Welcome to the Systemise & Scale Podcast, hosted by entrepreneur and lifestyle strategist Gary Das. This show is for anyone who wants more. More freedom, more profit, more health, more life. Whether you're building momentum or already flying, here you'll learn how to simplify, systemise, and scale everything that matters. Each week, Gary shares practical frameworks, mindset shifts, and conversations with industry leaders, athletes, and experts in business, health, and personal growth. You'll ...
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Why You're Doing Everything Right But Your Business Still Feels Stuck | Ep 394
11:36
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11:36If you want consistent growth and more freedom from your business but feel stuck because the results aren't showing up yet, this episode shows you how to fix it. This is a real, honest Christmas Day message for advisers who feel like they're doing everything; posting, calling, building systems, yet still questioning whether it's working. Take the S…
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How To Stand Out On Social Media in 2026 | Ep393
15:44
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15:44If you want to generate consistent, high-quality leads from social media but feel stuck because every adviser sounds the same and the algorithms keep changing, this episode shows you how to fix it. Social media has shifted from follower-based platforms to the interest media era, and most advisers are still playing the old game. In this episode, Gar…
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How Rachael Built a Lifestyle Business & Tripled Her Income Without Burnout or 60-Hour Weeks | Ep 392
1:18:02
1:18:02
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1:18:02If you want consistent business growth without sacrificing your health, family, or sanity, but feel stuck firefighting, reacting, and doing everything yourself, this episode shows you how to fix it. In this Scaling Stories conversation, Rachael shares the unfiltered reality of building a financial advice business through maternity, burnout, fear, a…
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Most Entrepreneurs Don't Have The Systems To Handle More Leads | Ep 391
8:11
8:11
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8:11If you want consistent revenue and more freedom but feel stuck because your business feels like organised chaos, this episode shows you how to fix it. Most advisers think they need more leads. But in reality, most would drown if 50 new leads landed tomorrow. Gary reveals why the real bottleneck is your systems, and how plugging your leaky bucket ca…
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Employee Mindset vs Entrepreneur Mindset: What's Holding You Back? | Ep 390
14:10
14:10
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14:10If you want a business that runs without you but feel stuck because you're still thinking and acting like an employee, this episode shows you how to fix it. In this episode Gary breaks down the exact mindset and identity shifts required to move from stressed self-employed adviser to strategic business owner with time, control and predictable income…
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How To Build a Business That Doesn't Rely On You | Ep 389
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10:44
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10:44If you want more freedom and consistency in your business but feel stuck because you're chasing growth that doesn't actually improve your life, this episode shows you how to fix it. Gary reveals the real story behind burning out in a "successful" seven-figure business, starting over twice, and finally building a company that runs on one hour per we…
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3 Sales Mistakes Killing Your Protection Conversions | Ep 388
16:02
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16:02If you want consistent protection conversions but feel stuck because clients ghost you or "don't see the value," this episode shows you how to fix it. Gary breaks down the three costly mistakes advisers make in the protection process, and the simple consultative shifts that immediately increase conversion, premium size and client trust. Book Your F…
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The 4 Phases to £1 Million: How to Build a Freedom-Led Business | Ep 387
22:07
22:07
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22:07If you want predictable growth, consistent income, and more freedom in your business, but feel stuck spinning your wheels without knowing what to focus on next, this episode reveals the exact roadmap to take you from chaos to control. Whether you're a mortgage adviser, IFA, or small business owner, Gary walks you through the four proven phases ever…
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From £5K to £18K Months: How Dean Scaled His Brokerage FAST | Ep 386
33:12
33:12
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33:12If you want to build a consistent, freedom-led business but feel stuck juggling admin, chasing clients, and working long hours, this episode shows you how to fix it. Dean Vaughan shares how he went from working under someone else's brand to building a scalable business as an AR with consistent £15k–£18k months, without burning out. Take the Systemi…
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The 3-Step Blueprint Every Adviser Needs to Build a More Profitable Business | Ep 385
27:33
27:33
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27:33(Recorded Live at the Mortgage Business Expo London 2025) If you want consistent leads and a scalable business but feel stuck juggling poor systems, inconsistent sales, and never-ending tasks, this episode shows you how to fix it. Take the Systemise & Scale Quiz What You'll Learn: Discover the Systemise & Scale Blueprint built from 17 years in fina…
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Stop Doing £10 Tasks: The #1 Cause of Entrepreneur Burnout | Ep 384
13:17
13:17
