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The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
 
The official podcast of The Financial Planning Training Academy. Hosted by Steve Martin and Damien Rylett. If you are Financial Adviser or Planner who is passionate about getting better, you have come to the right place. This is a series of conversations with the leading lights in financial services who are willing to share their knowledge.
 
Hosted by award-winning mortgage broker Gary Das, the Financial PRO podcast develops your knowledge to build a successful financial services business. Gary shares the ups and downs, successes and failures of building his own mortgage brokerage along with in-depth conversations with the other experts from all areas of financial services, marketing, sales, and business. The purpose of the show is to share tried and tested methods to achieve more from your business, whether it's generating lead ...
 
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What an absolute legend! From £50k in debt with mental health and drug addiction problems to growing brokerage and a financial transformation course.There's also a lot of chat about a stray cat that you won't want to miss.Richard Crow is an absolute character and we're delighted to introduce you to him.…
 
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…
 
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…
 
In this episode Emma Crossick talks to Alan Moran about investing in renewables. Did you know that investing in renewables gives you a better return on your investments than traditional investments? Actually, more than that, ethical investments are so vitally important because of the environmental issues that our planet faces.…
 
Do you have any cool gadgets? (Any software or something technical you can’t live without? Maybe something most people don’t know about why you could recommend?) Flipboard https://flipboard.com/ the ultimate news and content curation website and mobile app Quik by Go Pro https://gopro.com/en/us/shop/quik-app-video-photo-editor for fast and great lo…
 
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 op…
 
In this episode Emma Crossick talks to Alan Moran about the differences between Life Planning and traditional Financial Planning. They also look at how Life planning is not only about your financial postion but also your aspirations for the furture.저자 Alan Moran
 
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 o…
 
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 fr…
 
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 p…
 
Another legend who switched Primis for The Money Group Mr Jonathan Needham joins us as part of our Business Superhero Series.Jonathans talks candidly about mental health but we also discuss all the key parts required to build a successful brokerage. Having been there and done it for years he's a valuable source of advice for anyone wanting to grow …
 
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 e…
 
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 t…
 
Peak Mortgages is a relatively young business but they have a hefty number of Google reviews, an enviable social media presence and the coolest office in FS!Hear how Rhys has grown his brokerage and what's in store for the future.저자 Rhys Schofield, Alex Curtis
 
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 aut…
 
Mark's business is just over a year old and it's moving at an incredible rate! He now has about 4 (we lost count) brands and websites.He's learnt SEO and some Google Ads to make sure not just he but new advises have a reliable source of leads.Let's catch up with Mark Robinson from Albion Mortgages, or is it Teacher Mortgages, no it's Willsmiths, or…
 
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 yours…
 
Andy Storch is the author of Own Your Career, Own Your Life. We obviously chat about the book but we also dive into:Getting back into networking and live eventsCryptoCurrency & NFTS - Why did Andy spend $30k on a doodle of a lizard?Personal brandingHow to stop drifting through your career and start taking action!…
 
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 this episode Emma Crossick talks to Alan Moran about how you can be in control of your finances. They discuss how Interface Financial Planning offers an online system to all of their clients (and their non-clients too) where you can see the values of all your investments, pensions, bank accounts, shares and all of your national savings (premium …
 
Host of the Mortgage Broker Broadcast and the Mortgages, Money & More podcast Mr Craig Skelton joins us to talk about creating a positive company culture.We find what makes Craig tick, what he's up to and how he's grown (and growing) his financial advice brands.저자 Craig Skelton, Alex Curtis
 
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 industr…
 
In this episode Emma Crossick talks to Alan Moran about how important funeral planning is. People like to put off things that make them uncomfortable but it is important not to ignore it because the end is unfortunately inevitable. Having a plan in place relieves alot of stress from the bereaved and makes sure that your wishes are carried out after…
 
Valerie Morris is the digital marketing superstar and author of "We're All Ears: How to increase your impact, influence, and success online in a noisy world".We find out what makes her tick and how she helps people like you.저자 Alex Curtis, Valerie Morris
 
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 …
 
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 …
 
Digital Marketing Supremo and friend of the Show Mr Bob Gentle joins Alex for the business superhero series.You'll hear how Bob has changed the fortunes of the brands he works with, the importance of a personal brand and what it's like to work with Bob directly.저자 Bob Gentle, Alex Curtis
 
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 advert…
 
An introduction to marketing your Equity Release business and generating more leads online.What are people searching for on Google?What's the size of the market? How many searches are there?What does the joe public think about Equity Release?How can you approach your marketing message so you don't attract any negativity?…
 
In this episode Gary talks about how social media can hurt your personal brand. Social media has arguably become the most powerful media platform, however, social content has also led to the downfall of several businesses that misused the marketing platform, and destroyed their reputation or wasted a ton of money. Not every brand needs to be funny …
 
In this episode Emma Crossick talks to Alan Moran about common misconceptions about financial advisers. Financial Planning is NOT about flogging pensions and investments, it’s about looking after people’s money and advising them as best as possible as to how they can live as they want to with money in their pocket.…
 
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 with Jennifer …
 
In this episode Gary talks about the power of having a CRM system. Part of running a successful mortgage broker business is managing the relationships you have with your customers. This becomes much easier when you have an effective CRM system. Using the right CRM software will not only assist in generating leads, it will eliminate the chaos from y…
 
In this episode Gary talks about his insights about why, after 12 months of working at home, he and his team have decided to resume their office operations in Chelmsford. The global pandemic and lockdown restrictions forced many UK businesses to move employees to remote working, practically overnight. But has this increase in productivity just been…
 
We discuss the changes in Social Media Advertising. The Apple privacy restrictions in Apps. An experiment on Facebook & Instagram comparing the privacy tracking. We also talk about the FCA authorisation to advertise in Google. What budgets do you need for Facebook advertising? More info about Financial Services PPC…
 
In this episode Gary talks about a HUGE milestone that has been achieved in his business recently - back in December 2020, Gary teamed up with his mentee and good friend, Paul McGowan to provide financial services professionals with the tools and training to make the most out of their current clients and increase their lifetime customer value. But …
 
In this episode Emma Crossick talks to Alan Moran about NS&I Premium Bonds. There are countless people out there who are unaware that they have Premium Bonds some of which have had winnings attached to them. Unlike the Lottery, Premium Bonds and their winnings don't go out of date. So its well worth checking to see if you have some.…
 
We answer your questions on Google Display ads so you can get a much better understanding of what is possible.What is the display network?Do you have to make the banners?Can you do animated banners?Who sees the ads?How much do they cost?Are they good for lead gen?Search & Display combined, is that good?…
 
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