Systemise and Scale with Gary Das

In this episode Gary talks about his recent mistakes whilst developing his company's CRM system.

Everyone makes mistakes. What's more, millions of people may have experienced the same gaffes before you. It's easy to imagine you're the first to be unsuccessful at something, but you're not alone.

When you make an 'error', it is important to let yourself off the hook. Remember, everyone fails to achieve the results they want at times and doing so is part of forming the life you want.

From motivation to mindset, personal branding to perseverance, you will learn tried and tested ways to generate leads, increase your sales and build a strong lifestyle business.

Gary Das takes you on an entrepreneurial journey of education, inspiration, and motivation to help you become a Pro of your industry!

What Is Covered In Today's Episode Of The Financial Pro Podcast:

• Why you should not make the same mistake twice
• Not to be afraid to reinvent the wheel
• How to bounce back after a mistake
• How to build a business that gives you the lifestyle that you want.
• Importance of delegating to people better than you

Visit Financial PRO website www.financial-pro.com

Follow Gary Das on Facebook and Instagram

In this episode Gary is with Pete Matthew. He is a Chartered and Certified Financial Planner and Managing Director of Jacksons Wealth Management in Penzance, Cornwall. Jacksons has been serving the financial planning needs of local families and businesses since 1923, surely making it one of the longest-established private financial advice companies in the UK.

He is an award-winning podcaster and video blogger and his passion is to spread the word that anyone can take control of their personal finances.

From motivation to mindset, personal branding to perseverance, you will learn tried and tested ways to generate leads, increase your sales and build a strong lifestyle business.

Gary Das takes you on an entrepreneurial journey of education, inspiration, and motivation to help you become a Pro of your industry!

What Is Covered In Today's Episode Of The Financial Pro Podcast:

• The difference between planning and advice
• Reinforcing the importance of protection
• Importance of good financial management
• How to protect your wealth against disaster
• Why should you document your journey

Visit Financial PRO website www.financial-pro.com

Follow Gary Das on Facebook and Instagram

Connect with Pete Matthew

https://www.instagram.com/pete_matthew

https://www.linkedin.com/in/petematthew/

Pete Matthew's Recommend Books

The Support Economy - Shoshana Zuboff

Ego Is the Enemy by Ryan Holiday

The Meaningful Money Handbook By Pete Matthew

In this episode Gary discusses how simple and easy it is to add a hundred grand a year to your business. Even if you're doing a million pounds, you probably know this already, but it's a super simple strategy method that seems to be overlooked.

This basic principle of monitoring, measuring your digit and tracking your metrics, regardless of industry you are in, is crucial. How many leads do you need into your business in order to have the correct number of conversations? It's all about conversations. If you're not having the right number of conversations, you're not doing the right number of deals.

From motivation to mindset, personal branding to perseverance, you will learn tried and tested ways to generate leads, increase your sales and build a strong lifestyle business.

Gary Das takes you on an entrepreneurial journey of education, inspiration, and motivation to help you become a Pro of your industry!

What Is Covered In Today's Episode Of The Financial Pro Podcast:

• Understand the principles of monitoring, measuring and managing your business.
• Appointing staff to do the lower value tasks.
• Importance of leading daily conversations.
• Managing foundational numbers and metrics.

Visit Financial PRO website www.financial-pro.com

Follow Gary Das on Facebook and Instagram

If you want to find out more about the CPD accredited Mortgage Adviser PRO course please visit www.financial-pro.com/courses

In this episode Gary chats with Nicola Firth, CEO of Knowledge Bank, the UK's largest mortgage criteria search system. Knowledge Bank was the first offering of its kind in the UK and the success of this platform is, in no small part, due to the fact that Nicola knew the space so well due to her background as a financial adviser, who wrote a lot of mortgages.