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13:17If you want to grow a freedom-led financial services business 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 4-stage growth model every adviser must understand Why your first (or next) hire unlocks double the revenue Real…
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The Systems, Team and Strategy Behind Two Brothers £96K/Month Firm | Ep 383
47:34
47:34
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47:34In this kickoff episode of Scaling Stories, Gary chats with Alex and Karl West, the brothers behind Westways Financial, who scaled from a bedroom to a £96,000/month firm in just 4 years, without a single paid ad. If you want predictable growth and more time freedom but feel stuck manually juggling leads and admin, this episode shows you how to fix …
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How to Escape the Grind and Build a Business That Runs Without You | Ep 382
15:32
15:32
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15:32If you want predictable growth and more freedom but feel stuck because hustle culture has you grinding nonstop, this episode shows you how to fix it. Take the Systemise & Scale Quiz What You'll Learn: The hard truth about hustle culture and why it's unsustainable 5 shifts to simplify, systemise, and scale without sacrificing your life Gary's person…
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Series 4 Trailer | Systemise & Scale Podcast
1:24
1:24
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1:24Welcome to the Systemise & Scale Podcast, where business growth meets life optimisation. If you're an ambitious entrepreneur or lifestyle-driven individual, this channel is built for you. Because real success isn't just about revenue; it's about freedom, impact, and creating a life you don't need a holiday from. I know what it feels like to get it …
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The Simple Email System That Delivers Weekly Appointments | Ep 381
17:00
17:00
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17:00If 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 bei…
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How to Build a Profitable Brokerage That Runs Without Stress Or Mess | Ep 380
16:37
16:37
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16:37If 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 — …
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How to Save Hours & Scale Faster Using AI | Ep 379
13:04
13:04
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13:04If 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 …
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How Advisers Can Scale Content Without Doing More Work | Ep 378
12:06
12:06
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12:06If 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, …
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The 3 Hidden Habits Keeping Advisers Stuck Under £20k | Ep 377
10:10
10:10
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10:10If 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 b…
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The Funnel Fix That Converts More Leads Into Clients | Episode 376
22:48
22:48
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22:48If 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. 🎥 Watch the full walkthrough video here: https://www.youtube.com/watch?v=HQgpWoaa5Fs Drowning in spreadsheets, missed follow-ups, or tech that doesn't talk to each other? Stop firefighting. Sta…
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The 5 Essentials Advisers Must Have Before Running Ads | Ep 375
14:33
14:33
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14:33If 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. 👉 Explore Active…
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Stop Losing Leads: The Trust-Building Blueprint for Advisers | Ep 374
10:49
10:49
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10:49If 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…
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How Advisers Can Escape the Chaos With One Simple Ecosystem | Ep 373
11:53
11:53
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11:53If 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 £5–2…
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The 6 Lies Keeping Advisers Overworked & Underpaid | Ep 372
11:51
11:51
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11:51If 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…
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The Hard Truth About Freedom That Keeps Advisers Trapped | Ep 371
1:24:32
1:24:32
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1:24:32If 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 ab…
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How I Scaled to £5M with Zero Ad Spend | Ep 370
13:28
13:28
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13:28This 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…
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What Most Advisers Get Wrong About Systems, Audience & Sales | Ep 369
14:04
14:04
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14:04If 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 h…
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How I Built a £324k Pipeline with Zero Social Proof | Ep 368
9:04
9:04
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9:04If 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. 🎯 Watch the full episode on YouTube → https://www.youtube.com/watch?v=SfOKdtiHHFY&t=798s ✅ How I went from zero presence to £324k in revenue using organic content ✅ The daily hab…
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How In-person Events Helped Me Add £100k Without Burnout | Ep 367
11:38
11:38
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11:38If 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 …
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4 Fixes to Systemise Your Business Fast | Ep 366
10:09
10:09
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10:09Feeling 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. 🔥 Complete the Scale Scorecard …
