Alex Curtis

Advisers Assemble - Lead Generation For Financial Services

Business EN ↓ 375 episodes

How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.

Author

Alex Curtis

Category

Business

Podcast website

theleadengine.co.uk

Latest episode

Jul 7, 2026

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Episodes

Martin Huntbach - The Website Blueprint 28.05.2019

Co-founder of Jammy Digital Martin Huntbach and his Wife run the web design agency Jammy Digital. They've been making Wordress websites for years and focus on helping personal brands. Martin talks me through his blueprint for website success and we chat through the benefits of personal branding and content creation. Brought to you by the team at The Lead Engine who specialise in generating mortgag...

Cathy Wassell - Facebook Ads 21.05.2019

Linkedin and Facebook Ads expert Cathy Wassell joined me to discuss how you can advertise your financial services business. Cathy talks us through the structure of her new online course on how to use Facebook Ads. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .

Amy Woods - Content Repurposing 14.05.2019

Amy runs a business called content 10X and she wants to help business owners maximise their ROI not just in terms of revenue but the time spent on creating content. She is the number one expert in repurposing content on to all the different social media channels and converting things like a podcast into videos or written articles etc. Brought to you by the team at The Lead Engine who specialise in...

Ian Anderson Gray - Live Video With Confidence 07.05.2019

Arguably the biggest name in Live video across the world his blog has had millions of views Ian Anderson Gray joined me to chat all things live video. We discuss why someone in financial services would leverage live video to generate leads and how to go about it. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .

May King Tsang - Twitter Marketing 30.04.2019

She loves puns, tea and Twitter. Possibly the coolest person I know May King Tsang joined me for a chat about getting more exposure, engagement and leads from Twitter. Follow May King on Twitter: https://twitter.com/maykingtea Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .

Chris Huskins - You Can Podcast Too 23.04.2019

This week on the podcast I welcome Chris Huskins. He’s just released a new book and this book is The Definitive Guide to podcasting, ever. Probably. Now if you remember back to Episode One, I interviewed, Pete Matthew. Now he has a podcast and he is a financial planner. He’s oversubscribed, people are on a waiting list to work with him. And a lot of this is because of the audience he’s built up fr...

Dan Knowlton - Video Marketing Creates Quality Leads 16.04.2019

There's no getting past it. Video is scary. My guest this week Dan Knowlton believes that you need to find something you want badly enough to look stupid on video for. Because you'll need to make some bad videos before you can make good ones. We talk through the whole process of why and how to succeed with video. Brought to you by the team at The Lead Engine who specialise in generating mortgage l...

David Kilkelly - Linkedin Video Marketing 09.04.2019

David is the owner of the BlinkBack video production company and is working on a Linkedin video course. He's incredibly consistent at producing his own video content on Linkedin and for his clients. I've learnt loads from this episode and i'm already seeing the benefits from the action i've taken. David's Linkedin: https://www.linkedin.com/in/davidkilkelly/ David's website: https://www.blinkback.c...

Ash Borland - Mortgage Broker Case Study - Just Getting Started With Video 02.04.2019

I found Ash Borland on Linkedin and was delighted that he's consistently using video to market himself. The aim is to catch up with Ash every 6-9months as kind of a case study to see the effects of social media on his business. You can find Ash: On Linkedin: https://www.linkedin.com/in/ashleyborland/ Twitter: https://twitter.com/ashborland1 Instagram: https://www.instagram.com/ashborland/ YouTube:...

Roger Edwards - International Financial Services Marketing Speaker 26.03.2019

I saw Roger Edwards Speak at the YouPreneur Summit in November 2019, I was blown away by the talk. There's real synergy in Roger's approach to simplifying marketing and having this person to person approach. Roger's Website: https://rogeredwards.co.uk/ Rog Vlog: https://www.youtube.com/channel/UCP5Fk9xGkFRIkotv2HziTUw Rogers' Podcast: http://mpafpodcast.libsyn.com/webpage Brought to you by the tea...

David Thomson - Sold His Financial Services Business For 7 Figures 19.03.2019

David Thomson sold his insurance business for 7 figures, and now teaches people how to influence and persuade. I was lucky enough to spend the afternoon with him chatting FS business and heard his story first hand which is incredibly inspiring. I just had to record this chat! You'll definitely want to check out David's website: http://davidthomson.com/ Brought to you by the team at The Lead Engine...

Gender Marketing With Katie Hart 12.03.2019

I sit down with Katie Hart a psychologist and marketer who specialises in gender marketing. We discuss the difference between male and female brains and how we can adapt our marketing to not put off one or the other. I'm a huge psychology fan and absolutely love how we as marketers can appeal to more people using different imagery, text and fonts etc. Katie's website: https://www.rhetonic.co.uk/ C...

