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 chats to Katy Eatenton, a Mortgage & protection specialist, later life lending expert and mother of three. Katy has built her business from strength to strength by working hard and surrounding herself with the right people. She is such an inspirational woman and that’s exactly why she’s on the podcast. In this episode you’ll learn about her business journey, what’s contributed towards her success and how she’s perfecting her work/life balance.     What Is Covered In Today’s Episode Of The Financial Pro Podcast: How to strike that work life balance How to package your mortgage services What is important to your mortgage customers The importance of having a good team How Covid has affected the

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 gives a lesson on recruitment. People are one of the hardest parts of building a business. You need a solid process of recruitment, Onboarding and initial training in order to get it right. Every hire is an opportunity, you have to review every element of the business and you need to make sure your client is always taken care of.  What Is Covered In Today’s Episode Of The Financial Pro Podcast: How the recruitment process can affect your business Why you should hire slow and fire fast Why it’s so crucial to have the right manager on board The importance of getting the right person for the job Why Gary likes negative feedback   Channels:   Join the Financial Pro Community https://bit.ly/

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 speaks to Daniel Mach, a mortgage advisor and one of Gary’s mentees. Daniel’s extensive knowledge of the financial services industry as a DA, AR, an employee, and employer is going to be so valuable to the audience of the podcast. Daniel started out in pharmaceuticals in a quality control role but through mutual friends ended up at Alexander Hall for the next 5 years and several roles after that. For anyone wanting to expand a company, this is the episode for you to get your teeth stuck into...   What Is Covered In Today’s Episode Of The Financial Pro Podcast: The pro’s and con’s of moving from role to role Why expanding and growing a company can become addictive Why it is importan

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! Remember a few episodes back Gary promised he would be letting you in on some changes with the Financial Pro Podcast? Well, he covers them in this episode. After seeing the limitations a name and brand can have, Gary wants to take this podcast down a journey that is more specific to financial services. So that IFA’s, mortgage brokers, Will writers, Pension advisors, investment specialists can all get help with building a successful business.   What Is Covered In Today’s Episode Of The Financial Pro Podcast: How creating polls and surveys can help with your business Finding out what your audience wants and what problems they face The future of The Financial Pro Podcast Understanding the limitations a br

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!   Chris Taylor started his entrepreneurial journey in the property industry. He utilised all the major social media platforms but it was his instagram account which really took off. After much experimenting and research, Chris was able to find ways to make the algorithm work in his favour and boost his profile like never before. Now he dedicates his career to helping others do the same. In today’s digital age, this episode is a must listen!   What Is Covered In Today’s Episode Of The Financial Pro Podcast: How to make Instagram work for you Why hard selling to your leads is going to get you nowhere How creating content can you make you the no1 in your industry The power of the location feature  His num

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 all things Facebook ads and why you should be using them in your business. Gary went self-employed in 2006, just as MoneySuperMarket began and you could buy sales leads and data for £15. The problem with that is as everyone bought more and more leads, the quality went down. So Gary ended up building a business that he hated that kept him trapped spending £20,000 per month on poor quality leads. That was until he started to use Social Selling and Facebook Ads.    What Is Covered In Today’s Episode Of The Financial Pro Podcast: Why you should be utilising Facebook Ads as early as possible in your business Why you shouldn’t be pressing the boost button with Facebook Ads

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 speaks to Social Selling and LinkedIn expert Sam Rathling. Sam is considered a global authority on the topic and has spoken about it in 24 countries. She has been successfully building peoples sales pipelines for over 10 years. Sam is currently at £93.7million in sales through LinkedIn for her clients. Her mission is to generate £1billion in sales for her customers by 2025. She wants to help people not only understand Linkedin, but to achieve real business results from it. She knows her stuff!   What Is Covered In Today’s Episode Of The Financial Pro Podcast: What Social Selling is to Sam How to avoid being the sleazy salesperson Why you shouldn't be using the autogenerated

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 runs through his CAS model of using social media to gain attention, maintain front of mind awareness and - ultimately - secure sales. If you follow the steps of CAS which is Customer > Attention > Sales you can genuinely create the result you want for your brand and business. Active has generated £1.1m since 2016 via leads from social media with virtually £0 marketing spent. From 7 a month in April 2016 to 160 in August. This stuff works!  What Is Covered In Today’s Episode Of The Financial Pro Podcast: * What is Social selling  * How to use the CAS model  * The power of owning a database  * How selling online has changed  * Why you need to understand that not everyone is ready to b

