Mortgage Pro Podcast

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

If you're working harder than ever but still not seeing progress, you're not alone. In this episode, Gary Das reveals the 3 reasons most entrepreneurs stay stuck – and how to finally break free. Complete the Scorecard to Understand How To Grow Your Business & Improve Your Income - https://scorecard.systemise-scale.com/ What You Will Learn: ✅ Why Fixing the Wrong Problems Keeps You Stuck – How to get to the root cause and stop firefighting. ✅ Wearing Too Many Hats – The power of delegation and how to leverage others to free up your time. ✅ No Clear Plan or Strategy – Why scattered focus kills growth and how to implement a simple, effective plan. ✅ Transformational Not Transactional – How these three shifts can change everything in your business.

Feeling stuck at the £5k/month mark? In this episode, I reveal the exact strategies you need to double your income and build a business that runs with more consistency, freedom, and momentum. Whether you're relying too heavily on referrals or drowning in admin, this is the step-by-step blueprint to systemise, automate, and scale. What you will learn: ✅ How to create a predictable lead generation engine using content and lead magnets ✅ Why automation and CRM are essential to scaling without burnout ✅ How to delegate £10 tasks and reclaim your time for £100+ activities ✅ The power of referral partnerships and how to attract them ✅ How to use data and numbers to drive consistent monthly growth

Starting from zero? In this high-impact episode, I break down the exact three steps you need to follow to consistently generate £5,000 per month as a mortgage or financial adviser. Whether you're new to the game or making the leap into self-employment, this episode gives you the foundations to grow faster, attract ideal clients, and close more sales without wasting time or money.

Lead generation in 2025 is a different beast — and if you're still using tactics from 2020, you're already falling behind. In this episode, Gary Das shares a powerful live training taken straight from the Systemise & Scale Battleplan event. You'll discover why old lead-gen methods are no longer effective — and what to do instead if you want to consistently attract high-quality leads, build trust at scale, and grow your service-based business.

A decade ago, I thought I had it all figured out—7-figure turnover, 15 staff, good money. But behind the scenes? I was stressed, overworked, and wearing every hat in the business. In this episode, I'm sharing the 10 biggest business lessons I've learned over the last 10 years—so you can skip the struggle and scale smarter. Whether you're a financial services pro, coach, or growth-driven entrepreneur, these lessons will help you build a business that works without you.

What if your business could keep growing while you're skiing in Austria or relaxing with your family? In this episode, I share the real strategies that let me take three holidays already this year—without slowing down growth. This isn't theory... it's exactly how I've systemised, delegated, and networked my way to more time, freedom, and profit. Whether you're early in your journey or looking to level up your operations, this episode gives you a fresh perspective on scaling without burnout.

In this episode, I reveal the 5 essential steps to generate more leads, book more appointments, and close more deals – without constantly chasing clients. Whether you're in financial services, mortgages, or running a coaching business, these strategies will help you scale faster and create consistent revenue. If you're tired of feast and famine cycles and want a proven system to grow your business on autopilot, this is the episode for you!

Building a successful business isn't about hiring more people—it's about hiring the right people. After recruiting over 65 employees since 2006, I've learned first-hand what works, what doesn't, and how to create a high-performing team that drives revenue without adding stress. In this episode, I share the hard lessons, key strategies, and the mistakes that cost me time, money, and energy—so you don't have to make them yourself!

Most mortgage brokers struggle with converting leads into appointments—but what if you could consistently turn prospects into clients? In this episode, I break down the exact strategies that helped my team convert 703 mortgage leads into 611 booked calls. You'll discover how to attract, nurture, and convert leads using lead magnets, content marketing, and email automation.

In this special 350th episode, I'm taking you behind the scenes of how I built a multi-million-pound business from a £2,000 loan. From the challenges of the credit crunch to discovering the power of marketing and automation, I'll share the lessons, mistakes, and strategies that helped me scale. If you're a mortgage broker, financial adviser, or entrepreneur, this episode is packed with insights to help you grow and systemise your business.