What Is Covered In Today's Episode Of The Financial Pro Podcast:

• How Knowledge Bank created an offering of 125,000 products across 250+ lenders
• Why Nicola focuses more on what's to come than what has already been done
• How the brand was born of frustration
• How the question of 'why has nobody done this?' nearly stopped Nicola even starting
• The changing face of lending and criteria

From motivation to mindset, personal branding to perseverance, you will learn tried and tested ways to generate leads, increase your sales and build a strong lifestyle business.

Gary Das takes you on an entrepreneurial journey of education, inspiration, and motivation to help you become a Pro of your industry!Channels:Visit Financial PRO website www.financial-pro.comFollow Gary Das on Facebook and Instagram

If you want to find out more about the CPD accredited Mortgage Adviser PRO course please visit www.financial-pro.com/courses

In this episode Gary talks about his first-hand experiences with marketing agencies and shares tips on how not to waste thousands of your budget just by knowing the basic principles of advertising, utilising organic marketing and having the low cost tactics in place before spending huge sums on paid-for strategies. Here's the truth, most marketing agencies sell marketing solutions, not a business solution. They follow the typical, generic marketing formula. Gary breaks down what organic advertising is, why you should be using it and a few tips to get you started.

From motivation to mindset, personal branding to perseverance, you will learn tried and tested ways to generate leads, increase your sales and build a strong lifestyle business.

Gary Das takes you on an entrepreneurial journey of education, inspiration, and motivation to help you become a Pro of your industry!

What Is Covered In Today's Episode Of The Financial Pro Podcast:

• How to create evergreen content for various social media platforms
• How to create the right strategy depending on your ideal client
• Maximising organic social media reach
• How to fool-proof your Facebook advertising strategy
• Different ways to repurpose social media content

Channels:

Visit Financial PRO website www.financial-pro.com

Follow Gary Das on Facebook and Instagram

If you want to find out more about the CPD accredited Mortgage Adviser PRO course please visit www.financial-pro.com/courses

In this episode Gary talks about his number one, proven lead generation strategy. Social media is constantly evolving, if you've watched your post reach on Facebook shrink or wondered why your posts on Instagram aren't getting the engagement they used to, you're not alone.

It's harder than ever to grow your social media audience without paid advertising. With constant social media algorithm changes and businesses trying to be on top of people's feeds by using paid advertising, is organic social media marketing still effective?

Listen as Gary shares his own social media strategies which involve both organic and paid.

From motivation to mindset, personal branding to perseverance, you will learn tried and tested ways to generate leads, increase your sales and build a strong lifestyle business.

Gary Das takes you on an entrepreneurial journey of education, inspiration, and motivation to help you become a Pro of your industry!

What Is Covered In Today's Episode Of The Financial Pro Podcast:

• How to create evergreen content for various social media platforms
• How to create the right strategy depending on your ideal client
• Maximising organic social media reach
• How to foolproof your Facebook advertising strategy
• Different ways to repurpose social media content

Channels:

Visit Financial PRO website www.financial-pro.com

Follow Gary Das on Facebook and Instagram

If you want to find out more about the CPD accredited Mortgage Adviser PRO course please visit www.financial-pro.com/courses

In this episode Gary talks about how social media can hurt your personal brand. Social media has arguably become the most powerful media platform, however, social content has also led to the downfall of several businesses that misused the marketing platform, and destroyed their reputation or wasted a ton of money. Not every brand needs to be funny or clever. Over on social media your brand should be welcoming, entertaining and show that you're not all business. But keep your ideal clients in mind. If you're providing them with a serious and vital tool for running their mortgage business, you shouldn't necessarily be sharing dancing videos on your social channels.

From motivation to mindset, personal branding to perseverance, you will learn tried and tested ways to generate leads, increase your sales and build a strong lifestyle business.

Gary Das takes you on an entrepreneurial journey of education, inspiration, and motivation to help you become a Pro of your industry!

