Mortgage Pro Podcast

If you want more appointments and revenue but feel stuck because leads are slipping through the cracks, this episode shows you how to fix it. ➡️ Take the Scale Scorecard now: https://scorecard.systemise-scale.com/ What You'll Learn: ✅ The real reason most advisers waste their lead list ✅ How to systemise follow-up using email marketing (without being a pest) ✅ Gary’s live demo: from AI-generated copy to automated email in minutes ✅ The exact system that books 1–2 appointments weekly (from “dead” leads) ✅ Why your email list is your most valuable business asset—and how to leverage it BONUS RESOURCE – Get Your FREE Email Campaigns Pack https://systemise-scale.com/emails Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love.

If you want to grow a profitable, freedom-led brokerage but feel stuck in chaos, stress, or manual processes, this episode shows you how to fix it. ➡️ Book Your FREE 15-minute Growth Audit: https://systemise-scale.com/audit   What You'll Learn: ✅ The 3-part blueprint to systemise your brokerage for profit and freedom ✅ Why most advisers stay stuck — and how to break free ✅ How Gary runs a six-figure profit business in 1 hour per week ✅ The systems, team, and automation needed for consistent growth ✅ Real client stories: from stressed-out solo to scaling with ease   Hosted by Gary Das — business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love.

If you want to save time and scale your business but feel stuck because AI feels overwhelming or too risky, this episode shows you how to fix it.   ➡️ Book Your FREE 15-minute Growth Audit: https://systemise-scale.com/audit   What You'll Learn: ✅ 5 powerful ways AI can streamline your systems, admin, and marketing ✅ The truth about AI "replacing" jobs vs boosting your team’s capacity ✅ Real client and brokerage examples saving hours and cutting costs ✅ How AI helps pre-qualify leads and personalise sales follow-up ✅ Why ignoring AI now will put you behind in 5 years’ time   Hosted by Gary Das — business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love.

If you want consistent content that builds authority and drives leads, but feel stuck because it’s too time-consuming to manage across platforms, this episode shows you how to fix it.   Drowning in spreadsheets, missed follow-ups, or tech that doesn’t talk to each other? Stop firefighting. Start growing with Active CRM, your complete client journey, marketing, and sales system in one.

If you want to grow beyond £20k per month but feel stuck doing everything yourself, this episode shows you how to fix it.   ➡️ Book Your FREE 15-minute Growth Audit: https://systemise-scale.com/audit   What You'll Learn: ✅ The 3 silent killers holding most advisers back from scalable income ✅ How “doing the do” traps you in a self-employed job, not a business ✅ The shift from random referrals to predictable lead generation ✅ Letting go of control to grow faster with less stress ✅ A simple hack to stop wasting hours on low-value clients   Hosted by Gary Das — business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love.

If you want consistent leads that actually convert but feel stuck with poor landing pages and no real funnel strategy, this episode shows you how to fix it.

If you want consistent, high-converting leads but feel stuck because your ads aren't working, this episode shows you how to fix it.   Drowning in spreadsheets, missed follow-ups, or tech that doesn’t talk to each other? Stop firefighting. Start growing with Active CRM, your complete client journey, marketing, and sales system in one.

If you want consistent, high-quality clients but feel stuck because prospects don’t fully trust you yet, this episode shows you how to fix it. ➡️ Take the Scale Scorecard: https://scorecard.systemise-scale.com/ What You'll Learn: ✅ Discover the concept of “trust equity” and why it’s the new currency in financial services ✅ Learn how to speed up the 7-hour trust-building process using the right type of content ✅ Avoid the common positioning mistakes that make you blend into the “vanilla” middle of the market ✅ Identify your true point of difference so prospects choose you over brokers, banks, or estate agents ✅ Use your business as a vehicle to create more freedom, income, and lifestyle choices   Hosted by Gary Das — business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love.  

If you want consistent leads and more freedom but feel stuck doing everything yourself, from marketing to admin. This episode shows you how to fix it. ➡️ Take the Scale Scorecard: https://scorecard.systemise-scale.com/   What You'll Learn: ✅ The 5 steps to systemising your entire marketing for predictable growth ✅ Why most advisers stay stuck at £5–20K per month with no time freedom ✅ How to attract, prequalify, and convert ideal clients without chasing ✅ The full breakdown of Gary’s marketing ecosystem (including real tools + AI) ✅ How to create a stress-free system that works while you sleep   Hosted by Gary Das — business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love.  

