Financial Pro Podcast

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Helping Financial Service Professionals and Business owners to create more profit, more time and more freedom!

  • 12 minutes 15 seconds
    Why Now Is The PERFECT Time to Systemise Your Business for 2025! | Ep 336

    In this episode, Iā€™ll show you why the next 6 weeks are crucial for setting your business up for massive growth in 2025.

    Whether youā€™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. Donā€™t waitā€”your competitors wonā€™t!

    šŸ”„ Learn more about Active CRM https://active-crm.co.uk/

    What You Will Learn:
    • šŸ›  The 4 key areas of your business to systemise: marketing, sales, admin, and finances.
    • šŸ“ˆ Why Januaryā€“June 2025 is your biggest window for growthā€”and how to be ready.
    • šŸ’” How automation and Active CRM can save time and boost efficiency.
    • šŸŽÆ The importance of tracking metrics to scale effectively and predictably.
    • šŸ”„ How to create a marketing funnel that consistently converts leads into paying clients.

    šŸ‘ Be sure to like, comment, and subscribe for more insights on personal and professional growth.Ā 

    Ā šŸš€ Interested in taking yourself and your business to the next level?Ā Ā 

    šŸ”„ Sign up to The Growth Newsletter for actionable tips to help you achieve personal and professional growth https://www.garydas.com/newsletter/Ā Ā 

    šŸ”„ Download FREE Copy of my Amazon Best Seller, The Lead Generation Guide https://www.theleadgenerationguide.co.ukĀ 

    We hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform.Ā 

    Follow Gary Das on Social media:

    InstagramĀ |Ā LinkedInĀ |Ā FacebookĀ |Ā WebsiteĀ |Ā YouTube

    21 November 2024, 12:01 am
  • 12 minutes 1 second
    How To Create An Effective Email Marketing Nurture Campaign | Ep 335

    In this episode, Iā€™m breaking down the secrets to building an email nurture campaign that actually works! šŸš€ Iā€™ll show you why so many nurture campaigns fail to convert and how to turn your emails into a powerful lead-generating machine. From understanding your leads' behaviour to automating with Active CRM, Iā€™ll share my proven strategies to help you book more calls and close more deals through email. Donā€™t let your leads go coldā€”tune in and start making your emails work for you! šŸ“ˆ

    What you will learn:
    • šŸ” Why 50% of leads will never buy ā€“ and how to focus on the 50% that might
    • āš™ļø The power of automation with tools like Active CRM to nurture your leads
    • šŸ—‚ļø Segmenting your audience for tailored, high-converting email content
    • šŸ“… The two-phase nurture strategy for short- and long-term client engagement
    • šŸ’Œ Creating effective lead magnets that attract and retain high-quality leads

    šŸ‘ Be sure to like, comment, and subscribe for more insights on personal and professional growth.Ā 

    Ā šŸš€ Interested in taking yourself and your business to the next level?Ā Ā 

    šŸ”„ Sign up to The Growth Newsletter for actionable tips to help you achieve personal and professional growth https://www.garydas.com/newsletter/Ā Ā 

    šŸ”„ Download FREE Copy of my Amazon Best Seller, The Lead Generation Guide https://www.theleadgenerationguide.co.ukĀ 

    We hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform.Ā 

    Follow Gary Das on Social media:

    InstagramĀ |Ā LinkedInĀ |Ā FacebookĀ |Ā WebsiteĀ |Ā YouTube

    14 November 2024, 12:01 am
  • 13 minutes 54 seconds
    Why I Closed My 17k Follower LinkedIn Account and Started Again! | Ep 334

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

    šŸ’„ If you think follower count is everything, Iā€™m here to challenge that mindset! Iā€™ll share why itā€™s not about numbers but engagement and the real impact of building a targeted, niche audience that generates leads and drives business growth.

    Tune in to learn how to focus your social media on what truly matters, so you can attract clients, build connections, and grow your business without chasing vanity metrics. šŸ“ˆ

    What You Will Learn:

    • šŸ”¹ Why Follower Count Doesnā€™t Equal Success ā€“ Understand why a large audience isnā€™t always a valuable one.
    • šŸ”¹ Building an Engaged Niche Audience ā€“ Discover how to attract followers who are genuinely interested in your business.
    • šŸ”¹ Creating Content That Converts ā€“ Learn the power of addressing pain points to pull in ideal clients.
    • šŸ”¹ Choosing the Right Platform & Strategy ā€“ Find out where and how to focus your energy to get the best results.
    • šŸ”¹ Systemising Lead Generation ā€“ Explore how to turn followers into leads with a streamlined social media strategy.

