Excellence of Execution: Recent Episodes
Excellence of Execution
Excellence of Execution is a podcast tailored for all Mortgage and sales professionals. Hosted by Daniel (one of the top producing Canadian Mortgage Agent) and Paul (Sales Leader) you will hear real life stories and proven tactics to build a successful book of business. If you are passionate about the mortgage industry you will want to tune in. Each week will focus on a new topic and will feature special guest speakers.
We would love to hear from you. We can be contacted via email at Daniel@finkelbergfinancial.com and paul.occhiuto@cleartrust.ca
On today's episode we welcome one of today's broker owner Varan Karunanantham, Managing Partner /Mortgage Agent iConnect Mortgages. He walks us through his journey from a CIBC mortgage specialist to being promoted to Area Sales Manager, and then eventually moving over to the broker space and opening iConnect Mortgages. He provides great context from both leading a team and running a successful book of business.
Remember to follow us on Instagram @excellenceOfExecutionPodcast and subscribe to our YouTube channel https://youtube.com/@ExcellenceofExecution?si=ZbZt-1-qMfHcUxC4
Remember to follow us on Instagram @excellenceOfExecutionPodcast and subscribe to our YouTube channel https://youtube.com/@ExcellenceofExecution?si=ZbZt-1-qMfHcUxC4
On today's episode we welcome one of today's top realtor and long time friend Mark Salerno, Broker Owner of Salerno Realty Inc. We dive into how Mark's journey into becoming Vaughan's number one realtor, decision to open a brokerage and preserve his father's legacy. Aside from work we also have some fun discussing our time playing basketball together in high school along with Mark's recent health journey.
Remember to follow us on Instagram @excellenceOfExecutionPodcast and subscribe to our YouTube channel https://youtube.com/@ExcellenceofExecution?si=ZbZt-1-qMfHcUxC4
On today's episode we welcome newly inducted DLC Elite Hall of Famer, Mussie Girmai and highly touted rookie agent Fransisco Lazarte. We dive into questions on how Mussie and Dan have scaled their business and sacrifices they have made over the years to hit the highest level of success. Truly a great episode for all mortgage enthusiasts.
Remember to follow us on instagram @excellenceOfExecutionPodcast and subscribe to our YouTube channel https://youtube.com/@ExcellenceofExecution?si=ZbZt-1-qMfHcUxC4
On today's episode we welcome one of the top realtors in the GTA, Angelo Persico. He walks us through how he scaled his business and how he recently went to Italy to launch his new brand. We also speak how his authentic posts on social media are some of the most viewed in Toronto real estate.
Remember to follow us on instagram @excellenceOfExecutionPodcast and subscribe to our YouTube channel https://youtube.com/@ExcellenceofExecution?si=ZbZt-1-qMfHcUxC4
On today's episode we welcome an iconic figure and absolute legend in the channel John Webster, former CEO of Scotia Mortgage Authority. He dives into his journey of opening Maple Trust and then going through the Scotia acquisition. He speaks to his love for brokers and how he helped shaped it to be the largest mortgage origination channel in Canada today. It was absolute please to have the pioneer of the broker business join us.
Remember to follow us on instagram @excellenceOfExecutionPodcast and subscribe to our YouTube channel https://youtube.com/@ExcellenceofExecution?si=ZbZt-1-qMfHcUxC4
On today's episode we go back to basics. We discuss what activities Dan has continued executing which has seen his business grow every year since he started as a mortgage specialist. This is a must listen for any agents who are looking for ways to ramp up and scale there business.
Remember to follow us on instagram @excellenceOfExecutionPodcast and subscribe to our YouTube channel https://youtube.com/@ExcellenceofExecution?si=ZbZt-1-qMfHcUxC4
On today's episode we welcome Dave Greco, Vice President at Vinylguard Windows and Doors. He walks us through how he had to earn his stripes before becoming the VP of this league long time successful family business. Another great episode for all the entrepreneurs out there.
Remember to follow us on instagram @ExcellenceOfExecutionPodcast
On today's episode we welcome a serial entrepreneur and co-founder of the Dollar Beard Club, Chris Stoikos. We talk about how he achieved $10Million in sales in the first year of business. He
sheds light on the power of mindset and his philosophy on cold plunges and the carnivore diet. He truly is one of the most interesting people in the World.
