Why do some businesses survive, while others thrive?
We do business consulting that helps separate the average mortgage professional from those who win awards or who generate millions in mortgage volume in just a few short months.
What is the average mortgage professional doing differently from those who go on to lead brokerage teams that are #1 in their industry, or those who have become so successful that they are able to franchise and even sell their business?
What makes them so successful? What makes them an Ivy League Professional?
There’s no one magical formula (even though some might claim there is). There’s no ONE secret we can tell you that will make you an overnight success. It’s not luck or chance, and it’s not always ‘who you know’ in the industry, but instead, it’s a series of steps and strategies that can be taught and learned. It’s putting the work into your business, not just one day, but every day, and having a business plan or strategy tailored to you and the goals you want to achieve.
Maybe you need help with specific challenges or barriers? Maybe you want your organisation to be a learning organisation? Maybe your aim is to be the top mortgage professional or team in your region?
We teach you not just to work ‘in’ your business, but ‘on’ it.
It takes time. It takes commitment and yes, it does take work. It also takes guidance and coaching from industry professionals. Those who have the experience, expertise and necessary skills to help you achieve your fullest potential.
Through mentorship or training programs, our industry professionals will help you build your experience and develop new skills. The style and format of our programs vary, and the time frame is 12 to 24 months depending on the need of the client.
- Sales Mentorship Program
- Executive Mentorship Program
- Strategy Mentorship Program
- Leadership Development Program
Ivy League’s Core Pillars:
Our programs can help you with many facets of your business, including these core pillars of success, which are described below:
Do you have a strategic plan in place, or any other form of a business plan? Surprisingly, many businesses do not. Strategic Planning is one of the key areas in which we specialize. It allows you to understand the forces that shape your industry and their impact on your business.
How We Help: By identifying the main forces in your industry and analyzing their impact, we can help you be more effective at reaching your goals.
Have you identified your business’ strengths, weaknesses, opportunities and threats? It’s sometimes difficult to take a step back and see the larger picture. A thorough evaluation by an experienced consultant can often provide invaluable insights and can help identify your business advantages, your unique service proposition, as well as any barriers to success.
How We Can Help: This is an important step in shaping business strategy. We help guide its formulation with our identity analysis. Then, we translate all the factors of your business into a credible and effective value proposition.
Segmentation, Targeting and Positioning
Need help communicating your value, experience and reliability to potential clients? Need help generating new business and leads? It’s starts by identifying your target market. Then, we can help you engage them by teaching you how to effectively communicate your value proposition.
How We Can Help: Targeting the correct audience leads to an efficient use of resources and the best results possible. With our help, we will dive into segmentation, targeting and positioning in your overall industry and will help you target the best markets for engagement.
Financial Planning is the backbone of any effective business or organisation. Need assistance with financial planning, or translating your organisation’s strategic and operational plans into measurable, forward-looking projections that help you assess the financial outcomes of your decisions?
How We Can Help: By implementing solid financial planning, we will introduce structure and discipline into your business operations, as well as a way to forecast the outcomes of your financial decisions, which can assist you in planning for future growth and expansion.
Do you have a team? Are you a business owner or manager who would like to implement better processes and administration systems, ones that make better use of your team’s resources and time? Do you need help motivating your team, or want to see improvement in certain areas such as customer service and sales?
How We Can Help: With our energetic coaches we can rev up your teams and set them up for continued success! We can teach them our secrets to effective cold calling, building lead generation, expanding product knowledge, even closing deals.
Would you like more in-depth, one-on-one coaching and mentoring? Do you have specific challenges that you would like to overcome, or maybe you just want help taking your business to the next level?
How We Can Help: We can be your ‘business mentors’ and help you achieve your goals with strategic planning, goal-oriented timelines, action steps and follow-ups to ensure everything is running smoothly.
Want to know which program is right for you? It depends on your goals, so let’s talk. Contact us for a free consultation at 604 380 4481 or complete our online form.
What Others Have to Say
Urma’s role as a business consultant and mentor at Kraft Mortgages Canada Inc. has been of tremendous help to our sales team. She has tons of industry experience and knowledge which I have started to take advantage of as Managing Director of my company. She is very professional and to the point and I am personally learning so many new things from her.
Her advice in managing my team has been of great value and I have learned techniques and perspectives I would not otherwise have learned. She has great leadership skills and has helped positively shift the culture in my office by implementing regular training and sales meetings.
Urma is a great asset to our company and I would encourage mortgage professionals, agents and brokers to take advantage of her experience and knowledge as a business consultant, trainer and Leader.
Co-Founder and Chief Executive Officer
Kraft Mortgages Canada Inc.
Top 75 Broker 2018/19