Oct 31, 2024
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...
Oct 24, 2024
Struggling to turn leads into sales? 🚀 In this episode, I explain how a high-converting marketing funnel can transform your business. Whether you're in financial services, mortgage advising, or any service-based industry, you'll learn how to attract, nurture, and convert leads into loyal clients using proven funnel...
Oct 17, 2024
In this episode, learn how to systemise and automate your financial services business to reclaim your time and achieve true freedom. If you're overwhelmed by daily tasks or struggling to scale, this episode breaks down the key steps to streamline your operations, automate tasks, and create a seamless customer journey...
Oct 10, 2024
In this episode, we dive deep into the GROWTH Model, a powerful 6-step framework designed to skyrocket your financial services business. Whether you're just starting out or scaling an established business, this model will guide you to generate more leads, refine your sales strategy, and optimise systems that create...
Oct 3, 2024
In this episode, I reveal the DM strategy that’s helped me double my leads and grow my business using social media! It’s not about spamming or selling instantly—it’s about building real relationships that turn followers into booked calls. 💬 I’ll show you how to monetise your audience and make your social...