Systemise & Scale with Gary Das

If you want a business that gives you freedom but feel stuck because everything depends on you, this episode shows you how to fix it. Most advisers don't own a business, they own an overpaid job. If you're generating the leads, closing the sales, managing the admin and firefighting every issue, you've built a founder-dependent business that can't grow without burning you out. In this episode, Gary breaks down exactly how to remove yourself from the day-to-day operations and build a business that runs, and grows, with minimal input from you. Book Your Growth Audit Call You'll learn: What founder dependency really is (and why it keeps you trapped) The CEO vs manager mindset shift most business owners miss How to delete, delegate or automate £10/hour tasks The 4 core areas your business must run without you A simple weekly time-tracking exercise to identify your next hire How to focus only on leads and sales, the true role of the founder This is a practical, real-world breakdown of how to systemise your business, protect your income, and create the freedom-led life you started your firm for. Book Your Growth Audit Call Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love. Be sure to like, comment, and subscribe for more insights on personal and professional growth. Interested in taking yourself and your business to the next level? I hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform. Follow me on Social media: Instagram | LinkedIn | Facebook | Website | YouTube

In this behind-the-scenes Vegas vlog, Gary shares raw insights from a 2-day scaling workshop with Alex Hormozi, unpacking what actually creates growth without founder burnout. Watch on YouTube for the full visual experience The simple question that instantly reveals your biggest growth bottleneck Why founder dependency turns a business into a high-paid job The 6 key value adders that drive predictable revenue and profit How to think like an investor, not an operator When to fix systems and people, and when to double down on leads This episode is essential listening for business owners who want leverage, control, and a business that grows without them being in the middle of everything. Take the Systemise & Scale Quiz Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love. Be sure to like, comment, and subscribe for more insights on personal and professional growth. I hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform. Follow me on Social media: Instagram | LinkedIn | Facebook | Website | YouTube

If you want a profitable business and more time freedom but feel stuck because everything still runs through you, this episode shows you how to fix it. In this episode, Gary breaks down why most financial services businesses don't fail financially, they fail functionally, and what actually creates control, profit, and freedom. Book Your FREE 15-minute Growth Audit  You'll discover: The 5 core reasons founders become trapped in their own business Why focusing on revenue first keeps you stuck in chaos and firefighting How to remove founder dependency without losing control or quality The identity shift from adviser/technician to true business owner A practical blueprint for building a business that runs without you This episode is for business owners who want a business that works for them, not one that drains their time, energy, and family life. Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love. Be sure to like, comment, and subscribe for more insights on personal and professional growth. Interested in taking yourself and your business to the next level? Book Your FREE 15-minute Growth Audit  I hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform. Follow me on Social media: Instagram | LinkedIn | Facebook | Website | YouTube

If you want more income and freedom but feel stuck working long hours with unpredictable referrals, this episode shows you how to fix it. In this Scaling Stories edition, Gary sits down with Ben Grandi to unpack how he transformed his mortgage business from being time-poor and introducer-reliant to systemised, predictable, and freedom-led. Book a Growth Audit Call if you want results like Ben How Ben doubled monthly written business from £8–10k to consistent £20k+ months The exact systems and automations that replaced manual admin and saved hours every week Why relying on estate agents and new builds nearly burned him out How local social media became his most predictable lead source The mindset shift that made hiring admin and a social media manager a no-brainer This is a behind-the-scenes look at what really changes when you stop chasing more work and start systemising what you already have. Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love. Be sure to like, comment, and subscribe for more insights on personal and professional growth. Interested in taking yourself and your business to the next level? Book a Growth Audit Call if you want results like Ben I hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform. Follow me on Social media: Instagram | LinkedIn | Facebook | Website | YouTube

If you want consistent revenue, more time, and real freedom from your business but feel stuck as the bottleneck doing everything yourself, this episode shows you how to fix it. In this episode, Gary breaks down the exact team blueprint he's used to build multiple profitable businesses that run without him, including the precise hiring order most advisers get wrong. The non-negotiable systems you must build before your first hire Why your first hire should be a PA (not admin) and how it doubles your income The £100,000-per-person rule that keeps your business profitable The 7 key hires that take you from solo adviser to £700k–£1m revenue The mindset shift required to move from producer to leader Take the Systemise & Scale Quiz This is not hustle culture. It's a practical, proven framework for advisers who want scale, control, and a business that works without burning them out. Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love. Be sure to like, comment, and subscribe for more insights on personal and professional growth. Interested in taking yourself and your business to the next level? Take the Systemise & Scale Quiz I hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform. Follow me on Social media: Instagram | LinkedIn | Facebook | Website | YouTube