Remember to follow us on instagram @ExcellenceOfExecutionPodcast
On today's episode we welcome one of the most successful sales leaders in the mortgage industry Marina Fante. We dive into how she has made such a positive impact on so many mortgage specialists and agents over the past decade. This is a inspirational episode with a true legend and amazing leader.
Remember to follow us on instagram @ExcellenceOfExecutionPodcast
On today's episode we welcome back a good friend Alessandra Ocampo, Principle Lawyer at Vantage Law. We really dive into how she has built such strong rationships with her referral sources and her ability to remain top of mind with them. We highly recommend you tune in, if you're someone who is focused on customer after care and building long lasting relationships with your Centres of influence.
Remember to follow us on instagram @ExcellenceOfExecutionPodcast
On today's episode we welcome Clyde Bryant, President Uptown Financial. We discuss his journey fron leaving the bank to opening up his own financial company and most recently joining the DLC family. A true entrepreneur Clyde opens up about balancing a busy family life and running a successful company.
Remember to follow us on instagram @ExcellenceOfExecutionPodcast
On today's episode we welcome Jay Califiore from Mortgage Architects. We discuss how he finds time for the things he loves like golf and being an involved hockey day along with a top producer and an absolute legebd in the mortgage broker space.
Remember to follow us on instagram @ExcellenceOfExecutionPodcast
On today's episode we welcome Domenic DeFrancesco from Sesco Group. Dom talks to us about how he got into the family business and has helped expand the companies footprint which includes launching 2 new divisions and full rebrand. If you are an entrepreneur and in a family business this is the episode for you.
Remember to follow us on instagram @ExcellenceOfExecutionPodcast
On today's episode we welcome Frances Hinojosa, a seasoned leader in the mortgage industry with over 29 years of
success in financial services industry and one of the founding partners and CEO of Tribe Financial Group. She talks about her amazing journey and how she balances being one of the most influential females in the industry, running the brokerage and her family.
Remember to follow us on instagram @ExcellenceOfExecutionPodcast
On today's episode we welcome one of the most successful realtors and co-owner of the Torro Group, Jay McNabb. We discuss his deternination and hustle to rise to the top in the real estate industry. The energy in this episode is sure to inspire anyone listening.
Remember to follow us on instagram @ExcellenceOfExecutionPodcast
On today's episode, we welcome our new co-host Marley and talk about how she decided to join our show. It was also the first time we recorded in our new studio and it felt great to be back doing what we love.
Remember to follow us on instagram: @ExcellenceOfExecutionPodcast
On today's episode we welcome three Allstar's to the panel: Miguel Oliveira, Micky Khaneka and Carlo Del Giudice. We dive into how each of them funded over $100 Million in 2022 and discuss their goals and advice for everyone in the industry.
If you think anyone would be a great guest or have feedback on how we can improve the pod please drop us a line:
Daniel.Finkelberg@cleartrust.ca
Or
Paul.occhiuto@cleartrust.ca
Follow us on Instagram: @ExcellenceOfExecutionPodcast and twitter: @excellenceOfEx4
On today's episode we welcome one of the top realtors in the GTA, Matt Campoli. He gives us insight on how he entered the real estate game and how he has used social to expand his network and business.
If you think anyone would be a great guest or have feedback on how we can improve the pod please drop us a line:
Daniel.Finkelberg@cleartrust.ca
Or
Paul.occhiuto@cleartrust.ca
Follow us on twitter:
@excellenceOfEx4
On today's episode we welcome father and son duo Lorenzo and Adam. We dive into the past, present and the future of Sharp Appraisals. With many laughs along the way of course.
If you think anyone would be a great guest or have feedback on how we can improve the pod please drop us a line:
Daniel.Finkelberg@cleartrust.ca
Or
Paul.occhiuto@cleartrust.ca
Follow us on twitter:
@excellenceOfEx4
On today's episode we are joined by Bo Zhang. Although new to the Broker space, Bo discusses what makes him one of the most trust mortgage advisors in the Country. He also shares his insights on the current market and where he sees things headed in 2023.
