In this episode Gary talks to Catherine Morgan on how to help the financial services profession to help their clients be happier and not just wealthier. We hear the relationship that we the producer and consumer have with money. In this episode, we'll be discussing how to make clients focus more around financial well being while you take the lead in the financial roadmap. We will learn what a financial coach is, financial planning, financial adviser, financial therapy, and how each one contributes to the success of your brand or company. Do your clients need these services? Do you need these services? If you want to make your clients happier and not just wealthier then let's listen to this episode. What Is Covered In Today's Episode Of The Financial Pro Podcast: Consumer relationship with money What is a financial therapy Do you need a financial coach Behaviour finance The need for financial planning From motivation to mindset, personal branding to perseverance, you will learn tried and tested ways to generate leads, increase your sales and build a strong lifestyle business. Gary Das takes you on an entrepreneurial journey of education, inspiration, and motivation to help you become a Pro of your industry! Channels: Visit Financial PRO website www.financial-pro.comFollow Gary Das on Facebook and Instagram If you want to find out more about the CPD accredited Mortgage Adviser PRO course please visit www.financial-pro.com/courses
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Welcome to the Systemise & Scale Podcast, hosted by entrepreneur and lifestyle strategist Gary Das.
This show is for anyone who wants more. More freedom, more profit, more health, more life. Whether you're building momentum or already flying, here you'll learn how to simplify, systemise, and scale everything that matters.
Each week, Gary shares practical frameworks, mindset shifts, and conversations with industry leaders, athletes, and experts in business, health, and personal growth. You'll hear how high performers remove chaos, build scalable systems, and create balance without losing ambition.
Expect real stories, proven strategies, and honest conversations that help you design success...