Podcasts about mortgage advisor

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Best podcasts about mortgage advisor

Latest podcast episodes about mortgage advisor

Investor Fuel Real Estate Investing Mastermind - Audio Version
Unlocking Homeownership: 5 Key Insights from a Top Mortgage Advisor

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later May 15, 2025 32:01


In this conversation, Dylan Silver interviews Zachary D'Amato, a mortgage advisor from Ohio, who shares his journey from running a large sales team to becoming a mortgage advisor. Zac discusses the importance of having a mortgage advisor versus going directly to a bank, the benefits of understanding different loan types, and how he guides first-time homebuyers. He emphasizes the significance of appraisals and the need for a trustworthy team in the mortgage process. Additionally, Zac shares insights on marketing strategies and building a niche in the mortgage advisory space.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

The Flow: Real Estate and Money Show
Canadian Mortgage Renewal Apocalypse CANCELLED? -E86

The Flow: Real Estate and Money Show

Play Episode Listen Later May 13, 2025 23:02


Did the Bank of Canada just cancel the Mortgage Renewal Apocalypse we were all worried about? Host Alex McFadyen from Flow Mortgage Co. unpacks important insights from the latest CMHC Financial Stability Report. Alex delves into critical topics such as the high household debt in Canada, trade policy volatility, and the upcoming wave of mortgage renewals set to hit in 2025-2026. He explains how these factors could impact homeowners, providing actionable strategies to manage mortgage renewals and potentially save thousands of dollars. The episode is rich with data and predictions, dissected to help listeners prepare for the future financial landscape. Additionally, Alex advises on the importance of understanding one's financial status and exploring refinancing options well in advance of their renewal dates.Alex McFadyen is a seasoned independent mortgage broker with over 14 years of experience in the industry. Alex is the owner and Mortgage Advisor of Flow Mortgage Co.Alex's Social Media: @themortgagepug*********Ready to take the plunge into homeownership? Don't miss our comprehensive First-Time Home Buyers Course available at the link below. This essential resource is designed to guide you through the maze of purchasing your first home with confidence and ease. Free for a limited time to listeners of the show!https://alex-s-school-7883.thinkific.com/courses/first-time-home-buyer-courseFor daily insights, make sure to find us on Instagram, Facebook, and YouTube: @flowmortgagecoDon't just dream about your future home, make it a reality! Subscribe to "The Flow: Real Estate & Money Show" for more invaluable insights, and visit our website at getflowmortgage.ca to discover how we can help make your property aspirations come true.

The Flow: Real Estate and Money Show
Will Carney's Plan Fix Canadian Housing Crisis? -E85

The Flow: Real Estate and Money Show

Play Episode Listen Later May 6, 2025 21:05


The Liberals retained power in Canada! But will they even make a dent in housing? Alex McFadyen, owner and Mortgage Advisor at Flow Mortgage Co., delves into Prime Minister Mark Carney's bold plan to build 500,000 homes annually in an effort to resolve Canada's decade-long housing crisis. Alex examines Carney's strategies, comparing them to historical attempts by the liberal government, and evaluates their feasibility based on current data and expert opinions. He covers various facets of Carney's proposal, including the creation of a new Crown Corporation, low-cost loans, prefab construction, immigration policy adjustments, and potential GST cuts. Join Alex as he breaks down the potential success and pitfalls of this ambitious plan, and what it could mean for Canada's housing market. Tune in for a comprehensive analysis and practical insights on whether Carney's plan is the solution Canada needs or just another lofty promise.Alex McFadyen is a seasoned independent mortgage broker with over 14 years of experience in the industry. Alex is the owner and Mortgage Advisor of Flow Mortgage Co.Alex's Social Media: @themortgagepug**********Ready to take the plunge into homeownership? Don't miss our comprehensive First-Time Home Buyers Course available at the link below. This essential resource is designed to guide you through the maze of purchasing your first home with confidence and ease. Free for a limited time to listeners of the show!https://alex-s-school-7883.thinkific.com/courses/first-time-home-buyer-courseFor daily insights, make sure to find us on Instagram, Facebook, and YouTube: @flowmortgagecoDon't just dream about your future home, make it a reality! Subscribe to "The Flow: Real Estate & Money Show" for more invaluable insights, and visit our website at getflowmortgage.ca to discover how we can help make your property aspirations come true.

The Flow: Real Estate and Money Show
Is Canadian Real Estate Actually in a Bubble? - E84

The Flow: Real Estate and Money Show

Play Episode Listen Later Apr 29, 2025 18:15


Is Canada actually in a real estate bubble like everyone says it is? Host Alex McFadyen dives deep into the pressing question. The discussion encompasses key factors including price to income ratios, debt to GDP ratios, mortgage stress, and the impact of recent political developments. Alex provides a thorough examination of both sides of the argument, presenting evidence for the possibility of a bubble as well as reasons why Canada might not be in one. He also highlights the role of immigration, fixed-rate mortgages, and economic growth in shaping the current real estate landscape. Whether you're a homeowner, investor, or simply curious about the market, this episode offers valuable insights to help you understand the complexities of the Canadian housing market.Alex McFadyen is a seasoned independent mortgage broker with over 14 years of experience in the industry. Alex is the owner and Mortgage Advisor of Flow Mortgage Co.Alex's Social Media: @themortgagepug**********Ready to take the plunge into homeownership? Don't miss our comprehensive First-Time Home Buyers Course available at the link below. This essential resource is designed to guide you through the maze of purchasing your first home with confidence and ease. Free for a limited time to listeners of the show!https://alex-s-school-7883.thinkific.com/courses/first-time-home-buyer-courseFor daily insights, make sure to find us on Instagram, Facebook, and YouTube: @flowmortgagecoDon't just dream about your future home, make it a reality! Subscribe to "The Flow: Real Estate & Money Show" for more invaluable insights, and visit our website at getflowmortgage.ca to discover how we can help make your property aspirations come true.

Lykken on Lending
How Lenders Can Navigate Tech Decisions in 2025 & Beyond with Steven Cooley of Mortgage Advisor Tools

Lykken on Lending

Play Episode Listen Later Apr 23, 2025 24:29


In this episode of Lykken on Lending, I sit down with Steven Cooley, founder and CEO of Mortgage Advisor Tools, to unpack how lenders are making smarter, more strategic technology decisions in today's rapidly evolving market. From understanding the unique needs of different lender types to tackling buyer's remorse and integration pitfalls, Steven shares real-world insights into what's driving tech adoption—and what's holding it back. We explore how platforms like his are leveling the playing field, giving lenders of all sizes access to vital information in the tech-buying journey, and why understanding your internal processes is more critical than ever in an AI-driven future.

