Advisers Assemble - Lead Generation For Financial Services

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...

In this week’s podcast, Alex chats with mortgage broker Jamie Thompson about his triumphant journey as a first-time buyer specialist, highlighting how he effectively utilises search engine optimisation (SEO) to attract leads and enhance his business.  Jamie shares practical tips and strategies for other brokers aiming to create impactful content that boosts both traffic and the quality of leads, m...

In this month's edition, Alex, Hannah, Stephanie and Tessa from the Talking Ads team delve into the intriguing world of marketing, showcasing standout advertisements that pique their interest.  They explore a diverse range of products, from cozy electric blankets and effective deodorants to cutting-edge technology and strategies for boosting YouTube engagement.  By analysing the clever messaging a...

 Alex and Ross reunite to discuss the significant strides made by Blue Fish Mortgage Solutions , particularly in content creation through SEO, which has led to an increase in leads by targeting niche markets. They emphasise how this strategy has not only enhanced visibility but also positioned the company as a thought leader in the mortgage industry. Additionally, they highlight the crucial role o...

In this engaging conversation, Alex talks with award-winning business owner and mentor Paul Flavin, who shares insights from his journey transitioning from running multiple mortgage businesses to becoming a business coach. They discuss how Grow Partnership offers valuable strategic guidance and support tailored for small mortgage businesses, including startups, helping them navigate challenges and...

In this episode of Room 101, The Lead Ladies sit down with Paul Huby, a Mortgage and Protection Adviser whose passions extend beyond finance to include Hyrox competitions and hiking adventures. Paul delves into his biggest pet peeves, touching on issues like the chaos of supermarkets, the commercialisation of Christmas markets, the annoyance of product surveys, and the disruptive use of phones at...

In the latest episode of Talking Ads, the team welcomes LinkedIn expert Louise Brogan, who discusses three innovative messaging-style ads from the platform, offering fresh insights while sharing valuable LinkedIn strategies. Alongside her advertising analysis, Louise updates listeners on her YouTube journey and its new goals, all infused with plenty of humour to keep the conversation lively and en...

In this discussion, Alex Curtis is joined by Sam Mears, Regional Account Manager at LV= General Insurance to elaborate on the company's innovative service approach tailored for GI intermediaries, highlighting initiatives like awareness-raising round table events and user-friendly smartphone technology designed to streamline the client experience and enhance adviser efficiency. Visit LV= General In...

Following  the solo episodes on Google Campaign Types and Google Bidding Types, Alex Curtis is back to talk more about Google Ads but this time to focus specifically on Keyword Types.  Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.   Brought to you by the team at The Lead Engine who specialise in generatin...