In this episode, Gary discusses the harsh reality of an adviser or business owner who relies on one lead source. You will hear about how relying on one lead source can lead you to failure, difficulty, stress, anxiety and worry. One lead source will eventually leave you stuck because what happens if the leads run dry? What happens if the algorithms change? You have to start focusing on how can you build a digital marketing machine. Social media has changed the marketing game massively. If you are...
Mar 17, 2022•12 min•Season 2Ep. 195
In this episode Gary talks to Shaun Almond. They talked about mortgage selling protection. In this episode, you will hear about the challenges and issues on selling protection You will also know what a fully-protected mortgage is and how easy it is to avail one. The biggest issue people encounter in selling protection is not the lack of knowledge but finding the time to do it. So if you’re looking for a sign, this is it. This is the time to do it. What Is Covered In Today’s Episode Of The Financ...
Mar 10, 2022•6 min•Season 2Ep. 194
Episode 193 - How To Overcome Your Fear of Posting Content on Social Media In this episode Gary discusses the wonders of social media. If this scares you don’t worry, for you are not alone. Gary talks about how to overcome the fear of posting content on social media. There is always something for everyone to talk about. You will also be hearing from Gary through this episode on how he mastered his social media channel, generate leads, build relationships, attract ideal clients, leverage his time...
Mar 03, 2022•13 min•Season 2Ep. 193
In this episode Gary talks to Catherine Morgan on how to help the financial services profession to help their clients be happier and not just wealthier. We hear the relationship that we the producer and consumer have with money. In this episode, we’ll be discussing how to make clients focus more around financial well being while you take the lead in the financial roadmap. We will learn what a financial coach is, financial planning, financial adviser, financial therapy, and how each one contribut...
Feb 24, 2022•6 min•Season 2Ep. 192
In this episode Gary discusses how to generate free leads using content marketing, social media and online marketing tactics in less than 30 minutes per day. This will enable you to grow your reach, engagement, and ultimately, your lead generation. The biggest challenge that keeps coming up is the lack of time and the diary in order to be able to engage so this episode will equip you with everything you need in order for you to generate leads in the shortest amount of time. After this episode, y...
Feb 17, 2022•16 min•Season 2Ep. 191
In this episode Gary talks to Andrew Montlake on making social media work in mortgages. Andrew talks about the different regulations you have to consider and check out as a mortgage broker. He also talks about how he’s able to utilise social media as a mortgage broker. In this episode, we’ll be listening to different challenges you can encounter as a modern day mortgage broker and how to overcome them. “Don’t be afraid to be who you are 'cause that’s what people buy into,” said Andrew. Andrew en...
Feb 10, 2022•9 min•Season 2Ep. 190
In this episode Gary discusses realigning to your goals and that your family is everything. Gary shares the most challenging 2 months of his life and how he was emotionally drained during those times. Today, we will listen to how Gary broke through this wall and overcame trials and tribulations that kept him from reaching and focusing on his goals. He said, “life has a real way of slapping you in the face and making you realign to what really matters.” There are three points in which Gary pointe...
Feb 03, 2022•19 min•Season 2Ep. 189
In this episode Gary talks to Rob Moore on juggling life, business and kids. “Tell them less and show them more.” In this episode, Rob talks about being a role model to his children at home by showing to them his work ethic, a creative entrepreneurial mind, the ability to solve problems, being positive and how to react to situations professionally, being passionate and excited in what he does and more. And more importantly, showing to our children our unconditional love that no matter what, we l...
Jan 27, 2022•17 min•Season 2Ep. 188
In this episode Gary discusses conditional selling. A word in the mortgage and insurance industry that is a huge issue when it comes to the FCI, when it comes to compliance; It’s something that we are not allowed to do. Conditional selling is turning around to your client and saying, “unless you do the mortgage with me, I am not willing to do the protection.” Gary talks in the context and perspective of the financial services and mortgage industry. What Is Covered In Today’s Episode Of The Finan...
Jan 20, 2022•16 min•Season 2Ep. 187
In this episode Gary talks to Steve Payne on how to live a life full of purpose. They also talk about living a life that is fulfilling in a way that you are able to create financial stability for your family and at the same time you enjoy what you are doing. What you need to do in order to have a fulfilling life is to make a big change and if you take the first step, everything else will fall into place. What Is Covered In Today’s Episode Of The Financial Pro Podcast: Living a fulfilled life Whi...
