business
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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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Contact path
Public web form
Booking probability
21%
Guest openness
Selective
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Signup to Generate a PitchExcellence 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.
Recent episodes include "Flow Lending Group + Maple Financial: Inside the Relationship | With Daniel Webster" (26 October 2026, 27 minutes), "Paul’s Playbook: The 30-Day Referral Relationship Plan" (19 October 2026, 13 minutes), and "Dan's Two Cents: Handling Objections & Building Client Trust" (12 October 2026, 11 minutes).
Excellence of Execution publishes roughly weekly, with episodes averaging 24 minutes across 74 episodes.
Booking probability for Excellence of Execution is 21%, and the host is rated Selective on guests. Excellence of Execution requires a Pod Score of 80 or higher. Excellence of Execution's contact route on record: public web form.
The strongest fits for Excellence of Execution are Lending & Credit Cards. Excellence of Execution has a business audience.
Excellence of Execution is a business podcast with 74 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Excellence of Execution
Daniel Webster, President of Maple Financial, joins Paul Occhiuto and Daniel Finkelberg for a candid conversation about the partnerships that help mortgage brokers succeed. Drawing on his own experience as a broker and...
Excellence of Execution
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...
Excellence of Execution
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...
Excellence of Execution
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...
Excellence of Execution
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...
Excellence of Execution
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...
Excellence of Execution
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...
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...
Episode #2
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...
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...
<p>On today's episode we recap 2025 from both a market and business perspective and then Dan makes bold predictions about 2026!</p><p><br></p><p>Remember to follow us on Instagram @excellenceOfExecutionPodcast and...
<p>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...
<p>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...
<p>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...
<p>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...
<p>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...
<p>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...
<p>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...
<p>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. </p><p><br></p><p>Remember to follow us on Instagram...
Episode #15
<p>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. </p><p><br></p><p>Remember to follow us on Instagram...
Recent guests on Excellence of Execution. Study who booked and why before you pitch.
professor of American Health, Johns Hopkins Bloomberg School of Public Health
Managing Partner and co-founder, Clear Trust Ontario
Westboro MIC
Equitable Bank
PitchCentric classifies Excellence of Execution under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
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