PODCAST · business
Excellence of Execution
by Excellence of Execution
Excellence of Execution is a podcast tailored for all mortgage and sales professionals. Hosted by Daniel, Marley and Paul 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 episode will focus on a new topic and will feature special guest speakers.We would love to hear from you. We can be contacted via instagram at @ExcellenceOfExecutionPodcast
Episodes
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Paul’s Playbook: The 30-Day Referral Relationship Plan
Strong referral partnerships start long before the first deal. In this episode of Excellence of Execution, Paul Occhiuto shares a practical, low-cost plan for building relationships with realtors and other centres of influence. He explains how to identify three to five potential partners, lead…
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Dan's Two Cents: Handling Objections & Building Client Trust
This week on Excellence of Execution, Dan answers questions about mortgage rate objections, appraisal challenges, and doing business in a changing market. He shares why client education comes first, how he approaches tough conversations, and how honest customer feedback led to changes in his…
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Would You Rather? Closing Deals vs. Building Relationships
100 cold calls or one high-stakes presentation? Prospecting through phone calls or social media? Paul and Dan put each other on the spot as they introduce a new “Would You Rather” segment on Excellence of Execution. What starts as a lighthearted game turns into a conversation about how they...
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The Process Behind 200+ Mortgage Deals a Year | With Taylor Stitski
In this episode of Excellence of Execution, Paul and Dan sit down with Taylor Stitski, one of the newest agents at their brokerage and a producer doing roughly $120 million in annual mortgage volume across more than 200 deals. They break down the systems, follow-up habits, organization and...
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3 Proven Ways to Generate More Mortgage Leads Right Now
In this episode of Excellence of Execution, Paul and Dan break down practical ways mortgage professionals can generate more business, strengthen referral relationships, and stay top of mind. They cover simple strategies like rewarding your best centres of influence, using genuine Google reviews…
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The 5 Biggest Mistakes Mortgage Professionals Make
Are you making one of these common mistakes? In this episode of Excellence of Execution, Paul and Dan break down the five biggest mistakes they see mortgage professionals make and share practical strategies to build a stronger, more profitable business. Whether you're just starting your career or...
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Welcome Back! The Story Behind Excellence of Execution
Welcome back to Excellence of Execution. In this relaunch episode, Paul and Dan share why they started the podcast, what listeners can expect moving forward, and the story behind the name Excellence of Execution. They also discuss their backgrounds in the mortgage industry, the importance of...
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Season 6 Episode 2: Owning Spring Market
On today's episode we dive into how practical strategies to win business as the season heats up. We cover high-impact activities you can start this week: targeted outreach to past clients, local partnerships and events, timely social content, spring-focused promotions and open-houses. Remember to...
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Season 6 Episode 1: Where Tech Meets Lending: AI’s Impact on Mortgages
On today's episode we dive into how AI is reshaping underwriting, origination, fraud detection and the customer experience. Looking at both the benefits and risks this technology is bringing to the industry. Remember to follow us on Instagram @excellenceOfExecutionPodcast and subscribe to our...
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Season 5 Episode 24: 2025 Recap and 2026 Predictions
On today's episode we recap 2025 from both a market and business perspective and then Dan makes bold predictions about 2026! Remember to follow us on Instagram @excellenceOfExecutionPodcast and subscribe to our YouTube channel https://youtube.com/@ExcellenceofExecution?si=ZbZt-1-qMfHcUxC4
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Season 5 Episode 23: Leading through Relationships
On today's episode we dive into how both Paul and DF lead through building strong relationships with partners, referral sources and clients. All the points lead to their strong believe that "this is a relationship based business" and without deep rooted rapport with numerous parties it is tough…
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Season 5 Episode 22: High Stakes Decisions - Executing Under Pressure
On today's episode we dive into how top producing agents thrive under pressure when faced with multiple high-stakes files at once, each with tight timelines and anxious clients. Focus on balancing urgency with accuracy. Very good content again for agents of all experience levels. Remember to…
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Season 5 Episode 21: From Chaos to Clarity - Building Repeatable Systems That Scale
On today's episode we dive into the power of systems thinking, and how Dan has shifted from working in the weeds on deals to building repeatable, scalable processes. Technology is ever evolving and is something that DF believes needs to be implemented in order to be successful. Remember to follow...
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Season 5 Episode 20: Mindset of a Rainmaker: Daily Habits of Top Performers
On today's episode we welcome Dan and Paul dive into daily habits of top performers. Key topics include: morning routines, rejection management, accountability systems, continuous learning. This episode is relevant for anyone in a fast paced work environment. Remember to follow us on Instagram...
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Season 5 Episode 19: More Tools in the Toolbelt
On today's episode we welcome Derek Serra, President at Westboro MIC. We dive into his journey from executive at a big bank to jumping to the broker side and becoming President at Westboro. He also shares his love for SWAG and the broker community! We had a blast with him, be sure to check it…
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Season 5 Episode 17: We're in the People Business
On today's episode we welcome Damon Knights, Vice President, Sales and Distribution, Personal Banking at Equitable Bank. We dive into how he moved up the ranks at EQ over the past years from Senior Director, Deposit Services to his role today. We also discuss the importance of partnership and...
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Season 5 Episode 16: Being comfortable, in the uncomfortable.
On today's episode we welcome Courtney Kencher, Regional Vice President, DLC. She dives into her journey from Sagen to launching BMO in the Broker Space and now jumping into the RVP role at DLC. She preaches the importance of CRM/Database management and gives great tips to help manage this....
