Stay Top-of-Mind with Breaking Bank...

The All-In-One Database Nurturing Service for Financial & Real Estate Professionals

Breaking Bank is designed to help you stay top of mind with your clients, engage your audience and reinforce your personal brand with every interaction...

Turn Your Database Into a Lead-Generating Machine

Breaking Bank is designed to keep your brand in front of clients efficiently and frequently. With engaging financial content tailored for Canadian audiences, it reinforces your expertise while surfacing new opportunities from your database.

Why Choose Breaking Bank?

  • Branded Content: Weekly articles and monthly guidebooks customized with your branding to position you as a thought leader.
  • Lead Notifications: Instant updates when clients engage with your content, allowing you to act at the right time.
  • Multi-Industry Focus: Covering topics from mortgages and real estate to insurance and wealth planning, ensuring relevance to a wide client base.
  • Seamless Integration: Drive traffic from your emails, social media, or webinars to custom landing pages with your brand at the forefront.

What's Included...

  • Custom Branded Newsletter: Featuring your logo and banner ads, with weekly updates sent to your clients.
  • Monthly Guidebooks: Deep dives into advanced strategies like the Cascade Mortgage Strategy, cash damming, and down payment optimization.
  • Marketing Dashboard: Tools to track engagement, drive traffic, and enhance your outreach efforts.
  • Scalable Pricing: Affordable rates starting at $149/month—or even complimentary through one of our Regional Partners.

What Professionals Are Saying

"Just read the Debt Swap Strategy guidebook on Breaking Bank and shared it with a client who was renewing. They were ready to stick with their current lender, but after I explained the strategy, they came back to me instead. Big win!"
– Diane G

"Just did a quick 10-min Breaking Bank presentation at a realtor event, and the response was awesome! Three offices are interested, and we’ve already booked a bunch of one-on-one meetings with realtors who can’t wait to start using the newsletter. Huge buzz around it!"
– Christina P

How It Works

Want to see Breaking Bank in action? Watch the quick demo video below to discover how this powerful platform helps you engage your database, generate leads, and build lasting relationships with your clients.

  1. Share Compelling Content: Use custom links to share articles and guides via email, social media, or direct outreach.
  2. Engage Clients: Your branding appears on all materials, keeping your name front and center.
  3. Surface Leads: Get real-time notifications when clients interact with your content, enabling timely follow-ups.
  4. Nurture Relationships: Weekly emails continue to reinforce your expertise and build trust.

Get Started Today

Join Breaking Bank and take your client engagement to the next level. Speak with your regional partner to learn how you can access the platform at reduced or no cost.

Have questions? Email team@breakingbank.media and we’ll get back to you with everything you need to know.