If you think anyone would be a great guest or want to provide feedback please drop us a line at:
Daniel.Finkelberg@cleartrust.ca
Or
Paul.occhiuto@cleartrust.ca
Follow us on twitter:
@excellenceOfEx4
On today's episode we welcome Rachel Rogerson, Vice President, National Sales, Residential Mortgages at Gentai Capital. She walks us through her decision to enter the private lending space and how she has helped Gentai grow their footprint in B.C, Alberta and now Ontario.
If you think anyone would be a great guest or want to provide feedback please drop us a line at:
Daniel.Finkelberg@cleartrust.ca
Or
Paul.occhiuto@cleartrust.ca
Follow us on twitter:
@excellenceOfEx4
Season 3 Episode 10
On today's episode we welcome Guido Di Franco, President and CEO of Richview Capital. He discusses his journey from the catering industry into running a very successful private mortgage fund. Grab an espresso and enjoy the episode.
If you think anyone would be a great guest or want to provide feedback please drop us a line at:
Daniel.Finkelberg@cleartrust.ca
Or
Paul.occhiuto@cleartrust.ca
Follow us on twitter:
@excellenceOfEx4
On today's episode we welcome Liezl Truong, Mortgage Agent at Your Mortgage Your Way. We dive into her journey from underwriter to a successful broker in a few years.
If you think anyone would be a great guest or want to provide feedback please drop us a line at:
Daniel.Finkelberg@cleartrust.ca
Or
Paul.occhiuto@cleartrust.ca
Follow us on twitter:
@excellenceOfEx4
On today's episode we welcome Michel Cubric, CEO, Lighthouse Credit Union. He discusses his role in helping Lighthouse become Ontario's newest credit union in over a decade.
If you think anyone would be a great guest or want to give us feedback please email us at:
Daniel.Finkelberg@cleartrust.ca
Or
Paul.occhiuto@cleartrust.ca
Follow us on twitter: @excellenceOfEx4
On today's episode we welcome CMP Too 75 and DLC Hall of Famer Vincent Tong to the pod. We dive into how he successfully handles being a top broker and leading a large team at Signature Mortgages.
If you think anyone would be a great guest or want to give us feedback please email us at:
Daniel.Finkelberg@cleartrust.ca
Or
Paul.occhiuto@cleartrust.ca
Follow us on twitter:
@excellenceOfEx4
Today we welcome back Miguel Oliveira to discuss the incredible accomplishment of both him and Daniel being inducted into the DLC Hall of Fame Elite status after only 3 years in the broker channel.
If you think anyone would be a great guest or want to give us feedback please email us at:
Daniel.finkelberg@cleartrust.ca
Or
Paul.occhiuto@cleartrust.ca
Follow us on twitter: @excellenceOfEx4
On today's episode we welcome Sherry Cooper, Chief Economist for Dominion Lending Centres. She provides us with insight on the Canadian mortgage market, while also providing her thoughts on inflation and immigration.
On today's episode we welcome a true legend in the Canadian Mortgage game, Louis Vouloumanos. He gives breaksdown how he became the #1 Mortgage specialist at the bank, and how he has carried that success to the broker channel.
On today's episode we welcome Carissa Siy, Founding Partner Clear Trust Mortgages. We dive into Carissa's beliefs on Emotional Quotient being as important as Intellectual Quotient and how she makes an effort to connect with every one she deals with.
Today we welcome on special guest and mortgage agent Andy Lupescu. He discusses how he decided to become a broker and how he built a $35MM book of business in his first year under the leadership of Daniel Finkelberg. The main theme was Building his Brand while focusing on relationships with his Centre of Influences.
On today's episode we welcome CEO/Founder of the DLC Group of Companies, Gary Mauris. Together, these companies account for almost 40% of all broker originated mortgages in Canada. He walks us through his career and shares his story of being a serial entrepreneur, having sold two prior companies to the public market. What stands out is ability to bring the best out of his brokers and how he motivates them all to achieve new heights.
On today's episode we welcome Jessica, Partner of Signature Mortgages to the pod. She walks us through her journey of overcoming the early struggles of being a new mortgage agent to having a career year in 2021 funding over $40M and partnering with her mentor Vincent at Signature Mortgages.
On today's episode we welcome Managing Partner and co-founder of Clear Trust Ontario Janice Lee. She discusses her journey to building the team which included recruting Dan and Paul.
On today's episode we welcome one of the biggest acquisition and top performers Micky. He explains why he made the move to Broker and how he has hit the ground running in a short time.
