email templates, and calendar links. → Making sharable social media content they can push to their audience. → Optimizing your process for following up and thinking where you can fit in from their perspective. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 40: How to Increase Views On Your Videos (5 Ways) | 16 Apr 2024 | 00:16:09 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Tom shares 5 best practices and strategies he's applied to his Instagram videos to increase his views count, which have allowed him to gain 1,500 followers in the last 3 months from more exposure.
Tom discusses: → Researching trends and utilizing both written and visual hooks. → Practical filming and editing techniques to increase your retention rates. → Moving from the era of heavily edited and slick content to an era of simple, authentic, and raw content across platforms. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 39: Our Experience Building a Brand So Far | 09 Apr 2024 | 00:17:56 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom go over why building a bigger brand equals a bigger business. They share why they discovered they needed to build a brand and what opportunities have come from it so far.
Brandon and Tom discuss: → Why they changed their mind on building a brand, what the end goal is, and the hidden benefits they've found that have come with it. → How they've pivoted their consumer facing podcast multiple times to align with their vision. → And why they're now focusing on YouTube and the utility of short-form content. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 38: MASTERCLASS: How to Build Your Business with Realtor Partners | 02 Apr 2024 | 00:36:53 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Greg Williamson. Greg is the CRO of Lendesk and the co-founder of Finmo from Calgary, Alberta, and has been in the Canadian mortgage industry for over 25 years. He is also the co-host of the "Lead to Close: The Mortgage Professionals Podcast" with James Loewen.
Greg is here to discuss: → How you can find and connect to more Realtor partners and various scripting. → Setting yourself apart from other Brokers by making your own programs and highlighting multiple strategies including: No Bank Penalties, Inflation Hedge, and Guaranteed Approval. → And how you should be growing in the down years and keeping your focus on income earning tasks.
Lendesk Website: www.lendesk.com Lendesk Instagram: @lendesk Greg Williamson's Instagram: @gregwilliamsonblink Greg Williamson's LinkedIn: @GregWilliamson "Lead to Close" Podcast: www.lendesk.com/podcast Compare My Offers Website: www.comparemyoffers.ca ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 37: How to Use Video to Scale Your Business (Pt. 2) | 26 Mar 2024 | 00:23:47 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom go over how to use video to scale your business. In part 2 of a 2 part episode, they focus on how you can use video to increase your lead count.
Brandon and Tom discuss: → Specific videos they send to Realtor partners and clients. → Sending weekly videos via email, mining your database, and searching for opportunities on social media. → Tips and tricks to get the most out of your videos and create the most engagement. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 36: How to Use Video to Scale Your Business (Pt. 1) | 19 Mar 2024 | 00:17:43 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom go over how to use video to scale your business. In part 1 of a 2 part episode, they focus on where video is in their client journey.
Brandon and Tom discuss: → How using video has helped build their brand. → How they've improved their communication with clients. → And how they've made their business more efficient. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 35: How to Lose Less Clients to the Bank/Steps to Take If They Leave | 12 Mar 2024 | 00:23:03 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom do a deep dive on what to do if you lose a client, and tactics for how you can create stickier relationships with them so it doesn't happen as often.
Brandon and Tom discuss: → How everyone loses clients, and the more clients you have, the more you will lose, so don't let them sink you. → Doing autopsy of all your lost files to see where you went wrong and how you can correct it in the future. → And 5 ways you can make yourself stickier to a client so you have better odds of keeping them. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 34: How to Take a Vacation (Without Opening Up Your Laptop) | 05 Mar 2024 | 00:24:15 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share how they cover for each other while on vacation, and how you can do the same to allow yourself to rest and recharge while your business keeps moving forward.