If you want more time and headspace but feel stuck because your business relies on you for everything, this episode shows you how to fix it. Most advisers don't actually want explosive growth, they want less chaos, fewer fires, and the freedom to step away without guilt. In this episode, Gary breaks down why scaling is optional, but systemising is essential if you want your business to stop running your life. Check out Active CRM; the CRM built specifically for advisors in financial services Inside this episode, you'll discover: The 3 core systems that give you your time back without chasing growth Why "organised chaos" keeps you stuck as the bottleneck How to systemise your calendar, tasks, and routines for personal efficiency Simple operational systems that make delegation and consistency easy How automation and client delivery systems remove stress and weekend work Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love. Be sure to like, comment, and subscribe for more insights on personal and professional growth. Interested in taking yourself and your business to the next level? Check Out Active CRM I hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform. Follow me on Social media: Instagram | LinkedIn | Facebook | Website | YouTube

In this episode, I'm setting the direction for 2026 and sharing, in full transparency, how the business is evolving, what's changing, and what it really takes to scale with control. I'm opening the year by pulling back the curtain on what really changed my business, not through hustle, but identity, systems and leadership. You'll hear exactly how Systemise & Scale was built, how the brokerage now runs without me, and what it truly takes to grow profitably without sacrificing your life. Take the Systemise & Scale Quiz What You'll Learn The identity shift required before any strategy actually works How systems replaced hustle, and freed up Gary's time Why turnover is meaningless without gross profit control The exact 90-day planning method for predictable growth Behind-the-scenes lessons, mistakes and costly experiments This episode sets the tone for a new phase. Real-time growth, full transparency, and building a lifestyle-led business in financial services. Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love. Be sure to like, comment, and subscribe for more insights on personal and professional growth. Interested in taking yourself and your business to the next level? Take the Systemise & Scale Quiz I hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform. Follow me on Social media: Instagram | LinkedIn | Facebook | Website | YouTube

If 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 Systemise & Scale Quiz What You'll Learn The 3 biggest mistakes that make progress feel slower than it actually is Why growth isn't an effort problem — and what to focus on instead How the "lag phase" works in marketing, systems, and business building Why quitting too early kills otherwise great businesses How clarity, systems, and support replace hustle and burnout Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love. Be sure to like, comment, and subscribe for more insights on personal and professional growth. Interested in taking yourself and your business to the next level? Take the Systemise & Scale Quiz I hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform. Follow me on Social media: Instagram | LinkedIn | Facebook | Website | YouTube

If 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, Gary breaks down exactly how to stand out in 2026 without posting every day, burning out, or copying templated content that no longer works. Take the Systemise & Scale Quiz What You'll Learn Why originality now beats templates, trends, and daily posting The 3-part 2026 content plan every adviser should follow How to attract the right clients using opinion, problems, and proof Why quality beats quantity (and how often you really need to post) How to turn social media into a lead engine without sacrificing lifestyle Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love. Be sure to like, comment, and subscribe for more insights on personal and professional growth. Interested in taking yourself and your business to the next level? Take the Systemise & Scale Quiz I hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform. Follow me on Social media: Instagram | LinkedIn | Facebook | Website | YouTube

If 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, and major life events, and how systemisation, boundaries, and incremental change transformed everything. Book a Growth Audit Call if you want results like Rachael How Rachael grew from £56k to £114k+ while working 29 hours a week Why "lifestyle-first" beats chasing big turnover targets The systems, boundaries, and team structure that removed chaos How to stop being reactive and build predictable, referral-led growth The mindset shifts that helped her scale without burnout or guilt This is a behind-the-scenes look at what sustainable growth actually looks like for advisers who want freedom, not endless hustle. Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love. Be sure to like, comment, and subscribe for more insights on personal and professional growth. Interested in taking yourself and your business to the next level? Book a Growth Audit Call if you want results like Rachael I hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform. Follow me on Social media: Instagram | LinkedIn | Facebook | Website | YouTube

If 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 can unlock 2–3× more revenue from the leads you already have. What You'll Learn Why most advisers would drown if 50 extra leads arrived tomorrow The 3 core systems you must have: lead capture, automated follow-up, customer journey How to stop losing money through forgotten callbacks, missed ERC dates and poor nurturing What predictable growth looks like when tech and team support you, not suffocate you Real client results: how £8–12K months consistently jump to £16–20K inside 6–9 months Book Your FREE 15-minute Growth Audit  Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love. Be sure to like, comment, and subscribe for more insights on personal and professional growth. Interested in taking yourself and your business to the next level? Book Your FREE 15-minute Growth Audit  I hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform. Follow me on Social media: Instagram | LinkedIn | Facebook | Website | YouTube

If 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. Take the Systemise & Scale Quiz What You'll Learn The employee traps that keep advisers firefighting and stuck in delivery The 3 identity shifts that moved Gary from burnout to building a scalable, freedom-led business Why your first hire (usually admin/PA) is the key to unlocking £5–10K extra income per month How systems, automation and simple processes stop the leaks that drain your time and profit Dean's journey: from £2–5K months to consistent £15–18K months after shifting mindset, brand and structure Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love. Be sure to like, comment, and subscribe for more insights on personal and professional growth. Interested in taking yourself and your business to the next level? BTake the Systemise & Scale Quiz I hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform. Follow me on Social media: Instagram | LinkedIn | Facebook | Website | YouTube

