Aug 6, 2026
You could be sitting on hundreds of thousands of pounds in additional revenue, without generating a single new lead.
In this episode, I break down the 3 strategies we’ve implemented inside my own mortgage brokerage to generate more revenue from the clients, leads and data we already have.
Watch this episode on YouTube for the full experience
- How improving our existing sales process increased revenue per mortgage case from around £1,500 to more than £4,500
- Why consistent follow-up across calls, emails, WhatsApp and voice notes matters
- How we’re re-engaging a database of 6,500+ old leads
- The simple “Now, Future or Not Me” WhatsApp message generating responses
- How just 6.7% database re-engagement could create around £400,000 in additional revenue
- How we’re going back to existing protection clients to uncover further opportunities
- Why you should optimise the business already coming through the door before spending more money generating leads
This isn’t theory. I walk you through the actual numbers, processes, messages and automations we’re using inside the brokerage.
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Hosted by Gary Das: business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love.
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