Advisers Assemble - Lead Generation For Financial Services

Tom Solid from the paperless movement (A massive YouTube Channel) talks through productivity tools. He loves paper and doesn't want to waste it or waste time typing up notes or trying to find them. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Should I ask people to choose how I should contact them (if I don't have to?) Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

If you can add value by educating people, helping them solve a problem they may be more likely to use your service. Joe public doesn't really know about mortgages, pensions, investments and protection. There's a lot of education required! Dan talks us through his learning framework to make it a little bit easier for us rather than having a scattergun approach. Brought to you by the team at The Lea...

If I do mortgages, wealth, equity release and protection should I have a website for each or just one site? Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Diana is a community expert, we discuss what community is and should we create one for potential clients? There seems to be a lot of free Facebook Groups but are they a good idea? Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Is it valuable to have lots of different domain names? Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Visible Capital pulls together financial data (bank transactions) using open banking. Essentially making it really easy for you to see how your clients spend their money and their income. Christian talks us through the process, how it works and how much it costs! Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

In this short Inbetweenysode Alex walks you through one method to find a new domain name using a search engine called expireddomains.net. This could help you find a domain that has been used before and could give you some SEO benefit. Obviously do your due diligence before you go ahead and launch though! Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Linkedin Guru Louise Brogan gives us an update on how we can be getting more out of Linkedin. From our profile to our connections and the content we post. Louise is an international speaker and Linkedin specialist and has delivered great talks at pretty much all of our previous events! Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

I talk you through the kit I use for podcasting and for video. The microphone I use, the accessories I've bought to improve the sound. I let you know what camera, lens and lighting I have for video too. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Sarah has literally written the book on surviving as a freelancer (or self-employed) with loads of transferrable ideas for those of you working on your own. There are so many traps that we can fall into, undercharging our fees, working with the wrong people and just getting a bit lonely at times! This book is an absolute breath of fresh air and so is Sarah. I wish I had this book 6 years ago! Brou...

I'm not a massive fan of most Calculators as it is (they don't build rapport). But what really grinds my gears is a "calculator" that is actually just a data capture form. Which let's be honest is completely misleading. There are 720 searches each month on Google for "Equity Release Calculator No Personal Details". That's 720 times in the UK each month that someone has been that annoyed with a cal...

Industry legend, author, sales coach Paul Archer joins Alex to tell us how we helps good advisers become great. Paul coaches advisers through their certifications as well as providing ongoing training for the seasoned broker too. He's written 7 books! 7! and has an awesome Youtube channel too. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

This is massively inspired by hearing Jonny Wilkinson on the high-performance podcast talking about being fluid and rigid. Some people stick the same rigid strategy and others react to what's in front of them. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Leon has exploded onto Linkedin this year from a standing start. We dissect how he's managed to get so much attention in such a short time. Leon is a video marketing expert so naturally, we discuss how to get more views, interaction and business from your videos. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

A bit of a rant but if you say "So why not give us a call" hopefully this episode will get you to rethink that one a little bit. It's pretty lazy and gets your ideal client thinking of reasons why not to call you rather than reasons why to call you! Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Martin & Lindsay the kick-ass digital marketing husband & wife team join Alex to discuss their concept of the content fortress. We discuss how content can help protect you from working with time wasters whilst also attract the right kind of client. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

The first and probably last episode about "Mindset". I have a talk called "Be More Like Batman" but how could adopting a superhero mindset help you get more business? Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Put simply a website with a high "Domain Authority" has the potential to rank well on Google search results. Pete Everitt joins Alex to help explain what Domain Authority is, how we can improve it and what else can we do to help with SEO. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

My mentor Mike Greene told me to either get a plan or get a F****** job. So I created a plan and that plan needed goals. He taught me how to create a transition map to move from where you are to where you want to be. This episode explains what a transition map is and how you can use it. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

The fear is real! Who am I to share my thoughts on social media or by public speaking? The thing is those who feel the fear and do it anyway seem to be really successful on social media. So what can we do about it if we don't feel good enough to share our own expertise? Clare has written a wonderful book about ditching imposter syndrome and shares what you can do about it. Brought to you by the te...

In this inbetweenysode we cover off: How can I check how many mobile visitors I get to my website? Is there a rule of thumb or do some websites get more than others? Google data on how many searches there are on mobile for certain financial services products. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Dave Corbett from Primis knows and works with a lot of brokers and advisers. He's in a great position to see the similarities between all the happy and successful brokers. We talk about the protection conversation, social media marketing and why you would join Primis. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

"I could learn enough to be confident enough to call them." This was direct feedback from a consumer survey comparing two different mortgage websites. It stuck with me that some people feel like they need a little bit of knowledge so they feel comfortable enough to chat with an adviser. Alex talks you through some of the other responses we've had too. Brought to you by the team at The Lead Engine...

A really interesting discussion between an Adviser (Alice Williams) and marketing manager (Catherine Lidgley) on how they market their business through video. Recorded pre-covid (back in the office!) discussing how Alice and Catherine are working together to market their business to property developers. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.