Mortgage Pro Podcast

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

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 because of the COVID pandemic, their plan was moved and finally on the 1st of July 2021 they managed to run the inaugural 3 day training course.  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 the pandemic affected the mortgage industry  Shifting your focus to the biggest area which is increasing the customer sale value Why focusing on

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 houses is still outweighing supply. Gary firmly believes that there’s still a huge opportunity available for business growth, particularly in 2022. What Is Covered In Today’s Episode Of The Financial Pro Podcast: Getting started with planning ahead  Focus on one thing at a time Make your business process more efficient Why you should invest in more marketing Shift to a Growth Mindset  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 bec

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 nothing to seven figures, Gary’s proven growth advice has helped hundreds of entrepreneurs seeking to scale their business.  What is covered in today’s episode of the financial Pro Podcast: Having the foundational knowledge to do the job  How to leverage all the free market Have a consistent sales process and a system  Creating multiple streams of income for your business Automating the process of the marketing on the front end 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

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 Tucker, Founder & Managing Director of the Mortgage Mum which she founded in 2019, during her stint on The Voice UK. Sarah wanted to use her platform to make change in the financial services industry by giving women the opportunity to train and qualify as mortgage brokers; and then provide them with a space to work flexibly around their families.  In Today’s Episode Of The Financial Pro Podcast: Sarah’s journey from The Voice to Mortgage Mum The value of selfcare Being genuine with your business intentions How to balance family and business How Sarah handles her social media accounts What ‘The Voice’ taught Sarah about running her own business Empowering women V

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 headlines are so important to your marketing and your messaging, plus why it’s essential to make you stand out from the crowd.  Headlines are vital because they draw the attention of your audience. Without great headlines, marketing has no chance of success. There's nothing more devastating than posting a piece of content and checking up on it later only to find it hasn't been seen by anybody.  What Is Covered In Today’s Episode Of The Financial Pro Podcast: How to capture the attention and awareness of your audience How to hook your audience  Start providing the value to turn your audience’s interest into desire. Creating the perfect call to action Convert your vie