Starting In:
For Advisers, Brokers & FS Business Owners Writing £5k–£50k+ Per Month
Four places your business is leaking money
Fix it before December, or it leaks all the way in to 2027.
The protection you're not converting.
The fees you're not charging.
The follow-up nobody's doing.
And the database you've never marketed to.
Half term's over. Everyone's back at their desk. And between now and the point in December where the industry quietly stops, you've got about twelve weeks of real trading left.
Whatever's leaking right now leaks for the rest of the year... unless you fix it in the next fortnight.
Save your seat
Free, live, ninety minutes. Twenty seconds to book.
DATE: 10th September
TIME: 10:00 AM (UK)
WHERE: Live on Zoom
REPLAY: None. Live Only
WHAT WE'LL COVER
The money is almost never missing from the front end
The leads are fine. The advisers are good. The clients would recommend you. It's leaking out of four places, and most owners have never sat down and added them up
Leak 1
The protection you're not converting
Most firms sit around 20%-40%, on an average premium near £50-60. Get to 70%, over £100 and nothing else changes - same leads, same appointments, same advisers.
WHAT IT COSTS
One firm writing £55k a month reckoned the gap was £20,000 a month. Their words: "at least."
Leak 2
The fees you're not charging
Dropped in 2023 when the market got hard and never went back up. Waived to save a case that was never at risk. On 25 cases a month, £200 of slippage is £60,000 a year.
WHAT IT COSTS
£200 of slippage across 25 cases a month is £60,000 a year. Referrals are another £300–£400 a case.
Leak 3
The follow-up nobody's doing
You did an AIP eight weeks ago and heard nothing. They've gone to the estate agent's broker and you'll never find out. Firms routinely lose half their AIPs this way.
WHAT IT COSTS
Firms routinely lose half their AIPs this way. Every one already paid for in lead cost and adviser time.
Leak 4
The database you've never marketed to
Hundreds, maybe thousands of past clients and old enquiries. You only contact them when a remortgage falls due. It's the cheapest business in your firm.
WHAT IT COSTS
The cheapest business in your firm, sat there going cold. Most firms touch it once every two years.
BEFORE YOU GIVE ME NINETY MINUTES
who is Gary Das, & why listen to me
I'm not a marketing guy who found financial services. I've been an adviser for over twenty years, I still own a directly authorised brokerage, and everything I'll show you on the 10th was built to fix my own business first.
For years I was the bottleneck in it. More clients meant more pressure. More revenue meant less time. I fixed the structure instead of chasing more, and then started helping other firms do the same.
20+ Years in financial services Adviser, broker and business owner. Directly authorised for most of them.
£20m+ Revenue generated by his own brokerage Built, scaled and systemised it to run without him day to day — 17 advisers at its peak.
100+ Financial services firms running on his systems Mortgage brokerages, protection firms, IFAs and wealth practices across the UK.
60+ Advisers and business owners coached directly In the last twelve months alone, through the 90-day programme and beyond.
9 in 10
Beat their previous best month within 90 days
£13,500
Average added in new written business, first 90 days
80%
Are writing more than when they started
£72,000+
Average new business added within 12 months
WHY YOU NEED TO ATTEND THIS
Twelve weeks. Then everyone stops buying.
WHY YOU NEED TO ATTEND THIS
Twelve weeks. Then everyone stops buying.
You know how this goes. October's busy. November's busy. Then somewhere around the second week of December it goes quiet, and it doesn't properly come back until the middle of January.
Clients stop making decisions. Pensions, investments, mortgages, protection, all of it gets pushed into next year. Not because they don't need it, but because nobody wants to think about money in December.
If your protection conversion is 20% today, it'll still be 20% in January. If your fees slipped in 2023, that's another year of it. If there are two hundred people in your database you haven't emailed, they'll be a year colder.
The advisers who finish this year strongly fix the leaks in September. Not the ones who resolve to do it in January.
Ninety minutes on the 10th.
REAL ADVISERS | REAL NUMBERS
In Ninety days, these Two Brokerages found money they didn't know They had
Marc Hooper
YOUR MORTGAGE MATE | SOLO ADVISER
He didn't think he had a sales problem. Ninety days in he's improved his sales process, raised his broker fee from £495 to £545 with not one client pushing back, added a £300–£400 solicitor referral to his process, and lifted his protection conversion.
Same clients. Same diary. More revenue out of every single one.
"I don't even feel selling is a thing any more. It's just a conversation."
