The Play Book for Financial Entrepreneurs
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Educational, unscripted conversations with the leaders of mortgages and finance to share with the financial entrepreneur. Rich Spence, the President of Mortgage Centre Canada connects with the top leaders of Banks, Insurers, Government and the entrepreneurs of the Mortgage and Finance industry.
The Play Book for Financial Entrepreneurs
1M ago
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 highlights his commitment to quality client connections and individualized customer care. Join us for an enga ..read more
The Play Book for Financial Entrepreneurs
2M ago
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 solo episode, as he uncovers the secret to creating a sellable asset after a 20-year career by beco ..read more
The Play Book for Financial Entrepreneurs
3M ago
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 business. Join Rich and Derek for a deep dive into the dynamic world of retail banking, gaining actionable in ..read more
The Play Book for Financial Entrepreneurs
1y ago
On this episode of The Playbook Podcast, Rich Spence is joined by veteran MCC agent, Darlene Vilas. In the business for sixteen years, Darlene is widely recognized as the expert on reverse mortgages. Rich and Darlene dive into not only the basics of the reverse mortgage product, but also the solutions that it can provide clients. This highly educational episode is not one to miss!  ..read more
The Play Book for Financial Entrepreneurs
1y ago
On this episode of The Playbook, Rich Spence is joined by Corina Murphy. They chat about the MPC Charity Foundation, as well as how to integrate a charity into your business.  ..read more
The Play Book for Financial Entrepreneurs
1y ago
Join Rich Spence as he has an in-depth discussion with Hali Noble and Reaza Ali about the Mortgage Investment Corporation (MIC) private space. The trio chats about the changing interest rate environment, rising house prices, and the ripple effect on private mortgages. With 30+ years experience in the market, Fisgard has seen these cycles before. Hali shares what brokers should be doing with anyone they have put into a private mortgage in the last 12 months. You’ll want to write this down ..read more
The Play Book for Financial Entrepreneurs
1y ago
In a special edition of The Playbook, Rich Spence was approached by one of MCC’s top agents, Ann Pope, to talk about the new proposed government program for Tax-Free Savings Accounts for first time homebuyers. Until September 30th, YOU have the opportunity to send the government your suggestions on the structure of this program. Ann, wanting to educate brokers, shares numerous suggestions to influence and improve the program. Brokers, do not miss the chance to make change!  ..read more
The Play Book for Financial Entrepreneurs
1y ago
In this episode, Rich Spence is joined by one of MCC’s top 50 brokers in Canada, Rob Fuccenecco. Living in Campbell River, BC, Rob shares his advice on how to be successful as a broker in a small town. Rob also lends his advice to new brokers on the best ways to learn, and how to market themselves. Rob talks the power of understanding the craft, and how that alone will grow your business. New brokers, you won’t want to miss this one!  ..read more
The Play Book for Financial Entrepreneurs
1y ago
Rich Spence had the opportunity to sit down with the Danny and Matthew Ablakan. Join us as Danny and Matthew talk about their start in the real estate industry and the evolution of their business, Millennial’s Choice. Danny and Matthew share their experience building a successful business at such a young age. They reveal how they over the fear of putting themselves out there to utilize the power that social media has in marketing their business.  ..read more
The Play Book for Financial Entrepreneurs
1y ago
In this episode of the Playbook, Rich Spence and Chantal Driscoll get personal with how she achieves working as a mortgage professional, while simultaneously balancing family life. Slowly building her business as a busy parent, Chantal has found immense success in using not only her own network, but the one surrounding her children for marketing her business. In addition, Chantal champions her social media reach by using Instagram reels and TikTok to her advantage.  ..read more