Financial PRO exists to educate, inspire and develop proactive mortgage & insurance advisers to achieve more success from life and business.
We aim to achieve that through training, mentorship, and coaching from experts within a community who have been there and done it.
Whether you’re newly self employed looking to get better at the job, generate leads or a successful business owner wanting to scale, Financial PRO will support your growth to 6 figures and beyond.
Financial advisers, mortgage advisers, and insurance brokers, can achieve more with Financial PRO.
“Now is the time to become PRO.” – Gary Das
Perseverance, leads to Results, which creates Opportunity
Whether you’re employed in a firm, self-employed and working from home, or running a large company, there are always ways to improve your life and business.
One thing has been obvious since I started in the financial services industry in 2003, and I’m sure you’d agree: it can be a bit stuck in its ways.
While other industries motor forward with the latest sales and marketing techniques, financial service businesses stick to the ‘tried and tested’.
I’d done pretty much the same from 2006 to 2015. It wasn’t until 2016 that I realised I hated the near 7-figure insurance brokerage that I’d built.
I was spending £20,000 per month on leads and missed out on valuable time with my family that I can never get back.
That was my biggest business mistake. I’d learned the job, but not how to run a business, how to do marketing or how to leverage to achieve my lifestyle, family and income goals.
So I thought, “enough is enough Gary”, and decided there must be a better way to do things.
In 2016, I downsized my team and reverted back to mortgages, an area I’d had success in from 2003-2008, prior to the credit crunch.
That sparked a journey of both personal and business development, on which I have spent 6 figures to increase my knowledge in all areas of life and business.
I’ve tested and implemented a wide range of the best strategies for business growth that I cherry-picked from more forward-thinking industries. I’m now giving you the fast-track by showing you what works.
I’ve seen a 10x return on that investment in my brokerage and gained vital knowledge to show others how to do the same. And guess what? They are seeing 10x the return on their investment with me too.
My purpose on this planet is to show you how to fast track your business success and achieve the results you are searching for.
So in March 2019, I launched an online coaching/mentoring group, Pro Academy, which is now home to hundreds of ‘Financial Pros’.
Having observed my mentees get fantastic results (a number of whom were not mortgage brokers), I made the decision in May 2020 to rebrand to Financial Pro.
Financial Pro has developed into having a successful podcast, courses, mentorships, coaching, and live events to help support you and the industry.
My mentees are people just like you:
Mortgage advisers, protection brokers, commercial advisers, finance brokers, IFAs, will writers, accountants, bookkeepers, and more.
The methods I teach apply to everyone involved within the financial sector.
The Financial Pro goal is to show you how to build a fun and successful business that gives you more time to spend with the ones you love.
If you, like me, are tired of the status quo and you yearn for more – you’re in the right place.
I look forward to supporting you with your business growth.
Financial Pro is officially recognised as an Accredited Provider with the CPD Standards Office. Our course delegates can be issued with a CPD Certificate of Attendance for inclusion in your CPD records for your professional body, institute, regulator or employer.
The Professional Development Consortium is home to the CPD Standards Office, the CPD Research Project and the Provider of Training Excellence. Their wealth of knowledge and research within the Learning and Development Industry and their team of industry professionals on the Expert Advisory Board are a few of the reasons that contribute to the detailed and rigorous assessment processes they have in place.
Financial Pro are proud to achieved accredited CPD Status with the CPD Standards Office. To achieve the accreditation Financial Pro has undergone a rigorous assessment process that focuses on the development and delivery of our training including our educational authority, how we collect and utilise our delegate feedback and ensure our content is kept up to date.
Now Financial Pro have achieved this accreditation and status as an accredited CPD Provider, we are committed to working hard to maintain, and exceed, the excellent standard we have already set.