Alex Curtis
Advisers Assemble - Lead Generation For Financial Services
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.
Where to listen?
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Episodes
Pete Matthew - Financial Planner With A Massive Waiting List 13.06.2022 49:17
Our first ever guest from episode 1 joins us for this 200th Episode special. We catch up with Pete Matthew from the Meaningful Money podcast to find out more about him, his firm and his content marketing strategy. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.
Things You Need To Know About Financial Services Websites - Part 5 - A PPC Perspective 06.06.2022 29:36
Should you be thinking about Pay Per Click advertising before you launch your new website? If so what exactly do you need to consider? Tom Maplethorpe joins Alex Curtis to discuss exactly this. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.
Things You Need To Know About Financial Services Websites - Part 4 - Your Personal Brand 30.05.2022 45:44
Should you put your face on your website? Do people want to know who you and your team are? Bob Gentle join us to discuss whether you should consider featuring your personal brand on your website. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.
Things You Need To Know About Financial Services Websites - Part 3 - An SEO Perspective with Pete Everitt 23.05.2022 49:08
Pete Everitt is a Digital Strategist & Consultant | Helping businesses achieve through Web Development, SEO and Digital Marketing. He is the co-founder of https://seohive.co/ Director of: https://www.so-theagency.com/ Check out his podcast: https://www.peteeveritt.com/podcast/ Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .
Things You Need To Know About Financial Services Websites - Part 2 - Hosting & Security 16.05.2022 15:44
In part 2 of "Things You Need To Know About Financial Services Websites" covers website hosting and security. This should help you make the right decision in which hosting package and company you use to ensure your site loads quickly and doesn't get hacked! Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.
Things You Need To Know About Financial Services Websites - Part 1 - Domains 09.05.2022 14:30
There are some important things you need to know if you have or are planning on launching a website. Alex shares some key lessons so you can avoid some incredibly stressful situations. Here's everything you need to know about domain names. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.
Online Lead Generation - Replicate What's Great About Referrals 03.05.2022 24:29
When you understand what's great about your favourite lead source you can then start to replicate the quality. In this episode, we uncover your favourite lead source and deconstruct what's great about the enquiries. We then use this to work out how we should market our business. It's the ultimate introduction to online lead generation. Brought to you by the team at The Lead Engine who specialise i...
Marketing Acronyms & Jargon 25.04.2022 24:28
Confused by all the marketing acronyms and jargon? Alex goes through some of the terms you may need to know if you're working with an agency, freelancer or doing things yourself. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.
Paul Lewis - Business Superhero Series 11.04.2022 45:57
Please help support Paul raise money for Cancer Research UK "In 2022, I wanted to find a fundraising event that was very different, something that might inspire people to donate their hard earned money. Now the dieting, hard work and sacrifice begins to make sure I’m ready for Fri 13th May, I am no spring chicken so this is without doubt the hardest challenge of my life. I’m doing this for my litt...
My Social Media Journey - Alex Curtis 04.04.2022 25:53
First of all, I don’t claim to be a social media expert, influencer or strategist. Our business creates social media content but it’s not a core part of our service. We don’t rely on getting leads for our clients or our own business through social media. Social media has had an impact on my business though so I want to explain how, why and what I do, then how this can be used for advisers. You'll...
Digital Marketing Strategies For Wealth Management 28.03.2022 19:08
For more information check our Digital Marketing Strategies For Wealth Management article Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .
Commercial Finance Appointed Representative Network Proposition - Mark Grant - Fiducia Commercial Solutions 21.03.2022 40:41
For more information take a look at the commercial finance broker network opportunity . Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .
Tips For Being A Guest On Someone's Podcast 14.03.2022 42:25
We're joined by our very own Tessa Snart, full-time podcast executive at The Lead Engine to give you tips on how best to prepare for being a podcast guest. If you've never done it before it can be a bit daunting as we naturally fear the unknown. But don't worry we've got your back with some useful prep and tech advice to put you at ease. What you'll find in the end is that it's actually quite enjo...
