Advisers Assemble - Lead Generation For Financial Services

Tessa is joined by Chloe England, Telephone Account Manager at The Exeter, an insurance provider of Income Protection, Life Insurance, Private Medical Insurance & Cash Plans.  Talking points: What is The Exeter all about? How long have you been working for the company?  What can you help with? Where does the financial adviser / broker come in? Insurance statistics - what are you noticing? How are...

Alain Desmier, the founder of Contact State is back on the podcast for a second time, chatting to Alex and Tessa about how the Lead Gen company is getting on and how they are dealing with the impact of cold calling. Talking points: What does Contact State do / offer? Factors that have impacted cold calling. How do you think cold calling should be addressed? What is the solution? How should this be...

Alex and Tessa go live on Facebook again (24/05/2023), sharing their latest interview news, upcoming guests and ideas for the podcast. From the team at The Lead Engine.  Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .

Bonus episode! Alex chats to Tessa about his very first client experience, his 'light bulb' moment and journey to setting up his own business.  Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .

The Lead Ladies are joined by their very first guest on the show, Hemat Natha,  the Founder, CEO and Advisor at Mortgage Advice Point.  Hemat reveals his  pet peeve and The Lead Ladies share their opinions - join in on the latest rantalong and let us know on The Lead Engine socials if you agree! Visit Mortgage Advice Point. Brought to you from the team at The Lead Engine who specialise in lead gen...

Chris Targett and his team at Social For Brokers create topical social media content for busy mortgage brokers & estate agents. Working closely with them to increase their social media presence through the creation of engaging content. In this episode, you'll hear some best practices for making the most out of social media on all platforms like Facebook, Instagram, Linkedin, and TikTok. Brought to...

Taken from the latest Facebook live, Alex and Tessa share what's coming up in the next episode with their guest, Chris Targett from Social for Brokers. From the team at The Lead Engine.  Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .

Alex and Tessa are joined by fellow podcast host and 'friend of the show', Craig Skelton to talk all about how he is helping self-employed advisers through his mortgage broker coaching. Talking points: - When / why did you decide to become a mortgage broker coach? - What are the benefits of coaching for the self-employed? - Coaching process and steps involved  Visit Craig's Mortgage Broker Coachin...

Another Facebook Live podcast update brought to you by Alex and Tessa. This time sharing the highlights from their latest conversation with guest, Craig Skelton on mortgage broker coaching for the self-employed.  From the team at The Lead Engine. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .

Alex connects with storytelling expert, Doug Stevenson from his home in Arizona, US to talk  about how he helps businesses by using story as a strategy. Doug teaches clients how to tell a story well, working on the design of a speech and the lesson and branding message behind this. Doug helps to prepare people for TED talks and has delivered his very own. From his early days in acting and theatre...

Alex and Tessa chat to Gary Stewart from Octane Solutions about the company's Connected-Home Utilities Platform service, which aims to  take the stress out of the mortgage journey for mortgage brokers and their clients alike. Talking points: About Octane Solutions Who can you help? What services do you offer? - What is KONEX? Why use Octane Solutions? How can mortgage brokers benefit from the serv...

Alex and Tessa share the highlights ahead of their next episode and interview with Gary Stewart from Octane Solutions live on Facebook.  From the team at The Lead Engine.  Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .

Lauren Bagley, Partnership & Marketing Officer at Uinsure, chats  to Alex and Tessa about their "game-changing" and exciting insurance technology, which provides automated insurance quotes to clients at key stages during the mortgage  process. Alex and Tessa also demonstrate just how quick and easy it is to receive an insurance quote by scanning a QR code on their mobile phones.   Talking points:...

Alex and Tessa share what's in the next episode live on Facebook, with Chief Partnership and Marketing Officer at Uinsure, Lauren Bagley. Word of advice...be sure to skip to the good part after a few more technical glitches made for an interesting intro! This episode is brought to you by the team at The Lead Engine . Brought to you by the team at The Lead Engine who specialise in generating mortga...

Bonus Episode! - Ready for another round of rants with The Lead Ladies?! This time we take you back to your childhood with the discontinued delights of certain sweet treats and cereals we used to know and love, followed by odd bod mugs that take up cupboard space and random bits of paper that drive us wild and cause those OCD driven into despair. What would you put in Room 101?! Listen now and let...

Alex and Tessa are joined by Ross McMillan, the founder of Blue Fish Mortgage Solutions who shares his successful SEO journey as a one-person business. Talking points: What did you know before launching the blue fish website? How would you describe how SEO works if you were explaining it to another business owner? When did your website launch? What search terms are you on page one for now? When di...

Alex and Tessa tease ahead to the next episode, which features guest Ross McMillan, Founder of Blue Fish Mortgage Solutions.  From the team at The Lead Engine.  Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .

What is SERP?!...Alex and Tom talk about the recommended do's and don'ts for getting the best from your Google search results page.  Talking points: Maps & local search results How do I get my reviews to show on Google? How do I get images to show in search results? Reviews Widgets (structured data) Featured snippets Site links Accordions Text result Image result Video result Exploration  Brought...

Daniel and James explain why we use certain spelling and phrases to create rich SEO content for client websites. From the team at The Lead Engine.  Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .

Following on from Alex and Tessa's interview with Business Mentor, Mike Greene, Tessa interview's Alex on his experience as a business mentee and how that's helped shape his journey as a business owner.  This episode is brought to you by the team at The Lead Engine. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .

Alex and Tessa visits Mentor, Entrepreneur, Investor, Author and Podcast Host, Mike Greene at his house in their first face to face interview post pandemic. Talking points: Mike's journey to becoming a mentor Alex's experience with Mike as a mentor - How was Alex as a mentee? How beneficial is it to have a business mentor? How often should you see a mentor? How long do you need a mentor for? How m...

Alex and Tessa attempt another Facebook live for the latest inbetweenysode, chatting about their face to face interview with 'Success is a System' Business Mentor, Mike Greene. Listen to the audio version to find out how it all went and what's upcoming on the Advisors Assemble Podcast. *Update - This episode will now be released on Monday 27th March at 6AM. From the team at The Lead Engine. Brough...

Bonus Episode! Andraya, Stephanie and Tessa are here for another Room 101 rantalong. This months episode highlights our views on international women's day, dogs off leads and the irritating noise of people chewing their popcorn and rustling packets at the cinema - all very relatable right?!  From the team at The Lead Engine. Brought to you by the team at The Lead Engine who specialise in generatin...

YouTube Expert and the Founder of Channel Fuel, Tom Martin is next in the line up of guests to chat to Alex and Tessa on Advisers Assemble. Tom is responsible for running YouTube channels for some of the world's biggest TV brands... Does Mr. Bean, Top Gear and Doctor Who ring any bells? Amongst many other 'cool' projects. Talking points: - Thumbnails - Most controversial YouTube opinion? - Best wa...

After Alex and Tessa's failed first Facebook live attempt at an inbetweenysode (it's a work in progress, watch this space), here's a re-run of what you can expect in the next episode with 'No.1' YouTube strategist and founder of Channel Fuel, Tom Martin. This episode is brought to you by the team at The Lead Engine . Brought to you by the team at The Lead Engine who specialise in generating mortga...