Mortgage Pro Podcast

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 of the Financial Pro Podcast: Embracing technology for mortgage brokers The importance of sticking to what you’re good at Building a specialism in selling protection Doing a proper job for the clients 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 Mort

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 Is Covered In Today’s Episode Of The Financial Pro Podcast: How the pandemic changed the lead generation game Create, Connect and Consistency Connecting with your audience Using short form content to drive people to the long form content The more consistent you are with your content, the more consistent results come 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

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 the best use of the business owner’s time. Ultimately Emma thinks that once somebody gets that hour of their time back, it’s up to them how they spend that hour and what that hour then becomes worth. What Is Covered In Today’s Episode Of The Financial Pro Podcast: Emma’s proven calendar management tips How to give yourself back that free time Lead generation strategies How to leverage your time 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

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 operate in today's business world. Because if you're not refining the way in which you do things, then you can't work more efficiently, you can't make more money and you can't delegate and elevate yourself. What Is Covered In Today’s Episode Of The Financial Pro Podcast: Why you have to focus on the process How to identify where you need to tweak and improve an existing process How to remove the manual labour and the repetitive tasks How you can have an idiot-proof business Refining your management structure What automating & streamlining your processes actually means From motivation to mindset, personal branding to perseverance, you will learn tried and tested

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 others due to 2020. He was able to earn 7 figure profits from TRADING (not selling courses), made £426k in a few hours during Black Monday and generate over 10000% ROI on his crypto portfolio since 2017. Siam's long-term goal is to create his own school which departs from the mainstream way of educating!  What Is Covered In Today’s Episode Of The Financial Pro Podcast: How to create financial freedom How Siam manages his trading business Why trading won’t get you rich Siam’s survivorship advice to investors How to invest in crypto currencies safely The latest happenings in the world of crypto  From motivation to mindset, personal branding to perseverance, you will

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 from Leeds Metropolitan University and Normandy Business School. He has spent the last 20 years building and leading one of Britain’s largest specialist mortgage brokerages.   What Is Covered In Today’s Episode Of The Financial Pro Podcast: How to maintain a consistent culture within your team Why you need to be lot more cautious when hiring people The number one thing that business starters should always remember Why business owners should never let ego stand in the way Having the right structure of how to operate your systems From motivation to mindset, personal branding to perseverance, you will learn tried and tested ways to generate leads, increase your sales a

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 plenty of opportunities to showcase your skills, sell, communicate and get the satisfaction of hitting and exceeding your targets and eventually - once you have learned this process fully - the natural transition to build your own mortgage business can be very lucrative. If you’re thinking about becoming a mortgage advisor, but you’re not sure whether this career path is really right for you, you need to listen to this episode.   What Is Covered In Today’s Episode Of The Financial Pro Podcast: How Gary started his mortgage adviser career What are the opportunities of being an adviser What skills do you need as a mortgage adviser The common challenges advisers face H

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 experience in building businesses and training employees to achieve their full potential, Make It Happen was born out of Spencer’s desire to share his success with people in the industry and gives anyone who needs to create revenue, including entrepreneurs and professional salespeople, every tool they need to succeed.  What Is Covered In Today’s Episode Of The Financial Pro Podcast: Tips for transitioning your small business  How to achieve a work-life balance Power of delegation Why business owners should never let ego stand in the way How to have more freedom in business Ways to improve your self awareness From motivation to mindset, personal branding to persever

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 the hardest jobs, especially through the pandemic as lending criteria changed and processes with lenders shifted. Mortgage advisers frequently have a varied and interesting workload and this is a solid career choice for anyone with good mathematical abilities and excellent customer service skills, so you have to have those foundational principles drilled into new advisers right at the beginning of their career journey.   What Is Covered In Today’s Episode Of The Financial Pro Podcast: How Gary started his mortgage adviser training Common problems encountered by newbies in the mortgage industry The importance of learning the foundational principles of the sector Fro

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 author of the best-selling book ‘Where Did My Industry Go?’ written specifically for estate and letting agencies to understand digital marketing and the new landscape they face. He writes about why previously successful agencies are now in danger and how a new dawn can turn them back into great businesses. 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

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 yo

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 prote

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

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 he

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 c

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 evergr

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 Th

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 affecte

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 functi

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