The Flow: Real Estate and Money Show
Bank of Canada Made a Bad Decision -E83

The Flow: Real Estate and Money Show

Play Episode Listen Later Apr 22, 2025 19:32


Did the Bank of Canada make the worst decision? Alex delves into the Bank of Canada's (BOC) recent decision to pause interest rates at 2.75%, exploring its implications on the Canadian real estate market and mortgage strategies. We discuss the context of a weak growth outlook, rising job losses, and falling inflation, as well as the potential impact of the upcoming Canadian election. Key topics include the 'sticky' core inflation, consumer and business expectations, and the possible outcomes of this pause, drawing from historical data. We also examine the strategic considerations for mortgage holders, the potential for rate cuts, and the resulting effects on home affordability and the real estate market. The episode provides insights on fixed vs. variable rates, the effect of tariffs, and the psychological dynamics among consumers and businesses in this uncertain economic climate.Alex McFadyen is a seasoned independent mortgage broker with over 14 years of experience in the industry. Alex is the owner and Mortgage Advisor of Flow Mortgage Co.Alex's Social Media: @themortgagepug**********Ready to take the plunge into homeownership? Don't miss our comprehensive First-Time Home Buyers Course available at the link below. This essential resource is designed to guide you through the maze of purchasing your first home with confidence and ease. Free for a limited time to listeners of the show!https://alex-s-school-7883.thinkific.com/courses/first-time-home-buyer-courseFor daily insights, make sure to find us on Instagram, Facebook, and YouTube: @flowmortgagecoDon't just dream about your future home, make it a reality! Subscribe to "The Flow: Real Estate & Money Show" for more invaluable insights, and visit our website at getflowmortgage.ca to discover how we can help make your property aspirations come true.

Real Estate Transaction Coordinator Podcast
33. Real Talk with Your Local Lender Jackie-Part I

Real Estate Transaction Coordinator Podcast

Play Episode Listen Later Apr 10, 2025 22:04


Hi there, First Timers, Today ​​, you will hear my interview with Jackie Zlatanovski from Geneva Financial. Jackie is a Mortgage Advisor who also has a heart for first-timers. You will learn about: Why it's ok to be financially naked Options for sellers that need to buy at the same time When to start planning your home-buying process Why you are always paying a mortgage. ​Enjoy listening​ and share this podcast with someone you know who is looking to buy or sell a home this year. If you would like to connect with: Jackie Zlatanovski Mortgage Advisor | Geneva Financial NMLS# 1956001 Mobile: (702) 591-4575 jackie@genevafi.com  ------------------------ ​B​lessings to achiev​ing your real estate dreams! Your Trusted Real Estate Professional, Christal REALTOR® 0202693 https://WestOfThe15.com P.S.- If you live outside of Nevada and need a referral for a REALTOR® in your area, visit my website and email me. I have a vast network, and I'm happy to help.

The Flow: Real Estate and Money Show
Will Canadian Real Estate Bubble Finally Burst? -E81

The Flow: Real Estate and Money Show

Play Episode Listen Later Apr 8, 2025 20:11


Are we about to experience a massive recession? Alex McFadyen, also known as the Mortgage Pug, delves into the severe market downturn that saw over $6 trillion wiped off North American stocks. The US administration's firm stance on tariffs under Trump is causing substantial consumer confidence issues, likened only to COVID and the 2008 recession. The episode explores the interconnectedness of these economic shocks with the real estate market, especially in British Columbia, where uncertainty is cooling sales and increasing inventory. Alex discusses the implications of potential interest rate changes, the relationship between tariffs and inflation, and the fragility of the job market. The show also touches on the practical considerations for buyers and sellers in this volatile climate, including the sensitivity of mortgage rates to economic policies and the significance of having a clear budget and holding power.Alex McFadyen is a seasoned independent mortgage broker with over 14 years of experience in the industry. Alex is the owner and Mortgage Advisor of Flow Mortgage Co.Alex's Social Media: @themortgagepug**********Ready to take the plunge into homeownership? Don't miss our comprehensive First-Time Home Buyers Course available at the link below. This essential resource is designed to guide you through the maze of purchasing your first home with confidence and ease. Free for a limited time to listeners of the show!https://alex-s-school-7883.thinkific.com/courses/first-time-home-buyer-courseFor daily insights, make sure to find us on Instagram, Facebook, and YouTube: @flowmortgagecoDon't just dream about your future home, make it a reality! Subscribe to "The Flow: Real Estate & Money Show" for more invaluable insights, and visit our website at getflowmortgage.ca to discover how we can help make your property aspirations come true.

The Flow: Real Estate and Money Show
Will Poilievre's Capital Gains Tax Changes Put Canada First? - E80

The Flow: Real Estate and Money Show

Play Episode Listen Later Apr 1, 2025 21:23


This episode discusses the forthcoming changes in Canadian real estate and economy, stemming from Pierre Poilievre's recent bold promise to reduce or eliminate capital gains taxes. This move could benefit small business owners and investors, addressing Canada's GDP challenges over the past decade. The episode provides historical context for current capital gains tax rules, compares them to the U.S. 1031 exchange, and explores potential positive outcomes for the economy. It also reviews the opposition response from NDP leader Jagmeet Singh and critiques various political promises related to housing and real estate. Finally, listeners are encouraged to research and consider the broader economic impact of these proposed changes.Alex McFadyen is a seasoned independent mortgage broker with over 14 years of experience in the industry. Alex is the owner and Mortgage Advisor of Flow Mortgage Co.Alex's Social Media: @themortgagepug**********Ready to take the plunge into homeownership? Don't miss our comprehensive First-Time Home Buyers Course available at the link below. This essential resource is designed to guide you through the maze of purchasing your first home with confidence and ease. Free for a limited time to listeners of the show!https://alex-s-school-7883.thinkific.com/courses/first-time-home-buyer-courseFor daily insights, make sure to find us on Instagram, Facebook, and YouTube: @flowmortgagecoDon't just dream about your future home, make it a reality! Subscribe to "The Flow: Real Estate & Money Show" for more invaluable insights, and visit our website at getflowmortgage.ca to discover how we can help make your property aspirations come true.

The Flow: Real Estate and Money Show
Election Call Leads to HUGE Changes in Canadian Real Estate - E79

The Flow: Real Estate and Money Show

Play Episode Listen Later Mar 25, 2025 18:46


Join Alex McFadyen as he dives into the latest in Canadian real estate and mortgage news. In this episode, Alex covers the recent announcement by Mark Carney to potentially eliminate the 5% GST for first-time home buyers on new development properties. He analyzes whether this move will impact the market and compares it with similar promises from conservative leader Pierre Poilievre. Additionally, Alex discusses the cancellation of BC's secondary suite program and offers insights into inflation trends and their possible effects on interest rates. With detailed feedback from industry experts and developers, Alex offers a thorough breakdown of the current housing market landscape. Tune in for strategic advice and a complete understanding of what's happening in Canadian real estate and mortgage markets today.Alex McFadyen is a seasoned independent mortgage broker with over 14 years of experience in the industry. Alex is the owner and Mortgage Advisor of Flow Mortgage Co.Alex's Social Media: @themortgagepug**********Ready to take the plunge into homeownership? Don't miss our comprehensive First-Time Home Buyers Course available at the link below. This essential resource is designed to guide you through the maze of purchasing your first home with confidence and ease. Free for a limited time to listeners of the show!https://alex-s-school-7883.thinkific.com/courses/first-time-home-buyer-courseFor daily insights, make sure to find us on Instagram, Facebook, and YouTube: @flowmortgagecoDon't just dream about your future home, make it a reality! Subscribe to "The Flow: Real Estate & Money Show" for more invaluable insights, and visit our website at getflowmortgage.ca to discover how we can help make your property aspirations come true.

Live95 Limerick Today Podcasts
Tracker Mortgages Returning to Ireland

Live95 Limerick Today Podcasts

Play Episode Listen Later Mar 21, 2025 10:08


Joe is joined by Joanne Madden, Mortgage Advisor at First Choice Financial Services, to discuss the news that tracker mortgages are returning in Ireland Hosted on Acast. See acast.com/privacy for more information.

