Advisers Assemble - Lead Generation For Financial Services

Alex : Hello, my friends in financial services welcome back to the podcast this week I've got an equity release advisor. And wow, we've talked about loads of stuff, loads of tips from Stuart probably more tips per minute than you get from your marketing expert. And so I think one thing for us as a business when we've helped people advertise equity release is a lot of negative kinds of thoughts and...

Hello, and welcome back to the lead generation for financial services podcast. This week we have got an old friend, Jodie Stevenson. Almost a year ago when we had our first podcast interview and that went to be the number one downloaded episode of last year. For every enquiry, she gets the leads, CRM, check for notifications and will schedule a chat with her client. And to make sure that she's on...

Hello, and welcome back to the lead generation for financial services podcast and I've got Angela Davidson with me today. Angela Davidson has been in financial services for many years and started 33 years ago with Barclays Bank before she realised that she wanted to help people more. She named her business Passion for Protection and she is incredibly passionate and knowledgeable about what she doe...

Welcome to another in between episodes. These episodes are in between our main interview episodes or articles. Thanks a lot once again to Monica of Building Society for supplying our giveaway prize, which is a Canon m50 camera kit, for our event on the 26th of March. Comes with a memory card and a tripod which is good for vlogging. Another podcast will be launch this week called the Equity Release...

This week we have Catherine Morgan, who is a multi-award-winning financial planner and has her own podcast as well called In Her Financial Shoes. Catherine now has multiple streams of income and helps people in lots of different ways. She is also the founder of the money panel and the money circle. She used to work in the financial services mostly with banks. However, she discovered the world of f...

LinkedIn Ads is paid advertising which can drive leads and reach your target audience. It can reach a more professional target audience by narrowing down the targeting options. Based on your campaign’s objectives, LinkedIn allows you to generate leads and creates a connection between you and relevant, professional audiences. Compared to Facebook, LinkedIn’s targeting selections are more high-level...

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

Questions we'll be answering: "Last week on the inbetweenysode you mentioned some costs per lead, what do you actually consider a lead?" "Wix has a cracking sale on at the mo, is it worth it over Wordpress?" "Should I mention that you can have an appointment locally in my FB Ads?" "With Facebook Ads do you use the property portals (Rightmove & Zoopla) for targeting?" "Would you still get a good re...

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

Answering your questions. This week mainly around Facebook Ads, what's changed recently and how much budget do you assign to an advert? Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

I would like to introduce you to a guy called Adam King whom we met at a conference back in November. Adam used to work for a wealth advisor investment firm. He's got a background in financial services marketing. His company is all about this concept of thinking like a fish. Marketing allows companies and businesses to shine and build loyalty and sales. It improves every successful business operat...

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

Part 2 of our chat with Lee & Terry. How they've grown their mortgage and protection businesses from a standing start to thriving multi advisor firms. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Welcome back to another in between episode. So this is my second kind of mini episode where I'm kind of fitting in between the main ones. We've just had the bespoke episode with Lee and Terry, and I'm going to talk about the things that I've implemented since I've had that sit down and chat with them. I'm going to tell you the answers to the questions that people have been coming to me with in the...

The most driven business people I think I have ever met! They have a really strong culture and work ethic. We talk about: All about the bespoke brand and the business setup How they got into financial services Recruiting advisors Working hours Burn out The key to sales Reading books and listening to influencers Are call centres real advisors? Brought to you by the team at The Lead Engine who speci...

Happy birthday to the podcast! It's now one year old! Alex talks about how we're implementing what we have learnt from Mark Pittaccio in the previous 2 episodes. He answers your questions one on public speaking and another on multiple niches. He encourages you to look at SEO as essentially it generates "free leads". Brought to you by the team at The Lead Engine who specialise in generating mortgag...

Mark Pittaccio is a leading behavioural economist, key-note speaker and consultant with over 35 years of professional experience. He has held a number of high profile senior management and board positions in the financial sector and has run his own IFA practice. He has worked on the advisory, distribution and provider sides of financial services spending much of it helping advisers to create and d...

Mark Pittaccio uses behavioural economics and insights to help financial professionals build their businesses. For nearly 12 years Mark was the owner and founder of a general practice IFA firm and has been working in financial services since 1992. He explains how people make choices and what we can do to nudge our clients in the right direction. Brought to you by the team at The Lead Engine who sp...

We've got a really interesting episode a little bit different this week. And it is a basically taken from the call our monthly sort of q & a mastermind call in our Facebook group. If you listen regularly and part of our Facebook group already, you'll know that we made the lead school free recently, we were planning on charging for it to basically help people that we can't help as an agency, but we...

I have got a fantastic marketing expert for you. So you may remember that I created the 30-minute marketing plan to help brokers and advisors to create more content. We had Helen Pollock on a few weeks ago talking about structuring content. Natalie Hailey is another content expert. Her business is called hot content. I'm basically just trying to get as much information out as possible to help you...

So we've got a really interesting episode this week. It's basically taken from our financial services, a brand accelerator conference back in October 2019. This is where I got three brokers on the stage to talk about what they're doing specifically and it was kind of like a q&a session. I just would do want to remind you though, that the next financial services brand accelerator is in March 2020....

Hello, my friends in financial services and welcome back to the podcast. This week, I have got the founder of an app that I've been using a lot. Actually, if you have bought an event ticket, if you've inquired about the services of our agency, downloaded one of our PDF downloads, or if you've joined our new membership, The Lead School (which by the way, I've made totally free now). If you do any o...

So you may remember that I have created a 30-minute marketing plan to help businesses in financial services to market themselves better. By dedicating just 30 minutes per working day to create some content and be able to advertise that content on social media. Now, I'm not an expert at writing content in terms of like articles and part of that plan is to create a big article once a week. Now I che...

This week, I have got a very special guest, someone that was at our financial services brand accelerator conference, they actually stepped onto the broker Q&A panel at the last minute. I've never actually met this guy in person until the event and just casually asked him as you do, but the weird thing about kind of social media and people that do video content on social media is you kind of feel l...

Hello, and welcome back to the lead generation for financial services podcast. This week we have got a very special guest, Nicola Firth, founder and CEO of Knowledge Bank. Nicola started as a mortgage advisor before deciding to work independently for her own company which is Knowledge Bank, a mortgage criteria search system. She used to be a broker and turned into software as a service. She wanted...