If 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 week of his time. You'll learn the mindset, milestones and systems financial services entrepreneurs need to create predictable growth without sacrificing family, health or freedom. Book Your FREE 15-minute Growth Audit  What You'll Learn: The truth about why bigger teams, bigger revenues and "7-figure" hype often lead to burnout, not freedom The 3 biggest mistakes Gary made (and sees advisors make) that keep you stuck as the bottleneck How setting lifestyle standards first transforms your calendar, your happiness, and your business performance The milestone-based planning method Gary uses to reach long-term financial freedom without sacrificing the present Real client examples of advisors who now work fewer hours, take more holidays, and run businesses that operate without them Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love. Be sure to like, comment, and subscribe for more insights on personal and professional growth. Interested in taking yourself and your business to the next level? Book Your FREE 15-minute Growth Audit  I hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform. Follow me on Social media: Instagram | LinkedIn | Facebook | Website | YouTube

If 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 FREE 15-minute Growth Audit  Download the Protection Emails What You'll Learn: The "seeding early" method that makes protection a natural, advice-led part of your first call How to sell feelings, not features, and why the What-Ifs conversation transforms buying behaviour The consultant approach that eliminates friction, removes confusing options and lifts premiums Real client examples including advisers adding £18k+ a month simply by following this process The emails, anchoring strategies and language patterns that stop ghosting and build long-term loyalty Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love. Be sure to like, comment, and subscribe for more insights on personal and professional growth. Interested in taking yourself and your business to the next level? Don't Forget To Download the Protection Emails I hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform. Follow me on Social media: Instagram | LinkedIn | Facebook | Website | YouTube

If 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 every entrepreneur must go through to build a business that runs smoothly, grows sustainably, and supports the lifestyle you actually want. Take the Systemise & Scale Quiz What You'll Learn: Discover the four key phases every business owner must go through to hit £1M in revenue Learn why most advisers get stuck in the "self-employed trap" and how to escape it Understand how to shift from hustle to systemised scale using proven frameworks Hear Gary's personal journey from burnout to building multiple lifestyle-led businesses Find out how to move from technician to true lifestyle entrepreneur with data-driven decisions Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love. Be sure to like, comment, and subscribe for more insights on personal and professional growth. Interested in taking yourself and your business to the next level? Take the Systemise & Scale Quiz I hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform. Follow me on Social media: Instagram | LinkedIn | Facebook | Website | YouTube

If 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 Systemise & Scale Quiz Watch This Conversation On YouTube What We Covered: The toughest challenges in Dean's first year (and how he overcame them) Why relying on Excel nearly stalled his growth, and the CRM system that changed everything How consistent social media built trust and brought in high-quality leads What changed after hiring support and automating the client journey The real impact of joining a like-minded adviser community Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love. Be sure to like, comment, and subscribe for more insights on personal and professional growth. Interested in taking yourself and your business to the next level? Take the Systemise & Scale Quiz I hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform. Follow me on Social media: Instagram | LinkedIn | Facebook | Website | YouTube

(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 financial services The 3 pillars: scalable systems, consistent leads, predictable sale Why 95% of advisers are the bottleneck, and how to step out of advising Real client stories: £47K months, 3pm finishes, and full pipelines How to leverage AI for follow-ups, content, admin, and onboarding Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love. Be sure to like, comment, and subscribe for more insights on personal and professional growth. Interested in taking yourself and your business to the next level? Take the Systemise & Scale Quiz I hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform. Follow me on Social media: Instagram | LinkedIn | Facebook | Website | YouTube

If 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 ROI breakdown: How a £2k PA can drive £100k in return The mindset and maths to move from stuck to scalable How to train faster using Loom and SOPs to systemise growth Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love. Be sure to like, comment, and subscribe for more insights on personal and professional growth. Interested in taking yourself and your business to the next level? Don't Forget To Book Your FREE 15-minute Growth Audit: https://systemise-scale.com/audit I hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform. Follow me on Social media: Instagram | LinkedIn | Facebook | Website | YouTube

In 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 it. Take the Systemise & Scale Quiz Watch This Conversation On YouTube What You'll Learn: How they built a 6-figure pipeline using Facebook groups, referrals, and community marketing Why they refused to use paid ads, and what worked instead The real impact of systems, pods, and switching from self-employed to fully employed model How they went DA, launched a second brand, and wrote £5m from one client The mindset shifts and marketing moves fuelling their next growth phase Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love. Be sure to like, comment, and subscribe for more insights on personal and professional growth. Interested in taking yourself and your business to the next level? Take the Systemise & Scale Quiz I hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform. Follow me on Social media: Instagram | LinkedIn | Facebook | Website | YouTube

If 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 personal story of rebuilding after burnout and building a business he loves The role of health, routines, and six-week sprints in boosting performance How his clients add £100k+ annually by following a freedom-led system Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love. Be sure to like, comment, and subscribe for more insights on personal and professional growth. Interested in taking yourself and your business to the next level? Take the Systemise & Scale Quiz I hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform. Follow me on Social media: Instagram | LinkedIn | Facebook | Website | YouTube