Advisers Assemble - Lead Generation For Financial Services

This podcast probably wouldn't exist without this man. I and my business was in a very different place when I first heard Chris Ducker say "There's no B2B, there's no B2C there's only P2P, people buy from people". I've followed almost every word since and it's an honour to have him on the show. Chris is the author of "Rise Of The Youpreneur" and "Virtual Freedom" he hosts the hugely popular "Youpr...

Having only started Bliss Financial this year Amanda is getting incredibly busy. It looks like she might need to hire in extra help already. You'll get to hear the kind of impact she's had from posting educational videos on Social Media. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Paul doesn't look old enough but he's been working in Financial Services since 1987. He's hands-down the most connected man in the industry. We chat all the things marketing, PR and hear about Paul's story, the changes over the years and what he thinks the future holds. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Be yourself, you don't need to 'suit up' to shoot video. Jonathan Warren caught my eye on Linkedin with his consistent video content. He's also really niched down on who he wants to help. Hear about who Jonathan has gained inspiration from and what he's getting out of it. 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. I've got an absolute character for you this week, Mr Graham Wilson, mortgage broker, software creator and founder of Tracker Hub. Graham has been a mortgage broker for 8 years. He started with Royal Bank of Scotland then moved to Santander as a mortgage adviser and stayed there for 5 years before he joined a partnership...

Mortgage Broker turned software company owner Stuart Phillips has created the tool; Broker Sense. Broker sense is an affordability calculator that is designed to save you time and administration. https://www.brokersense.co.uk/ 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 .

The second part of our catch up with Mortgage Broker Ash Borland - we discuss what's changed and what the future holds Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .

We promised we would catch up with Ash Borland 6 months down the line. We hear what's changed, are there any new social media tactics and what kind of results is he seeing. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .

The last in a four-part customer retention series Dush talks us through how we can help your clients prepare for a brighter future by: Understanding your customer and their needs Looking at the life evolution process. Sales opportunity at each stage How can we get this important information? Developing a customer journey and contact process Brought to you by the team at The Lead Engine who special...

What's the importance of developing a dialogue? Importance of understanding the customer's purchase process - this has changed over the past 10 years. Earning the right to develop a regular dialogue with your customer? When and how to start the conversation with your customers Welcome, on-boarding, post-sales call, check-in calls, year 1 update and next steps Brought to you by the team at The Lead...

Do you know the value of your customer? Do you understand your customer and their needs? What is the cost of acquiring a customer? Do you know the cost of losing your customer? How much is each of your clients worth? Understanding which client to focus on next? Review your customer base “ helps to focus your activity” Develop your customer contact strategy How do you drive more value from your exi...

Customer Retention In Financial Services One mistake that a lot of businesses make in the financial services sector today is focusing on acquiring new clients and giving little thought to retention. In fact, retaining customers can be your biggest and most significant weapon as a business. With that being said, in this blog post, we are going to take a look at customer retention in the financial s...

The roles are reversed this week as the one and only Bob Gentle from the Gravity Digital Agency Power Up Podcast - https://bobgentle.com/podcast/ interviews your host Alex. Alex tells Bob more about the clients 'The Lead Engine' works with his career history; including some of the failures, he's had. Find out why Alex set up the podcast and what he's been trying to do to help the listeners grow th...

This is lesson 1 from our new online resource 'The Lead School' Tom and Alex discuss the benefits of being a specialist broker/advisor. People like to do business with people, but we've found when it comes to financial advice people also want a specialist too. We discuss whether you should niche or not, should you hunt with a spear or a net? How small should your niche be? Are there any tools to f...

Alain Desmier from Contact State joined Alex to discuss his new software to eradicate fake and false leads. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Struggling with your financial services content strategy? Struggle no more more… Content - it’s a very broad term and it’s a term that many struggle to define. Content covers many different mediums, but it always seems to get shoehorned into just one piece of content… The dreaded ‘blog’. Obviously, we call it ‘the dreaded blog’ in jest, as blog posts and written content can do wonders for your org...

Mortgage Broker and Singer-Songwriter Chris Kennaugh has been self-employed for the last 18 months and getting some great results on Facebook. He's now got over 45 reviews on the platforms and is being approached almost every day to help people with their mortgage. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .

Alex has only published about four YouTube videos but he’s committing to producing a minimum of one video per week for the next twelve months. We talk through what equipment and software Alex uses, how he does it all himself but will look to outsource some of the processes in the future. Alex believes if you’re thinking about shooting video you should always remember ‘AVL’ Audio, Visual, Lighting....

Alex has only published about four YouTube videos but he’s committing to producing a minimum of one video per week for the next twelve months. We talk through what equipment and software Alex uses, how he does it all himself but will look to outsource some of the processes in the future. Alex believes if you’re thinking about shooting video you should always remember ‘AVL’ Audio, Visual, Lighting....

Taken from a Facebook Live in our FB group of the same name "Lead Generation For Financial Services". Tom and Alex discuss all the factors that can reduce your cost per click, lead and sale when using Facebook Ads. In this episode you’ll hear;- The upcoming document on factors that affect the cost per click, by Alex Curtis. What type of ads help to lower the cost per click and generate s...

Sarah Tucker alias ‘The Mortgage Mum’ started out as a mortgage administrator and later served as a legal PA in London. Sarah is also a great singer and vocalist and now runs her mortgage bank business from home. Give this episode a keen listening and learn more about Sarah and her mortgage business. In this episode, you’ll find;- Sarah’s backstory in her music career. How Sarah dipped her feet in...

Jeremy Duncombe, the director of intermediary lending at the Accord Mortgages, joins us today in the Lead Generation for Financial Services Podcast. Jeremy has a background in intermediary lending as a business development manager for some lenders and has also served as a head of sales at Advantage, Morgan Stanley’s lender. In this episode you will hear;- Jeremy’s role at Accord Mortgages. What Ac...

Jim Smyth, is the mortgage prinicipal adviser at First Stop Mortgages & Protection NI Limited. Jim started off in Protection in 2012 and got into mortgages in late 2018. In this episode you’ll hear;- Jim’s backstory in his career life. The importance of educating people about your services. Jim’s experience with a business coach he had hired. How Jim and his brother expanded his business from...

In the Lead Generation for Financial Services Podcast today, Alex hosts Tony Christensen. Tony studied Sociology and Psychology in college and he has a background in Data Information Systems. He provides advertising services and consultancy with an analytic approach at Tony Does Ads. In this episode you’ll hear;- How Tony got started in advertising and social media marketing. Why Tony has a passio...