If you want more freedom, profit, and consistency in your financial services business but feel stuck working 12-hour days for little progress, this episode shows you how to fix it. ➡️ Book your free 15-min Growth Audit: https://systemise-scale.com/audit   What You'll Learn: ✅ The 6 common lies mortgage and financial advisers tell themselves — and how to overcome them ✅ Why relying on referrals or social media alone won’t build a predictable business ✅ How your first admin hire could double your income and cut your hours ✅ Why “more followers” and “charging less” are myths sabotaging your growth ✅ The proven mindset and system shifts that free you from burnout and create lifestyle freedom  

If you want to build a business that funds your ideal lifestyle but feel stuck chasing income and trapped by your own systems, this episode shows you how to break free. I sit down with Jason Graystone to unpack what real freedom looks like for financial advisers,  and why most people are going after it backwards. You’ll hear the raw, honest truth about burnout, bottlenecks, identity, and the misunderstood concept of "financial freedom." ➡️ Get Your Copy Of Jason's Book Here

This 5-step strategy built my £5,000,000 business and it still works today. In this episode, I break down the exact system I used to scale without paid ads, cold outreach, or third-party lead providers. Whether you're stuck relying on referrals or unsure how to create a marketing machine, this will give you clarity, control, and a scalable strategy. ➡️ Grab your FREE copy of The Lead Generation Guide: https://www.leadgenerationguide.co.uk   What You'll Learn: ✅ The 5 proven steps to attract, nurture, and convert leads without paid ads ✅ Why focusing on clarity beats content when it comes to growth ✅ How to niche down and build authority without being on every platform ✅ The smarter way to scale your sales without burning out ✅ The exact funnel and content strategy I teach to financial services pros  

If you want to scale your financial services business but feel stuck in chaos, firefighting and unpredictable income, this episode shows you how to fix it. ➡️ Book your free 15-min Growth Audit: https://systemise-scale.com/audit What you will learn: ✅ The 3 core foundations every adviser needs: systems, audience and sales ✅ How a simple CRM setup helped Ben double revenue and reclaim time ✅ The secret to building an engaged audience that brings leads to you ✅ Why most sales stay inconsistent, and how to build predictable pipelines ✅ Real client examples and the step-by-step fixes that created freedom Whether you're a mortgage broker, financial adviser, or insurance specialist — this episode gives you the clarity, tactics and structure to stop firefighting, simplify your operations, and finally build a scalable business that gives you back your time. ➡️ Don't Forget To Book your free 15-min Growth Audit: https://systemise-scale.com/audit

If you want consistent leads and long-term freedom but feel stuck because you have no brand, no strategy, and no clue where to start, this episode shows you how to fix it.

If you want consistent growth but feel stuck in outdated strategies and manual work, this episode shows you how to fix it. Book your free 15-minute Growth Audit Call: https://systemise-scale.com/audit In this episode, Gary shares the biggest takeaways from the SASPreneur event — covering the AI revolution, smarter funnels, and the hidden marketing mistakes holding advisers back. He reveals how £335K of personal investment, hundreds of events, and years of trial and error have shaped a systemised path to scalable success.  

Feeling stuck in the same business chaos year after year? This episode is your wake-up call. Gary reveals the 4 silent business killers stopping advisers from scaling — and exactly how to fix them. With Q4 fast approaching, now’s the time to stop firefighting and start systemising for freedom, consistency and growth.

Are you creating content that gets zero engagement? Waking up to a diary full of non-ideal clients?

In this episode, Gary shares the real reason so many business owners stay stuck — they’re chasing quick wins instead of building long-term success. From setting the right growth targets to building a team and system that runs without you, this is a behind-the-scenes look at how to scale smart, not fast. If you're tired of spinning plates and ready to build a sustainable business — this one's for you.

Hiring can feel like a massive risk—especially when cashflow is tight or you've been burned before. But if done right, it's one of the best investments you can make to scale your business, reclaim your time, and finally escape the bottleneck. In this episode, Gary shares his proven method for hiring A-players—without the stress, overwhelm, or financial fear.

In this episode, I’m breaking down one of the biggest ceilings for mortgage and financial advisers — hitting £20k months and not knowing how to move beyond it. Whether you're at £5k, £20k or even £80k/month, you’ll face the same issues: overwhelm, firefighting, and the fear of letting go. Watch the free 10-minute training I mention here: https://systemise-scale.com/ I share insights from real conversations with clients scaling to £1m+ a year, and explain the mindset, systems, and strategies you need to implement now if you want more time, more income, and more freedom. What you will learn: • Why £20k/month is a dangerous comfort zone