Why Every Adviser NEEDS Two Systems To Succeed! | Ep 333

In this episode, I dive into why financial advisers and mortgage brokers can no longer rely on just one system to run their businesses, and I explain the critical need for a compliance system AND a separate system to handle marketing, sales, and client management. 🚀 Discover how automation and Active CRM can save you time, boost your sales, and help you grow a highly profitable business. If you're still juggling everything manually, it's time to rethink your approach! For more information about Active CRM and to watch a demo, click here -> https://active-crm.co.uk/ What you will learn: 📈 Why relying on just one system is holding you back 🛠 How automation can revolutionise your client journey 💸 The power of email marketing for long-term lead nurturing 🤖 How Active CRM simplifies social media and funnels 🔄 End-to-end customer journey management that boosts retention Tune in to find out how two systems can scale your business, increase profits, and give you more freedom! If you're ready to scale your business and generate consistent leads, this episode is packed with actionable tips to help you systemise your processes and accelerate growth! Tune in now 🎧👇 🔥 Want to build your funnel in a day before the end of 2024? Sign up to the waiting list now! https://thefunnelaccelerator.co.uk/ 👍 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?   🔥 Sign up to The Growth Newsletter for actionable tips to help you achieve personal and professional growth https://www.garydas.com/newsletter/   🔥 Download FREE Copy of my Amazon Best Seller, The Lead Generation Guide https://www.theleadgenerationguide.co.uk  We hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform.  Follow Gary Das on Social media: Instagram | LinkedIn | Facebook | Website | YouTube

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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.