Systemise Your Process For Time & Freedom

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 your lead management activities, letting you attract, nurture, and close more deals in less time. Listen to Gary as he discusses the main benefits that having a CRM can bring to your business. 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! What Is Covered In Today’s Episode Of The Financial Pro Podcast: Why you need to replace your spreadsheets to CRM Highly recommended CRM software to use Different functions CRM can handle How to streamline business structures The importance of personalised sales reports Channels: Visit Financial PRO website www.financial-pro.com Follow Gary Das on Facebook and Instagram If you want to find out more about the CPD accredited Mortgage Adviser PRO course please visit  www.financial-pro.com/courses

Om Podcasten

Welcome to The PRO Podcast, where Gary Das and a diverse range of experts share the blueprint for excellence in life and business. We're more than a podcast; we're a community dedicated to mastery in personal and professional growth, aiming for success in all areas of life. You’ll find real stories, actionable advice, and a wealth of insights inspiring you to achieve peak performance - mentally, physically, and financially. The PRO Podcast is your ultimate guide to building a business, income, and lifestyle you love through generating leads, increasing sales, maximising profit, and building wealth. Our episodes range from in-depth interviews with thought leaders across various industries to interactive Q&A sessions and workshops, ensuring valuable learning for every listener. The PRO Podcast isn't just about becoming the best in your field; it's about redefining success on your terms. “Remember, now is the time to become PRO!” Subscribe to The PRO Podcast today - where becoming a professional is just the beginning, and discover the endless possibilities of where your personal and professional journey can take you.