The Flow: Real Estate and Money Show
Bank of Canada Cut a HUGE Opportunity for First Time Buyers -E78

The Flow: Real Estate and Money Show

Play Episode Listen Later Mar 18, 2025 17:20


Is there a brand new MAJOR opportunity for Canadian First Time Homebuyers? Join Alex McFadyen, owner and Mortgage Advisor at Flow Mortgage Co., as he dives deep into how the Bank of Canada's recent rate cuts and ongoing tariff disputes are impacting Canadian homeowners. Alex discusses the financial pressures on small business owners and average Canadians, the implications for the real estate market, and how these changes provide both challenges and opportunities for buyers and investors. With notable insights on fluctuating interest rates, market uncertainty, and evolving buyer behavior, this episode offers valuable advice for making informed mortgage decisions in 2025.Alex McFadyen is a seasoned independent mortgage broker with over 14 years of experience in the industry. Alex is the owner and Mortgage Advisor of Flow Mortgage Co.Alex's Social Media: @themortgagepug**********Ready to take the plunge into homeownership? Don't miss our comprehensive First-Time Home Buyers Course available at the link below. This essential resource is designed to guide you through the maze of purchasing your first home with confidence and ease. Free for a limited time to listeners of the show!https://alex-s-school-7883.thinkific.com/courses/first-time-home-buyer-courseFor daily insights, make sure to find us on Instagram, Facebook, and YouTube: @flowmortgagecoDon't just dream about your future home, make it a reality! Subscribe to "The Flow: Real Estate & Money Show" for more invaluable insights, and visit our website at getflowmortgage.ca to discover how we can help make your property aspirations come true.

The Flow: Real Estate and Money Show
Trump's Tariffs Forcing Bank of Canada to Cut Rates? -E77

The Flow: Real Estate and Money Show

Play Episode Listen Later Mar 11, 2025 19:55


In this episode, Alex McFadyen, owner of Flow Mortgage Co., reviews how recent tariff announcements from the Trump administration have influenced Canadian interest rates and the housing market. He discusses the market's volatile reaction to tariffs, the Bank of Canada's responses, and what these changes imply for mortgage rates. Alex also offers strategic advice for those in the real estate industry or considering mortgages during this period of economic uncertainty. The episode covers key market movements, the effect of bond yields on mortgage rates, and the potential outcomes of the Bank of Canada's upcoming announcements. Finally, Alex details his predictions on short-term market behaviors and offers practical tips for making informed mortgage decisions in this turbulent environment.Alex McFadyen is a seasoned independent mortgage broker with over 14 years of experience in the industry. Alex is the owner and Mortgage Advisor of Flow Mortgage Co.Alex's Social Media: @themortgagepug**********Ready to take the plunge into homeownership? Don't miss our comprehensive First-Time Home Buyers Course available at the link below. This essential resource is designed to guide you through the maze of purchasing your first home with confidence and ease. Free for a limited time to listeners of the show!https://alex-s-school-7883.thinkific.com/courses/first-time-home-buyer-courseFor daily insights, make sure to find us on Instagram, Facebook, and YouTube: @flowmortgagecoDon't just dream about your future home, make it a reality! Subscribe to "The Flow: Real Estate & Money Show" for more invaluable insights, and visit our website at getflowmortgage.ca to discover how we can help make your property aspirations come true.

The Flow: Real Estate and Money Show
Will Trump's Tariffs FINALLY Burst Canada's Housing Bubble? - E76

The Flow: Real Estate and Money Show

Play Episode Listen Later Mar 4, 2025 12:58


Are the Tariffs finally happening or not? Host Alex McFadyen, delves into President Trump's March 3rd announcement regarding the implementation of tariffs on Canadian imports, including a 25% tax on goods and a 10% tax on energy products. The discussion covers the immediate market reactions, such as the drop in bond yields and the subsequent impact on mortgage rates. Alex outlines potential consequences for the Canadian economy, including a possible trade war, inflation risks, and job losses, particularly in manufacturing provinces like Ontario and Quebec. The episode also explores what these developments mean for Canadian homeowners and buyers, including the likelihood of fixed and variable mortgage rate changes. Alex emphasizes the importance of staying informed and being flexible in the current market landscape.Alex McFadyen is a seasoned independent mortgage broker with over 14 years of experience in the industry. Alex is the owner and Mortgage Advisor of Flow Mortgage Co.Alex's Social Media: @themortgagepug**********Ready to take the plunge into homeownership? Don't miss our comprehensive First-Time Home Buyers Course available at the link below. This essential resource is designed to guide you through the maze of purchasing your first home with confidence and ease. Free for a limited time to listeners of the show!https://alex-s-school-7883.thinkific.com/courses/first-time-home-buyer-courseFor daily insights, make sure to find us on Instagram, Facebook, and YouTube: @flowmortgagecoDon't just dream about your future home, make it a reality! Subscribe to "The Flow: Real Estate & Money Show" for more invaluable insights, and visit our website at getflowmortgage.ca to discover how we can help make your property aspirations come true.

The Flow: Real Estate and Money Show
Will Mortgage Renewals Drive a Canadian Housing Crash? -E75

The Flow: Real Estate and Money Show

Play Episode Listen Later Feb 25, 2025 20:22


In this episode, Alex McFadyen tackles the pressing issue of 1.2 million Canadian mortgages renewing in 2025 with significantly higher interest rates. He discusses the potential impact on the housing market, the financial strain on households, and various coping strategies. The episode also explores the effects of inflation, tariffs, and economic uncertainty on the real estate market, offering practical advice for homeowners facing renewal. Alex emphasizes the importance of understanding mortgage options, negotiating with banks, and considering fixed versus variable rates. Key statistics and insights from the Royal LePage consumer survey are highlighted to provide a comprehensive view of the challenges and opportunities ahead.Alex McFadyen is a seasoned independent mortgage broker with over 14 years of experience in the industry. Alex is the owner and Mortgage Advisor of Flow Mortgage Co.Alex's Social Media: @themortgagepug**********Ready to take the plunge into homeownership? Don't miss our comprehensive First-Time Home Buyers Course available at the link below. This essential resource is designed to guide you through the maze of purchasing your first home with confidence and ease. Free for a limited time to listeners of the show!https://alex-s-school-7883.thinkific.com/courses/first-time-home-buyer-courseFor daily insights, make sure to find us on Instagram, Facebook, and YouTube: @flowmortgagecoDon't just dream about your future home, make it a reality! Subscribe to "The Flow: Real Estate & Money Show" for more invaluable insights, and visit our website at getflowmortgage.ca to discover how we can help make your property aspirations come true.

