Attention: Advisers, Financial Services Professionals, and Ambitious Business Owners…

Systemise & Scale Your Financial Services Business Faster Than Ever… Even If You’re Overwhelmed And Struggling To Keep Up Right Now...

Using a proven 3-step framework top advisors use to streamline their operations, reclaim precious hours, and achieve consistent growth - without sacrificing your personal life or burning out.

You didn’t start your financial services business to feel trapped in a whirlwind of admin tasks and unpredictable sales.

 

Yet, here you are - working countless hours, buried under a mountain of paperwork, and wondering when you’ll finally have the time to focus on growing your business.

 

Sound familiar?

 

Likely.

 

What you might not recognise is just how dangerous this is.

 

Small to medium sized financial services business can get overwhelmed, and swallowed up…

 

Making critical mistakes that destroy reputations…

 

And lose clients to more organised, more automated businesses.

 

Notice I didn’t say better businesses.

 

Because they’re not.

 

They just have more support with their systems and processes.

 

But that’s something I can install into your business in a matter of WEEKS.

 

What happens then?

 

Imagine your calendar effortlessly filling with 5-10 high-quality appointments every month without endless manual follow-ups.

 

Picture yourself adding £5k+ to your monthly revenue like clockwork.

Rob Barkess

Elliot Beesley

Dean Vaughan

All while having the time to focus on what matters:

  • Scaling your business

  • Spending precious moments with your family, or

  • Finally taking that long-overdue trip to Bali

This future is closer than you think.

 

With some guidance and well-placed systems, your business will be unrecognisable (along with your life and bank balance).

 

We’ve been where you are.

 

And we spent decades doing the heavy lifting, trialling and testing what does and doesn’t work.

 

Since then, we’ve helped hundreds of financial service professionals like you escape the chaos of inefficient processes and turn their businesses into efficient, revenue-generating machines.

 

With our proven 3-step system, you’ll gain the freedom and control you deserve, without burnout and, best of all, without the stress.

 

Ready to reclaim the hours you spend chasing your tail, boost your income, and enjoy the lifestyle you wanted to build when you started your business?

 

The Systemise & Scale Accelerator is here to make your vision a reality.

 

Join us, and we’ll help you do the rest.

“Is Systemise & Scale Accelerator for me?”

If you’re thinking something along those lines, let’s clear things up a little.

 

The SSA has been carefully crafted from years of experience in the financial services industry.

 

If you’re a Mortgage, Financial, Commercial, and Insurance Advisor who is:

  • Feeling overwhelmed by admin tasks and unpredictable leads, wishing for a simpler, more efficient way to operate.

  • Dreaming of automating your workflow to free up precious time for growth-focused activities that actually move the needle.

  • Eager for steady, predictable income while delivering an exceptional client experience without the never-ending stress of chasing leads.

  • Desiring more freedom, aligning your business success with personal goals, whether that’s more family time, travel, or simply peace of mind.

  • Wishing for less stress so you can finally run a business that thrives, even when you’re not there, giving you the flexibility you’ve always wanted.

Then, the Systemise & Scale Accelerator is for you.

Karl West

Rachael Panteney

Sam Clarke

When it comes to most financial service businesses, there are generally three problems that need to be addressed:

1: Poor Systems and Processes

Be honest, how many hours a week do you waste on tasks that could be completely automated?

 

If you’re like 99% of the financial professionals I’ve coached, you probably can’t even imagine the opportunity that lies just in this one change.

 

All that manual work drains your energy and robs you of the precious time you could spend building your business.

 

Imagine having a system to handle all your leads, follow-ups, lead management, and client onboarding without you lifting a
finger.

 

With SSA, you’ll have exclusive access to Active CRM.

 

Once we’ve built automated systems to do the heavy lifting for you, you’ll have peace of mind that your business is growing even if you
take a day off.

 

From automated sales pipelines to workflows, we’ve got you covered.

 

You’ll FINALLY feel safe to have a day off without checking your phone every 10 minutes!

2: A Lack of Good Leads

Ever feel like you’re not pulling in the right kind of leads?

 

You know, the ones I’m talking about, unqualified time-wasters who aren’t a good fit for your business. It’s exhausting and stops you filling your calendar with clients you want to work with.

 

With our help, this’ll be a thing of the past.

 

You’ll have the systems to consistently bring 5-10 pre-qualified leads weekly.

 

That means less stress and higher revenue—who doesn’t want that?

3: Unpredictable Sales

Most financial service businesses live life going through cycles of feast and famine. Some months, you’re on top of the world, and others, you struggle to make ends meet.

 

But it won’t be that way with SSA at your side.

 

We’ll set up a simple appointment funnel to convert leads into booked calls like clockwork.

 

You’ll be adding an extra £5k+ to your monthly revenue, so you can wave goodbye to the stress and anxiety you’ve been feeling lately.

Double Your Revenue & Your Freedom

If you ignore these issues, hoping they’ll go away.

 

They won’t.

 

You’ll see other financial service professionals running the type of business you’ve always dreamed of. And, instead… You’ll be in the same situation you’re currently in.

So let’s change that.

By joining SSA, you’ll have everything you need to take your financial service business from:

“I can’t believe I had to cancel dinner tonight; I need to work late as I’m swamped with paperwork.”  