Many mortgage and financial advisers chase the dream of a seven-figure brokerage, but is it really a scalable, profitable business? In this episode, I pull back the curtain on my journey—why relying on self-employed advisers was a high-risk strategy, how I transformed my business model, and why focusing on profit over turnover is the key to long-term success.

Are you stuck working endless hours, feeling trapped in the daily grind, and struggling to scale your business? In this episode, I reveal the three key strategies that helped me escape the employee mindset, build systems that create time (not just income), and grow my business – even when I stepped away! If you're a financial adviser, business owner, or entrepreneur looking for more time, freedom, and profit, this is a must-listen!

In this episode, I share why hiring a Digital Marketing Exec can be an absolute game-changer for your mortgage business. After running my brokerage without dedicated marketing support since 2021, I've realised the untapped potential a focused marketing role can bring. If you're looking to generate more leads, boost sales, and scale your business with smart strategies (and less stress), this is the episode for you!

I made a £20,000 mistake on an SEO campaign for high net worth mortgages—and I don't want you to do the same!

Most mortgage and financial advisors want more leads and better-quality clients, but many struggle to attract the right people. The secret? Defining your Ideal Client Profile (ICP). In this episode, I reveal how identifying your perfect niche can transform your lead generation, boost conversions, and help you scale your business with ease.

In this episode, I break down five powerful steps to help you dominate the first quarter of 2025 and set the foundation for a record-breaking year.

In this episode, I sit down with Matt Fiddes — martial arts legend, multi-millionaire entrepreneur, and property investor. From being bullied as a child to building a global empire with over 2,000 locations, Matt reveals the mindset, strategies, and lessons that shaped his journey. He shares hard-hitting truths about overcoming adversity, staying ahead of the competition, and building long-term wealth. If you're ready to turn your passion into profit and silence the haters, this episode is for you.

Are you ready to scale your financial services business to the coveted £1 million turnover? In this episode, we'll break down the 3 simple steps to hit your revenue goals: Automated Systems, Social Selling, and Predictable Sales Strategies. Whether you're a mortgage adviser, financial planner, or insurance professional, this episode is packed with actionable insights to help you simplify, scale, and succeed!

In this episode, I'm sharing a powerful clip from our Funnel Accelerator Day, where mortgage and financial advisers learned how to create a 3-step funnel that turns social media leads into appointments. Join the waiting list for the next Funnel Accelerator

In this episode, I'm sharing the best strategies to help you future-proof your business for 2025!

In this episode, I'll show you why the next 6 weeks are crucial for setting your business up for massive growth in 2025. Whether you're a mortgage adviser, financial adviser, or insurance broker, systemising your processes will help you generate more leads, close more sales, and maximise your profits. Don't wait—your competitors won't!

In this episode, I'm breaking down the secrets to building an email nurture campaign that actually works!

In this episode, I'm diving into the surprising decision to delete my LinkedIn account with 17,000 followers and start over from scratch.

In this episode, I dive into why financial advisers and mortgage brokers can no longer rely on just one system to run their businesses, and I explain the critical need for a compliance system AND a separate system to handle marketing, sales, and client management.

Struggling to turn leads into sales?

In this episode, learn how to systemise and automate your financial services business to reclaim your time and achieve true freedom. If you're overwhelmed by daily tasks or struggling to scale, this episode breaks down the key steps to streamline your operations, automate tasks, and create a seamless customer journey ⏰. What you will learn:

In this episode, we dive deep into the GROWTH Model, a powerful 6-step framework designed to skyrocket your financial services business. Whether you're just starting out or scaling an established business, this model will guide you to generate more leads, refine your sales strategy, and optimise systems that create predictable and sustainable success.

In this episode, I reveal the DM strategy that's helped me double my leads and grow my business using social media! It's not about spamming or selling instantly—it's about building real relationships that turn followers into booked calls.

In today's episode, we dive into the top 5 lead magnets every business needs to convert social media followers into valuable leads and grow your email list. Whether you're a mortgage adviser, financial planner, or entrepreneur, these powerful strategies will help you attract and engage potential clients by offering something of real value.