The Flow: Real Estate and Money Show
Will Canadian Real Estate Get Even Worse in 2025? w/David Smith -E74

The Flow: Real Estate and Money Show

Play Episode Listen Later Feb 18, 2025 34:54


Today we get a chance to welcome back David Smith to The Flow, a Realtor at the David Smith Homes Group and co-owner of Royal LePage Wolstencroft brokerage. Alex McFadyen, your host, and David, delve into the current Canadian real estate market dynamics, focusing on key issues like low sales ratios and the overflow of inventory, particularly in major metropolitan areas. The conversation explores the economic impacts of Trump's tariffs, the seasonal fluctuations in real estate transactions, and the recent trends among first-time buyers. The duo also discusses the implications of new regulations like the 30-year amortization for CMHC-insured mortgages and the challenges facing pre-sale properties. Finally, they touch upon the role of macroeconomic factors and media influence in shaping market sentiment and speculate on the market's trajectory for the first half of 2025.David Smith, PREC, is a Realtor with the David Smith Homes Group. David is also co-owner of the Royal LePage Wolstencroft brokerage based in Langley, BC. You can find David's website at: davidsmithhomes.caAnd on social media: @davidsmithhomesYour host of The Flow is Alex McFadyen, a seasoned independent mortgage broker with over 11 years of experience in the industry. Alex is the owner and Mortgage Advisor of Flow Mortgage Co.Alex's Social Media: @themortgagepug**********Ready to take the plunge into homeownership? Don't miss our comprehensive First-Time Home Buyers Course available at the link below. This essential resource is designed to guide you through the maze of purchasing your first home with confidence and ease. Free for a limited time to listeners of the show!https://alex-s-school-7883.thinkific.com/courses/first-time-home-buyer-courseFor daily insights, make sure to find us on Instagram, Facebook, and YouTube: @flowmortgagecoDon't just dream about your future home, make it a reality! Subscribe to "The Flow: Real Estate & Money Show" for more invaluable insights, and visit our website at getflowmortgage.ca to discover how we can help make your property aspirations come true.

The Flow: Real Estate and Money Show
Picking A Mortgage During the Chaos of 2025 -E73

The Flow: Real Estate and Money Show

Play Episode Listen Later Feb 11, 2025 19:55


Alex McFadyen, mortgage broker and owner of Flow Mortgage Co., dives into the complex mortgage landscape of 2025 amid economic uncertainty brought on by fluctuating tariffs and varying interest rates. He discusses the 'mortgage renewal cliff' phenomenon and offers detailed strategies for choosing between fixed and variable rates. Alex also examines the impact of U.S. trade policies under the Trump administration, inflation trends, and provides insights into the historical performance of different mortgage options. Listeners will find guidance on key factors such as IRD penalties, risk management, and the benefits of hybrid mortgages.Alex McFadyen is a seasoned independent mortgage broker with over 11 years of experience in the industry. Alex is the owner and Mortgage Advisor of Flow Mortgage Co.Alex's Social Media: @themortgagepug**********Ready to take the plunge into homeownership? Don't miss our comprehensive First-Time Home Buyers Course available at the link below. This essential resource is designed to guide you through the maze of purchasing your first home with confidence and ease. Free for a limited time to listeners of the show!https://alex-s-school-7883.thinkific.com/courses/first-time-home-buyer-courseFor daily insights, make sure to find us on Instagram, Facebook, and YouTube: @flowmortgagecoDon't just dream about your future home, make it a reality! Subscribe to "The Flow: Real Estate & Money Show" for more invaluable insights, and visit our website at getflowmortgage.ca to discover how we can help make your property aspirations come true.

The Flow: Real Estate and Money Show
Will Canadian Real Estate Survive Trump's Tariff Crisis? -E72

The Flow: Real Estate and Money Show

Play Episode Listen Later Feb 4, 2025 19:26


In this episode, Alex McFadyen, mortgage broker and owner of Flow Mortgage Co., provides an in-depth analysis of how Trump's proposed tariffs on Canadian goods could impact the mortgage market. After multiple attempts to record this episode due to constant changes, Alex discusses the potential economic repercussions, including inflation spikes and the effect on mortgage rates. He offers practical advice for homeowners and buyers, whether considering fixed or variable rate mortgages, and explores strategies for refinancing and cash flow management. Real estate's role as a stable investment during times of uncertainty is also examined. Alex McFadyen is a seasoned independent mortgage broker with over 11 years of experience in the industry. Alex is the owner and Mortgage Advisor of Flow Mortgage Co. Alex's Social Media: @themortgagepug ********** Ready to take the plunge into homeownership? Don't miss our comprehensive First-Time Home Buyers Course available at the link below. This essential resource is designed to guide you through the maze of purchasing your first home with confidence and ease. Free for a limited time to listeners of the show! https://alex-s-school-7883.thinkific.com/courses/first-time-home-buyer-course For daily insights, make sure to find us on Instagram, Facebook, and YouTube: @flowmortgageco Don't just dream about your future home, make it a reality! Subscribe to "The Flow: Real Estate & Money Show" for more invaluable insights, and visit our website at getflowmortgage.ca to discover how we can help make your property aspirations come true.

The Flow: Real Estate and Money Show
Why Are Canadian Variable Rates Going Back Up? -E71

The Flow: Real Estate and Money Show

Play Episode Listen Later Jan 28, 2025 25:30


In this episode, host Alex McFadyen delves into the upcoming Bank of Canada rate cut and its implications on variable rate discounts. McFadyen explains why these discounts are disappearing and how it affects borrowers. He also explores the broader economic impacts of potential tariffs introduced by Trump, including their effect on the Canadian GDP. Listeners will gain insight into the complexities of choosing between variable, fixed, and hybrid mortgage options amidst an uncertain economic landscape. Encouraging a deeper understanding, McFadyen stresses the importance of working with knowledgeable mortgage professionals. Additionally, he provides an overview of the new 90 percent refinance program by CMHC launching in early 2025, aimed at opening more doors for Canadian homeowners. Alex McFadyen is a seasoned independent mortgage broker with over 11 years of experience in the industry. Alex is the owner and Mortgage Advisor of Flow Mortgage Co. Alex's Social Media: @themortgagepug ********** Ready to take the plunge into homeownership? Don't miss our comprehensive First-Time Home Buyers Course available at the link below. This essential resource is designed to guide you through the maze of purchasing your first home with confidence and ease. Free for a limited time to listeners of the show! https://alex-s-school-7883.thinkific.com/courses/first-time-home-buyer-course For daily insights, make sure to find us on Instagram, Facebook, and YouTube: @flowmortgageco Don't just dream about your future home, make it a reality! Subscribe to "The Flow: Real Estate & Money Show" for more invaluable insights, and visit our website at getflowmortgage.ca to discover how we can help make your property aspirations come true.

The Flow: Real Estate and Money Show
Could Trumps Tariffs Doom Canadian Real Estate? -E70

The Flow: Real Estate and Money Show

Play Episode Listen Later Jan 21, 2025 19:47


In this episode, Alex McFadyen, Mortgage Broker and Owner of Flow Mortgage Co., delves into the potential impacts of US tariffs on Canadian exports, focusing particularly on real estate and mortgages. He discusses the possibility of a 6% GDP contraction and its implications on mortgage rates, job losses, and consumer spending. Alex also explores how tariff-induced economic changes could present both risks and opportunities for homebuyers and investors. The analysis includes historical comparisons, potential rate changes, and investor strategies in light of these developments. Stay informed with crucial dates such as the upcoming tariff announcements and BOC rate decisions. Alex McFadyen is a seasoned independent mortgage broker with over 11 years of experience in the industry. Alex is the owner and Mortgage Advisor of Flow Mortgage Co. Alex's Social Media: @themortgagepug ********** Ready to take the plunge into homeownership? Don't miss our comprehensive First-Time Home Buyers Course available at the link below. This essential resource is designed to guide you through the maze of purchasing your first home with confidence and ease. Free for a limited time to listeners of the show! https://alex-s-school-7883.thinkific.com/courses/first-time-home-buyer-course For daily insights, make sure to find us on Instagram, Facebook, and YouTube: @flowmortgageco Don't just dream about your future home, make it a reality! Subscribe to "The Flow: Real Estate & Money Show" for more invaluable insights, and visit our website at getflowmortgage.ca to discover how we can help make your property aspirations come true.