Brandon and Tom discuss: → How you can establish a "broker buddy" to manage your files and clients and define terms and compensation. → Communicating with key partners and clients they'll be taken care of. → And how taking vacation can actually make you more money in the long run than constantly grinding. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 33: How to Hire to Scale Your Business | 27 Feb 2024 | 00:39:42 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Paul Davidescu. Paul is the Principal Mortgage Broker of Level Up Mortgages from Vancouver, BC, which he founded in 2019. Paul is also the Co-Founder and CEO of Tangoo Entertainment Inc., a a sales training and automation company, and the Host of the Grind Less, Flow More podcast, which covers strategies to achieve financial stability and align your time with your genius.
Paul is here to discuss: → His unique journey into mortgages and why you need to find your niche and point of differentiation. → How to make tasks fractional and the first steps to hiring a VA. → And the DAO framework and how it can help you grow in your business.
View the Customer Success document here.
Level Up Mortgages Website: www.levelupmortgages.com Level Up Mortgages Instagram: @levelupmortgages Level Up Mortgages YouTube: @levelupmortgages Paul Davidescu's Email: paul@levelupmortgages.com Paul Davidescu's Instagram: @pauldavidescu Paul Davidescu's LinkedIn: @PaulDavidescu Grind Less, Flow More Podcast: www.grindlessflowmore.com ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 59: The Importance of Conferencing, Surviving as a Broker, & More with Dustan Woodhouse | 27 Aug 2024 | 00:52:11 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Canadian mortgage industry titan Dustan Woodhouse. Dustan is the Founder of Be a Better Broker Inc. from Vancouver, BC, who spent 10 years as a Broker, funding 1,695 mortgage files ($775 million), and was consistently ranked among the top brokers nationwide by CMP magazine. He then spent 5 years as the President of Mortgage Architects, a national Brokerage with 2,000+ agents, funding $18+ billion annually.
Having authored the Be the Better Broker book series, which teaches the core principles of successful mortgage brokering, this led Dustan to delivering workshops in major cities since 2014, reaching over 5,000 industry professionals. Be the Better Broker has now expanded to also include podcasts, 1-on-1 coaching, and conferences, with the mission to help Mortgage Brokers refine their systems, processes, and business flows, and achieve peak performance in their careers.
Dustan is here to discuss: → The Be the Better Broker conference in Whistler this coming January, the origins of the conference, and best practices Dustan implements to make his conference unique. → How going to conferences benefits Brokers and ways you can get the most out of them, how to overcome social anxiety at in person events and networking tricks, and the uniqueness of the Broker industry in sharing information. → The changing Broker landscape over the past decade, balancing growth with tried and true methods, and how Broker's can make sure they succeed today.
Be the Better Broker Website: www.bethebetterbroker.ca Dustan Woodhouse's LinkedIn: @DustanWoodhouse Dustan Woodhouse's Instagram: @dustanwoodhouse Dustan Woodhouse's YouTube Channel: @bethebetterbroker ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 32: Why We're Simplifying Our Mortgage Business (A Look Into Our Business) | 20 Feb 2024 | 00:27:56 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share their routine of doing a review of their business every other month, and how you can use this tactic to keep yourself on track in your own business.
Brandon and Tom discuss: → What they'll continue to focus on from a lead generating perspective. → The systems and processes they're keeping in their business. → And what they're removing to stay focused on what's working best. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 31: MASTERCLASS: How to Actually Get Business Off of Instagram | 13 Feb 2024 | 00:26:35 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share a step-by-step guide on how you can build your business using Instagram and it's features.
Brandon and Tom discuss: → How you can utilize Instagram broadcast channels and/or close friends to grow your business. → How this can work for both referral partners or direct to consumer. → And when you should see results using this social media shortcut. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 30: A HUGE Opportunity For Mortgage Pros: Long Form Content | 06 Feb 2024 | 00:29:32 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Tom shares the opportunity that Mortgage Brokers have right now with making long form content like podcasting, and how you can use long form content to build your brand.
