Should You Incorporate? Join our podcast as we explore the world of mortgage broker incorporation with special guest Ed Rempel. Discover the optimal timing for incorporating your business and the benefits of a holding company. Learn whether it's better to pay yourself a salary or dividends and avoid common mistakes made by business owners. Gain insights into investment options for your corporation, including RRSPs and TFSAs. Don't miss this episode packed with expert advice on tax deferrals, benefits, and investing for mortgage brokers. Tune in now and unlock the secrets to financial success ..read more

In this episode, we have the pleasure of hosting Cheryl Dawson, an esteemed Leadership Coach with an impressive track record. Cheryl has dedicated her career to empowering women in senior leadership roles as they navigate male-dominated industries. With her 20 years of experience, spanning from front-line positions to VP roles, Cheryl brings a wealth of knowledge and insights to the table. Cheryl shares insights on building meaningful connections with clients and peers. Discover the power of effective communication, setting goals, and recognizing the value of your team. Uncover strategies for ..read more

In this episode, we dive deep into an innovative financial strategy, with renowned expert Ed Rempel (CPA, CMA, CFP, Wise Guy). Unlocking its potential, Ed walks us through the foundations and mechanics of The Manoeuvre, empowering mortgage brokers to guide clients in converting non-deductible mortgage debt into tax-deductible investment debt using readvanceable mortgages. Addressing common concerns and emphasizing the importance of collaboration with other financial professionals, this episode equips brokers to effectively communicate the strategy's risks and benefits, positioning them as trus ..read more

Welcome to the latest episode of our podcast! In this episode, we have the pleasure of chatting with Monika Adams, a Social Media Marketing Expert who has a wealth of knowledge and experience in the field. Monika shares her expertise on Instagram strategies that can help you gain clients and referral partners.  As social media continues to play a major role in today's business world, it's crucial to understand how to leverage platforms like Instagram to grow your business. Monika provides insights on how to use Instagram to build relationships and trust with potential clients, as well as ..read more

In this episode, Jamie sits down with negotiation expert Fotini Iconomopoulos to discuss the art of negotiation and how it can be applied to the mortgage industry. Fotini shares tips on how to effectively negotiate with lenders, clients, and industry partners including preparing for the negotiation, understanding their perspective, and knowing your own limits. They also discuss common negotiation pitfalls and how to avoid them. Whether you're a seasoned mortgage broker or just starting out, this episode is full of valuable insights on negotiation that you won't want to miss. Fotini: https://c ..read more

In today's episode, the one and only Dustan Woodhouse shares his strategies for making it in the industry, even during slow times. Dustan is the President of Mortgage Architects now, but he actually started as a broker back in 2008 during an economic recession. That didn't stop him from funding 95 files in 2009, so there's a lot we can learn from his experience. Dustan has literally written the book on brokering (three to be exact-Be The Better Broker Volumes 1,2 &3) and has delivered dozens of presentations, all-day workshops, small mastermind sessions, and hundreds of 1:1 coaching calls ..read more

Thank you to everyone who has joined us on the first-year journey of How to be a Mortgage Broker.  We appreciate your support! The next Season (Starting January 2023) is going to be a little different, more on that soon ..read more

In this special episode, Jenn and Jamie visit the Homebuyer process from start to finish. Is now a good time to buy? Can I quit my job now that we have a firm commitment? All these questions and more are answered.   This is a great one to share with first-time homebuyers who are wanting to learn more about the process. If you would like to be featured on the show, or if you have comments/ suggestions please email jamie@mortgagesbyjamie.com ..read more

This episode is with the FANTASTIC Jill Moellering.  Jill speaks to her experience as a mentor, so this is great for new agents and those more experienced individuals who are considering taking on a mentorship role.  If you are interested in attending her highly anticipated Underwriter course, please follow the link below: https://www.jillmoelleringmortgages.com/event-details/the-mortgage-nerd-2 ..read more

In this episode, we have special guest Matt Imhoff on to discuss all things Pre-Payment Penalties. Matt has developed a course specifically for brokers that gives us the skills we need to expertly advise our clients on these potentially massive (and often avoidable) penalties.  If you want to learn how to decipher prepayment penalty calculations and maximize your value for clients, listen carefully for the promo code! Matt has offered our first 100 listeners $30 off his course at the end of February! https://meticulousmortgages.ca/rising-rate-course-for-mortgage-brokers/?utm_campaign=ra ..read more