The Play Book for Financial Entrepreneurs

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Michael Harris- Private Financing and Self-Employed Clients

2024-03-0142:40

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...

Wayne Martin- The Power in Hiring the Right People

2024-02-1343:50

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...

The Dentist Model- Rich Spence

2024-02-0517:16

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...

Derek Serra- Your Relationship with Private Lenders

2024-01-2343:00

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...

Tom Hogg: Advice From A Legend

2022-03-1548:01

Rich Spence had the opportunity to sit down with one of MCC’s top agents, Tom Hogg, to discuss what has led to his incredible success within the mortgage industry.

Artificial Intelligence and its space in the Canadian Financial Industry

2022-01-0642:11

Join Rich Spence and special guest Ramy Nassar as they discuss Artificial Intelligence and its space in the Canadian Financial Industry. Ramy Nassar has an extensive background in AI and Strategic foresight additionally being an author, facilitator and speaker.Rich and Ramy review how new technology can be leveraged today and how the finance industry will incorporate it in the future. For the first 13 minutes, Rich and Ramy go down a side road on talking about their hobby of Real E...

Mindset and Personal Growth

2021-11-2436:02

I had an opportunity to sit down and chat with a good friend and business associate Joe Flor. Instead of focusing on the mortgage industry, I spoke with Joe about his journey. Joe's story is motivational, inspirational and one of the most honest discussions I have had on this podcast. I know you will enjoy this one.Professionals in this Episode· Joe Flor – Equitable Bank - Associate Vice President, National Partner Relations · Ric...

Title Searches, Automated House Values and Consumer Data

2021-09-1636:03

With so much recent change in the tools and regulations around accessing property data, Rich Spence had the opportunity to sit down and chat with Jon Castellano, an expert in the field of Title Searches, Automated Appraisal Systems and Consumer data. Professionals in this Episode· Jon Castellano – First Canadian Title - Director of Data Strategy· Rich Spence - Mortgage Centre Canada - President

How to build and deliver a TEDx talk

2021-09-0853:22

Rich Spence had the opportunity to sit with Andrea Sampson to discuss the art and science of how to connect with your audience on the TEDx stage. Andrea Sampson has an extensive background in coaching and developing talks for speakers on the TEDx stage. If you speak for a living or would like to improve your presentations, this episode is for you.Professionals in this Episode· Andrea Sampson – CEO and Executive Speaker Coach.· Ri...

Upclose with Paul von Martels

2021-07-1434:46

Rich Spence had the opportunity to sit down with Paul von Martels, the Vice President of Equitable Bank. Paul has extensive experience in driving projects within the Finance Industry and was pivotal in the launch of the Reverse Mortgage at Equitable Bank. Paul shares his insight on managing risk, people and innovation.Professionals in this Episode· Paul von Martels, the Vice President, Equitable Bank· Rich Spence - Mortgage Centre Can...

Make-A-Wish Canada - How COVID affects children's wishes

2021-06-2229:18

Rich Spence had the opportunity to sit down with Stephanie, a wish child, who shared the physical and emotional effects of having her wish granted. Stephanie was granted her wish in 2010 and since that day, her life has had hope and a sense of direction it didn't have before. Stephanie has a joyful spirit and is a budding entrepreneur who is very motivational.Stephanie was joined by her mom and Alyson Geary, the Director of National Corporate Alliances for Make-A-Wish Canada to discuss ...

Make a Wish - How COVID effects children's wishes

2021-06-0829:01

Everything is Negotiable

2021-05-2548:28

Rich Spence had the opportunity to sit with Dr. Meg Myers Morgan to discuss the art of negotiating and its place and purpose in the world of business. Dr. Meg Myers Morgan has an extensive background, she holds a PhD and MPA from the University of Oklahoma and is certified executive coach, assistant professor and an award-winning author. Professionals in this Episode· Dr. Meg Myers Morgan – Award winning author.· Rich Spence - Mortgage Cent...

Financial Confidence for Marginalized Groups

2021-05-1130:41

Rich Spence had the opportunity to sit with Sarah Zandbergen, Senior Program Specialist at Equitable Bank to discuss the importance and relevance of financial confidence and its impacts on people. Professionals in this Episode· Sarah Zandbergen - Senior Program Specialist at Equitable Bank· Rich Spence - Mortgage Centre Canada - President

Understanding what the "Alternative" Market is.

2021-03-2450:08

Rich Spence from Mortgage Centre Canada had the opportunity to sit down with Ed Karthaus and Michael Forshee of HomeTrust to discuss the Alternative Mortgage Market in Canada. Ed and Michael shared insights into how the Underwriters of Alternative lenders think and provided mortgage brokers with practical tips to help make submitting loan applications to Alternative lenders easier. #mortgagecentrecanada #hometrustcompany #alternativelendingProfessionals in this EpisodeMichael Forshee - Execut...

Mortgage Brokering through the Pandemic

2021-05-0346:34

Ryan Sadler, the Vice President of Sales for Mortgage Centre Canada (MCC), had an opportunity to chat with Bruno Marsala, a MCC mortgage professional who made the move from Banker to Broker and has never looked back. Ryan and Bruno explore the following:1. Recap of the 2020 Mortgage Market2. Predictions of the Mortgage Market for 20213. What are we grateful for Professionals in this Episode· Bruno Marsala – Pilrock - The Mortgage Cent...

How a Reverse Mortgage Works - Part 2

2021-04-2336:43

Rich Spence had the opportunity to sit down with Agostino Tuzi, National Partnership Director at Home Equity Bank to demystify some of the misconceptions around Reverse Mortgages. They discussed its true definition along with its benefits to help Mortgage professionals find the right solution for their clients. Professionals in this EpisodeAgostino Tuzi - National Partnership Director, Mortgage Brokers at HomeEquity BankRich Spence - President of Mortgage Centre Canada

Driving Leadership Effectiveness

2021-04-1201:00:40

Rich Spence had the opportunity to sit down with Mandy Gill, Speaker, Health Expert, Media Personality and Business Builder. They discussed driving leadership effectively to prevent burnout and create a healthy, successful headspace and workplace. #mortgagecentrecanada #mandygillProfessionals in this EpisodeMandy Gill - Mandygill.com - FounderRich Spence - Mortgage Centre Canada - President

Doing 50 million in volume...it's not about a new tool..it is about your thinking

2021-01-1701:02:52

Growing your business is not always because you use a new tool….it is more about who you become. I had an opportunity to sit down with a good friend of mine @JoeTrimboli. Joe is a top producing mortgage broker that changed his business and life from the inside out by focusing on his thinking. This has to be one of my favorite Podcasts. This is not your typical Financial Entrepreneur Podcast…we go deep on this one. To achieve your goal, you have...

Up close and personal with industry veteran Albert Collu

2020-12-1844:48

Rich Spence, the President of Mortgage Centre Canada (MCC), had the opportunity to sit down with Albert Collu, CEO and President at Marathon Mortgage Corp. & Author of Catapulting Change: Mindful Leadership to Launch to talk about the market, brokering, lending and managing change. Professionals in this Episode· Albert Collu, CEO and President at Marathon Mortgage Corp· Rich Spence - Mortgage Centre Canada - Pres...

#box-pro-ellipsis-173690114317998{-webkit-line-clamp:2;}The Play Book for Financial Entrepreneurs

The Play Book for Financial Entrepreneurs