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The Signs It's Time to Evolve Your Niche (Before It's Too Late) | Ep 365
11:06
11:06
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11:06Are you creating content that gets zero engagement? Waking up to a diary full of non-ideal clients? 🔥 Complete the Scorecard to Understand How To Grow Your Business & Improve Your Income - https://scorecard.systemise-scale.com/ This episode is your wake-up call. Gary Das shares why most advisers are playing too broad, how to pinpoint your Ideal Cli…
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Impatience Is Killing Your Business Growth | Ep 364
14:43
14:43
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14:43In 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 …
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Why Hiring Might Be The Best Thing You Ever Do! | Ep 363
16:02
16:02
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16:02Hiring 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 finan…
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Why Advisers are Stuck at £20k/months | Ep362
8:33
8:33
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8:33In 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://sy…
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3 Reasons Most Entrepreneurs Stay Stuck (And How to Break Free) | Ep 361
7:40
7:40
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7:40If 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 Fi…
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The Huge Mistakes Advisors Make at £10k–£20k/month | Ep 360
13:17
13:17
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13:17🚨 Are you a mortgage or financial adviser struggling to break through the £10k–£20k/month ceiling? The real obstacle? The fear of delegation. In this episode, Gary Das reveals the delegation mistakes holding advisers back and how to shift from doing everything yourself to strategically outsourcing, creating more time and increasing revenue. It's ti…
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How to Scale from £5k to £10k/Month Mortgage or Financial Advisor | Ep 359
21:15
21:15
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21:15Feeling 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 lear…
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How to Hit Your First £5k/Month as a Mortgage or Financial Advisor | Ep 358
25:40
25:40
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25:40Starting 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 sale…
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3 Proven Ways to Get Better Quality Leads in 2025 | Ep 357
15:20
15:20
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15:20Lead 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 cons…
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10 Lessons That Took Me 10 Years to Learn in Business | Ep 356
6:22
6:22
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6:22A 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 financia…
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Mastermind Power Transforms Success | Ep 355
8:13
8:13
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8:13🎙️ Mastermind Power TRANSFORMS Success In this episode, I dive into the power of masterminds and how they can completely transform your business outcomes, mindset, and motivation. Whether you're a solo adviser working from home or managing a growing team, this is your guide to building unstoppable momentum through collaboration, accountability, and…
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How To Scale Your Business While On Holiday | Ep 354
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8:54
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8:54What 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. Wh…
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The 5 Steps To Get More Clients - My L.E.A.D.S Strategy | Ep 353
10:00
10:00
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10:00In 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 cyc…
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Building the Right Team Took Me 5 Years | Ep 352
10:20
10:20
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10:20Building 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 mist…
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How We Turned 703 Mortgage Leads Into 611 Booked Calls | Ep 351
5:56
5:56
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5:56Most 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 marketi…
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I Built £20M In Turnover From A £2k Loan | Ep 350
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15:17
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15:17In 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 ent…
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The Truth About "Seven-Figure" Mortgage Brokerages | Ep 349
8:13
8:13
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8:13Many 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-te…
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3 Steps to Scaling Your Business & Reclaiming Your Time | Ep 348
9:18
9:18
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9:18Are 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 owne…
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Hiring A Digital Marketing Exec For My Mortgage Business | Ep 347
9:23
9:23
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9:23In 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 wi…
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I Lost £20,000 On An SEO Campaign Targeting High Net Worth Mortgages | Ep 346
12:34
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12:34I made a £20,000 mistake on an SEO campaign for high net worth mortgages—and I don't want you to do the same! 🚨 In this episode, I break down exactly why my SEO strategy failed, the biggest SEO mistakes financial services businesses make, and the better way to generate leads. If you're relying on SEO alone, you NEED to hear this before you waste ti…
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