The Flow: Real Estate and Money Show
Canadian Mortgage History ALWAYS Repeats Itself -E69

The Flow: Real Estate and Money Show

Play Episode Listen Later Jan 14, 2025 22:49


In this episode, Alex McFadyen from Flow Mortgage Co. delves into the historical patterns of real estate interest rates over the past 30 years and their implications for future market conditions. The discussion aims to equip viewers with the knowledge needed to navigate rate cycles, make better mortgage decisions, and handle potential economic fluctuations. McFadyen underscores the importance of understanding inflation, economic growth, and global trends in relation to interest rates in both Canada and the U.S. He also explores various mortgage strategies and the benefits of rate diversification to cater to different financial goals. Additionally, McFadyen emphasizes the necessity of being well-informed and prepared for the financial uncertainties ahead. Alex McFadyen is a seasoned independent mortgage broker with over 11 years of experience in the industry. Alex is the owner and Mortgage Advisor of Flow Mortgage Co. Alex's Social Media: @themortgagepug ********** Ready to take the plunge into homeownership? Don't miss our comprehensive First-Time Home Buyers Course available at the link below. This essential resource is designed to guide you through the maze of purchasing your first home with confidence and ease. Free for a limited time to listeners of the show! https://alex-s-school-7883.thinkific.com/courses/first-time-home-buyer-course For daily insights, make sure to find us on Instagram, Facebook, and YouTube: @flowmortgageco Don't just dream about your future home, make it a reality! Subscribe to "The Flow: Real Estate & Money Show" for more invaluable insights, and visit our website at getflowmortgage.ca to discover how we can help make your property aspirations come true.

Lead Generation For Financial Services
The Lead Ladies - Room 101 Team Christmas Special

Lead Generation For Financial Services

Play Episode Listen Later Dec 9, 2024 46:35


Join The Lead Ladies and some of The Lead Engine team in this entertaining episode as they vent about their holiday annoyances!Featuring input from the Queens of Christmas on what to banish to Room 101, and a surprising twist from our resident Grinch, it's a festive mix of humour and holiday spirit. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  

Heather du Plessis-Allan Drive
Bruce Patton: mortgage advisor on why the banks haven't factored latest OCR cut into their fixed-term rates

Heather du Plessis-Allan Drive

Play Episode Listen Later Dec 2, 2024 3:36 Transcription Available


Mortgage holders have been hoping the banks will pass on the latest 50 basis point cut to the OCR - but many will have to wait. New Zealand's major banks have all cut their floating rates, but only ASB's fixed-term mortgage rate has moved down so far. Mortgage advisor Bruce Patton says the banks had largely predicted the OCR would drop by 50 basis points - and priced their earlier cuts accordingly. "We saw a few banks move a few days before, we saw the BNZ come down from 6.49 to 5.99 on the Monday before the OCR was even announced. A lot of the rates had already moved." LISTEN ABOVESee omnystudio.com/listener for privacy information.

Lead Generation For Financial Services
Jamie Thompson Mortgages Returns!

Lead Generation For Financial Services

Play Episode Listen Later Dec 2, 2024 53:20


In this week's podcast, Alex chats with mortgage broker Jamie Thompson about his triumphant journey as a first-time buyer specialist, highlighting how he effectively utilises search engine optimisation (SEO) to attract leads and enhance his business. Jamie shares practical tips and strategies for other brokers aiming to create impactful content that boosts both traffic and the quality of leads, making this episode a valuable resource for those in the mortgage industry looking to elevate their online presence.Follow Jamie on LinkedIn.Visit Jamie Thompson Mortgages.listen back to Jamie Thompson - Business Superhero Series - Episode 171.

Lead Generation For Financial Services
Talking Ads - Episode 14

Lead Generation For Financial Services

Play Episode Listen Later Nov 25, 2024 22:57


In this month's edition, Alex, Hannah, Stephanie and Tessa from the Talking Ads team delve into the intriguing world of marketing, showcasing standout advertisements that pique their interest. They explore a diverse range of products, from cozy electric blankets and effective deodorants to cutting-edge technology and strategies for boosting YouTube engagement. By analysing the clever messaging and branding techniques used, the team highlights what makes these ads resonate with consumers, offering insights into effective marketing strategies.We recommend you view all the adverts before or during listening to this episode to engage in the discussion.Immerse yourselves here.If you would like to send in an advert that has caught your eye, please Whatsapp us on +44 7874 469647 and tell us why this made you stop and look, and we will include this on the next episode of Talking Ads. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  

Lead Generation For Financial Services
Blue Fish Mortgage Solutions - Ross McMillan Returns!

Lead Generation For Financial Services

Play Episode Listen Later Nov 18, 2024 37:07


 Alex and Ross reunite to discuss the significant strides made by Blue Fish Mortgage Solutions, particularly in content creation through SEO, which has led to an increase in leads by targeting niche markets. They emphasise how this strategy has not only enhanced visibility but also positioned the company as a thought leader in the mortgage industry. Additionally, they highlight the crucial role of a robust social media presence in complementing the website, driving traffic, and further engaging potential customers, thus reinforcing the overall marketing strategy.Follow Ross on LinkedIn.Listen back to episode 260. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  

Lead Generation For Financial Services
Grow Partnership - Paul Flavin

Lead Generation For Financial Services

Play Episode Listen Later Nov 11, 2024 49:11


In this engaging conversation, Alex talks with award-winning business owner and mentor Paul Flavin, who shares insights from his journey transitioning from running multiple mortgage businesses to becoming a business coach. They discuss how Grow Partnership offers valuable strategic guidance and support tailored for small mortgage businesses, including startups, helping them navigate challenges and achieve sustainable growth through targeted coaching services.Follow Paul on LinkedIn.Visit Grow Partnership here.Follow Grow Partnership on YouTube.Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  

The 360 Experience
Ep. 55 | The Mindset Shift That Took Matt Bassitt From Burnout to Breakthrough

The 360 Experience

Play Episode Listen Later Nov 5, 2024 78:41


Feeling stuck, exhausted, or like you're fighting to survive in this market? It's not a secret that most originators are barely holding on right now. But here's the brutal truth: if you're not leveling up in EVERY aspect of your life, you're getting left behind.In this episode of The 360 Experience Podcast, Tim Braheem goes deep with Matt Bassitt, a top producer who had to rebuild his life and business after a personal crisis. They dive into what really moves the needle—not just for closing more deals but for building something meaningful. Matt's approach to leadership, mindset, and resilience is the stuff they don't teach you in business school—but the consequences of ignoring this can crush your business.What you'll gain from this video:1️⃣ Unshakeable Mindset: Forget “positive thinking.” Learn the routines and inner work Matt uses to thrive under pressure, stay focused, and attract clients with a high-energy presence that gets noticed.2️⃣ Loyalty Like You've Never Seen: Want clients who come to YOU without shopping around? Matt's got the blueprint on using simple, personal touches that create loyalty and make you unforgettable.3️⃣ Purpose-Driven Leadership: Building a real business is more than numbers; it's about creating impact. Matt shows how having a mission that matters can drive you further than money ever could.➡️ ABOUT MATT BASSITTMatt is a Branch Manager and Mortgage Advisor for Northwestern Home Loans in Bend, Oregon. He is licensed in seven states. His goal is to provide clients with an array of lending options to meet and exceed their expectations when purchasing or refinancing their home. He and his team are committed to serving their community with honesty, integrity and a commitment to ethical practices. When he's not working, Matt is extremely passionate about Save a Warrior and helping veterans dealing with PTS.Brought to you by The Loan Atlas theloanatlas.com

