Advisers Assemble - Lead Generation For Financial Services

Someone on LinkedIn is promising mortgage brokers they'll be in Google's AI Overview every time, as long as they pay up today. So Alex put that promise to the test. He searched "Can I get a mortgage on a visa UK" every hour for a whole day and recorded every source the AI Overview cited. In this episode he takes Stephanie through what happened. The short version is that it never showed the same an...

This is the first episode of a new Advisers Assemble segment. We send people a link and ask them what really winds them up about websites, and what they love. Personal branding coach Bob Gentle goes first, and Alex and Stephanie talk through his answers. Bob's pet hate is "get in touch" as a call to action. You'd never invite someone to a barbecue by saying "I would like you to come to my barbecue...

Alex and Stephanie dig into the enquiries mortgage and protection advisers are getting from ChatGPT. Most of them arrive through the homepage, yet they're niche enquiries (CIS, doctors, visas) where the AI has read a specialist page and then sent the person to the brand. Key takeaways: Your niche pages may be working harder than your stats show. AI reads them, then links to your homepage. ChatGPT...

Six people, two teams, a basketball being passed around, and a question on screen: how many passes did the players in white make? Somewhere in the middle of it a person in a gorilla suit walks straight through the group, and most viewers never see it. In this episode Alex Curtis and Stephanie watch the famous focussed attention experiment and use it to answer two objections advisers raise about th...

The fastest way to ruin a good idea is to ask people what they think of it. In this episode Alex Curtis and Stephanie go through the businesses that would never have existed if they had listened to their own market research, and what that means for the way advisers test their marketing. Red Bull: a smaller can, more expensive than Coke, and it tastes worse. No survey would ever have approved it, a...

Why do people copy a room full of strangers doing something with no explanation at all? In this episode Alex Curtis is joined by Stephanie to talk through a classic conformity experiment filmed in an opticians' waiting room. An unsuspecting visitor sits down with a group of actors. A beep sounds, everyone stands up and sits back down, nobody speaks. By the third beep she is standing up too, with n...

In this episode of The Advisers Assemble Podcast , host Alex Curtis explains how behavioural science can make marketing much more effective. Just like an architect has to build with gravity in mind, marketers should use proven psychological rules instead of just guessing. Alex shares real-world examples, like how changing the words on a hotel sign or a tax letter can actually change how people act...

In this episode, Alex and Stephanie dive into the common challenges businesses face when trying to reach new leads. From navigating phone call screening technology to cutting down overly long outreach messages, they share practical advice and real data on how concise communication dramatically improves conversion and response rates. Key Topics Call Screening Challenges: Understanding why consumers...

In this episode, we dive into a recent landing page experiment where a single formatting change—switching the main H1 headline from sentence case to ALL CAPS resulted in a 59.82% increase in leads for a mortgage broker's website . We break down the test methodology, the results, and the psychological reasons why this simple, low-effort tweak outperformed the status quo. Key Talking Points The Expe...

In this episode, explore the role of inbound calls in Google Ads campaigns for mortgage leads . He argues that businesses often overlook the power of immediate phone contact, treating it as an afterthought rather than a primary conversion channel. The discussion covers why these leads are unique, the importance of operational processes, and how to effectively track call performance. Key Takeaways...

Summary: In this episode, we explore why " boring ," straightforward, and simple content is far more effective for generating mortgage leads than "jazzy" or highly entertaining marketing copy. Mortgage clients aren't looking to be entertained; they are seeking safety, reassurance, and clear answers to their problems. We discuss why stripping back your content to the essentials helps you convert st...

In this episode, we dive into a cost-free, highly effective strategy to boost your mortgage website's performance. We explore why adding a simple adviser photo is one of the most powerful changes you can make to increase trust and lead volume. Key Highlights: The Experiment: We break down a recent test on a mortgage broker’s website that compared identical web pages—one with an adviser photo and o...

The Problem with Too Much Choice Decision Paralysis: More choice makes it harder for people to make a decision, even though they may feel helped by having options. The Jam Study: An experiment showed that while 24 flavours of jam drew more viewers, only 3% bought. When only six flavours were offered, 30% bought jam (10 times the sales). Simplicity outweighs options when the goal is to influence a...