Tom discusses: → What you need to know about podcasting. → Why you should be doing it. → And why he thinks long form content is king. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 29: How to Effectively Use a Mortgage CRM | 30 Jan 2024 | 00:32:31 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Josh Miszk. Josh is the Founder and President of Brokeredge from Mississauga, Ontario, a CRM that helps you to easily create a client journey and automatically track your deals, with minimal input from the user.
Josh is here to discuss: → What makes Brokeredge different to other CRMs on the market. → What he's seen successful Brokers do with their CRMs. → And the different campaigns and processes to find, keep, and close more business.
Josh Miszk's Email: josh@brokeredge.ca Brokeredge Website: www.brokeredge.ca Brokeredge Instagram: @brokeredgecrm Brokeredge Facebook: @brokeredgecrm ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 28: How To Win Over Realtors (Realtor Value Adds Part 2) | 23 Jan 2024 | 00:25:14 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share how you can build strong referral relationships with Realtors by generating leads for them, in part 2 of a 2 part episode.
Brandon and Tom discuss: → The real time referral loop/referral program. → List assist actions and webinars. → And leveraging Google Business. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 27: How To Win Over Realtors (Realtor Value Adds Part 1) | 16 Jan 2024 | 00:17:45 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share the basics of how you can build a strong referral relationships with Realtors, in part 1 of a 2 part episode.
Brandon and Tom discuss: → Communication commitments and lead tracking. → Using budgeting as a value add. → And offer assists to stand out from multiple offers. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 26: Level Up 2024 - Two Frameworks to Earn More Working Less | 09 Jan 2024 | 00:31:24 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share 2 frameworks that can help you earn more by working less, starting wth foundational pieces and then habits to layer in to maximize efficiency.
Brandon and Tom discuss: → Calendar auditing, time blocking, templates and checklists. → Morning routines, inbox zero, silent phone, and activity merging. → And quickly saying "no" and flying through content. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 25: 5 Strategies in a Rate Declining Market | 02 Jan 2024 | 00:17:41 | |
WATCH ▶️ Watch this episode on Youtube ***
EPISODE DESCRIPTION In this episode, Brandon and Tom share 5 strategies you can use in a rate declining market to reactivate older business or gain new business.
Brandon and Tom discuss: → How you implement rate insurance for your clients. → How you can utilize social media. → And what they've found to be getting the most engagement with Realtors. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 24: How to Plan Your 2024 Goals and Find Success | 19 Dec 2023 | 00:19:47 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom share how to map your 2024 business plan, and also a special offer for listeners.
Brandon and Tom discuss: → 6 steps they've used in mapping out the new year. → What you should be factoring in for goal setting. → And what you should consider in your marketing plan. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 23: 6 Lessons We’ve Learned In 2023 | 12 Dec 2023 | 00:19:19 | |
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In this episode, Brandon and Tom share key lessons they've learned in 2023, and how they plan to use them going into 2024. Brandon and Tom discuss: → 6 big lessons they've learned this year. → What has and hasn't worked in their business. → And why you should consider doing this in your business. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 58: 3 Common Traits of High Producers | 20 Aug 2024 | 00:22:34 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom share 3 traits they see in high producers from conversations they've had across their 3 podcasts. These are common themes not just in the mortgage industry, but all industries.
Brandon and Tom discuss: → Keeping Your Business Simple - Narrowing your focus and staying on task until it's complete, avoiding shiny objects, and keeping very simple back-end systems. → Picking a Niche - Having a "no-go" list and making sure clients/referral partners fit you, different niche's you could go after, and being strategic about the time you spend before having a live deal. → Consistency - Set up your non-negotiable tasks, creating competition for motivation, and continually improving your business.
BONUS Topic: The importance of having value adds and having specific offers for your clients. ***
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CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 22: Social Media Strategies to Win in Today’s Market with Jason Henneberry | 05 Dec 2023 | 00:43:14 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Jason Henneberry. Jason is an entrepreneurial junkie from Duncan, BC, with a passion for helping real estate and mortgage pros attract and convert more clients. He’s the creator and co-founder of several widely implemented tech and finance solutions including LenderSpotlight, The VIP Club, Strategy Hub, Fundible and BrokerHQ, while also being the co-founder and COO of Tango Financial, which funds $4.5 billion annually in mortgages.