Lead Generation For Financial Services
The Lead Ladies - Room 101 With Paul Huby

Lead Generation For Financial Services

Play Episode Listen Later Nov 4, 2024 50:23


In this episode of Room 101, The Lead Ladies sit down with Paul Huby, a Mortgage and Protection Adviser whose passions extend beyond finance to include Hyrox competitions and hiking adventures.Paul delves into his biggest pet peeves, touching on issues like the chaos of supermarkets, the commercialisation of Christmas markets, the annoyance of product surveys, and the disruptive use of phones at concerts and festivals, offering a candid look at the societal habits that frustrate him.Follow Paul on socials: @LinkedIn@Instagram@FacebookBrought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  

Lead Generation For Financial Services
Episode 13: 'Talking Ads' With Special Guest, Louise Brogan!

Lead Generation For Financial Services

Play Episode Listen Later Oct 28, 2024 50:19


In the latest episode of Talking Ads, the team welcomes LinkedIn expert Louise Brogan, who discusses three innovative messaging-style ads from the platform, offering fresh insights while sharing valuable LinkedIn strategies. Alongside her advertising analysis, Louise updates listeners on her YouTube journey and its new goals, all infused with plenty of humour to keep the conversation lively and engaging!Follow Louise on LinkedIn.Subscribe and follow Louise on YouTube. We recommend you view all the adverts before or during listening to this episode to engage in the discussion.Immerse yourselves here.If you would like to send in an advert that has caught your eye, please Whatsapp us on +44 7874 469647 and tell us why this made you stop and look, and we will include this on the next episode of Talking Ads. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  

Lead Generation For Financial Services
LV= General Insurance - Sam Mears

Lead Generation For Financial Services

Play Episode Listen Later Oct 21, 2024 31:39


In this discussion, Alex Curtis is joined by Sam Mears, Regional Account Manager at LV= General Insurance to elaborate on the company's innovative service approach tailored for GI intermediaries, highlighting initiatives like awareness-raising round table events and user-friendly smartphone technology designed to streamline the client experience and enhance adviser efficiency.Visit LV= General Insurance Intermediaries here.Find out more about the comparison tool here.Follow Sam on LinkedIn.Contact Sam via Tel:  07385533169 or email him sam.mears@lv.co.uk  Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  

Lead Generation For Financial Services
Google Ads Keyword Types - Alex Curtis

Lead Generation For Financial Services

Play Episode Listen Later Oct 14, 2024 12:59


Following  the solo episodes on Google Campaign Types and Google Bidding Types, Alex Curtis is back to talk more about Google Ads but this time to focus specifically on Keyword Types. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  

The Mike Hosking Breakfast
Bruce Patten: Loan Market Mortgage Advisor on the difficulty in accessing bank loans despite falling mortgage rates

The Mike Hosking Breakfast

Play Episode Listen Later Oct 7, 2024 3:21 Transcription Available


Mortgage rates are continuing to fall, but it isn't getting any easier for many people to access bank loans. Latest figures from interest.co.nz show one-year mortgage rates have fallen to around 6.33%, down from about 7.35% in January. But banks have told our newsroom they're still testing applicants at between 8.5 and 8.7%. Loan Market Mortgage Advisor Bruce Patten told Mike Hosking that banks are being overly cautious at the moment. He said that it won't be until inflation rates get back to normal that they'll ease off on the caution. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Lead Generation For Financial Services
The Lead Ladies - Room 101 With Justin Moy

Lead Generation For Financial Services

Play Episode Listen Later Oct 7, 2024 43:38


This time The Lead Ladies are joined by the managing director of Essex-based brokerage, EHF Mortgages to share his personal pet peeves and a few light-hearted, industry related ones!Follow Justin on  LinkedIn.Visit EHF Mortgages here.Visit Newspage here.Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  

Starting the Conversation
283 | Buying a house as a business owner - Q&A with my mortgage advisor Dan Knott

Starting the Conversation

Play Episode Listen Later Oct 1, 2024 49:33


Earlier this year I stepped onto the property ladder, amidst a whole lot of fear and overwhelm about securing a mortgage as a business owner. If you're keen to buy a home but unsure if and how it's even possible - this episode is a must-listen! In this episode we break down the mortgage myths and complexities of securing a mortgage if you are self-employed or a Company Director. With expert advice from my own mortgage advisor Dan of Dan Does Mortgages, you'll learn exactly how to turn your finances into a winning mortgage application. ______ Dan Knott I Instgram I Linkedin Alice Benham | Website | Instagram | LinkedIn

Lead Generation For Financial Services
Episode 12: 'Talking Ads' with Alex, Steph and Tessa

Lead Generation For Financial Services

Play Episode Listen Later Sep 30, 2024 23:24


Alex, Steph and Tessa share the adverts that have caught there eye this time, including Hannah's advert in her absence that has them fooled!Cats and dogs, roofing and makeup take the lead for this episode...We recommend you view all the adverts before or during listening to this episode to engage in the discussion.Immerse yourselves here.If you would like to send in an advert that has caught your eye, please Whatsapp us on +44 7874 469647 and tell us why this made you stop and look, and we will include this on the next episode of Talking Ads. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  

Lead Generation For Financial Services
Google Ads Bidding Types - Alex Curtis

Lead Generation For Financial Services

Play Episode Listen Later Sep 23, 2024 18:25


Alex continues to breakdown the Google Ads jargon this time with focus on the different bidding types. He shares what Google says about them, how they work and his experience using them.On this episode, Alex covers the following:1. Manual CPC Bidding2. Maximise Clicks Bidding3. Smart Bidding4. Target CPA BiddingBrought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  

Clare FM - Podcasts
Morning Focus: Live Broadcast From Carey Corbett Financial Solutions

Clare FM - Podcasts

Play Episode Listen Later Sep 20, 2024 132:18


Morning Focus was broadcasting live from Carey Corbett Financial Solutions in Ennis, to celebrate the 20th anniversary of the business. Firstly, Alan Morrissey was joined by Shannon resident, Niamh O'Callaghan and Cratloe resident, Padraig Collins to discuss road safety and pedestrian crossings. After that, Alan was joined by Tommy Corbett, of Carey Corbett Financial Solutions to find out more about the business and the work that they do. We then had our weekly Duchas is Dochas segment with Therese McInerney. Next, Alan was joined by Donal Carey, of Carey Corbett Financial Solutions to tell us more about the services they offer. Later, Alan was joined by Michael Guerin, Addiction Counsellor at Cuan Mhuire to discuss funding granted to community drug addiction organisations in HSE MidWest. Alan was then joined by two members of staff who work at Carey Corbett, Mortgage Advisor, Ruth Sheehan and Life Insurance Advisor, Dearbhla Reddan to talk about the success of the business. We then had episode 5 of our True Colours segment where we heard from Thomas Cole. After that, Alan was joined by Tommy Corbett of Carey Corbett financial solutions, Mike Taylor, Director of Policy and Public Affairs FASD and Sallyann Marron, of Sallyann's Handbags for our weekly Friday panel. Next, we had our Atlantic Tales segment with Pat Flynn. To close the show, Alan was joined by Clare FM Sports Editor, Derrick Lynch to preview the upcoming weekend in sport.