Handling Leads and "Flash to Bang" Time: Learn why contacting a lead instantly is "massively important" to prevent competition. David explains how to open the call with high energy, demonstrating that you are an expert and are "cool, social, relevant, interesting and intriguing".1 The Science of Sales: Understand how to utilise principles of influence, such as reciprocity, framing, negotiation, an...

Your phone just pinged with a new lead—now what? Stop losing potential revenue by waiting. This episode with Terry Blackburn reveals the critical, almost instantaneous action you must take to increase your conversion rate by up to 80%. You will learn the secrets of a repeatable phone process, including how to master six different tonality types to immediately influence the conversation and why spe...

Tune in to discover: The Experiment:  Learn about the A/B test that compared a webpage with a financial advisor’s photo to one without, and what this revealed about immediate user trust. The Psychology of Trust:  We explore the science behind why the human face is the most powerful and immediate trigger for trust, and how ambiguity aversion impacts your call-back requests. Authenticity is Key:  Fi...

The episode centres on the application of behavioural science, particularly the work of Bass Wouters and Dr. Robert Cialdini, to marketing, sales, and lead generation, emphasising how small, costless changes can lead to massive results. Key Topics Discussed: Behavioural Science vs. Market Research: Bass Wouters explains that behavioural science is fact-driven research on how humans actually make c...

Many people assume Bing is cheaper due to less competition, while others dismiss Google Ads as too expensive. We put those assumptions to the test with comparable budgets to see which platform truly offers the best value. What you will learn by listening: The Shocking Cost Difference: Discover which platform was the "clear winner" in this specific campaign and how one delivered new clients for les...

Prof. Robert Cialdini author of "Influence" says: " People follow the lead of many others." Richard Shotton who references Cialdini's work in his book "The Choice Factory" says: "People are deeply influenced by others." Social proof is a highly effective strategy for businesses. It can even help convince people to do something that they probably don't want to. Like paying their taxes on time. Gett...

Why do video marketing, what can you expect and how to be consistent with it? Mortgage Brokers Dan Howell, Thomas Honour, Alex Kerr and Anthony McQuilliam give us their top tips for video marketing success. You'll also hear from Chris Targett, Ash Borland, Louise Brogan, Luke Sherran, Valerie Morris, Joseph Bojang, Arthur Maskew, Tom Martin and Sarah Robinson with their best advice too. Brought to...

Imagine having access to the unfiltered truth about buying mortgage leads straight from the mouths of experienced brokers. In this episode, we dive into the real-life stories of nine mortgage brokers who have navigated the ups and downs of lead purchasing. From the highs of securing new clients to the lows of dealing with subpar leads, these brokers share it all. Brought to you by the team at The...

The Best Time to Advertise for Mortgage Leads In this insightful podcast episode, we explore the critical aspect of timing in mortgage lead advertising. We delve into various factors that influence the effectiveness of lead generation and conversion in the mortgage industry. Key Insights on Lead Response Time The episode starts by highlighting the crucial importance of quick response times in lead...

In today’s episode, we're diving into a quirky, yet powerful secret to brand success: rhyming. We've all heard those catchy jingles and slogans—"Beanz Meanz Heinz" or "Once you pop, you can't stop!"—but why do they stick with us? Is there more magic to a rhyme than we realise? Richard Shotton and Alex Thompson dug into this very question, and the science is clear: rhymes are twice as memorable as...

Research by Luca Cian, Aradhna Krishna, and Ryan S. Elder—published a behavioural science experiment: ‘ A Sign of Things to Come ’ which shows that dynamic imagery, or visuals that suggest motion, can actually influence our behaviour. One of the most interesting tests involved a warning sign for falling rocks. In one version, the rocks had already landed at the bottom of the cliff. In the other, t...

Join The Lead Ladies and some of The Lead Engine team in this entertaining episode as they vent about their holiday annoyances! Featuring input from the Queens of Christmas on what to banish to Room 101, and a surprising twist from our resident Grinch, it’s a festive mix of humour and holiday spirit.  Brought to you from the team at The Lead Engine who specialise in lead generation, web design and...