What Is Covered In Today's Episode Of The Financial Pro Podcast:

• How to responsibly use social media for business
• How much is 'too much' when posting on social media
• Focusing on your ideal client when creating a content
• How social media could ruin your business

Channels:

Visit Financial PRO website www.financial-pro.com

Follow Gary Das on Facebook and Instagram

If you want to find out more about the CPD accredited Mortgage Adviser PRO course please visit www.financial-pro.com/courses

From motivation to mindset, personal branding to perseverance, you will learn tried and tested ways to generate leads, increase your sales and build a strong lifestyle business.

Gary Das takes you on an entrepreneurial journey of education, inspiration, and motivation to help you become a Pro of your industry!

In this episode Gary is with Jennifer Greer, Director at Athena Mortgages. Jennifer is one of his mentees who began her self-employed journey in 2020. Jennifer offers purchase and remortgage/ refinance advice on residential, buy to let and adverse mortgages as well as protection advice. For Jennifer it's very important to establish a way for clients to obtain the home they want - but also to ensure they are in a position to keep that home. She works with a number of referrals from estate agents, accountants and IFAs to help assist their clients with purchasing and remortgaging.

What Is Covered In Today's Episode Of The Financial Pro Podcast:

• How Jennifer started as a mortgage advisor
• How Covid affected her business and how she coped with it
• How Jennifer manages her customer journey and sales
• Why should you use a protection advisor?
• The importance of improving your admin
• Jennifer's future marketing plan
• How to structure social media planning

Channels:

Visit Financial PRO website www.financial-pro.com

Follow Gary Das on Facebook and Instagram

Connect with Jennifer Greer

In this episode Gary talks about the power of having a CRM system. Part of running a successful mortgage broker business is managing the relationships you have with your customers. This becomes much easier when you have an effective CRM system. Using the right CRM software will not only assist in generating leads, it will eliminate the chaos from your lead management activities, letting you attract, nurture, and close more deals in less time. Listen to Gary as he discusses the main benefits that having a CRM can bring to your business.

From motivation to mindset, personal branding to perseverance, you will learn tried and tested ways to generate leads, increase your sales and build a strong lifestyle business.

Gary Das takes you on an entrepreneurial journey of education, inspiration, and motivation to help you become a Pro of your industry!

What Is Covered In Today's Episode Of The Financial Pro Podcast:

• Why you need to replace your spreadsheets to CRM
• Highly recommended CRM software to use
• Different functions CRM can handle
• How to streamline business structures
• The importance of personalised sales reports

Channels:

Visit Financial PRO website www.financial-pro.com

Follow Gary Das on Facebook and Instagram

If you want to find out more about the CPD accredited Mortgage Adviser PRO course please visit www.financial-pro.com/courses

In this episode Gary talks about his insights about why, after 12 months of working at home, he and his team have decided to resume their office operations in Chelmsford. The global pandemic and lockdown restrictions forced many UK businesses to move employees to remote working, practically overnight. But has this increase in productivity just been due to home-working? Are there other factors? Can it be maintained? Whether you should be working from home or whether you should be working from the office, as an entrepreneur or owner, you have to do what's right for you and the business.

From motivation to mindset, personal branding to perseverance, you will learn tried and tested ways to generate leads, increase your sales and build a strong lifestyle business.

Gary Das takes you on an entrepreneurial journey of education, inspiration, and motivation to help you become a Pro of your industry!

What Is Covered In Today's Episode Of The Financial Pro Podcast:

• The Pros & cons of working from home
• Why every business needs to hire a good business manager
• How Gary and his team re-adjusted their systems upon returning to the office
• How they prepared for their re-branding post-pandemic
• The importance of increasing your customer sale value, rather than just constantly fishing for new leads

Channels:

Visit Financial PRO website www.financial-pro.com

Follow Gary Das on Facebook and Instagram

And if you want to find out more about the CPD accredited Mortgage Adviser PRO course please visit www.financial-pro.com/courses