671: How This Broker Killed Discovery Calls, Boosted Trust, and Closed $5M with a Podcast - Taylor Atkinson
Description
What if you could eliminate discovery calls, attract ideal clients, and build trust—before you ever pick up the phone?
In this episode, I sit down with Taylor Atkinson, a former helicopter mechanic turned mortgage broker, who’s built a $5M pipeline by doing things differently.
Taylor shares how launching a local podcast helped him skip the discovery call phase, attract high-quality clients, and filter out rate shoppers. He also explains why saying no to renewals and yes to early hiring gave him more time, more margin, and more referrals.
What We Cover:
- Ditching Discovery Calls – How a podcast helps Taylor pre-qualify and build trust before a single conversation.
- Return on Energy – The simple framework Taylor uses to decide what gets his time and what doesn’t.
- Saying No to Say Yes – Why he turns down renewals—and how it actually grows referrals.
- Hire Before You’re Ready – How getting help early helped him scale with less stress.
- Health + Business Alignment – Why Taylor tracks metrics like HRV and sleep to make smarter business decisions.
You don’t need to chase every deal or every client. Build a model that protects your energy, amplifies your strengths, and filters in the right people.
To know more about Taylor Atkinson:
Website: https://www.venturemortgages.com/
Instagram: https://www.instagram.com/venturemortgages/
Podcast: https://www.youtube.com/@KelownaRealEstatePodcast
Follow me on Instagram: www.instagram.com/scottpeckford/
I Love Mortgage Brokering: www.ilovemortgagebrokering.com
Find out more about BRX Mortgage: www.whybrx.com
Subscribe to my 3-2-1 Thursday Email
I Love Mortgage Brokering is in partnership with Ownwell.
To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca/scott.
United States
