56 episodes

Rich Spence, the President of Mortgage Centre Canada connects with the business owners and leaders of the Mortgage and Finance industry. Educational, unscripted conversations around entrepreneurship, mortgages, business, real estate, and growing a business. Rich Spencewebsite - https://richspence.com/LinkedIn - https://www.linkedin.com/in/richspence3/Instagram - https://www.instagram.com/richspence3/TikTok -  https://www.tiktok.com/@richspenceMortgage Centre Canadawebsite - https://mortgagecentre.com/LinkedIn -  https://www.linkedin.com/company/23575/admin/feed/posts/Instagram - https://www.instagram.com/mortgagecentrecanada/TikTok -  https://www.tiktok.com/@mortgagecentrecanada

The Play Book for Financial Entrepreneurs Rich

    • Business

Rich Spence, the President of Mortgage Centre Canada connects with the business owners and leaders of the Mortgage and Finance industry. Educational, unscripted conversations around entrepreneurship, mortgages, business, real estate, and growing a business. Rich Spencewebsite - https://richspence.com/LinkedIn - https://www.linkedin.com/in/richspence3/Instagram - https://www.instagram.com/richspence3/TikTok -  https://www.tiktok.com/@richspenceMortgage Centre Canadawebsite - https://mortgagecentre.com/LinkedIn -  https://www.linkedin.com/company/23575/admin/feed/posts/Instagram - https://www.instagram.com/mortgagecentrecanada/TikTok -  https://www.tiktok.com/@mortgagecentrecanada

    Michael Harris- Private Financing and Self-Employed Clients

    Michael Harris- Private Financing and Self-Employed Clients

    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 engaging exploration of Michael Harris's journey, where professionalism meets personal passion in the mortgage industry.

    • 42 min
    Wayne Martin- The Power in Hiring the Right People

    Wayne Martin- The Power in Hiring the Right People

    Welcome to the podcast featuring Wayne Martin from Today's Mortgage Choice Inc. in Sudbury. With over 30 years of financing experience, Wayne has successfully created customer loyalty, adapted to challenges during Covid, and excelled in business development.
    Wayne emphasizes the principle of "Under Promise- Over Deliver," and shares insights into business development, financials, and recruiting. He highlights the power of people in building successful businesses.  From personal loans to commercial financing, Wayne's expertise extends to structuring tailored financial solutions. He's also skilled in building business portfolios, including home and auto financing, and income tax considerations.


    In a unique twist, Wayne's journey includes a stint as a professional poker player, demonstrating his adaptability. He moved his entire family to California, showcasing the diverse experiences that have shaped his career and life.  Join us as Wayne reflects on his fulfilling career in the mortgage industry and shares valuable lessons learned along the way.

    • 43 min
    The Dentist Model- Rich Spence

    The Dentist Model- Rich Spence

    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 becoming the front person of your own business model. 

    • 17 min
    Derek Serra- Your Relationship with Private Lenders

    Derek Serra- Your Relationship with Private Lenders

    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 insights and leadership perspectives from a seasoned professional who endured the rewarding journey from banker to broker. 
     

    • 43 min
    Darlene Vilas – The Reverse Mortgage Guru

    Darlene Vilas – The Reverse Mortgage Guru

    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! 

    • 36 min
    The Playbook – Masterclass Series: Learning from a Leader with Dan Eisner

    The Playbook – Masterclass Series: Learning from a Leader with Dan Eisner

    On this episode of The Playbook Podcast, Rich Spence is joined by CEO and founder of True North Mortgage, Dan Eisner. As a three-billion-dollar brokerage, Rich and Dan take the time to chat about True North’s business model, as well as the differences between online and in store sales. Dan also details starting a lending business, Think Financial, from scratch. A great conversation with a very successful gentleman! 

    • 47 min

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