Jon Stones - Mortgage 1st - Business Superhero Series 07.03.2022 36:33
From humble beginnings, in 2008 Jon Stones has grown Mortgage 1st as a one-man band into an incredibly successful mortgage brokerage with over 40 staff. Part of the Stonebridge network Jon was a prolific adviser but now along with his wife and the rest of the senior management team work on the business strategy and growth. Jon shares some great advice on why and how you can do the same and you'll...
Ash Borland - Business Superhero Series 28.02.2022 37:40
He's appeared on the podcast more than he's had hot dinners but this will be his first appearance on the business superhero series. Expect plenty of banter, podcasting and mortgage marketing advice. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.
Anish Patel - Business Superhero Series 21.02.2022 57:05
Having seen how Anish had dealt with some repulsive trolls we knew he definitely deserved the title of a business superhero! He's a consistent video content creator and has just started building up his team. Here his story today! Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.
Chris Barker - Business Superhero Series 14.02.2022 49:53
Chris Barker is the principal of Manchester Money which was one of the first companies within the Money Group. Chris is now at a point where he's not advising now so he can fully work on the business, rather than in it. You'll hear Chris' journey, some advice he would give his younger self and of course the usual super hero questions. Brought to you by the team at The Lead Engine who specialise in...
The Mortgage Marketing Forum 08.02.2022 44:07
Mortgage Marketing Forum is a community for marketers and business owners within the mortgage and specialist lending sectors. They run a series of events to give you tips and insights that are relevant to marketing in the mortgage market The Forum is run by Alex Hammond, Paul Hunt and Jeff Knight. In Short: The Forum is built by marketers, run by marketers for marketers. Listen in to hear more abo...
Emmanuel Asuquo - Business Superhero Series 31.01.2022 50:24
Emmanuel Asuquo - Financial Adviser as seen on Channel 4, BBC One and ITV is one of the loveliest people you are likely to meet. As Channel 4’s Financial Expert on the popular primetime show, “Save Well, Spend Better”, he helps people identify and change the habits and behaviours that keep them from financial freedom. He's a qualified and regulated financial adviser and motivational speaker, hired...
Graham Taylor - Business Superhero Series 24.01.2022 52:16
“But you don’t look like mortgage advisors” Nope. You won’t find any stuffy suits or ties here. It’s not that we don’t take your mortgage application seriously, it’s just that we don’t feel the need to hide behind a corporate image. We want you to know that we are real people, just like you. The above is taken from Graham Taylor's mortgage firm website and completely sums up the wonderful business...
Broker's View Of Spectrum Advice Network 17.01.2022 28:20
Both Jim Smyth (First Stop Mortgages & Protection) & Martin Lightbowne (OnPoint Financial) are using the Spectrum Advice Network White Label Wealth Management (check last week's interview with Paul Brown from Spectrum). Find out what they really think - Spoiler Alert it's very positive. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.
Extra Recurring Revenue For Mortgage Brokers - Paul Brown From Spectrum Advice Network 10.01.2022 55:39
See https://spectruman.co.uk/introducers/ for more details or email Paul directly paul.brown@spectruman.co.uk Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .
Marcus Nanson - Business Superhero Series 20.12.2021 49:50
Marcus Nanson helps firms recruit new advisers, but he's been sharing loads of advice on Linkedin about how to make your firm be an attractive proposition too. We wanted to find out more about him, his company and recruitment best practices. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.
Thomas Honour - Business Superhero Series 13.12.2021 49:22
Thomas Honour returns for the 4th time! to give us an update on his journey. You'll hear the prequels to this one in episodes 52, 55 and 91. Hear how Thomas used to get most of his business through social media but is now a lot more reliant on his website from being the number one firm in his area on Google maps. Brought to you by the team at The Lead Engine who specialise in generating mortgage l...
Graham Wilson (Trackerhub) - Business Superhero Series 06.12.2021 55:12
Graham Wilson from tracker hub returns to let us know the progress of his software that brings advisers, introducers and business together. Trackerhub is a unique fast-track portal for referrals and personal cases. We've only heard great things about it from our clients that use it. To learn more about Graham and Trackerhub then tune in! Brought to you by the team at The Lead Engine who specialise...
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