Lead Generation For Financial Services
Google Ads Campaigns (Part 2) - Demand Gen, Call & Search

Lead Generation For Financial Services

Play Episode Listen Later Sep 16, 2024 15:06


Part two of a two-part episode, Alex Curtis is back to focus on the last three different types of Google Ads campaigns. He shares what Google says about them, how they work and his experience using them.Part 2 breakdown:1. Demand Gen Campaigns2. Call Campaigns3. Search CampaignsBrought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  

Lead Generation For Financial Services
Google Ads Campaigns (Part 1) - Performance Max, Display & Video Ads

Lead Generation For Financial Services

Play Episode Listen Later Sep 9, 2024 22:25


The first of a two-part episode, Alex Curtis is back on the Advisers Assemble podcast to focus on three out of six different types of Google Ads campaigns. He shares what Google says about them, how they work and his experience using them.Part 1 breakdown:1. Performance Max Campaigns2. Google Display Campaigns3. Video  CampaignsBrought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  

The 360 Experience
Ep. 51 | Self-Honoring Choices, Letting Go, and Showing Up Personally and Professionally with Justice Roberts

The 360 Experience

Play Episode Listen Later Sep 3, 2024 68:16


Tim Braheem Interviews Justice RobertsIn this episode, Tim interviews Justice Roberts. Justice is a Founder and Mortgage Advisor at Renown Mortgage. He entered the mortgage industry in 2012 as a loan officer assistant and began originating full-time in 2015. Over the years, he has steadily grown his loan production, reaching $103 million in 2021 and on pace for $60 million in 2024. Justice specializes in residential mortgages for self-employed individuals, especially those with higher net worth and complex financial situations. His core values are service and communication. Justice strives to solve problems and educate his clients on the best possible solutions for their needs. He shared that one of his proudest moments was helping a business owner and veteran couple qualify for their dream home in just 8 days, despite market challenges and higher interest rates.You Will Learn: What you should be doing right now if you are a mortgage broker.The importance of managing time and processes now in preparation for a refi boom.A script to use to help a lower income borrower pivot to a higher rate solution.Why you should consider your life planning success as equally important to your business planning.The importance of spending time with yourself and searching for what you need for yourself.Who is Justice Roberts?At 31 years old and Justice a grateful husband to Brittney for 10 years and father to four wonderful children: Shiloh, Jonah, Samson, and Joshua (all boys). Coming from a large family with two parents, one older sister, and ten younger siblings, family time is incredibly important to Justice. He shared that, being a dad has always been his greatest joy. Justice has a strong interest in economics, a deep love for people, a passion for coaching, and a profound love for God, greatly influenced by his dad, who is a pastor. Outside of work, I enjoy playing acoustic guitar and singing, playing poor golf occasionally, and staying active in various sports.Link to purchase Power vs. ForceLink to Purchase The Surrender ExperimentLink to purchase Letting Go Brought to you by The Loan Atlas theloanatlas.com

Lead Generation For Financial Services
Episode 11: 'Talking Ads' with Alex, Steph and Tessa

Lead Generation For Financial Services

Play Episode Listen Later Sep 2, 2024 22:09


Alex, Steph and Tessa share the adverts that have caught their eye this month, bringing along a mixed bag of ideas. From text messages and QR codes to getting creative with Canva and copy writing, the team have got you covered!We recommend you view all the adverts before or during listening to this episode to engage in the discussion.Immerse yourselves here.Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  

Lead Generation For Financial Services
Mortgage Industry Mental Health Charter (MIMHC) - Jason Berry

Lead Generation For Financial Services

Play Episode Listen Later Aug 26, 2024 30:51


Alex is joined by Jason Berry, Group Sales Director at Crystal Specialist Finance and Co Founder of Mortgage Industry Mental Health Charter (MIMHC).Follow Jason on LinkedIn.Visit or sign up to MIMHC here.Visit Crystal Specialist Finance here.Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  

Lead Generation For Financial Services
Episode 10: 'Talking Ads' with Alex, Hannah, Steph and Tessa

Lead Generation For Financial Services

Play Episode Listen Later Aug 19, 2024 24:29


The team are back to share the adverts that have caught their eye this month, sharing what made them stop and look and how you could create similar promotions for your website or social media pages. From 'adulting' and cleaning to furniture and music lessons, they have selected a range of cleverly thought about adverts for you to store away neatly in your catalogue of inspiration.We recommend you view all the adverts before or during listening to this episode to engage in the discussion.Immerse yourselves here.Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  

Lead Generation For Financial Services
Google Ads Admin: Essential Steps for Financial Services - Alex Curtis

Lead Generation For Financial Services

Play Episode Listen Later Aug 12, 2024 16:22


Key Topics Covered:1. Advertiser Verification:Importance of proving your identity and business legitimacy to Google.Required documents: Incorporation certificate and passport/driver's license.Common mistakes to avoid, such as mismatches between your business name and what's listed on the FCA register.Tips for ensuring your identification documents are properly uploaded.2. Financial Services Verification:Understanding the verification process for running ads related to mortgages and other financial services.Differences between Directly Authorised (DA) firms and Appointed Representatives (AR).Steps for DA firms to self-certify and ensure their domain and email addresses match FCA records.Additional steps required for ARs, including the involvement of your DA firm or network.3. Billing Setup:Setting up a billing profile and choosing your payment method (direct debit, credit/debit card, etc.).The importance of clarity when using an agency to manage your ads - ensuring you know who is responsible for ad payments.Benefits of paying Google directly to maintain transparency and control over your ad spend.Actionable Takeaways:Get your advertiser verification done early to unlock additional ad features.Ensure all business details match exactly with FCA records to avoid delays.If you're an AR, coordinate closely with your DA firm or network to complete the verification process.Consider setting up direct billing with Google to avoid confusion over ad spend.Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.

Strong Single and Human
EP 165 - Patti Handy - Thriving Single Motherhood: Overcoming Financial Challenges with Patti Handy

Strong Single and Human

Play Episode Listen Later Aug 5, 2024 57:44


Todays guest Patti handy has spent a combined 20 years as a Financial Advisor and Mortgage Advisor, however it was only after she experienced a heartbreaking divorce that shattered her world and made her feel overwhelmed and fearful about her financial future as a single mother and where she made costly mistakes out of desperation despite her background in finance, Patti now is dedicated to sharing her knowledge and experience to help women overcome financial challenges and achieve fulfillment and joy in their lives. She acknowledges the difficulties that women face when it comes to money and aims to provide them with the tools and guidance they need to navigate financial decisions confidently. Patti's story of resilience and transformation serves as an inspiration for those who may be going through similar challenges, offering hope and the promise of thriving even in the face of adversity.   Find Patti here: https://www.pattihandy.com/about https://www.facebook.com/groups/870805444193498 https://www.instagram.com/patti.handy/ https://www.linkedin.com/in/pattihandy/

