Advisers Assemble - Lead Generation For Financial Services

Sending the "right" people to your website doesn't mean you'll get leads because they'll be looking at at least three other websites according to our survey and research. Just assuming the right person, at the right time wants the right advice ... from you means you'll be missing out to your competitors. I think it's really important to understand how people search for financial advice and what yo...

Do people go to YouTube for financial advice? How many searches are there on YouTube and what's the competition like? We chat to YouTube Guru Tom Martin and look at the numbers behind mortgage, protection and equity release advice on YouTube. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Recorded live in the Advisers Assemble Facebook Group we answer your questions on the size of the market. How many people are searching for mortgage, life insurance and equity release advice in the UK? How many people search for someone local? All these questions answered an more. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

I got a bit sick of only seeing my accountant once a year and only looking backwards. I never really planned for tax, felt guilty paying myself and felt disorganised. For me, it turned out the answer was to put profit first. I read the book, tried and failed myself then hired a new accountant (Annette) in January 2020 and haven't looked back. Brought to you by the team at The Lead Engine who speci...

I first recorded an episode with Ash Borland back in early 2019. At the time he was a forward-thinking, social media savvy mortgage broker. He's now the host of the Personal Branding 101 podcast and a personal branding coach. I would normally roll my eyes at someone who got a bit of success on social then decided to become an "expert" but there's so much depth to Ash's knowledge and strategies. Yo...

I (Alex Curtis) dive into why we use Wordpress for every client website and run through some of the essential plugins we use to make them better. I'll give you a few tools to check your current website performance too. I cut the jargon where possible and explain what each plugin is for and why we use them. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Paul Gray from 313 Financial talks through their journey from humble beginnings to a flourishing and rapidly growing FS business. We talk about finding clients, hiring the right team and growing pains. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Tom & Alex discuss whether search marketing is better than social media marketing or not. So many advisers focus on when they should be posting on social, how often etc. But are they better off looking at what people search for instead? Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

David Thomson gives us a massive injection of sales advice and a reminder on how powerful influence and persuasion is. Trained by Robert Cialdini, the author of "Influence" and former financial adviser. There's nobody better in financial services than David when it comes to sales. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Celebrating one year in business this week Thomas Honour has been on a bit of a journey. From almost in a position of desperation to now moving into his new office within a 12 month period. He keeps incredibly busy and has a steady flow of leads from hos social media presence, so how does he do it all? Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Terry Blackburn from Bespoke Newcastle joins me to talk property investing and working with Buy to let clients. Terry drops quite a few ideas that you can use to find, attract and work with property investors. We also talk about personal development and marketing strategies too. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Tom and Alex discuss 3 tools that are pretty much essential if you want to see how your website is performing, the data you can get and how this can help you make changes. Google Analytics - What people interact with your website Google Search Console - How your website is performing on Google Hotjar - How people interact with your website Brought to you by the team at The Lead Engine who speciali...

Craig is growing his business and focusses now on recruiting new advisors. We chat about recruitment from both sides of the fence. Whether you're looking for a firm or recruiting yourself there's some great advice here. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Alex & Tom explain why it's a bit harder to help startups than established businesses but there are a few quick wins. Here's the advice they would give to anyone starting up a new financial advice business. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Tom & Alex unpack how we at The Lead Engine are using podcasts to help create content and generate leads for our clients. How much content for social media can you get from one 15min episode? Can you easily create an article from your website? How does it compare to video? What kind of results have we seen? We answer all these and more. Brought to you by the team at The Lead Engine who specialise...

Alex Curtis and Tom Maplethorpe chat data capture on websites. What's best a form or a chatbot? What are the other options? Are there other things we need to consider first? Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

"Price is only an issue in the absence of value". Mark Pittaccio pretty much gives us the script we can use to position our price and service. We also discuss the concept of anchoring when it comes to fees and why "Free" isn't always what it's cracked up to be. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

"We analyse every client interaction to help you build stronger long-term relationships and grow your business. Retain clients automatically, turning outbound into inbound." I speak with the founder of Eligible to find out more! Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Omar called our office in January 2020, at the time we couldn't really help him but we gave him as much advice as we could. He wasn't on any social media platforms as a business or personal. He didn't like having his photo taken and flat out refused to do any video content. 4 months later he recently caused a stir (in a good way) when he released his first video for a brand new YouTube channel. Th...

It hasn't been that long since we spoke to Lee Flanagan but a lot has happened since then! During lockdown Lee has a big team to motivate and he kindly invited me along to every session Bespoke has held. Each time I spend time with the Bespokers it gives me a massive lift so I wanted to share that with you all. Brought to you by the team at The Lead Engine who specialise in generating mortgage lea...

Be more like Tony Stark (Smart with money), this week we discuss what you could do with the various advertising platforms on different budgets. SEO, Facebook Ads, Google Ads, Linkedin Ads and even Instagram Ads get a mention. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Alex Curtis & Tom Maplethorpe discuss some quick wins when it comes to local SEO. How many people search for a local broker and how can we get in front of them? Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Hello, and welcome back to the lead generation for financial services podcast. This week we have Kathryn Knowles from the financial industry and current directors of Cura Financial Services. They help people get the insurance that they need especially people that have high-risk jobs or people that are having a hard time to get the kind of health protection they need. They have a string of industry...

Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .