ACCOUNTABILITY CALL

2025 WINTER SESSION

Don’t Walk Into 2025

Elevate with Excellence

Weekly - Thursdays, January 9th to February 13th

1-2pm EST

We are back by popular demand!

We’re pumped to announce the return of our 6-Week Accountability Call Series, and this time, it’s bigger and better! Starting Thursday, January 9th, you’ll have the unique opportunity to hear from 7 powerhouse speakers who are at the top of their game in business. These are leaders who know what it takes to succeed—and they’re here to share their insights with you.

Here’s what’s in store:

Weekly Goal Setting: Define clear, actionable goals that keep you moving forward.
Strategizing: Gain strategies and tactics you can immediately implement to see results.
Accountability: For 6 weeks you have your own Accountability Coach ensuring you stay on track and reach your milestones.
7 Incredible Speakers: The highlight of the calls, not only do you get an Accountability Coach you will receive incredible tools, tactics, strategies and insights from the best of the best in the industry.

Participation and camera-on are mandatory.

2025 Speaker Line Up

Setting the New Standard: Brokerage and Agent Expectations for Success with Leslie Morris

WEEK ONE: KICK OFF CALL JANUARY 9TH

Join us as we dive into what it truly takes to become a successful producer. Leslie Morris, Principal Broker of Dominion Lending Centres Elite Mortgage Group, is a true force in our industry. With her wealth of experience and proven expertise, Leslie will share invaluable advice and guidance to help you grow your business and reach new heights of success. Don’t miss this opportunity to learn from one of the best!

Mastering Your Niche: Career Growth and Operational Excellence with Denise Laframboise

WEEK TWO: JANUARY 16TH

Discover what it takes to carve out your niche and drive career growth in the mortgage industry. Denise Laframboise, Broker and COO of BRX Mortgage Inc, brings a wealth of knowledge in career progression, leadership, and implementing systems and operations within a growing brokerage. Learn from her expertise as she shares strategies to streamline operations, enhance efficiency, and position yourself for long-term success.

Maximizing CRM Success: Insights from Tom Hall and Vivian Martin

WEEK THREE: JANUARY 23RD

Don’t miss this power-packed call with two incredible tech powerhouses!

Tom, the founder of BluMortgage CRM, Canada’s leading CRM for mortgage brokers, has worked with thousands of top brokers nationwide and partnered with major mortgage tech companies. He is also the host of the popular podcast Mortgage Tech Talks.

Joining him is Vivian, a Velocity Training Specialist known for her exceptional ability to simplify and streamline Velocity training, making it a breeze to use.

Together, they’ll take a deep dive into maximizing your CRM’s full potential and share insights on what top producers in the industry are doing to leverage their CRMs for success.

You don’t want to miss it!

Becoming a Mentor: Building a Legacy in the Mortgage Industry with Jill Mollering

WEEK FOUR: JANUARY 30TH

Discover what it takes to be a mentor and leader in the mortgage industry. Jill, co-founder of one of the best Facebook resources for mortgage agents, Newbie Mortgage Professionals, and the creator of a highly respected Underwriter Training platform through The Mortgage Nerd, has shaped the careers of countless agents. With a proven track record of aligning herself with others and building an exceptional training platform, she’s made a lasting impact on the industry. Jill shares how she built her team and continues to inspire future mortgage professionals. Don't miss out on learning from one of the industry's top mentors!

Advancing Your Career by Becoming an Expert: Insights from Jacob Perez

WEEK FIVE: FEBRUARY 6TH

Jacob Perez, an agent and partner at Synergy Mortgage Group, has built a standout career in the mortgage industry by becoming a recognized expert in the commercial space. Through leveraging social media to grow a large following and presenting at industry conferences, Jacob has positioned himself as a leader and a valuable resource. In this session, Jacob will share the strategies he used to establish himself as an expert and how these tactics have fuelled his career growth. Don’t miss the chance to learn how you can advance your own career by positioning yourself as an authority in your field.

Elevate with Excellence: From Inspiration to Execution with Kate Brady

WEEK SIX: FEBRUARY 13TH

Get ready to wrap up the series with a powerful session featuring the incredible Kate Brady, President of Dominion Media Corp. With her extensive expertise in marketing and strategy, Kate will dive into the insights shared by each speaker, breaking down actionable marketing tactics and real-world examples. Armed with a wealth of knowledge, she’ll equip you with tangible tools and strategies to create an exceptional marketing plan for 2025. Grab your notepad and prepare to leave inspired, informed, and ready to elevate your marketing game to new heights.

MEET OUR HOST

Karen Wilson

Karen Wilson is a seasoned Broker and the founder of BrokerComplete Training and Development Co, where she guides brokers and brokerages across Canada to optimize and elevate their business operations. With a talent for mapping out business systems, pinpointing inefficiencies, and transforming workflows, Karen is a go-to expert for those looking to take their operations to the next level.

Bringing over two decades of accountability, coaching, and mentorship experience to the mortgage industry she is known for her fun, kind, yet no-nonsense approach to business. Karen combines motivation with discipline and she’s not afraid to ask tough questions. Get ready to dig deep, set ambitious goals, and be challenged like never before - your next level is within reach.

Time to bring your A-game, break boundaries, and crush those big goals.

See you at the top!
— Karen

REGISTER HERE

SPOTS ARE LIMITED