RANT: You Control Your Reality, Don't Let the Media Beat You! In this episode, Gary discusses the recent news about the recession we are now going into and how if you listen to the media you are doomed to be in a negative mindset. You need to have an open mind about what opportunities are going to be opened up for you from this. If you enjoyed this episode, please leave a rating and review and we will see you on the next episode of the Financial Pro Podcast. What Is Covered: If you didn’t see this recession coming you must be silly! Are you concerned about the next few months? Are you excited for the challenge? We need to pivot, and change our business ideas – I did this in a week! Ignore the media and are trying to control our thoughts. Focus on the areas you can control. Make the right business model support you and your team. Start saving some money just in case. Surround yourself with the right people. Look for the positivity in a world filled with negativity. Channels: Join the Financial Pro Community

The “Best” Marketing Strategy for Financial Services Professionals In this episode, Gary talks about the best marketing strategies you can use as a Financial service professional to generate more leads for your business. There are so many marketing techniques you can use that you are guaranteed to find one that you like and can make time for. If you enjoyed this episode, please leave a rating and review and we will see you on the next episode of the Financial Pro Podcast. What Is Covered: What is the best marketing strategy? Live Networking is a great way of generating leads. No marketing strategy will work over night… they take time. Facebook ads are basically pay per click. Use Facebook ads instead of the boost button. Use content marketing to build relationships with your clients. You can do paid ads on almost all social media platforms and search engines. You need to make sure you track the ROI of any marketing you do. Build a sales funnel for your customers. Marketing is a marathon, not a sprint. Levera

Directly Authorised Mortgage Advisers | An Interview with Sarah Evans ​from TMA Mortgage Club In this episode, Gary talks to Sarah Evans from TMA. This episode is aimed at directly authorised brokers in particular (sorry all you ARs). TMA is a mortgage club for directly authorised brokers. They support their broker is a variety of different ways, but most importantly they are business consultants for their brokers. If you enjoyed this episode, please leave a rating and review and we will see you on the next episode of the Financial Pro Podcast.    Get in contact with Sarah: LinkedIn - https://www.linkedin.com/in/sarah-evans-8841b642/ TMA website - https://www.tmaclub.com/ What Is Covered: This is an episode is a must for Directly Authorised brokers. An into to TMA and what they do for their brokers. How did TMA support their broker through COVID-19? If you want to change the industry… you need to change CeMAP. Where does Sarah see the industry going in the future? As a broker, you need to think about the jou

It's Impossible to Achieve Your Business Goals Without A Vision - My 7 Business Mistakes: #7 In this episode, Gary talks about thinking too small and how it is impossible to achieve your goals if you don’t have a vision. You can achieve your business goals, but you need to make sure you plan for it. You need a vision of where you want to go in order to achieve it! If you enjoyed this episode, please leave a rating and review and we will see you on the next episode of the Financial Pro Podcast. 30/30 Formula Free Book - http://bit.ly/3030formula What Is Covered: It is so easy to overlook this mistake. If you think small you will never reach your goal. I never used to do any goal setting. If you don't plan, you plan to fail. You need to think big. Perception perceives reality. If there is an element of doubt in your goal, you will not get there. Set goals that are over and above where you want to get too. Aim for the stars and reach the moon. I hope you have enjoyed this series, hit me up below and let me know

Why Your Mindset Is the Foundation of Your Success with Positive Neil In this episode, Gary introduces you to Positive Neil. Neil has had an incredible journey to becoming a trouble Youth with drug addiction to helping business owners and entrepreneurs overcome their issues with mindset! Neil’s journey is so inspiring and proves if you want to achieve something, you can do it! If you enjoyed this episode, please leave a rating and review and we will see you on the next episode of the Financial Pro Podcast. Join Neil’s Membership here - https://bit.ly/pneilpro    What Is Covered: Neil takes it through his journey from drug taker to changing people lives! If you believe you can’t change the way you are you wrong. What is mindset? Why is mindset key? Everything in your mindset gets expressed into your life. Don’t let society tell you what you can and can’t be. How important is language to your outcomes and mindset? As business owners, it is so important to sort your mindset out so you can lead from the front. I

Why Having a Business Model can save you from Failure – My 7 Business Mistake #6   In this episode, Gary cover why having a business model is so important. You need to structure your business around you and your team. This way you will be able to live a life you want to love. If you enjoyed this episode, please leave a rating and review and we will see you on the next episode of the Financial Pro Podcast. Download the Free 30 leads in 30 days Workbook - http://bit.ly/3030formula   What Is Covered: This is why you need a business model. When you first go self-employed, you still act like an employee. Build a business model that supports the team you have. How do you want your business to be structured? Each one of the mistakes I have I have overcome. Surround yourself with people who are further ahead than you. It's faster to learn from the mistake of others. Don’t fear making mistakes – you need to have trial and error. Remember, now is the time to become PRO! Channels: Join the Financial Pro Community Buy

