The 5 Essentials Advisers Must Have Before Running Ads | Ep 375

The PRO Podcast

If you want consistent, high-converting leads but feel stuck because your ads aren't working, this episode shows you how to fix it.

Drowning in spreadsheets, missed follow-ups, or tech that doesn’t talk to each other? Stop firefighting. Start growing with Active CRM, your complete client journey, marketing, and sales system in one.

👉 Explore Active CRM → https://active-crm.co.uk

What You'll Learn:

✅ The 5 foundational systems you must have before running Google or Meta ads

✅ The difference between interruptive (Meta) and intent-based (Google) advertising – and how to win with both

✅ Why lead buying is outdated – and what to do instead

✅ The role of AI, automation, and CRM in converting cold leads into loyal clients

✅ A real example of how one adviser scaled from £10k to £26k/month with the right system

Hosted by Gary Das — business growth consultant helping financial services entrepreneurs systemise, scale and create a freedom-led business and life they love.

👍 Be sure to like, comment, and subscribe for more insights on personal and professional growth.

🚀 Interested in taking yourself and your business to the next level?

Drowning in spreadsheets, missed follow-ups, or tech that doesn’t talk to each other? Stop firefighting. Start growing with Active CRM, your complete client journey, marketing, and sales system in one.

👉 Explore Active CRM → https://active-crm.co.uk

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