    Get ready to redefine how you approach social media, and learn why starting over might just be the best thing for your business! šŸš€

    šŸ‘ Be sure to like, comment, and subscribe for more insights on personal and professional growth.Ā 

    Ā šŸš€ Interested in taking yourself and your business to the next level?Ā Ā 

    šŸ”„ Sign up to The Growth Newsletter for actionable tips to help you achieve personal and professional growth https://www.garydas.com/newsletter/Ā Ā 

    šŸ”„ Download FREE Copy of my Amazon Best Seller, The Lead Generation Guide https://www.theleadgenerationguide.co.ukĀ 

    We hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform.Ā 

    Follow Gary Das on Social media:

    InstagramĀ |Ā LinkedInĀ |Ā FacebookĀ |Ā WebsiteĀ |Ā YouTube

    7 November 2024, 12:01 am
  • 14 minutes 3 seconds
    Why Every Adviser NEEDS Two Systems To Succeed! | Ep 333

    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.

    šŸš€ Discover how automation and Active CRM can save you time, boost your sales, and help you grow a highly profitable business. If you're still juggling everything manually, it's time to rethink your approach!

    For more information about Active CRM and to watch a demo, click here -> https://active-crm.co.uk/

    What you will learn:

    • šŸ“ˆ Why relying on just one system is holding you back
    • šŸ›  How automation can revolutionise your client journey
    • šŸ’ø The power of email marketing for long-term lead nurturing
    • šŸ¤– How Active CRM simplifies social media and funnels
    • šŸ”„ End-to-end customer journey management that boosts retention

    Tune in to find out how two systems can scale your business, increase profits, and give you more freedom!

    If you're ready to scale your business and generate consistent leads, this episode is packed with actionable tips to help you systemise your processes and accelerate growth! Tune in now šŸŽ§šŸ‘‡

    šŸ”„ Want to build your funnel in a day before the end of 2024? Sign up to the waiting list now! https://thefunnelaccelerator.co.uk/

    šŸ‘ Be sure to like, comment, and subscribe for more insights on personal and professional growth.Ā 

    Ā šŸš€ Interested in taking yourself and your business to the next level?Ā Ā 

    šŸ”„ Sign up to The Growth Newsletter for actionable tips to help you achieve personal and professional growth https://www.garydas.com/newsletter/Ā Ā 

    šŸ”„ Download FREE Copy of my Amazon Best Seller, The Lead Generation Guide https://www.theleadgenerationguide.co.ukĀ 

    We hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform.Ā 

    Follow Gary Das on Social media:

    InstagramĀ |Ā LinkedInĀ |Ā FacebookĀ |Ā WebsiteĀ |Ā YouTube

    31 October 2024, 12:01 am
  • 14 minutes 16 seconds
    You're Losing Sales Without This High-Converting Funnel! | Ep 332

    Struggling to turn leads into sales? šŸš€ In this episode, I explain how a high-converting marketing funnel can transform your business. Whether you're in financial services, mortgage advising, or any service-based industry, you'll learn how to attract, nurture, and convert leads into loyal clients using proven funnel strategies.

    If you want to watch this episode to get the full experience, head on over to my YouTube channel and watch the latest episode! https://youtu.be/Joq6wJQj7j8

    What you will learn:

    • šŸ’” What a marketing funnel is and why your business needs one to succeed
    • šŸ” How to attract and engage followers with top-of-funnel content
    • šŸ’¼ Middle-of-funnel strategies to build trust and capture more leads
    • šŸ“§ The power of email lists to nurture and convert your leads into clients
    • šŸ¤– How to automate lead generation and appointments to save time and boost efficiency

    If you're ready to scale your business and generate consistent leads, this episode is packed with actionable tips to help you systemise your processes and accelerate growth! Tune in now šŸŽ§šŸ‘‡

    šŸ”„ Want to build your funnel in a day before the end of 2024? Sign up to the waiting list now! https://thefunnelaccelerator.co.uk/

    šŸ‘ Be sure to like, comment, and subscribe for more insights on personal and professional growth.Ā 

    Ā šŸš€ Interested in taking yourself and your business to the next level?Ā Ā 

    šŸ”„ Sign up to The Growth Newsletter for actionable tips to help you achieve personal and professional growth https://www.garydas.com/newsletter/Ā Ā 

    šŸ”„ Download FREE Copy of my Amazon Best Seller, The Lead Generation Guide https://www.theleadgenerationguide.co.ukĀ 

    We hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform.Ā 

    Follow Gary Das on Social media:

    InstagramĀ |Ā LinkedInĀ |Ā FacebookĀ |Ā WebsiteĀ |Ā YouTube

    24 October 2024, 12:01 am
  • 12 minutes 46 seconds
    Systemise Your Financial Services Business For More Time & Freedom | Ep 331

    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 ā°.