Jason is here to discuss: → Specific strategies working today for several mortgage brokers in this down market. → His journey in the mortgage industry and his most recent venture, Strategy Hub. → And what Jason would do today if he was a brand new agent.
Tango Website: www.tangofinancial.ca VIP Club Website: www.thevipclub.io Jason Henneberry's Instagram: @jasonhenneberry Jason Henneberry's Facebook: @JasonHenneberry ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 21: What Makes Calvert Home Mortgage a Unique Lender with Ryan Day | 28 Nov 2023 | 00:30:42 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Ryan Day, a Real Estate Investment Success Manager at Calvert Home Mortgage from Calgary, Alberta. Calvert Home Mortgage is a Mortgage Investment Company (MIC) which started in 1975, and today lends in Alberta and Ontario.
Ryan is here to discuss: → What Calvert is most known for and what makes them a unique lender. → Where their business has shifted in current market conditions and which products are popular right now. → And how they're trying to make a Mortgage Broker's life easier.
Calvert Home Mortgage Investment Corporation Website: www.chmic.ca Calvert Home Mortgage Instagram: @calverthomemortgage_ Calvert Home Mortgage YouTube: @calverthomemortgage Ryan Day's Email: ryan@chmic.ca Ryan Day's LinkedIn: @RyanDay Resources from CHM here: https://docs.google.com/document/d/1HToJiMbqSr1fbr51_DQQlxIBEl3k55uEXEbuEWz9iOU/edit?usp=sharing ***
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CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 20: How You Can Double Your Mortgage Business By Making 1 Simple Change | 21 Nov 2023 | 00:12:52 | |
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EPISODE DESCRIPTION In this episode, Tom shares how 1 simple change he's made has doubled his business this year, and how you can do it too. Tom discusses: → How you can optimize your weekly schedule to fit your life. → How to block time in your calendar and what to start with. → And his accountability system that keeps him on track. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 19: How to Use Social Media Successfully As a Mortgage Broker | 14 Nov 2023 | 00:20:44 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom share how they've been using social media, and some tips and tricks they've learned to make the most of it. Brandon and Tom discuss: → Hook videos vs. bingeable content. → Quality vs. quantity. → And how there's more to social media than just making content. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 18: How Can You Integrate A.I. Into Your Mortgage Business? | 31 Oct 2023 | 00:16:28 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom share how you can use A.I. in your business, and where they think A.I. is headed. Brandon and Tom discuss: → A.I. tools they're using. → Places in their business where they wouldn't use A.I. → And how they think A.I. will impact Brokers in the future. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 17: An Honest Deep-Dive Into Podcasting | 24 Oct 2023 | 00:17:10 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom do an honest deep-dive into podcasting, and what they've learned from it so far, and how you can get started yourself. Brandon and Tom discuss: → Some of the problems and issues that they've overcome. → How they use their podcasts for social media content and their social media strategy with guests. → And why they started a 2nd podcast, and how both podcasts can co-exist. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 16: 1 Hour of Work for $25K (Renewal Rocket Strategy) | 17 Oct 2023 | 00:20:33 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom share the renewal rocket strategy, and how it can feed you leads all year long. Brandon and Tom discuss: → What the renewal rocket strategy is. → The best ways to implement it. → And where you can find extra opportunities with this strategy. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 15: Seek Discomfort to Grab Market Share | 10 Oct 2023 | 00:19:36 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom share how you need to put yourself into physical, mental, and emotional discomfort in order to move forward in your life and business. Brandon and Tom discuss: → Real-life examples when they've made themselves uncomfortable and how it impacted them. → How you can start with small discomforts and work your way up. → And their new podcast, F.I. Talk. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 14: 5 Tech Tools to Optimize Your Mortgage Business | 03 Oct 2023 | 00:18:22 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom share 5 tech tools or programs that they use to optimize different areas of their business. Brandon and Tom discuss: → The tools they use, and how and why they use them. → Comparing BombBomb and Loom. → And how they've been able to find a middle ground with their tech use when combining their businesses. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 13: Investing in the U.S. with Glen Sutherland | 26 Sep 2023 | 00:30:57 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Glen Sutherland, a real estate investor and coach from Wellesley, Ontario, who's specialty is investing in the U.S. real estate market. Glen also has a podcast called "A Canadian Investing in the U.S.", which he's hosted since 2018.
