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Set New Standards – A Reading List

As you start to prep your business plan for 2019 – dig into the books listed below to help with your mindset as part of the process. Setting goals is one thing, a great thing to do. This year, make sure to also set expectations. Set expectations for yourself and for your team. Communicate your expectations […]

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The High Road

The Canadian Mortgage Brokers Association asked for a few words on Brokering, I was lucky enough to have the piece selected for the 2017 Summer edition of Canadian Mortgage Broker. An Excerpt: Always Take the High Road! As with many things in life, this old adage is often easier to pay lip service to than […]

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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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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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Volume 2 Audiobook Release

Grab your funky headphones! Amazon just went live (at last) with the audiobook files for Be The Better Broker Volume 2: Days 1-100 As A New Broker, Building Lasting Foundations and Surviving In The Meantime  and as only Amazon has the power to do, they have decided on a sale price of $3.47 as an […]

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2017 – Year of Focus

In wrapping up the first week of January some of us will have taken steps towards achieving our (written) goals, while others are left wondering where the last week just went. Falling back into the same patterns is easy enough, as we get sucked into the noise of day-to-day life. So let’s talk about noise […]

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Happy New Year!

Bang! The starting gun has fired! 2016 ends with a roar of change. Right down to the final few days of the year we had rate changes, policy changes, and on the final business day of the year, a compensation model change resulting from Oct 3, 2016 announcements.  No rest! Into 2017 we are thrust, many […]

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An IRD-ish Story: Nuances Not Rates

Earlier this year, a client called to tell me that BigBlueBank (BBB) could not process his re-finance transaction due to BFS income challenges. We mapped out a strategy that he could take back to BBB. If they accepted it, then the client’s problem would be solved. If they did not, then they would have had […]

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The MPC Conference & Volume 3

Good day,   We will return to more usual day-to-day posts next week, this week is just shameless plugs for the conference and the newest book.   Shameless plug for the MPC Conference:   Hopefully you are waking up in Vancouver today or tomorrow and attending the annual Mortgage Professionals Canada conference this weekend. It […]

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Five Phone Habits – Part 2

***Special Action Item*** Please take three minutes (or less) and click on this link in order to easily send your MP a formal (pre-written) letter outlining the negtive consequences of the recent lending guideline changes. It is little more effort to complete this than entering your postal code, name, and email address. You do not need […]

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