More From Gary Das 05.03.2019

The second of a two-part episode with Mortgage Broker Gary Das from Active Mortgages. We continue chatting through Gary's 7 steps to generating your own leads. Active Mortgages Website: https://active.mortgage/ Gary's Website: https://www.garydas.com/ Gary's Facebook Group: https://www.facebook.com/groups/2118569478422294/ Brought to you by the team at The Lead Engine who specialise in generating...

Gary Das; A Mortgage Broker Generating Loads Of His Own Leads 05.03.2019

The first of a two part episode with Mortgage Broker Gary Das from Active Mortgages. Gary has invested in lots of personal development in the last three years when it comes to marketing (about £100k). He believes that branding + marketing equals leads and is practising what he preaches. You'll find out from Gary that it's not an overnight process but we both agree that any financial services can s...

The Next Steps Of SEO For Financial Services With Pete Everitt 26.02.2019

I continue my chat with Pete on SEO. We start to talk about what you can do with your content on and off your website. Pete's website: https://www.peteeveritt.com/ Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .

The Foundations of SEO For Financial Services With Pete Everitt 26.02.2019

SEO Guru Pete Everitt joined me for a super long chat about SEO, so long we had to split it into 2 episodes. Pete is great at making this complicated subject more easy to digest. We talk through each module of his brand new SEO course and discuss everything you need to know if you want your website to rank on Google. https://www.peteeveritt.com/ Brought to you by the team at The Lead Engine who sp...

Social Media & Personal Branding With Nicole Osborne 19.02.2019

Nicole likes to help people sell more on social media using their personal brand but without boring people. How the power of video can help people get to know you, like you and trust you. Nicole's website: https://lollipopsocial.co.uk/ Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .

Getting More Views & Subscribers On YouTube With Tom Martin 12.02.2019

I interviewed one of the world's foremost experts in YouTube and YouTube strategy. For the last 7 years he has been working in the corporate world working and growing the YouTube channels of some of the world's biggest Media companies. He started out at the BBC and ran their channels, launching the official channels for both Doctor Who and Sherlock as well as adding millions of subscribers to the...

Prospecting On Linkedin With Jake Jorgovan 05.02.2019

Jake has an agency called Lead Cookie where he takes over his clients Linkedin account and approaches potential customers and partners. He talks through his approach and the scripts they use to spark conversations. Lead Cookie Content Allies Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .

Jodie Stevenson CertCII MP; A Mortgage Broker With Too Many Leads 29.01.2019

Jodie like all other broker bought leads but was curious about how they did it. So, she taught herself and now has too many leads. You can join her firm and get all the leads you need or buy the leads from her. We talk through how she gets all her leads through Google Ads and the USP that makes all the difference. Connect with Jodie on Linkedin: https://www.linkedin.com/in/jodiestevenson/ Brought...

Using Social Media In Financial Services With Louise Brogan 22.01.2019

Louise Brogan teaches people how to use social media to generate more business. We discuss Facebook, Instagram, Insta Stories and she evens comes up with a great strategy for mortgage brokers off the top of her head. Louise's website: https://socialbeeni.com/ Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .

Building Your Brand Story In Financial Services With Lucy Eckley 22.01.2019

Ex-financial services corporate turned entrepreneur Lucy Eckley helps businesses build and tell their brand story. Lucy has a 7-step framework that she talks us through and helps us write the hardest page on our website; the about us page. Lucy's website: https://buildyourbrandstory.com/ Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .

Networking & Building Relationships Offline In Financial Services With John Sinclair 22.01.2019

John Sinclair from Loman Miller joined Alex for a live interview on some of the strategies we can use offline when networking and building relationships. John is a long-standing member of the BNI and gives an insight into the techniques he's adapted to generate more business. John's website: http://www.lomanmiller.com/ Brought to you by the team at The Lead Engine who specialise in generating mort...

Creating Better Ads For Financial Services 22.01.2019

Talking Ads is a live show where my team and special guests discuss the adverts we have seen recently and whether we love or hate them. I've selected some of the more interesting topics and concepts that should give you a great insight in to how to make your ads more effective. You'll need to join a Facebook Group to watch Talking Ads Live - https://www.facebook.com/groups/1612904965454759/ Brough...

Pete Matthew; A Financial Planner That Doesn't Need To Advertise 22.01.2019

Pete Matthew the host of the meaningful money podcast is booked up for three months in advance and does not need to market his business or advertise. Pete's built a whole lot of trust through content marketing so I quiz him on all the elements and discuss how anyone can do this. https://meaningfulmoney.tv/ Pete's Book: https://meaningfulmoney.tv/book/ Brought to you by the team at The Lead Engine...

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