Artwork

Content provided by Gary Das. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gary Das or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Scaling Your Financial Services Business: Strategies for Lead Generation & Profit

12:46
 
Share
 

Manage episode 375179883 series 2542233
Content provided by Gary Das. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gary Das or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Pick up your copy of The Lead Generation Guide: https://amzn.to/3NGcTNF

In this episode Gary answers a question from a member of his community about scaling their business. Bob, who currently runs a one-adviser firm, asks Gary for guidance on how to expand beyond just himself. Gary provides insights into structuring the business for growth through implementing the right team roles and incremental scaling approach. He also emphasises the importance of designing foundations like systems, branding and culture to support larger scale goals.

What Is Covered In Today’s Episode Of The PRO Podcast:

  • How to live your desired lifestyle and define income goals to determine lead needs
  • The importance of having the right team structure
  • How to transition to an employed model to retain clients as your business grows
  • What to do when scaling your business

We hope you enjoyed today's episode, please make sure you subscribe, rate and review the show on your favourite platform.

Follow Gary Das on Social’s:

Instagram | LinkedIn | Facebook | Website | YouTube

  continue reading

317 episodes

Artwork
iconShare
 
Manage episode 375179883 series 2542233
Content provided by Gary Das. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gary Das or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Pick up your copy of The Lead Generation Guide: https://amzn.to/3NGcTNF

In this episode Gary answers a question from a member of his community about scaling their business. Bob, who currently runs a one-adviser firm, asks Gary for guidance on how to expand beyond just himself. Gary provides insights into structuring the business for growth through implementing the right team roles and incremental scaling approach. He also emphasises the importance of designing foundations like systems, branding and culture to support larger scale goals.

What Is Covered In Today’s Episode Of The PRO Podcast:

  • How to live your desired lifestyle and define income goals to determine lead needs
  • The importance of having the right team structure
  • How to transition to an employed model to retain clients as your business grows
  • What to do when scaling your business

We hope you enjoyed today's episode, please make sure you subscribe, rate and review the show on your favourite platform.

Follow Gary Das on Social’s:

Instagram | LinkedIn | Facebook | Website | YouTube

  continue reading

317 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide