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 shares his 2020 Social Media Mistake as he doesn't want you to make the same ones. Are you often confused as to whether you should be using your personal profile? Or business page? Or both? Where do you share content? It can be a minefield out there so make sure you check out this episode on exactly that, plus Gary shares tips on how Facebook memories can help you engage with your audience.

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

• Gary's biggest social media mistake of 2020
• The importance of having just one account to share content
• How to build your personal brand
• How using your personal brand rather than business brand can help you
• How to convert Facebook friends to business pages
• How you can use your personal Facebook to boost your social media presence

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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 joined by Pete Mugleston, a mortgage broker and owner of OMA (Online Mortgage Advisor) who supply leads to the industry. This is an interesting one because Gary has always preached that we should generate our own leads and we shouldn't buy them! Despite these differences of opinions, Gary & Pete have an interesting conversation packed full of industry tips and best practices. From 'bedroom business' in Pete's words, to successful entrepreneur, you don't want to miss Pete's inspiring story.

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

• How automating your business allows you to take a step back
• The power of niching your business
• How to minimise the turnover of advisors/staff
• The importance of hard graft and working smart
• Why you should stick to your area of expertise
• How to grow a big business from humble beginnings

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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 gives you a simple formula that you can use to build a business, not just any business but a successful profitable business. You may have times where you over-complicate it, you're sometimes unsure of what metrics you really need to track and move forward. You may lose sight of where you're going, you may drop the ball in terms of numbers you need to be monitoring like KPI's (Key Performance Indicators). If you understand this really simple formula, you're going to be successful in business…

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

• How do you build a successful profitable business?
• How to implement the simple formula
• How to monitor the numbers of your business
• Which numbers should you be tracking?
• Why employing staff makes you money
• Finding your niche with your personal brand

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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!

Kathryn Knowles of Cura Insurance is the guest on the Financial Pro podcast this week. Gary and Kathryn talk all things insurance sales, insurance brokerages and medical life insurance. Cura Insurance is a telephone based brokerage who are known for insuring the uninsurable. Maybe someone has a medical condition and has been turned away from other insurance companies, that's where Cura Insurance specialise.

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

• Insuring the uninsurable
• Informal marketing - how advent calendars can help your business
• Why some clients get angry with the insurance companies over discrimination
• How wrong medical reports can be
• Making clients feel comfortable in knowing who you are

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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 discusses his latest episodes with Martin Lightbowne and Lisa Orme. Two very different people and two very different business plans, one wants to scale while the other wants a certain quality of work/life balance. In this episode Gary discusses how he's torn between the two and feels he needs to make a decision - but which will he settle for?

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

• Have you got the right business model for your wishes and future?
• Deciding on your business dreams
• How having a work / life balance is a luxury
• Growing your teams and why you can't manage more than 6 people
• Why you've got to be content with what you're building

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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!

This week, Gary chats to Lisa Orme of 'Keys Mortgages', she's a commercial bridging financial genius or as Gary likes to call her, the Statto of mortgages (Soccer AM reference). Starting out as a forensic scientist, her and her husband got into property and spent 10 years building a midlands development portfolio. In 2007 they decided they wanted to just buy and sell when the credit crunch hit. A chance encounter opened her eyes to a life as a mortgage broker fast forward a few years and she's named a Financial Times Top 25 Financial Adviser.

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

• How chance encounters can launch you into new industries
• The importance of giving information not ads on social media
• How to make yourself memorable on social media
• Lending - how its an incestuous business
• Why placing a bridging loan with the right lender is important

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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 mortgage broker fees, how much should you as a financial services professional charge your clients? It's a conversation and debate that always comes up in Gary's communities. It's a question that gets carried away and provokes a lot of arguments and negativity. In this episode Gary shares that it is very achievable to make £250,000 in turnover and gross sales.

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

• Why broker fees provoke such a big discussion
• What is a sustainable salary for a mortgage broker?
• How £100,000 is a life changing amount of money
• How spreadsheets can help you achieve your goals
• Why it's important to keep consistency with your fees
• Why good service is now an expectation

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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!

Martin Lightbowne is on this week's podcast, he's the Founder of OnPoint Financial which specialises in Life Insurance, Business Protection, Private Medical Insurance, Critical Illness Cover and Business Insurance. They say that you should never let a crisis go to waste and Martin has expanded massively in 2020 despite COVID. Take a listen to find out how he's done it. We all need some inspiration and good news this year!

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

• Working in the financial protection industry
• How mistakes can help you scale your business
• Building your teams up to hit your goals
• Partnering with people who add skills to your team
• Understanding your duty of care as a protection specialist

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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!

This week Gary talks about the second lockdown coming in just a few days and how you need to switch your mindset to see this in a more positive way. You need to make sure you are prepared and you maximising the opportunity given to us. In this episode Gary is going to share what he is doing in his brokerage and business during this second lockdown to make sure he comes out the other end on top. Let me know on one of my channels what you think of lockdown 2.

What Is Covered in Today's Episode of The Financial Pro Podcast:

• How to make the most of lockdown 2.
• Allow your brain the space to plan going forward.
• DO Not listen to the news – Focus on what you can control.
• The areas Gary is going to be focusing on in your business.
• Now is the opportunity to build relationship with your clients and getting the most out of every client.

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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!

This week Gary talks about the importance of maximising every lead and every opportunity you get because although creating pipeline business for the future is important, it's not going to pay your mortgage and bills right now. Also in this episode Gary discusses how the finance industry has a duty of care in helping clients understand why they need protection even if they don't want it.

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

• How to maximise every lead
• Why you should take on a more financial coaching mindset
• Your duty of care as a financial advisor
• Why money protection needs to be sold
• Passing on protection sales work to a protection only advisor

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