Glen is here to discuss: → What led him to investing in the U.S. → What investment strategies he's been using. → And how you as a Canadian can get started in U.S. investing.
Glen Sutherland's Website: www.glensutherland.com Glen Sutherland's Email: glen@glensutherland.com Glen Sutherland's YouTube Channel: @ACanadianInvestingInTheUS ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 57: Find Deals TODAY By Leveraging Mortgage Penalties with Matt Imhoff | 12 Aug 2024 | 00:39:31 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom are joined by Matt Imhoff. Matt is the CEO and a Mortgage Broker at Meticulous Mortgage Solutions Inc. from Vancouver, BC, and is also a expert when it comes to mortgage penalties. Now a Prepayment Penalty Mentor, Matt has trained and supported over 300 Brokers to master prepayment penalties and become a trusted expert their clients can rely on.
Matt is here to discuss: → How he got into prepayment penalties, why you should care about them, and how you can use them to close more deals. → When penalties become IRD (interest rate differential) instead of 3 months interest, how Brokers can track posted interest rates from lenders, and prepayment penalties vs mortgage porting features. → How you can make this information digestible for clients, adding value for your clients, and how you can use this strategy to mine your database.
For a Discount on Matt's Prepayment Penalties Program, use Promo Code: CommissionBreath$50 (Expires Monday August 19th 2024 at 11:59pm EST)
Prepayment Penalty Mentor Website: www.penaltymentor.ca Matt Imhoff's Email: matt@penaltymentor.ca Meticulous Broker's Facebook Group: @meticulousbrokers ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 12: How to Quickly Grow Your Master Database | 19 Sep 2023 | 00:14:59 | |
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EPISODE DESCRIPTION In this episode, Tom flies solo and goes through how you can quickly grow your master database.
Tom discusses: → How he's grown his database. → When you can find leads. → And strategies you can implement to grow your database. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 11: When to Burn the Boats | 12 Sep 2023 | 00:11:04 | |
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EPISODE DESCRIPTION In this episode, Brandon flies solo and goes through the things you should think about when you plan to go all-in on mortgages.
Brandon discusses: → When he decided to go all-in on mortgages. → The plans you should have in place. → And the mindset you need to have. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 10: There’s 118 Days Left in 2023, What Will You Do With Them? | 05 Sep 2023 | 00:16:43 | |
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EPISODE DESCRIPTION In this episode, Brandon and Tom share what lead to merging their businesses, their plans for the remainder of 2023, and how you don't have to wait until a new year to put energy in your business. Brandon and Tom discuss: → How merging their businesses will work. → Where they each will put their energy for lead gen. → And general vs specific focus. ***
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CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||
| 9: How to Make Your Client Journey a Leads Machine | 29 Aug 2023 | 00:23:23 | |
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EPISODE DESCRIPTION In this episode, Tom flies solo and goes through his customer journey, and points out the places in it where he generates leads.
Tom discusses: → Who he connects with. → What forms of communication he uses. → And when he asks for Google reviews. ***
TANGO ONTARIO 🚀 Join Team Tango 📧 Email Us → ontario@tangofinancial.ca 🔫 Bulletproof Compliance Guide ***
CONNECT 📸 Connect on Instagram (Brandon) *** SAY THANKS 🙏 Leave a review on Apple Podcasts *** | |||