Mortgage Pro Podcast

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 coming up in his online communities about recruitment in particular apprentices. What’s the difference between apprentices, Kickstarters and other government incentive schemes? Should you employ part-time staff, full-time or even an apprentice? Gary believes all your limitations are in your head, once you take the leap and start employing, you’ll quickly see the benefits.    What Is Covered In Today’s Episode Of The Financial Pro Podcast: The pros of hiring an apprentice What’s the difference between apprentices and Kickstarter schemes? How to hire a part-time employee The importance of delegating out the lower end tasks Why your limitations are just in your head Wh

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 guest expert with an excellent beard, gorgeous hair and an absolute genius when it comes to personal branding. They chat about why it’s vital for financial service professionals to understand the power of the personal brand. Ash Borland is a personal brand coach, he works with coaches, freelancers, business owners, advisors - anyone in the one-man-band space.    What Is Covered In Today’s Episode Of The Financial Pro Podcast: How Ash got to where he is today and why he excels in personal branding Why you shouldn’t just copy someones elses work to become successful Why it is vital for financial service professionals to understand the power of the personal brand I

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 he sees amongst his clients, not mortgage clients but the service based business owners, the IFA’s, the mortgage brokers, the insurance advisors that he mentors on a 1-to-1 basis. There’s a running theme between them all in their first few years and let’s not forget, these are also mistakes Gary made himself too. Check out the episode to get the knowledge on how to improve your business.   What Is Covered In Today’s Episode Of The Financial Pro Podcast: What is that number 1 commonly made business mistake? Putting time into learning how to build a business Setting your intentions on where you want to be in the future Breaking down your goals into steps Looking af

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 episode of the Financial Pro Podcast. Nathan Winch is an entrepreneur, property investor and bridging lender. Nathan has an impressive employment history going from a ‘Del Boy’ and creating a Web development firm whilst at University to property investment and becoming a pro in bridging lending. Take a listen to this episode to hear Narthan Winch’s take on the industry and why brokers are so vital to the system.   What Is Covered In Today’s Episode Of The Financial Pro Podcast: Nathan runs through his employment history Licencing as a bridging lender - do you need it? Brokers or bridging lenders - who does more work? Why it’s all about the risk  Why bridging lendi

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 about the number 1 trait you need to have more success. After working with mentees and looking at his own mentors, he consistently sees this one trait in all of them and wants to show you how to leverage it to find your success.   What Is Covered In Today’s Episode Of The Financial Pro Podcast: How to manage your time effectively Employing others to cover your business weaknesses Being outcome driven and giving yourself rewards Doing a little every day rather than expecting big changes Act or react and proactive or reactive Delegating out tasks Channels:   Join the Financial Pro Community https://bit.ly/2zQ3MaS   Buy Gary’s book The Self-Employed Mortgage Guide https://www.amazon.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! Gary chats to mortgage industry legend Ying Tan of Dynamo, he set up one of the leading buy-to-let brokers in a niche environment, rebranded it which in turn is now ‘Dynamo’. He’s an author and also has an incredible mortgage club too. One trait of Ying Tan that anyone can learn from is his positivity and drive to lead the way in the financial industry, he’s one to keep an eye on!   What Is Covered In Today’s Episode Of The Financial Pro Podcast: How a positive mindset can help you Why he rebranded from a buy-to-let Why it is down to the leaders of business to path the way Achieving goals as an ‘anti-procrastinator’ Why you can't teach hunger and desire When enough is enough - finding your threshold

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

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:   Join the Financial Pro Community https:/

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:   Join the Finan

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 lik

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

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

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 bu

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

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:   Join the Financia

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 informatio

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 servi

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

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 focus

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   Channels:   Join the Fin