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 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

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