Jan 13, 2022•14 min•Season 2Ep. 186
In this episode Gary discusses reflection, because reflection drives results for your business. He reflects on 2021 where he had a fantastic journey in terms of his own mortgage brokerage, scaling his coaching business which helped a huge number of helping mortgage advisors to increase leads and sales and his podcast which is approaching 200 episodes! He discusses further that there is no such thing as failure, there is only feedback, whether it is good or bad, and reflecting on this to genuinel...
Jan 06, 2022•12 min•Season 2Ep. 185
In this episode Gary discusses his investment of £195,000 worth of salaries in a year where he has gone from a team of nine to a team of nineteen. He shares that team decisions have been made based on where the team would be by the end of each quarter and he further explains that marketing is the lifeblood of any business especially when you need to drive leads for a large team. And it is not just sales and marketing that you need to focus on when scaling your team, you need to have a manager wh...
Dec 30, 2021•17 min•Season 2Ep. 184
This episode discusses why businesses should always be advertising. He talks about having regrets linked back to when he was younger, knowing that he could have been bigger if he was not as conservative with his marketing efforts back then. Learning early that the internet was going to play a big part in the success of any business was pivotal, and being able to utilise online platforms can still create an abundance of leads for your business. What Is Covered In Today’s Episode Of The Financial ...
Dec 23, 2021•12 min•Season 2Ep. 183
In this episode Gary discusses making mistakes with social media, content marketing and lead generation. He talks about how posting on social media can be a wonderfully powerful tool but at the same time it can be overwhelming. To do social media content marketing effectively you need to find a way in which you can automate the process where you can actually leverage your marketing in multiple different ways so you can attract your ideal client into your ecosystem directly from social media chan...
Dec 16, 2021•10 min•Season 2Ep. 182
In this episode Gary is with Richard Coulson. He discusses how mortgage brokers must enable their clients to protect themselves from further debt. They talk about growing a business, why you must stick to what you’re good at and the essential principles of mortgage businesses understanding how to sell protection. What is covered in today’s episode of the Financial Pro Podcast: Embracing technology for mortgage brokers The importance of sticking to what you’re good at Building a specialism in sel...
Dec 09, 2021•14 min•Season 2Ep. 181
In this episode Gary discusses what you should be doing to generate leads, clients and sales on social media during this time of a pandemic. He believes that the methods and principles that he followed back when he started would not work today and in this show he discusses the steps on how to do lead generation on social media in a modern way. What Is Covered In Today’s Episode Of The Financial Pro Podcast: How the pandemic changed the lead generation game Create, Connect and Consistency Connect...
Dec 02, 2021•13 min•Season 2Ep. 180
In this episode Gary is with Emma Mills. She is the Managing Director of MiPA, an award-winning PA and call answering team, that saves businesses time and money. Emma’s business helps people make the most of the time that they’ve got and her team helps entrepreneurs do the tasks and things that need to happen in the business but are not necessarily the best use of the business owner’s time. Ultimately Emma thinks that once somebody gets that hour of their time back, it’s up to them how they spen...
Nov 25, 2021•15 min•Season 2Ep. 179
In this episode, Gary talks about what automating and streamlining your processes actually takes and what are the benefits to you. In May 2021 Gary restructured his coaching business because of the pandemic and that process showed why it's really important that you’re constantly refining, reviewing, tweaking and improving to interact the way you operate in today's business world. Because if you're not refining the way in which you do things, then you can't work more efficiently, you can't make m...
Nov 18, 2021•14 min•Season 2Ep. 178
In this episode, Gary is with Siam Kidd, an ex RAF pilot that left to become a full-time trader for the last 17 years. He quickly lost everything on a silly trade and in order to get more capital to trade, he then focused his energies on the world of business. He now runs / owns 8 different businesses alongside his trading, some doing better than others due to 2020. He was able to earn 7 figure profits from TRADING (not selling courses), made £426k in a few hours during Black Monday and generate...
Nov 11, 2021•1 hr 27 min•Season 2Ep. 177
In this episode Gary is with Matt Cottle. An experienced Property Investor and Developer with a demonstrated history of working at senior level in the financial services industry, skilled in Sales, Management, Business Development and Specialist Finance. A strong real estate professional with a BA (Hons) focused in Management Accountancy, French from Leeds Metropolitan University and Normandy Business School. He has spent the last 20 years building and leading one of Britain’s largest specialist...
