Today, we're joined by Jason Armstrong, a returning ILMB guest, mortgage broker and accountant based in London, Ontario.

In this episode, we’ll cover:

1. How one pivotal decision helped Jason double his production.
2. A powerful tip to uncover deals for you and your financial advisor.
3. Why defining your ideal client is essential.
4. How to effectively leverage technology to grow your business.

Check out his first guesting on the pod here: Jason Armstrong on Burning the Boats and Doubling His Income

To connect with Jason, check out the links below!

Instagram

Facebook

LinkedIn

https://www.armstrongcpa.ca/

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In today’s episode of the I Love Mortgage Brokering podcast, Jason Armstrong, a former accountant turned mortgage broker, shares how leaving his accounting career was the best financial decision he ever made. Jason walks us through the pivotal moment he decided to sell his practice and focus entirely on brokering, which transformed his career and income. Jason also reveals a unique strategy for collaborating with financial advisors, leveraging his accounting background to build powerful referral partnerships. This approach, described as a game-changer, is a must-hear. Packed with actionable insights, this episode covers defining your ideal client, automating workflows, and leveraging technology to grow your business. Don’t miss this conversation—it’s full of fresh strategies to take your mortgage business to the next level.

Here are the talking points we covered:

• How saying “no” and leaving accounting boosted Jason’s income.
• The pivotal moment Jason decided to sell his accounting practice.
• Transitioning from part-time brokering to full-time success.
• Unique strategies for building referral partnerships with financial advisors.
• Using an accounting background to stand out in the mortgage industry.
• Defining your ideal client and building a client avatar.
• Automating workflows to deliver consistent client experiences.
• Leveraging technology to streamline and grow your business.
• Insights on aligning your career with your strengths for maximum impact.