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Season 5 Episode 15 Part 2: Just the Two of Us
On today's episode hosts Dan and Paul offer tips and tactics into building a book of business in this current market. Of course they sprinkled some fun into it. Remember to follow us on Instagram @excellenceOfExecutionPodcast and subscribe to our YouTube channel...
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Season 5 Episode 15: Just the Two of Us
On today's episode hosts Dan and Paul offer tips and tactics into building a book of business in this current market. Of course they sprinkled some fun into it. Remember to follow us on Instagram @excellenceOfExecutionPodcast and subscribe to our YouTube channel...
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Season 4 Episode 3: Allstar Panel
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...
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Season 4 Episode 2: The Matt Campoli Experience
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…
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Season 2 Episode 11: You Can't Teach Hard Work
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.
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Season 2 Episode 10: J-Nice
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.
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Season 2 Episode 9: Hey, Micky you're so fine
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.
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Season 2 Episode 4: Where it All Began
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.
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Season 1 Episode 15: Season 1 in Review
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.
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Season 1 Episode 14: Private funds... ask oz
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.
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Season 1 Episode 12: We are back...and with Max
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.
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Season 1 Episode 6: So, You Want to Get Hired
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.
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Season 5 Episode 14: Less Hierarchy, More Hustle
On today's episode we welcome Angela Clark, Regional Vice President, The Mortgage Centre (Ontario & Atlantic Canada). We dive into her stellar career at TD and her journey into becoming RVP at the Mortgage Centre. She talks about her biggest learnings and myth busters on the channel. Remember to...
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Season 5 Episode 13: Do you want comfort or a solution?
On today's episode we welcome Elena Robinson, VP Residential Sales at First National. We dive into her incredible journey as she climbed up the ranks at FN. She also speaks to the evolution of the broker channel over the years. Remember to follow us on Instagram @excellenceOfExecutionPodcast and...
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Season 5 Episode 12: Burn the Boat
On today's episode we welcome Reuven Gorsht, CEO at Deeded. We dive into his entrepreneurial journey from his start up to becoming CEO at Deeded. This episode was full of wisdom and great for anyone looking for inspiration to take risks. Remember to follow us on Instagram...
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Season 5 Episode 11: Pleasant Hypnosis
On today's episode we welcome Jessica Taylor, Director from Pleasant Hypnosis. We dive into how she helps clients achieve positive change in the following areas: weight loss, smoking cessation, stress management, sleep improvement, personal growth and shedding bad habits through hypnosis. This…
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Season 5 Episode 10: Leap of Faith
On today's episode we are joined by Julian Di Franco, Broker Owner of Secure Mortgage Experts. We chat about his journey from a mortgage agent to the broker owner and get insight into why he decided to rebrand to Secure Mortgage Experts. Remember to follow us on Instagram...
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Season 5 Episode 9: Random Thoughts
On today's episode we are joined by friend of the show Carlo Del Giudice. We dive into random thoughts along with his 5 non negotiables. This episode is full of laughs and gold nuggets around balancing family and being a too producer. Remember to follow us on Instagram…
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Season 5 Episode 8: Face it till you make it
On today's episode we are joined by Mike De Eyre, President at Mortgage Architects. We dive into how he rose up the ranks at SMA from Marketing Coordinator to RVP (over 17 years). He then shares his journey into becoming President at Mortgage Architects and his transition. Of course lots of…
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Season 5 Episode 7: Summer Tuxedo's
On today's episode we are joined by Brennan Trenouth, Director National Sales at Home Trust. We dive into the 'I love ALT mortgages' Podcast, his story on moving up the ranks at over the past few years starting from Mortgage Loan Officer to Director National Sales today. Another great episode...
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Season 5 Episode 6: Bet on Yourself
On today's episode we welcome Top 40 Under 40 Winner and the 2023 HSBC Bank Lion Award recipient Marrion Cherian. We discuss his instrumental role in turning around HSBC Broker team and how he formed incredible relationships with so many brokers and broker owners. He also walks us through his...
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Season 5 Episode 5: Don't chase a deal, build relationships
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...
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Season 5 Episode 4: Living Legacy
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...
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Season 5 Episode 3: Mamba Mentality
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...
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Season 5 Episode 2: Authentic Self
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....
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Season 5 Episode 1: The Legend of John Webster
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...
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Season 4 Episode 14: Pure Gold
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...
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Season 4 Episode 13: Never Settle
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...
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Season 4 Episode 12: Complete Bravery
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…
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Season 4 Episode 10: Be Authentic
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...
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Season 4 Episode 9: Uptown x Clear Trust Collab
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...
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Season 4 Episode 8: Scratch golfer, Hockey dad and Mortgage legend
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...
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Season 4 Episode 7: The Sesco Difference
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...
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ABOUT THIS SHOW
Excellence of Execution is a podcast tailored for all mortgage and sales professionals. Hosted by Daniel, Marley and Paul 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 episode will focus on a new topic and will feature special guest speakers.We would love to hear from you. We can be contacted via instagram at @ExcellenceOfExecutionPodcast
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Excellence of Execution
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Frequently Asked Questions
How many episodes does Excellence of Execution have?
Excellence of Execution currently has 74 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Excellence of Execution about?
Excellence of Execution is a podcast tailored for all mortgage and sales professionals. Hosted by Daniel, Marley and Paul 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...
How often does Excellence of Execution release new episodes?
Excellence of Execution has 74 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Excellence of Execution?
You can listen to Excellence of Execution on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Excellence of Execution?
Excellence of Execution is created and hosted by Excellence of Execution.
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