How to Be a Mortgage Broker

Today's episode is very special becasue Tara Borle is not only the best Mortgage Broker, she's the best human being. Team Leader of the best team in Western Canada- Team Borle shares her do's and don'ts. Tara shares the story about how she gt into this business, where she started and where she is now. Hint.. she started at the bank. Let this story inspire you in 2024! If you're interested in joining or team reach out: jamie@mortgagesbyjamie.com For more info on Velocity- the awesome submission platform and CRM- https://newton.ca/velocity/ More info on the app I couldn't live without- https://canadianmortgageapp.com/

In this episode, we venture into the exciting realm of commercial brokering with a focus on the fascinating niche of 'Owner-User Financing,' featuring guest Jordan Gorgounis from Impact Commercal. Join us as we explore Jordan's journey in the commercial real estate world, delving into the challenges, triumphs, and valuable lessons he has encountered along the way. We candidly discuss the intricacies of owner-user financing, uncovering its unique advantages and potential pitfalls. Thank you to our sponsers! https://canadianmortgageapp.com/ [https://canadianmortgageapp.com/] https://newton.ca/velocity/ [https://newton.ca/velocity/] Reach out! jamie@mortgagesbyjamie.com

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 in the mortgage industry. For More information check out Ed's Blog's on the topic: Your Incorporation What you need to Know [https://edrempel.com/your-corporation-what-you-need-to-know-if-you-dont-understand-your-accountant/] Thank you to our Amazing Sponsors! Canadian Mortgage App [https://canadianmortgageapp.com/] Newton-Velocity [https://newton.ca/velocity/?utm_source=ROSE&utm_medium=GG_S01&utm_campaign=A&gclid=Cj0KCQjwtO-kBhDIARIsAL6LordVUOp36VT08ao-4LZ4aunEKVOG8WS9vy3mYzrHAbVDxtNtRLkmJQwaAhI_EALw_wcB]

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 engaging clients beyond social media and learn how to navigate leadership challenges with confidence. Tune in to gain practical tips for establishing credibility and fostering relationships that drive success. Perfect for newcomers and aspiring leaders in any industry. Let's start engaging and leading together. Cheryl Dawson: https://www.linkedin.com/in/cheryl-dawson-mba-2595b511b/?originalSubdomain=ca Thank you to our sponsors! https://canadianmortgageapp.com/ https://newton.ca/velocity/ jamie@mortgagesbyjamie.com

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 trusted advisors who can propel their clients towards accelerated wealth accumulation and tax optimization.    For more info: https://edrempel.com/smith-manoeuvre/ Ed's Podcast: Unconventional Wisdom Podcast with Ed Rempel https://edrempel.com/podcasts/ Sponsors: https://canadianmortgageapp.com/ https://newton.ca/velocity/