show episodes
 
Hosted by award-winning mortgage broker Gary Das, the Financial PRO podcast develops your knowledge to build a successful financial services business. Gary shares the ups and downs, successes and failures of building his own mortgage brokerage along with in-depth conversations with the other experts from all areas of financial services, marketing, sales, and business. The purpose of the show is to share tried and tested methods to achieve more from your business, whether it's generating lead ...
 
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show series
 
In this episode Gary discusses conditional selling. A word in the mortgage and insurance industry that is a huge issue when it comes to the FCI, when it comes to compliance; It’s something that we are not allowed to do. Conditional selling is turning around to your client and saying, “unless you do the mortgage with me, I am not willing to do the p…
 
In this episode Gary talks to Steve Payne on how to live a life full of purpose. They also talk about living a life that is fulfilling in a way that you are able to create financial stability for your family and at the same time you enjoy what you are doing. What you need to do in order to have a fulfilling life is to make a big change and if you t…
 
In this episode Gary discusses reflection, because reflection drives results for your business. He reflects on 2021 where he had a fantastic journey in terms of his own mortgage brokerage, scaling his coaching business which helped a huge number of helping mortgage advisors to increase leads and sales and his podcast which is approaching 200 episod…
 
In this episode Gary discusses his investment of £195,000 worth of salaries in a year where he has gone from a team of nine to a team of nineteen. He shares that team decisions have been made based on where the team would be by the end of each quarter and he further explains that marketing is the lifeblood of any business especially when you need t…
 
This episode discusses why businesses should always be advertising. He talks about having regrets linked back to when he was younger, knowing that he could have been bigger if he was not as conservative with his marketing efforts back then. Learning early that the internet was going to play a big part in the success of any business was pivotal, and…
 
In this episode Gary discusses making mistakes with social media, content marketing and lead generation. He talks about how posting on social media can be a wonderfully powerful tool but at the same time it can be overwhelming. To do social media content marketing effectively you need to find a way in which you can automate the process where you ca…
 
In this episode Gary is with Richard Coulson. He discusses how mortgage brokers must enable their clients to protect themselves from further debt. They talk about growing a business, why you must stick to what you’re good at and the essential principles of mortgage businesses understanding how to sell protection. What is covered in today’s episode …
 
In this episode Gary discusses what you should be doing to generate leads, clients and sales on social media during this time of a pandemic. He believes that the methods and principles that he followed back when he started would not work today and in this show he discusses the steps on how to do lead generation on social media in a modern way. What…
 
In this episode Gary is with Emma Mills. She is the Managing Director of MiPA, an award-winning PA and call answering team, that saves businesses time and money. Emma’s business helps people make the most of the time that they’ve got and her team helps entrepreneurs do the tasks and things that need to happen in the business but are not necessarily…
 
In this episode, Gary talks about what automating and streamlining your processes actually takes and what are the benefits to you. In May 2021 Gary restructured his coaching business because of the pandemic and that process showed why it's really important that you’re constantly refining, reviewing, tweaking and improving to interact the way you op…
 
In this episode, Gary is with Siam Kidd, an ex RAF pilot that left to become a full-time trader for the last 17 years. He quickly lost everything on a silly trade and in order to get more capital to trade, he then focused his energies on the world of business. He now runs / owns 8 different businesses alongside his trading, some doing better than o…
 
In this episode Gary is with Matt Cottle. An experienced Property Investor and Developer with a demonstrated history of working at senior level in the financial services industry, skilled in Sales, Management, Business Development and Specialist Finance. A strong real estate professional with a BA (Hons) focused in Management Accountancy, French fr…
 
In this episode Gary discusses the career path of mortgage advisers and the skills you need to be able to be an effective adviser. The role of a mortgage broker is more diverse than you may think, if you’re driven and goal oriented, a job as a Mortgage Adviser could be perfect for you. With daily, weekly and monthly targets to achieve you’ll have p…
 
In this episode Gary is with Spencer Lodge, Co-founder and Chairman of The Blue Sky Thinking Group (BSTG), a company valued at over 100 million dollars. He was voted as one of the Top 100 Most Influential People in Dubai and for many decades he has been making waves in the international financial services and sales industry. With over 24 years of e…
 
In this episode Gary talks about the training - or lack thereof - in the mortgage industry. Gary believes that the training for new people coming in the mortgage sector is nowhere near as good as it should be and that needs to change. The role of a Mortgage Adviser is one for which there is significant demand in the UK job market and it is one of t…
 
In this episode Gary is with Mark Burgess. He is a successful entrepreneur, international speaker, best-selling author, TV personality and recently featured on Forbes.com. Mark has worked in and built businesses around the property sector for the past 20 years. Mark is the founder of Iceberg Digital who has offices in the UK and Asia. He is the aut…
 
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 yours…
 
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 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 industr…
 
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 …
 
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 …
 
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 advert…
 
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 …
 
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 …
 
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 y…
 
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…
 
In this episode Gary talks about a HUGE milestone that has been achieved in his business recently - back in December 2020, Gary teamed up with his mentee and good friend, Paul McGowan to provide financial services professionals with the tools and training to make the most out of their current clients and increase their lifetime customer value. But …
 
In this episode Gary talks about the mortgage world going to come to an end. There’s no doubt that the market situation has changed dramatically, stamp duty has now changed the industry, the pandemic and things like furlough have seen criteria changing constantly. Although there are predictions that the market is going to slow down, the demand for …
 
In this episode Gary talks about the Fastest Way To Grow Your Financial Services Business. Scaling your business is hard. It takes considerable effort. It means wearing different hats, being involved with customers on a daily basis and so much more. At the end of the day, it takes its toll on you. As someone who has built a financial business from …
 
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 Sarah Tuc…
 
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 why h…
 
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 y…
 
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 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! In this episode Gary is with Paul McGo…
 
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 the f…
 
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 that …
 
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 y…
 
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…
 
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 t…
 
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 Poo…
 
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 …
 
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 Da…
 
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 …
 
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…
 
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…
 
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 yea…
 
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 a common question com…
 
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 chats to Ash Borland, a legendary…
 
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 the number 1 mistake …
 
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! Nathan Winch is Gary’s guest on this e…
 
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