    What you will learn:

    • šŸ’¼ Why systemising is the foundation of a scalable business
    • šŸ¤– How automation can save you time and boost profitability
    • šŸ“ˆ The importance of creating a seamless, automated customer journey
    • šŸ“Š Why compliance systems arenā€™t enoughā€”and what you actually need
    • šŸ’” The key steps to breaking free from repetitive tasks and focusing on growth

    Listen now to discover how to scale your business without being stuck in the grind! šŸ’„

    Don't miss this game-changing episode to learn how to systemise, scale, and turn your business into a well-oiled machine. Hit play and start your journey to business growth today! šŸŽ§šŸ’”

    šŸ‘ Be sure to like, comment, and subscribe for more insights on personal and professional growth.Ā 

    Ā šŸš€ Interested in taking yourself and your business to the next level?Ā Ā 

    šŸ”„ Sign up to The Growth Newsletter for actionable tips to help you achieve personal and professional growth https://www.garydas.com/newsletter/Ā Ā 

    šŸ”„ Download FREE Copy of my Amazon Best Seller, The Lead Generation Guide https://www.theleadgenerationguide.co.ukĀ 

    We hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform.Ā 

    Follow Gary Das on Social media:

    InstagramĀ |Ā LinkedInĀ |Ā FacebookĀ |Ā WebsiteĀ |Ā YouTube

    17 October 2024, 12:01 am
  • 12 minutes 49 seconds
    6 Steps to Scale Your Financial Services Business | Ep 330

    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. šŸ’¼āœØ

    With over Ā£20M in revenue and 18 years of experience, Iā€™ve helped over 1,000 advisers and business owners systemise and scale. Now, itā€™s your turn to learn these proven strategies and apply them to your business journey. šŸš€šŸ“ˆ

    šŸ”„ What You Will Learn:

    • šŸ” How to generate more leads and build relationships that drive growth
    • šŸ’¼ How to refine your sales process for consistent, predictable income
    • āš™ļø Optimising systems and automating tasks to save time and scale efficiently
    • šŸ“Š How to track finances and become data-driven for long-term success
    • šŸ‘„ Building and honing your team to delegate effectively and free up your time

    Don't miss this game-changing episode to learn how to systemise, scale, and turn your business into a well-oiled machine. Hit play and start your journey to business growth today! šŸŽ§šŸ’”

    šŸ‘ Be sure to like, comment, and subscribe for more insights on personal and professional growth.Ā 

    Ā šŸš€ Interested in taking yourself and your business to the next level?Ā Ā 

    šŸ”„ Sign up to The Growth Newsletter for actionable tips to help you achieve personal and professional growth https://www.garydas.com/newsletter/Ā Ā 

    šŸ”„ Download FREE Copy of my Amazon Best Seller, The Lead Generation Guide https://www.theleadgenerationguide.co.ukĀ 

    We hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform.Ā 

    Follow Gary Das on Social media:

    InstagramĀ |Ā LinkedInĀ |Ā FacebookĀ |Ā WebsiteĀ |Ā YouTube

    10 October 2024, 12:01 am
  • 8 minutes 44 seconds
    Steal My DM Strategy And DOUBLE Your Leads!! | Ep 329

    In this episode, I reveal the DM strategy thatā€™s helped me double my leads and grow my business using social media! Itā€™s not about spamming or selling instantlyā€”itā€™s about building real relationships that turn followers into booked calls. šŸ’¬ Iā€™ll show you how to monetise your audience and make your social media work for you. šŸš€

    šŸ”‘ What you will learn:

    • How to start authentic DM conversations that engage your audience šŸ¤
    • Crafting short, effective messages that get responses āœļø
    • Using lead magnets to grow your email list šŸ“§
    • Follow-up hacks to reignite ghosted DMs šŸ”„
    • Tips for tracking your DM performance to maximise results šŸ“Š

    If youā€™re ready to get more leads and grow your business faster than ever, this episode is for you! Tune in now and start doubling your business today.

    šŸ‘ Be sure to like, comment, and subscribe for more insights on personal and professional growth.Ā 

    Ā šŸš€ Interested in taking yourself and your business to the next level?Ā Ā 

    šŸ”„ Sign up to The Growth Newsletter for actionable tips to help you achieve personal and professional growth https://www.garydas.com/newsletter/Ā Ā 

    šŸ”„ Download FREE Copy of my Amazon Best Seller, The Lead Generation Guide https://www.theleadgenerationguide.co.ukĀ 

    We hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform.Ā 

    Follow Gary Das on Social media:

    InstagramĀ |Ā LinkedInĀ |Ā FacebookĀ |Ā WebsiteĀ |Ā YouTube

    3 October 2024, 12:01 am
  • 9 minutes 56 seconds
    The Top Five Lead Magnets Perfect For Your Niche! | Ep 328

    In todayā€™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. šŸŽÆ

    Hereā€™s what youā€™ll discover:
    • šŸŽÆ The top 5 lead magnet ideas you can create to convert followers into clients.
    • šŸ“š How an ebook can take a potential client from research to ready-to-buy.
    • āœ… Why a checklist can be a simple yet highly effective tool to offer value.
    • šŸ“Š How to use a scorecard as a diagnostic tool to understand your audience better.
    • šŸ–„ļø How to host live webinars and utilise replays to nurture leads and boost conversions.