On today's episode we dive into the emotions that many feel at the beginning of a new year/season. We discuss the mindset required to pound the pavement and hit the ground running to achieve new goals.
On today's episode we welcome our valued partner and successful real estate broker Rodrigo. We dive into his amazing journey on how he became a real estate agent and built an incredibly unique team (Journii Real Estate team). He provides insight on the importance of branding and what is meaning behind the Journii Team. We also hear about what makes Daniel and Rod's partnership so strong.
Today we welcome Yeni, who was the first broker to join Clear Trust Ontario. She gives us the inside scoop on how she continues to scale her business and how her community is at the forefront of it all.
On today's episode we are joined by DLC Hall of Famer and Clear Trust Mortgages legend Vu Le. We get a deeper understanding of how he continues to be a top broker year after year.
On today's episode we welcome the co-founder and CEO of Clear Trust Mortgages, Robert Afan. We get into how he brought his vision to life and turned it into one of the most successful brokerages in the country.
Today we welcome special guest and an OG at Clear Trust, Mussie. In this episode Mussie shares what propelled him to scale his business and become a $50MM producer in 2021. You will be sure to get a good laugh in when you hear about his first interaction with Dan.
On today's episode we celebrate Dan's milestone of hitting $100 million in funded mortgage volume. He breaks down how he achieved this goal and how he plans on taking his business to the next level.
We are back...we are back! We kick of season 2 with a bang as we welcome Eddy Cocciollo, President of Dominion Lending Centres on today's episode. We are excited to have Eddy on the pod as he is an incredible leader and truly values building strong relationships with his brokers + broker owners. In addition to sharing his journey and past experiences with us he provides insight into what makes DLC special.
Today we recap our favorite episodes and guests from season 1. Daniel also provides intel on when is the best time to hire an assistant.
Today we are joined by our good friend Zvika, DIrector of Oz Capital. We jump into the nuts and bolts of private lending and how Oz sets themselves apart from others in the industry. Zvika explains the importance of strong partnerships and his outlook on clients within the space.
On today's episode we took to the polls to answer questions from our loyal listeners from all over...and we had a blast doing it.
We are officially back at it. Today we are joined by Max Rafael, who discusses his journey and transition from business relationship manager with a private lender to becoming a mortgage broker. He also gives us the inside scoop on having Daniel as his leader.
On today's episode we welcome one of our own successful mortgage agent Carlo. He explains the value he sees in creating a brand and marketing it via social media platforms. As a former banker Carlo explains the reason why he made the move over to the Broker side along with all the benefits it has brought to his business.
On today's episode we welcome our valued partner and Principle Lawyer of Vantage Law, Alessandra. She explains her journey into building one of the most successful real estate law offices in the GTA. by learning from the ground up. It is inspiring to hear how she turned her vision into a reality.
On today’s episode we welcome a close friend and former mortgage agent Gino. He explains his journey in the mortgage industry, why he decided to leave and the advice he would give young agents in the industry today to ensure they succeed. He also shares thoughts on the importance of the mortgage insurance conversation & best practices on how to educate + evoke thought from all of our clients'
In today’s episode Paul and Daniel dive into the challenges that sales professionals and mortgage agents face. We get deep into the daily objections and hurdles of prospecting, working with clients, lenders and partners and how to overcome them.
On today's episode we are joined by our dear friend and top Mortgage Agent, Miguel. We discuss the competition that fuels him along with how he built his business to achieve top 2% of all brokers in 2020.
On today's episode Paul provides insight on the process and inner workings when recruiting a mortgage professional. We also cover the top 10 skills that make an ideal mortgage agent. If you are interested in entering the industry or brokerage world this is the episode for you.
On today's episode Daniel and Paul discuss the importance of being disciplined with your daily routine which will help propel your business to the next level.
On today's episode we dive into the specific ways to prospect for new business and referral sources. These are proven tactics that will help any mortgage or sales professional grow their pipeline of deals.
On today's episode we discuss how to successfully transition into the Broker world and hit the ground running.
On today's episode we focus on our journey to experiencing a successful rookie year in the mortgage industry.
On today's episode we talk about our entry into the Mortgage industry. You will hear the perspective of both a sales manager and mortgage specialist for a big bank. We will dive into the motivation of working in a full commission role and how our journey together started.