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Tag: Ask A Broker

Some Ink On Being Inc.

Heading into tax season there is a common question on many a Mortgage Broker’s (and agent’s) mind: To be (inc.) or not to be (inc.)? 2017 was the year that the federal government basically laid the smackdown on everyone who has ever suggested being INC. ‘isn’t worth the hassle’. When the Fed tinkers, and tens […]

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Want Referrals?

The #1 path to consistent referrals from the same source(s) is to answer the phone the first time it rings, be in front of your computer to intake the application on that first call, and respond to every subsequent call or email instantly. Losing two hours to a morning coffee meeting? Losing two hours to […]

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A Brand New Broker

This piece was originally published on the most excellent mortgage news site Canadian Mortgage Trends. Day One. New business cards in hand, you sit down at your new desk in the brokerage office, what now? Your first three years are going to be hard work. Difficult beyond belief. The three after that aren’t too bad. You start […]

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There’s A NAP For That!

Here is my own take on the serious business of napping. During any peak period of activity in our industry a Broker can experience intense 12-, 14-, and even 16-hour days back-to-back-to-back. A key survival skill is mastery of the power nap. Make no mistake, it is a skill. You have to learn how to […]

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A Few Posts Worth Sharing…

Hello my fellow Brokers, None of what is said in the following posts is new, but it does not seem to be a message found in print very often. If you think any one of these posts is worth sharing, please do so, and to those of you that already have shared them – Thank […]

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Conversation (self) Control

This piece was originally published @ For Brokers By Brokers.   Early in my working life I found myself in a mail-order sales role, working telephones as if my life depended upon it. Which in a way it did. Money is oxygen for a small business, and the ringing phones were the sound of money. One […]

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Ability To Communicate

This piece was originally posted with several other Brokers excellent content @ For Brokers By Brokers. In 2017 success will be determined for many Mortgage Brokers by one single ability: The ability to communicate clearly and effectively. This was always the cornerstone of any significant success, but this year it will be the cornerstone of […]

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It Sucks To Suck!

In a situation where a lawyer slides a mortgage insurance document across the table to a client and legally cannot say a single word about it – the sign-up rate is ~13%. 13%! No speaking. Silence. 13%. The irony is that thousands of mortgage agents across the country have a sign-up rate of 0%. Zero! In other […]

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Ability To Communicate

In 2017 success will be determined for many Mortgage Brokers by one single ability: The ability to communicate clearly, effectively, and strategically.   This was always the cornerstone of any significant success, but this year it will be the cornerstone of even modest success. When a client calls and asks that inevitable question, ‘what’s your […]

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Will Work For Free

Recently a previous client of mine felt pressured by a family relationship to work with another Broker, something I have no problem with. In our office we are lucky enough that each day we have a full plate as it is, and frankly I am A-OK with the odd client jumping ship now and again. […]

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