Nov 04, 2021•11 min•Season 2Ep. 176
In this episode Gary discusses the career path of mortgage advisers and the skills you need to be able to be an effective adviser. The role of a mortgage broker is more diverse than you may think, if you’re driven and goal oriented, a job as a Mortgage Adviser could be perfect for you. With daily, weekly and monthly targets to achieve you’ll have plenty of opportunities to showcase your skills, sell, communicate and get the satisfaction of hitting and exceeding your targets and eventually - once...
Oct 27, 2021•16 min•Season 2Ep. 175
In this episode Gary is with Spencer Lodge, Co-founder and Chairman of The Blue Sky Thinking Group (BSTG), a company valued at over 100 million dollars. He was voted as one of the Top 100 Most Influential People in Dubai and for many decades he has been making waves in the international financial services and sales industry. With over 24 years of experience in building businesses and training employees to achieve their full potential, Make It Happen was born out of Spencer’s desire to share his ...
Oct 21, 2021•7 min•Season 2Ep. 174
In this episode Gary talks about the training - or lack thereof - in the mortgage industry. Gary believes that the training for new people coming in the mortgage sector is nowhere near as good as it should be and that needs to change. The role of a Mortgage Adviser is one for which there is significant demand in the UK job market and it is one of the hardest jobs, especially through the pandemic as lending criteria changed and processes with lenders shifted. Mortgage advisers frequently have a v...
Oct 14, 2021•20 min•Season 2Ep. 173
In this episode Gary is with Mark Burgess. He is a successful entrepreneur, international speaker, best-selling author, TV personality and recently featured on Forbes.com. Mark has worked in and built businesses around the property sector for the past 20 years. Mark is the founder of Iceberg Digital who has offices in the UK and Asia. He is the author of the best-selling book ‘Where Did My Industry Go?’ written specifically for estate and letting agencies to understand digital marketing and the ...
Oct 07, 2021•9 min•Season 2Ep. 172
In this episode Gary talks about his recent mistakes whilst developing his company’s CRM system. Everyone makes mistakes. What’s more, millions of people may have experienced the same gaffes before you. It’s easy to imagine you’re the first to be unsuccessful at something, but you’re not alone. When you make an ‘error’, it is important to let yourself off the hook. Remember, everyone fails to achieve the results they want at times and doing so is part of forming the life you want. From motivatio...
Sep 30, 2021•12 min•Season 2Ep. 171
In this episode Gary is with Pete Matthew. He is a Chartered and Certified Financial Planner and Managing Director of Jacksons Wealth Management in Penzance, Cornwall. Jacksons has been serving the financial planning needs of local families and businesses since 1923, surely making it one of the longest-established private financial advice companies in the UK. He is an award-winning podcaster and video blogger and his passion is to spread the word that anyone can take control of their personal fi...
Sep 23, 2021•18 min•Season 2Ep. 170
In this episode Gary discusses how simple and easy it is to add a hundred grand a year to your business. Even if you're doing a million pounds, you probably know this already, but it's a super simple strategy method that seems to be overlooked. This basic principle of monitoring, measuring your digit and tracking your metrics, regardless of industry you are in, is crucial. How many leads do you need into your business in order to have the correct number of conversations? It's all about conversat...
Sep 16, 2021•8 min•Season 2Ep. 169
In this episode Gary chats with Nicola Firth, CEO of Knowledge Bank, the UK’s largest mortgage criteria search system. Knowledge Bank was the first offering of its kind in the UK and the success of this platform is, in no small part, due to the fact that Nicola knew the space so well due to her background as a financial adviser, who wrote a lot of mortgages. What Is Covered In Today’s Episode Of The Financial Pro Podcast: How Knowledge Bank created an offering of 125,000 products across 250+ len...
Sep 09, 2021•40 min•Season 2Ep. 168
In this episode Gary talks about his first-hand experiences with marketing agencies and shares tips on how not to waste thousands of your budget just by knowing the basic principles of advertising, utilising organic marketing and having the low cost tactics in place before spending huge sums on paid-for strategies. Here’s the truth, most marketing agencies sell marketing solutions, not a business solution. They follow the typical, generic marketing formula. Gary breaks down what organic advertis...
Sep 02, 2021•23 min•Season 2Ep. 167
In this episode Gary talks about his number one, proven lead generation strategy. Social media is constantly evolving, if you’ve watched your post reach on Facebook shrink or wondered why your posts on Instagram aren’t getting the engagement they used to, you’re not alone. It’s harder than ever to grow your social media audience without paid advertising. With constant social media algorithm changes and businesses trying to be on top of people’s feeds by using paid advertising, is organic social ...
Aug 26, 2021•14 min•Season 2Ep. 166