…To

“Sure, I can meet you for dinner—I finished early today.”  

It’s time you stopped dreaming of the stress-free, profitable business you want and made it a reality.

 

Here’s how SSA can help you get there:

1. Automated Lead Management

Save hours with tailored workflows that handle lead generation, follow-ups, and client onboarding. Focus on growth while your business runs smoothly in the background.

2. Lead Attracting Content

Say goodbye to low-value leads.


Our proven strategies ensure a consistent flow of high-quality clients, keeping your pipeline full and your business thriving.

3. Predictable Appointments

With our appointment engine can convert leads effortlessly into 5-10 monthly appointments, adding £5k+ in revenue and eliminating sales inconsistency.

4. Active CRM

Manage everything seamlessly in one place. Automate your sales pipeline, track leads, and streamline marketing, giving you more time to scale.

5. Personalised Coaching

Get tailored guidance through group sessions and one-on-one calls. Our team will keep you accountable and help tackle your business’s unique challenges.

6. Action-Oriented Workshops

Implement strategies fast with hands-on workshops. From CRM setup to high-converting emails, you’ll see results without the guesswork.

7. Resource Library & Templates

Access ready-made templates and playbooks to accelerate your growth without wasting time “reinventing the wheel”.

8. Exclusive Community

Join a network of like-minded financial service professionals for support, accountability, and collaboration via our private members’ area and WhatsApp group.

“Hmm, I’m not sure it’ll work for me.”

I hear you. There are so many online “gurus” promising the world and can’t deliver. Thankfully, we are not like that.

 

But don’t take my word for it.

 

Meet Rachael…

Rachael is a financial adviser. You know the drill. Before she joined us, she said:

"Before Gary, I banked income at £56,346. Business was steady but lacked direction."

While steady isn’t something to be snubbed at, it’s not where she wanted her business to be. We identified a few areas in which her business could improve.

  • Strategic Focus: Rachael prioritise the tasks that moved the needle. By streamlining, she could work smarter, not harder.

  • Team Expansion: With our support, Rachael has built an efficient team. She no longer feels overwhelmed or stretched too thin; her team can drive growth and give her the freedom to step back when needed.

Here’s what Rachael had to say:

"Best ever month now, officially £35,925. To think that I only wrote £46,789 in the whole of 2018, this feels very surreal (admittedly I was also wrestling a baby that year, but still - this is what growth looks like!) I wouldn't be here, with my business thriving, without Gary’s guidance and support.”

Rachael’s success becomes even more impressive when you see she was able to retire her husband.

 

Imagine being able to retire your loved one so they no longer need to work. Talk about a complete turnaround.

 

And.

 

It gets even better. All this was achieved while reducing working hours for a better work-life balance.

“But Rachael Is A One Off...?”

I can see why you might think that.

 

But we’ve helped hundreds of financial service professionals do exactly the same.

 

Here’s what other professionals have achieved with SSA:

“I doubled my revenue in just 90 days after automating my email marketing. I have created a pipeline of an extra £55k from SSA. I can finally focus on growth.” – Rob, Mortgage Adviser

“Systemise & Scale is the best decision I’ve made for my business. I’m getting better clients, converting more appointments , and working fewer hours.” – Helen, Insurance Broker

“This programme taught me how to build a predictable lead funnel that works. My revenue is more stable, and I’m no longer chasing leads.” – Tom, Financial Adviser

“The automation setup saved me hours every week and helped me streamline my operations. I’m now more focused on scaling my business.” – Claire, Commercial Adviser

“I was stuck at £10k a month for a year, but after joining Systemise & Scale, I’ve hit £15k and am on track for more. The system just works.” – Greg, Financial Advisor

“SSA transformed the way I run my business. My CRM is streamlined, I get high-quality leads daily, and my sales are consistent every month.” – David, Mortgage Broker

How Long Is Systemise & Scale, And What’s The Cost?

Change doesn’t happen overnight, but with 3 months of focused support, hands-on coaching, and powerful automation tools, your business will change week by week.

 

Whether you’re booking high-quality clients, reclaiming your time, or boosting revenue, the results you’ll get will speak for themselves.

And The Investment…?

We’ve made it easy to invest in your business’s future with options that suit your needs:

  • Pay in Full: £2,200 (one-time payment)

    Save and commit to your business growth upfront.

OR

  • Pay Monthly: £850/month for 3 months

    Spread out the cost and make it manageable while transforming your business.

Note: Active CRM access is an additional £150/month. Prices include VAT.

Your investment isn’t just another programme fee; it’s the first step toward transforming your financial services business into a well-oiled machine. One that boosts profit, reduces stress and gives you the freedom you’ve always wanted.

Best Of All, It’s Risk-Free

We’re so confident that the Systemise & Scale Accelerator will get you a steady flow of appointments and £5k+ in monthly growth that if you follow our guidance and don’t make sales equal to your investment within three months, we’ll keep working with you until you do.

 

It’s a zero-risk investment for you.

 

Ready to turn your financial services business into an automated, profit-making machine?

 

Hit the button below, and if you’re a good fit, we’ll enrol you.

Spots are limited. Don’t miss your chance to transform your financial service business.

Ben Small

David Hogg

Alex West

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