Episode 19

Redefining the Financial Game ft. Manuel Soto | Coffeez for Closers with Joe Shalaby

Published on: 30th May, 2025

In this episode of Coffeez for Closers, we sit down with Manuel Soto—aka "The Financial Architect"—a powerhouse in the insurance and financial services industry. From top-producing agent to broker-owner of TFA Insurance Advisors, Manny’s journey is all about reinvention, results, and real impact.

We talk about what it really takes to scale in a saturated market, how he’s trained thousands of agents through a needs-based planning approach, and why most people fail at wealth building simply because they never change what they’re doing. His motto? “Change what you’re doing to change what you’re getting.”

Whether you're building your book of business or redefining what success looks like, Manny drops gems that’ll shift how you think about money, legacy, and leadership.

Top producers at E Mortgage Capital are earning more per deal—with faster closings, better tech, and no junk fees.

👉 Learn more: https://joinemortgagecapital.com

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About the Podcast

Coffeez for Closers with Joe Shalaby
Welcome to 'Coffeez for Closers,' a podcast showcasing the heart of a family-owned business in entrepreneurial discussions. CEO of E Mortgage Capital Inc., Joseph shares his wisdom and warmth from building a successful company with friends.
Welcome to "Coffeez for Closers," a podcast that brings the heart and expertise of a family-owned business to the forefront of entrepreneurial and business discussions. Hosted by Joseph Shalaby, Broker and CEO of E Mortgage Capital Inc., this show delves into the world of business with the warmth and wisdom that only comes from a leader who has built a successful company from the ground up with close friends and colleagues.

Each episode, Joseph Shalaby draws on his own experiences and those of his esteemed guests to explore topics ranging from effective leadership and teamwork to innovative business strategies and industry insights. Whether you're a professional in the mortgage industry, an aspiring entrepreneur, or simply interested in the intricacies of running a successful business, "Coffeez for Closers" promises enriching conversations and invaluable lessons.