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 tells you his top 3 tips to sell more life insurance, health insurance, critical illness, income protection insurance...any insurance product! Insurance is so proactive, it's not reactive like being a mortgage broker. Mortgages are very transactional where life insurance HAS to be sold. It's based on relationships.

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

• Having the right attitude and reflecting on conversations with clients
• Turning the need into a want
• Helping the client to visualise the future
• If you don't believe in protection then you're never going to sell protection
• 9 times out of 10 clients know they need insurance but they don't want it
• Putting yourself in the right mental state to get the right result for your client

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 Rory Joseph from JLM, a boutique mortgage and protection network solution. JLM is one of the few remaining privately owned networks; this enables them to make decisions quickly, without layers of hierarchy. Rory explains how keeping things simple can benefit staff, clients and your business as a whole.

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

• Rory's business journey
• How a simple commission structure will ensure loyalty from staff
• The importance & benefits of a mortgage network
• How different mortgage network models operate
• How flexible working support staff can really boost your business

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 outlines the importance of selling the process rather than selling the service. As one of Gary's managers once said to him "people don't buy what you do, they buy why you do it". Customers come to you with a problem and if you can show them the process of how you can solve that problem then they'll jump onboard! More in this week's episode.

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

• Instilling trust and confidence into your customers
• Selling solutions to problems
• The difference between buying a need vs a want
• The importance of a clear sales process
• How to differentiate yourself from the competition
• Increasing sales & revenue

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 is joined by Steven Morris who is hugely experienced when it comes to recruiting, training, coaching & mentoring trainee advisors. Steven goes into detail on getting trainee advisors prepared and client ready as well as what it takes to be a successful mortgage broker. If you want to offer your mortgage clients a service that they can't get anywhere else then this is the episode for you.

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

• What it really takes to be a successful mortgage broker
• How the internet has changed the mortgage game
• What it takes to run a lean, efficient brokerage
• How to get trainee advisors client ready
• What the training experience is like for new advisors
• How to offer clients value that they can't get anywhere else

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 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

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 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

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 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

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!

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

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 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

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!

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

Channels:

Visit Financial PRO website www.financial-pro.com Follow Gary Das on Facebook and Instagram