Season 1 Episode 6: So, You Want to Get Hired

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 partn...

16 Apr 19min

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 in...

19 Mars 28min

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 subscri...

13 Jan 40min

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...

6 Nov 202535min

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 urg...

27 Okt 202518min

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...

6 Okt 202522min

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 episo...

25 Sep 202520min

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 sh...

31 Juli 202532min