Systemise & Scale with Gary Das

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

Welcome 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 wrong. I spent a decade building a business I hated. Long hours, missed moments, and sacrificing my health in the name of "success." That all changed in 2016. And when I lost my mum in 2022, it drove home the truth: money can be made, but time can't be bought back. Here, you'll discover how to build a business that serves your life, not steals it. Every week I share practical strategies, real client stories, and honest conversations with leaders across business, health, wealth, and mindset, so you can systemise, simplify, and scale every part of your world. Business growth without the burnout Marketing, sales, automation, and AI strategies that free up your time Mindset, health, and performance tips to optimise your life Real stories and conversations that fuel your journey If you're ready to choose freedom over hustle, simplicity over chaos, and growth with intent, hit subscribe and join me here every week.

If 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 being a pest) ✅ Gary's live demo: from AI-generated copy to automated email in minutes ✅ The exact system that books 1–2 appointments weekly (from "dead" leads) ✅ Why your email list is your most valuable business asset—and how to leverage it BONUS RESOURCE – Get Your FREE Email Campaigns Pack https://systemise-scale.com/emails 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

If 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 — and how to break free ✅ How Gary runs a six-figure profit business in 1 hour per week ✅ The systems, team, and automation needed for consistent growth ✅ Real client stories: from stressed-out solo to scaling with ease   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

If 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 vs boosting your team's capacity ✅ Real client and brokerage examples saving hours and cutting costs ✅ How AI helps pre-qualify leads and personalise sales follow-up ✅ Why ignoring AI now will put you behind in 5 years' time   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

If 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, marketing, and sales system in one. 👉 Explore Active CRM → https://active-crm.co.uk   What You'll Learn: ✅ The 3-step content system to grow your brand without overwhelm ✅ Why posting 3x a week is outdated—and what to do instead ✅ How Gary went from no content in 2016 to omnipresent today ✅ Tools and automations that save hours while boosting reach ✅ The truth about multi-platform posting (and what most advisers get wrong)   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? 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 CRM → https://active-crm.co.uk 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 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 business ✅ The shift from random referrals to predictable lead generation ✅ Letting go of control to grow faster with less stress ✅ A simple hack to stop wasting hours on low-value clients   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? 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. ➡️ 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

If 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. Start growing with Active CRM, your complete client journey, marketing, and sales system in one. 👉 Explore Active CRM → https://active-crm.co.uk   What You'll Learn: ✅ Live breakdown of Kyle's funnel turning content views into real appointments ✅ The lead magnet every adviser should create (and how to improve it) ✅ 3 key landing page mistakes that hurt your conversions ✅ How to qualify your leads for higher quality clients ✅ The simple mobile tweaks that make funnels work 10x better   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? 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 CRM → https://active-crm.co.uk 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