Lead Generation For Financial Services
Google Ads For Brokers - Setting Up For Success - Alex Curtis

Lead Generation For Financial Services

Play Episode Listen Later Aug 5, 2024 17:50


Key Points Discussed:1. **Definition of Conversions and Key Events**:  - Historically, conversions were straightforward leads, typically tracked when someone filled out a form on a website.  - Now, Google refers to them as events or key events, emphasizing the importance of tracking user interactions before and after a lead is registered. This includes actions like scrolling, clicking buttons, or visiting specific links, which can indicate user interest in your service.2. **Value of Key Events**:  - Not every click results in a lead, but user behavior can indicate engagement.  - For instance, a user who reads all the content and spends time on the site is more engaged than one who leaves immediately.  - Assigning values to these events can help measure engagement. For example, low-value events like scrolling or clicking might be valued at £1.3. **Lead Generation Events**:  - In the context of lead generation for brokers and advisers, the primary key event is capturing the lead, which holds a higher value, approximately £50.  - This differentiation helps prioritize actions that contribute directly to generating leads.4. **Tracking Offline Events**:  - For clients who prioritize quality over quantity, it's essential to report the outcomes of leads back to Google Ads.  - A traffic light system (red, amber, green) can be used to indicate lead quality, providing valuable feedback on which clicks lead to business, which have potential, and which are dead ends.5. **Methods for Tracking Key Events**:  - There are multiple ways to track conversions, but using the Google tag is Google Ads' preferred method.  - Even if you're already using Google Analytics, integrating the GTag method ensures comprehensive data collection.  - Creating offline conversions involves using automation tools like Airtable and Make.com, particularly useful for managing multiple accounts and clients.  - For simpler setups, a Google Spreadsheet can suffice, and adding precise processing and advice fees can refine the value tracking.By understanding and implementing these strategies, you can enhance your Google Ads campaigns, better track user engagement, and ultimately improve your return on investment.Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.

What's Your Problem Podcast
It's How You Show UP w/Spring Hill's Daniel Cruz :: Ep 199 MMTBP

What's Your Problem Podcast

Play Episode Listen Later Jul 2, 2024 62:19


A Middle Tennessee Business Podcast....subscribe/follow/rate/review at www.mmtbp.comDaniel Cruz is one of those people who has an immediate likable quality, which has made him a powerful salesperson over his career. These days he spends his time truly advising people on how to assess mortgage and real estate interests for their investment portfolios.In his experience, it's about how one shows up to engage with their team and clients.Highpoints:Aging, compassion, and work experiences. (7:52)Sales techniques and integrity in the car and shoe industries. (15:06) Career progression from bartending to real estate to medical marijuana sales. (19:17)Overcoming imposter syndrome in financial advising. (33:29)Financial advisors' dress codes and how they impact their professional image. (39:35)Personal branding and dressing for success. (44:09)Comedy, impressions, and podcasting with a guest. (56:39)About Danny:“With a passion for helping people navigate the complexities of housing and finance, I have built a rewarding career as both a Housing Advisor and Mortgage Advisor. Over the years, I have dedicated myself to empowering individuals and families to make informed decisions about their housing options and mortgage solutions.In my role as a Housing Advisor, I provide comprehensive guidance on a range of housing options or hard to find referral partners. I am committed to ensuring that my clients have access to the resources and information they need to secure and maintain suitable housing. In both Residential & Commercial markets.As a Mortgage Advisor, I specialize in helping clients secure the best mortgage deals tailored to their financial circumstances. Whether it's a first-time homebuyer or someone looking to refinance, I offer personalized advice and support throughout the mortgage process, from application to approval.I believe in a client-centric approach, where understanding the unique needs and goals of each individual is paramount. By staying informed about the latest industry trends and regulatory changes, I ensure that my clients receive the most relevant and up-to-date advice. My ultimate goal is to make the home buying and financing process as smooth and stress-free as possible.”Follow Danny:https://www.linkedin.com/in/danielcruzmusiccitymtg/https://www.facebook.com/daniel.cruz.75470316__________________________________________________________________________________________________****SUBSCRIBE/RATE/FOLLOW the Mostly Middle Tennessee Business Podcast:www.mmtbp.comwww.instagram.com/mostlymiddletnbusinespodcastwww.instagram.com/jimmccarthyvosTiktok: @jimmccarthyvos __________________________________________________________Shoutout to Matt Wilson for lending his voice to the new intro of MMTBP.Follow him and his podcast from which I may have borrowed the *mostly* concept:https://linktr.ee/mamwmw___________________________________________________________****You hear Jim mention it on almost every episode, ME vs. WE and how 2023 will be 1943 all over again….order “PENDULUM:How Past Generations Shape Our Present and Predict Our Future”:https://a.co/d/7oKK7Ip__________________________________________________________________________The co-author of Pendulum wrote a myriad of other books and started a non-profit 21st Century Non-Traditional Business School that you should really check out: Wizard Academy - www.wizardacademy.org__________________________________________________________________________Call Incredible Doors! 931-348-DOOR. We're making garage doors in Maury and Wlliamson counties incredible again! www.incredibledoors.com

Loans On Demand Podcast
124: Mike Hajjar - Diversifying Your Referral Partners and Sticking to the Fundamentals

Loans On Demand Podcast

Play Episode Listen Later May 23, 2024 32:45 Transcription Available


This week, we're joined by Mike Hajjar, CMPS. Mike is a Mortgage Advisor and Branch Manager at Landmark Mortgage Planners DBA (a division of American Financial Network Inc.) from the Detroit Metropolitan Area in Michigan, who's been in the industry since 2005. Mike is a mortgage planning specialist that's built his business on integrity, transparency, and trust.   Mike is here to discuss: → Transitioning from consumer direct to a more referral based business, and creating a successful hybrid mortgage business model. → How you need to have both sales skills, ethical practices, and genuine interactions to have long term success and  growth. → Blending traditional sales approaches with digital/social media to stay current and deliver a faceted approach.   Mike Hajjar's Website: www.afncorp.com/web/mikehajjar Mike Hajjar's Facebook: @MikeHajjar Mike Hajjar's LinkedIn: @MikeHajjar Mike Hajjar's Instagram: @mikehajjar_mortgage   Learn more about the Direct to Consumer LO Accelerator here.   Loans On Demand Website: www.loansondemand.io Loans On Demand YouTube: @LoansOnDemand Loans On Demand Instagram: @loansondemand   Luke Shankula's Facebook: @LukeShankula Luke Shankula's LinkedIn: @LukeShankula Luke Shankula's Instagram: @lukeshankula

Content Marketing 101 | All Things Content Marketing, Social Media & Personal Branding
Make More Money as a Solo Mortgage Advisor

Content Marketing 101 | All Things Content Marketing, Social Media & Personal Branding

Play Episode Listen Later Apr 18, 2024 12:37 Transcription Available


If you have a question you want answered on the show head over to Instagram (@ashborland) and drop me a DM. Leave me a recommendation on LinkedIn here www.ashborland.com/linkedinIf you're looking for more tailored advice check out the following Personalised 1-on-1 Coaching Elevate your business with bespoke coaching. Delve into your unique challenges and unlock your full potential: https://www.ashborland.com/ Unlock Your FREE Mortgage Marketing Blueprint Discover the keys to successful mortgage marketing. Get your complimentary blueprint and start revolutionising your marketing approach today: https://ashborland.com/blueprint