Systemise and Scale with Gary Das

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 talks about how you can double your business in the next 12 months, whether you are starting out or scaling by adopting a few core business growth principles into your day-to-day activities that are going to help you to get more results.

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

• Proven principles to help you grow elevate, delegate, and improve.
• The importance of having a clear vision for the next 12 months
• How to start putting your marketing into action
• Systemising by putting technology and automation behind your processes
• Bringing the right people to manage the process and systems
• Maximising every sales opportunity

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 - celebratory 150th episode of the podcast - Gary talks how he managed to remove himself from the day-to-day operations, mortgage brokerage and managed to make it 90% passive since the beginning of the pandemic in March of 2020. Even with this more passive systemisation he has still managed to grow from what was a team of seven to now a squad of 20.

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

• How Gary managed to let go of the operations side of the business
• How to avoid the trapped mindset that will stop you living the life that you realistically want to live
• Step by step process on how you can move from advisor to owner
• How to free up your time and pursue your passion
• The importance of putting new systems in place

Channels:

Visit Financial PRO website www.financial-pro.com

Follow Gary Das on Facebook and Instagram

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 talks about how to achieve work life balance, especially if you are in a Mortgage or Financial Services based sector. After spending more than a decade in business Gary formulated a strategy on how to automate, systemise and delegate that's why he firmly believes that having work-life balance is 100% achievable.

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

• Gary's journey as a solopreneur back in 2016
• Mistakes to avoid in order to maintain that work-life balance
• The most productive way to spend your extra hours
• How to structure your day
• The short term pain of delegation
• The importance of having the right systems, processes, automations

Channels:

Visit Financial PRO website www.financial-pro.com

Follow Gary Das on Facebook and Instagram

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 chats to Matt Poole who shares the journey that he's been on from being employed in the endowment claims industry before getting interested in the mortgage sector. Matt explains his professional career path and highlights the route that has taken him to open his own firm.

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

• How Matt started in the mortgage industry
• How to make boring stuff more interesting
• How to balance personal brand, business brand and content
• The importance of taking time to rest, recover and recuperate
• Why you need systems and processes to grow
• Reasons to surround yourself with the right network

Channels:

Visit Financial PRO website www.financial-pro.com

Follow Gary Das on Facebook and Instagram

Connect with Matt

https://www.instagram.com/poolefamilyfinancial/

www.poolefamilyfinancial.co.uk

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!

Summary of show:

In this episode Gary talks about marketing as the number one function in a business. Most entrepreneurs are worrying about sales, but not doing any marketing. Gary believes that most business challenges can be solved with better marketing and you cannot make sales without leads.

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

• Understand the basic principles of how to attract your ideal client
• How to market yourself to generate leads
• How to double your sales using social media
• Challenges that Gary faced when he was generating leads way back 2006

Channels:

Visit Financial PRO website www.financial-pro.com

Follow Gary Das on Facebook and Instagram

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 week's episode Gary is with Dan Holtz, CEO and co-founder of Sovereign Lending which has been recognised by Inc 5000 as one of the fastest growing privately held companies.

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

• How Dan started a successful mortgage business
• How to scale and get referrals using social media
• How millennials are changing the mortgage space
• The importance of automation
• How to generate ROI on your employees

Connect with Dan https://www.slgmortgage.com/

Channels:

Visit Financial PRO website www.financial-pro.com

Follow Gary Das on Facebook and Instagram

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!

Gary talks about lead generation this week and if it's working for you. Are you getting the leads and clients right now? If not, something has to change. Once you have your leads and you know who they are, how do you move them from the free world of Social Media into your database? How do you get them onto a consultation call? If you don't have a clear understanding of the right process, you're going to attract rubbish leads like Gary did for 10 years. You're going to appeal to nobody and therefore attract anybody. Check out this episode to learn these vital strategies.

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

• What actually is Lead Generation?
• Self reflection - are you actually getting those leads?
• Understanding the lead generation principles and acting on them
• Personal branding - no one can replicate you
• How talking to just one person can get better results
• How to get paid your worth

Channels:

Visit Financial PRO website www.financial-pro.com

Follow Gary Das on Facebook and Instagram

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!

Gary welcomes his right hand man, Jack Whitby on the show this week as the guys discuss all things social media. The first 100 episodes of this podcast would not have happened without Jack, he is the brains behind Gary's online presence. From joining Gary with an apprenticeship, Jack has worked on active mortgages, podcast editing, image creation, portal management, email marketing, landing page building. He's had all the opportunities possible when it comes to marketing so this guy really knows his stuff.

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

• What's working on Social Media right now
• Why quick content online matches the people of today
• Using your clients problems as social media content
• Why people don't want long-winded content
• Creating short form content
• Being authentic online
• Channels:

Visit Financial PRO website www.financial-pro.com

Follow Gary Das on Facebook and Instagram

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!

Do you buy in your leads? Do you spend a lot of money every single month with not much back? Gary talks about the importance of lead generation and answers questions like - why do mortgage brokers, financial services professionals, life insurance advisors consist of this lead buying game? Why is this still a thing? Gary busts some myths on the topic as well as directing you in a more modern direction for your financial business.

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

• Gary tells his journey of spending over £20,000 per month on his generation leads
• Working with multiple streams of leads
• Why buying more leads WON'T help you
• How relying on leads can make you feel trapped
• How the quality of leads has reduced over the years and why
• How the industry has changed and this is not the main way to generate leads

Visit Financial PRO website www.financial-pro.com

Follow Gary Das on Facebook and Instagram

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!

Gary talks to Phil Treadwell, a 17 year veteran of the mortgage industry, one of the top producing mortgage bankers and independent brokers in the U.S, national director of sales, innovation and strategy for 'Thrive Mortgage', the host of "Mortgage Marketing Expert Podcast' and also recently named '40th most influential mortgage professional under 40' by NMP magazine and a top 20 mortgage professional of 2020 by Yahoo finance.

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

• The financial crisis
• The similarities & differences of the financial crisis and the covid epidemic
• How getting "no's" can help you to the "yes's"
• The future of production of loans and mortgages
• Doing business with the help of social media
• How moving to digital can help your business

Channels:

Join the Financial Pro Community

https://bit.ly/2zQ3MaS

Buy Gary's book The Self-Employed Mortgage Guide

https://www.amazon.co.uk/dp/178133403X/

Visit Financial PRO website www.financial-pro.com

Follow Gary Das on Facebook and Instagram