Are you struggling to generate enough leads for your business? In this episode, I'm sharing the #1 lead generation hack that will help you double your business in just 12 months!

In this episode, I dive deep into the essential strategy of reverse engineering your sales numbers to achieve your business and financial goals. Whether you're a business owner, entrepreneur, or sales professional, understanding your key metrics is critical to building a successful business.

In this episode, we dive deep into a game-changing insight for your business: understanding and solving your clients' problems. Did you know that only 11% of business owners truly grasp the top 20 problems their clients face? This critical knowledge can set you apart from the competition and skyrocket your success. Key Takeaways: The importance of identifying client problems How understanding pain points can boost your business A personal story on overcoming challenges Introduction to a business scorecard quiz for growth Join me as I share a personal story of overcoming a major setback and how it relates to problem-solving in business. You'll learn why focusing on your clients' pain points is essential for effective content marketing, lead generation, and overall business growth.

Are you a financial adviser or business owner struggling to grow your practice? In this episode, I dive deep into the 5 biggest hurdles that are holding back financial services professionals from reaching their full potential. From the challenges of generating consistent leads to the complexities of scaling your business, I cover it all. In This Episode, You'll Learn: Proven methods to generate consistent leads and stabilize your income Time management tips that will maximise your productivity and free up your schedule How to ensure client satisfaction through streamlined processes and quality service The importance of systematising your business for efficiency and growth Effective strategies for scaling your financial services business sustainably Whether you're just starting out or looking to level up your content game, this episode is packed with actionable insights to help you get started today.

In this episode, I dive deep into the world of content creation and why it's crucial for every entrepreneur and business owner in 2024. If you're still making excuses for not producing content, this episode will change your mindset. I share my personal journey from avoiding marketing to mastering video content and building a thriving business. Key Takeaways: The importance of consistent content creation in today's digital landscape. Overcoming excuses and fears that hold you back from creating. Tips for using simple tools to produce high-quality content. How to use AI to generate fresh content ideas. The power of authenticity in building a strong online presence. Whether you're just starting out or looking to level up your content game, this episode is packed with actionable insights to help you get started today.

Welcome to this episode where I unveil the 5 essential steps to elevate your business to a million pounds! If you're a business owner striving for significant growth, this episode is packed with actionable strategies that will guide you on your journey to financial success and lifestyle transformation. In This Episode, You Will Learn: Focus on One Niche: Discover how zeroing in on a specific niche can streamline your marketing efforts, improve your brand's visibility, and attract the right audience. One Product Offering: Understand the power of simplifying your product line to one core offering that resonates with your target market, leading to higher sales and customer loyalty. Streamlined CRM System: Learn the importance of an efficient CRM system to manage your customer journeys, automate tasks, and ensure a seamless client experience. Single Conversion Tool: Explore the effectiveness of utilizing one robust conversion tool, such as webinars or video sales letters, to turn prospects into loyal customers. Consistent Traffic Source: Get insights on selecting and committing to one traffic source, like Facebook ads or Google ads, and how to optimise it for sustained business growth.

In this episode, we dive deep into the critical role of consistent content creation in driving business growth and attracting leads. Discover why 74% of business owners struggle to engage their ideal clients and how you can join the successful 26% by regularly producing compelling content.

In this episode, we dive into a surprising statistic: 67% of businesses are not using email marketing. If you're one of them, you're leaving money on the table! Join me as I explore the untapped potential of email marketing and how it can significantly boost your revenue. Key Highlights: The Untapped Potential of Email Marketing: Learn why email marketing is crucial for business growth and how ignoring it means missing out on significant revenue opportunities. Monetary Value of Email Lists: Discover how each email on your list can be worth £36 to your business. Getting Started: Step-by-step guidance on choosing the right email marketing software, tagging your leads and clients, and setting up effective email campaigns. Segmentation and Personalisation: Understand the importance of detailed tagging and segmentation to tailor your messages for higher engagement. Content Creation Simplified: Tips on keeping your email content personal and leveraging AI tools to enhance your marketing efforts. We'll also share real-world examples of long-term engagement and provide insights on how to start building your email list today for a successful business tomorrow. You'll also discover: How to implement email marketing strategies that can transform your business. The importance of segmentation and personalisation in your email campaigns. Effective content creation techniques using AI tools. Why consistency in email marketing is key to nurturing leads over time. Tune in to transform your business approach, harness your entrepreneurial spirit, and start paving the path to a successful lifestyle business today!

