Billion Dollar Growth Strategies from Mortgage Brokerage Founder & COO Jason Henneberry

Published: March 11, 2024, 7 a.m.

b'How can businesses grow while preserving their core values?\\n\\xa0\\nIn episode 706, host Taylor Loht sits down with Jason Henneberry, the co-founder and COO of Tango Financial, Canada\'s largest mortgage brokerage. Jason shares his journey of scaling Tango Financial to fund over 4.7 billion in mortgages annually through strategic acquisitions and organic growth. He shares the challenges of change management, the importance of protecting the core business while expanding outwards, and the innovative strategies he employed to manage his time and energy across multiple ventures. Jason\'s wisdom and real-world experiences offer valuable lessons for entrepreneurs and leaders seeking to scale their businesses while maintaining a healthy work-life balance.\\n\\xa0\\n[00:00 - 04:17] Forecasting and Performance Management\\nUtilize hard data and gut instincts to forecast performance.\\nEstablish reporting mechanisms that encourage honest and transparent communication.\\n\\xa0\\n[04:18 - 10:40] Scaling Through Strategic Acquisitions\\nThe early starts of Tango\\nIdentifying how change management is essential for the implementation of new processes.\\nThe importance of setting a vision.\\xa0\\nDomain expertise for successful acquisitions.\\n\\xa0\\n[10:41 - 17:04] Finding a long-term business opportunity\\nAligning your preparation to be ready when there is an opportunity.\\xa0\\nThe importance of understanding market conditions and industry trends.\\xa0\\nHow to keep going after finding a model that works?\\nTest new ideas and initiatives outside the core business before integrating them.\\n\\xa0\\n[17:05 - 23:06]\\xa0Time and Attention Management\\n60-day cycle with periods of execution followed by downtime for rest and planning.\\nAlign work cycles with natural downtime periods to promote work-life balance.\\nThe benefits of setting work periods.\\xa0\\n\\xa0\\n[23:07 - 28:32] Advice for Entrepreneurs\\n\\xa0"Good to Great" by Jim Collins is Jason\'s number one book recommendation.\\nThe power of constantly creating.\\xa0\\nThe importance of keep going.\\xa0\\n\\xa0\\nQuotes:\\n"Protect the core and then expand outward.\\u201d - Jason Henneberry\\n\\xa0\\n\\u201cIt\'s never the wrong time to try again. You don\'t have to wait until January 1st to give it another shot. You can restart.\\u201d - Taylor Loht\\n\\xa0\\n\\xa0\\nConnect with Jason Henneberry:\\xa0\\nInstagram: https://www.instagram.com/jasonhenneberry/\\nFacebook: https://www.facebook.com/henneberryjason\\nTikTok: https://www.tiktok.com/@jasonhenneberry\\n\\xa0\\n\\xa0\\nApply to Invest with Taylor at www.investwithtaylor.com\\n\\xa0\\nTrack your wealth for free with Personal Capital, go to www.escapingwallstreet.com\\n\\xa0\\nPlease leave a review and help others escape Wall Street and build wealth on Main Street!'