7 Quick Tips for Financial Service Professionals to Make More Money In this episode, Gary shares his 7 ways financial services professional can move from worrying about the next pound is coming from to being super busy! Gary talks about how you need a 12-month plan to make 90-day goals in order to make the most amount of business growth.  If you enjoyed this episode, please leave a rating and review and we will see you on the next episode of the Financial Pro Podcast. What Is Covered: You need to understand your company vision. What are the most important things you need to do now? You need to set a 12-month plan and make 90-day goals. Changing 1 thing can have a big impact on 7-8 other things. You need to prioritise your social media. Find the level that you can be consistent with on social media. Consistency wins on social media. Ask your clients for referrals. You are only as good as the results your clients achieve. What brings the money into the business? You need a positive mindset from the get-go. Ch

If You Compete on Price Your Business Is Doomed - My 7 Business Mistakes: #5 In this episode, Gary continues his 7 Business Mistakes series. This episode is all around not competing on price otherwise you will risk losing your business! If you enjoyed this episode, please leave a rating and review and we will see you on the next episode of the Financial Pro Podcast. What Is Covered: Learn from other people mistakes to get fast track results. When you have no niche, you are the same as everyone else. We turn down clients who don’t want to work in the way we work. When it comes to sales… its easier to have a niche. When you are buying leads, you are competing on price. Know what you stand for and stand against. You need to be your client’s solution to their problem. Make your business your own! The number of coaches in the UK is going to rise. Position yourself differently to everyone else. What has been your biggest takeaway from this episode? Let me know on one of my social media channels below! Channels: J

From Self-Employed Adviser to CEO of 10mil+ p.a Business | Interview With Rob Jupp In this episode, Gary Interviews CEO of the UK's largest specialist distributor of UK based, secured property debt, Rob Jupp. The Brightstar Group produces over £1 Billion of specialist property debt per annum with our pioneering multi-discipline approach to specialist debt! If you enjoyed this episode, please leave a rating and review and we will see you on the next episode of the Financial Pro Podcast. Download our free E-Book “30 leads in 30 Days” - http://bit.ly/3030formula Follow Rob on LinkedIn - https://www.linkedin.com/in/rob-jupp-4a372111/ Follow Rob on Twitter - https://twitter.com/robjupp What Is Covered: A rundown on what Rob’s role is within Brightstar and serious property. Find out Brightstar’s annual turnover. How Rob continues to be an industry leader. You need to be a specialist in your niche. How Rob motivates his team and how he structures his office. Why a work, life balance is important to you and business

My 7 Business Mistakes: #4 Hire Slow and Fire Fast In this episode, we continue our dive into Gary’s 7 Business mistakes he had made over the years so that you don’t make them too! In this episode, we look into people and more in particular hiring people. Gary thinks this is the hardest thing about growing any business is getting the right people. If you enjoyed this episode, please leave a rating and review and we will see you on the next episode of the Financial Pro Podcast. What Is Covered: People are the hardest part of growing a business. Don’t recruit people that are just like you. The first person you hire needs to have the opposite skill set to you. I let my best mate buy into my business (bad Idea) People need to be monitored. Culture drives the tram. You need to sit with people and train them for at least a week. Can you help them achieve their dreams and goals? Just because you like somebody doesn’t mean they will be able to get the job. Hiring could be a 4 or 5 stage process. Play the numbers gam

How Mortgage Advisers Can Write More Business with These 4 Steps   In this episode, Gary covers his 4 out of 6 steps to building a high-performance brokerage: set up, Strategy, security and solution. With the housing market starting to get moving you need to make sure you are prepared and have a process which will save you time and keep your standards high! If you enjoyed this episode, please leave a rating and review and we will see you on the next episode of the Financial Pro Podcast. Adviser Course Interest Page - http://bit.ly/adviserinterest What Is Covered: Are you ready for the wave that’s coming? These are my 4 areas you need to focus on in your brokerage. How to set yourself up for success. Now is the time to thrive. We have had 82 enquires in July so far… If your marketing has been on point during quarantine you will have a load of leads. Have you got the team behind you? Have you got the right tools and systems in place? Don’t leave any stone unturned. You need a process in order to be hyper-effic

I Relied on People and This Is What Went Wrong | My 7 Mistakes #3 In this episode, I continue my dive into my 7 biggest business mistakes. This is a mistake I made for many years! It is also a mistake that can take your business under! When you rely on people rather than having a process you put the power into the individual...not the company. Therefore, if that person wants to move on you have a BIG problem. If you enjoyed this episode, please leave a rating and review and we will see you in the next episode of the Financial Pro Podcast.   What Is Covered: You need people! But you are risking failure if you put them in charge of the process. Do not rely on memory. List out the end to end process. Always look for improvements in the process. Get the right system, then the right people. You can always save seconds in a process! I have failed twice because I made this mistake! I’ve tried a lot of different systems. Have you got a sales process? Task: write down your sales process! Channels: Join the Financial