In this episode, join me as I delve into the lessons learned after I ventured into the broader realms of coaching and consultancy without a niche. After 18 years of success through specialised services and content marketing, I expanded my target audience, only to encounter unexpected challenges. What You'll Learn: Identify Your Niche: Understand the importance of targeting a specific audience and how to pinpoint who that ideal client is. Craft a Unique Value Proposition (UVP): Learn how to differentiate yourself in the market with a compelling UVP that captures the attention of your target audience. Create Effective 'I Help' Statements: Master the art of crafting clear and impactful statements that communicate the benefits of your services directly to your niche. Tailor Your Content: Discover strategies for creating content that speaks directly to the problems and needs of your niche, ensuring higher engagement and relevance. Optimise for Engagement: Gain insights on continuously testing and refining your content to maximise reach and effectiveness, keeping your branding consistent across all platforms. Whether you're a seasoned business owner or a budding entrepreneur, these foundational strategies are essential for anyone looking to make a significant impact in today's competitive business landscape. Tune in to transform your approach and take your business to new heights! Tune in to transform your business approach, harness your entrepreneurial spirit, and start paving the path to a successful lifestyle business today!

In this episode, dive deep into five transformative strategies guaranteed to explode your business growth. We'll explore practical tips and real-world examples of businesses that have successfully implemented these strategies to achieve remarkable success. What You'll Learn: The Power of Personal Branding: Understand how to effectively package and present your expertise to attract and retain clients. Analysing Market Successes: Discover how to study successful models in various industries and creatively adapt them to fit your business needs. Creating Irresistible Offers: Learn the art of developing compelling offers that solve multiple client problems, enhancing value and increasing revenue. Marketing Mastery: Focus on mastering a single marketing channel to optimize your reach and impact. Building Strategic Partnerships: Find out how to form valuable partnerships that can help extend your market reach and solidify your business standing. Whether you're a seasoned business owner or a budding entrepreneur, these foundational strategies are essential for anyone looking to make a significant impact in today's competitive business landscape. Tune in to transform your approach and take your business to new heights! Tune in to transform your business approach, harness your entrepreneurial spirit, and start paving the path to a successful lifestyle business today!

In this episode, we delve deep into why many businesses struggle to grow and how you can turn the tide for your venture. Join us as we explore five critical areas that often hold businesses back and discover actionable strategies to overcome these challenges and propel your business into new heights of success. Key Insights You'll Gain: Market Saturation and Mindset Shifts: Learn how to transform your perspective on competition and market saturation to identify and captivate your ideal customer. Revitalising Your Marketing: We discuss why boosting your marketing efforts during economic downturns can be your biggest growth opportunity and share innovative strategies to make your brand stand out. The Power of Persistent Sales Follow-Ups: Discover the importance of follow-up in the sales process and how consistent engagement can dramatically increase your conversion rates. Technology as a Growth Lever: Uncover the essential tech tools that can streamline your operations and enhance customer interactions, keeping you ahead in the competitive market. Harnessing Data for Strategic Decisions: Learn how to leverage data to tailor your marketing efforts, improve customer engagement, and make informed decisions that drive business growth. Whether you're a budding entrepreneur or an experienced business owner, this episode is packed with valuable insights and practical advice that can help you break through growth barriers and achieve your business aspirations. Tune in now to transform these challenges into opportunities for remarkable growth! Tune in to transform your business approach, harness your entrepreneurial spirit, and start paving the path to a successful lifestyle business today!