    If youā€™re ready to get more leads and grow your business faster than ever, this episode is for you! Tune in now and start doubling your business today.

    šŸ‘ Be sure to like, comment, and subscribe for more insights on personal and professional growth.Ā 

    Ā šŸš€ Interested in taking yourself and your business to the next level?Ā Ā 

    šŸ”„ Sign up to The Growth Newsletter for actionable tips to help you achieve personal and professional growth https://www.garydas.com/newsletter/Ā Ā 

    šŸ”„ Download FREE Copy of my Amazon Best Seller, The Lead Generation Guide https://www.theleadgenerationguide.co.ukĀ 

    We hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform.Ā 

    Follow Gary Das on Social media:

    InstagramĀ |Ā LinkedInĀ |Ā FacebookĀ |Ā WebsiteĀ |Ā YouTube

    26 September 2024, 12:01 am
  • 13 minutes 45 seconds
    Powerful Content Marketing to Attract Leads & Dominate Your Niche | Ep 327

    šŸŽ™ Learn why 74% of businesses fail to create enough content to attract clients. Discover how to become a content marketing machine with a simple process. We'll cover how to define your niche, create problem-focused content, and choose the right platform to reach your audience.

    Find out how to makeĀ high-quality video content and consistently generate leads without the overwhelm. If you struggle with inconsistent sales or lack of leads, this is your blueprint for success. šŸš€

    Hereā€™s what youā€™ll discover:

    • šŸŽÆ How to identify and focus on your niche for maximum impact.
    • šŸ§  The power of problem-focused content to attract more clients.
    • šŸŽ„ Tips for creating authentic video content on a budget.
    • šŸ“ˆ Strategies to boost engagement and convert viewers into clients.
    • šŸ’” How to avoid content overwhelm and focus on what works.

    If youā€™re ready to get more leads and grow your business faster than ever, this episode is for you! Tune in now and start doubling your business today.

    šŸ‘ Be sure to like, comment, and subscribe for more insights on personal and professional growth.Ā 

    Ā šŸš€ Interested in taking yourself and your business to the next level?Ā Ā 

    šŸ”„ Sign up to The Growth Newsletter for actionable tips to help you achieve personal and professional growth https://www.garydas.com/newsletter/Ā Ā 

    šŸ”„ Download FREE Copy of my Amazon Best Seller, The Lead Generation Guide https://www.theleadgenerationguide.co.ukĀ 

    We hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform.Ā 

    Follow Gary Das on Social media:

    InstagramĀ |Ā LinkedInĀ |Ā FacebookĀ |Ā WebsiteĀ |Ā YouTube

    19 September 2024, 12:01 am
  • 7 minutes 19 seconds
    The #1 Lead Generation Hack to Double Your Business Fast | Ep 326

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

    šŸ’„ Whether youā€™re just starting out or a seasoned entrepreneur, this simple strategyā€”leveragingĀ Google reviews and a referral programā€”will bring in more clients without spending a fortune on marketing.

    Hereā€™s what youā€™ll discover:

    • Why Google reviews are a game-changer for building trust and boosting SEO
    • How to create a referral program that incentivises clients to bring in new business
    • Simple steps to make reviews and referrals a key part of your sales process
    • A repeatable system to keep your clients engaged for the long-term

    Plus, get access to my FREE Business Growth Scorecard to help you identify the key areas you need to improve in your business to reach the next level.

    šŸ”„ Complete the Scorecard to Understand How To Grow Your Business & Improve Your Income - https://scorecard.theleadgenerationguide.co.ukĀ Ā 

    If youā€™re ready to get more leads and grow your business faster than ever, this episode is for you! Tune in now and start doubling your business today.

    šŸ‘ Be sure to like, comment, and subscribe for more insights on personal and professional growth.Ā 

    Ā šŸš€ Interested in taking yourself and your business to the next level?Ā Ā 

    šŸ”„ Sign up to The Growth Newsletter for actionable tips to help you achieve personal and professional growth https://www.garydas.com/newsletter/Ā Ā 

    šŸ”„ Download FREE Copy of my Amazon Best Seller, The Lead Generation Guide https://www.theleadgenerationguide.co.ukĀ 

    We hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform.Ā 

    Follow Gary Das on Social media:

    InstagramĀ |Ā LinkedInĀ |Ā FacebookĀ |Ā WebsiteĀ |Ā YouTube

    12 September 2024, 12:01 am
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