Systemise & Scale with Gary Das

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. Book Your FREE 15-minute Growth Audit 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? 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 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 Scale Scorecard now: https://scorecard.systemise-scale.com/ 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 Scale Scorecard now: https://scorecard.systemise-scale.com/ 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

If you want consistent, high-converting leads but feel stuck because your ads aren't working, 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 5 foundational systems you must have before running Google or Meta ads ✅ The difference between interruptive (Meta) and intent-based (Google) advertising – and how to win with both ✅ Why lead buying is outdated – and what to do instead ✅ The role of AI, automation, and CRM in converting cold leads into loyal clients ✅ A real example of how one adviser scaled from £10k to £26k/month with the right 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? 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 consistent, high-quality clients but feel stuck because prospects don't fully trust you yet, this episode shows you how to fix it. ➡️ Take the Scale Scorecard: https://scorecard.systemise-scale.com/ What You'll Learn: ✅ Discover the concept of "trust equity" and why it's the new currency in financial services ✅ Learn how to speed up the 7-hour trust-building process using the right type of content ✅ Avoid the common positioning mistakes that make you blend into the "vanilla" middle of the market ✅ Identify your true point of difference so prospects choose you over brokers, banks, or estate agents ✅ Use your business as a vehicle to create more freedom, income, and lifestyle choices   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? 🔥 Complete the Scorecard to Understand How To Grow Your Business & Improve Your Income - https://scorecard.systemise-scale.com/ 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 and more freedom but feel stuck doing everything yourself, from marketing to admin. This episode shows you how to fix it. ➡️ Take the Scale Scorecard: https://scorecard.systemise-scale.com/   What You'll Learn: ✅ The 5 steps to systemising your entire marketing for predictable growth ✅ Why most advisers stay stuck at £5–20K per month with no time freedom ✅ How to attract, prequalify, and convert ideal clients without chasing ✅ The full breakdown of Gary's marketing ecosystem (including real tools + AI) ✅ How to create a stress-free system that works while you sleep   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? 🔥 Complete the Scorecard to Understand How To Grow Your Business & Improve Your Income - https://scorecard.systemise-scale.com/ 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, profit, and consistency in your financial services business but feel stuck working 12-hour days for little progress, this episode shows you how to fix it. ➡️ Book your free 15-min Growth Audit: https://systemise-scale.com/audit   What You'll Learn: ✅ The 6 common lies mortgage and financial advisers tell themselves — and how to overcome them ✅ Why relying on referrals or social media alone won't build a predictable business ✅ How your first admin hire could double your income and cut your hours ✅ Why "more followers" and "charging less" are myths sabotaging your growth ✅ The proven mindset and system shifts that free you from burnout and create lifestyle freedom   👍 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-min 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 build a business that funds your ideal lifestyle but feel stuck chasing income and trapped by your own systems, this episode shows you how to break free. I sit down with Jason Graystone to unpack what real freedom looks like for financial advisers,  and why most people are going after it backwards. You'll hear the raw, honest truth about burnout, bottlenecks, identity, and the misunderstood concept of "financial freedom." ➡️ Get Your Copy Of Jason's Book Here 👉🏻 https://www.amazon.co.uk/dp/B0FGFDLZBQ 🔥 Complete the Scale Scorecard to Understand How To Grow Your Business & Improve Your Income - https://scorecard.systemise-scale.com/ What you will learn: ✅ The 3-part "Always Free" framework - why true freedom starts with mindset, not money ✅ The internal behaviours that kept Jason trapped in a business he hated (and how he escaped) ✅ Why chasing income without alignment leads to resentment, stress, and midlife crisis ✅ How to systemise your work around what you love and delegate the rest ✅ The contrarian view on property, investing, and how to build wealth your way ✅ Real stories of struggle, growth, and building a business that supports your values Whether you're stuck in the day-to-day grind or already successful but feeling unfulfilled, this episode is your reminder that freedom isn't just possible, it's practical. 👍 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? 🔥 Complete the Scorecard to Understand How To Grow Your Business & Improve Your Income - https://scorecard.systemise-scale.com/ 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

This 5-step strategy built my £5,000,000 business and it still works today. In this episode, I break down the exact system I used to scale without paid ads, cold outreach, or third-party lead providers. Whether you're stuck relying on referrals or unsure how to create a marketing machine, this will give you clarity, control, and a scalable strategy. ➡️ Grab your FREE copy of The Lead Generation Guide: https://www.theleadgenerationguide.co.uk/   What You'll Learn: ✅ The 5 proven steps to attract, nurture, and convert leads without paid ads ✅ Why focusing on clarity beats content when it comes to growth ✅ How to niche down and build authority without being on every platform ✅ The smarter way to scale your sales without burning out ✅ The exact funnel and content strategy I teach to financial services pros   👍 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? ➡️ Grab your FREE copy of The Lead Generation Guide before you go 👉 https://www.theleadgenerationguide.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