Advisers Assemble - Lead Generation For Financial Services

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

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 Coaching Website.Listen to Craig's Mortgage Broker Broadcast Podcast.Follow Craig on LinkedIn. 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.

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 work to a realtor and carpenter, Doug has seen and done it all, telling his journey through the art of storytelling.There are plenty of hidden gems in this episode told by a truly inspiring and eye-opening author.Listen to Doug's 'The Storytelling That Sticks' podcast.Listen to Doug's TEDx Talk.Follow Doug on LinkedIn.Visit Doug's Website.Read Doug's Story Theatre Method Book.Brought to you by the team at The Lead Engine who specialise in generating leads for financial advisers and brokers. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

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 SolutionsWho can you help?What services do you offer? - What is KONEX?Why use Octane Solutions?How can mortgage brokers benefit from the service?How much does it cost the consumer to use the service or a broker to use?Visit Octane Solutions here.Follow Gary on LinkedIn. 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.

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:What is Uinsure?Why do people need this? How does it work?What products do you offer?If a client doesn't have one of the 5 CRM’s, can they deal with it another way?What is the barrier for entry?What are my options?How can this service benefit mortgage brokers?Find out more about Uinsure.Follow Lauren on LinkedIn.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.

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 mortgage leads.

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 us know!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.

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 did you publish those pages?Have you had any enquiries from SEO?Do you think it’s worthwhile focusing on SEO as a one-person business?Do you think anyone can learn SEO?Visit Ross' website here. Follow Ross on LinkedIn.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.

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 resultsHow do I get my reviews to show on Google?How do I get images to show in search results?Reviews Widgets (structured data)Featured snippetsSite linksAccordionsText resultImage resultVideo resultExploration Brought to you by the team at The Lead Engine who specialise in generating leads for financial advisers and brokers. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

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 mentorAlex'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 many mentors should you have?How do you choose a mentor? What advice have you got for ‘the right fit’?What would you normally do in the first session?Challenges? What’s your worst experience as a mentor?Rewarding storiesFollow Mike on LinkedIn.Listen to Mike's podcast "Success is a System."Link to Mike's book "Failure Breeds Success."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.

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

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 generating mortgage leads.

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 way to create an audience for your content?- Recommended Youtube tools?- Services offered by Channel Fuel- Advice for brokers looking to record videos for YouTubeVisit Channel Fuel.Visit Tom on Youtube.Visit The Midnight Screening.Listen to Tom's Podcast.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.

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 mortgage leads.

Alex and Tessa are joined by LinkedIn expert, Louise Brogan to talk through the dos and don'ts of the ever growing business social platform.Talking points:About Louise Brogan - LinkedIn with LouiseHow to use LinkedIn effectively - From the about me and experience section to commenting on posts, LinkedIn polls and avoiding 'Broitry' plus so much more.What services do you offer? - LinkedIn Marketing/Training/ Intensive and Private coachingHow brokers can use LinkedIn properly for businessFollow Louise on LinkedIn.The Advisers Assemble podcast is brought to you by the team at The Lead Engine who specialise in lead generation for financial advisers. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Alex and Tess are back to share with you what's in the next episode and they are GENU'I'NELY excited for you to listen to this one with LinkedIn expert, Louise Brogan.From the team at The Lead Engine Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Alex Kerr, Founder of Mortgage Chain is back on Advisers Assemble after four years, to chat to Alex and Tessa about his rise to YouTube fame through his high quality mortgage content for First Time Buyers.Talking points:What’s changed since 2019?How did you get to where you are now? Is there a process?Planning a video - scripting, recording and editingMortgage Chain - What can we expect next? With an added exclusive!Advice for brokers looking to do YouTubeFollow Alex on YouTube.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.

YouTube star and Founder of Mortgage Chain, Alex Kerr is the next guest to feature on Advisers Assemble. Alex and Tessa share their highlights ahead of the episode release.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.

In this episode, Daniel and James explain the traffic light system - a tool to help track the quality of client leads.From the team at The Lead Engine Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Alex, Tom and Tessa are back, this time to chat all about lead quality. Warning: Analogies used from the get go, possible craving of chocolate may occur. Talking points:- What does lead quality mean?- What have we seen that can affect lead quality?- How do you increase lead quality?- How do people calculate success?- Finding the right ‘5%’Brought to you by the team at The Lead Engine who specialise in generating leads for financial advisers and brokers. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Bonus Episode! Andraya, Stephanie and Tessa are back to air their annoyances in another version of Room 101 (No copyright intended). From kitchen utensils to makeup and car parking, which pet peeve will they choose to banish this month?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.

Sarah Robinson, Founder & Paid Media Manager of Google Ads Agency, Platypus Media chats to Alex, Tessa and Tom about the tests they've been running and their exciting new findings. Lots of useful insights into Google analytics and social media ads and bonus...you'll learn all you need to know about the semiaquatic, egg-laying mammal native to Australia that is the Platypus.Talking points:- About Platypus Media- Testing your Ads / Performance Max Experiments for Google Ads- Why and How- Conversion Data You can learn more at: https://platypusmedia.co.uk/You can watch Sarah's useful video on testing here: https://www.youtube.com/watch?v=fmZELnXFz7IThe Advisers Assemble podcast is brought to you by the team at The Lead Engine who specialise in lead generation for financial advisers. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Alex, Tessa and Tom share their highlights ahead of the next episode featuring Sarah Robinson, Founder & Paid Media Manager of the Google Ads agency, Platypus Media.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 Jukka Väänänen AKA Jay from Newspage, a modernised and "reinvented" media platform based in the UK, designed to give individuals and businesses however big or small, a voice to be heard and the chance to share their story to the major news outlets. An enlightening conversation about the world of journalism and public relations from a professional's perspective.Talking points:- What is Newspage?- How does the process work?- Writing and story telling tips- Can anyone sign up? - Pricing- How Newspage can help mortgage brokers and the financial services sectorFollow Jay on LinkedIn.Brought to you from the team at The Lead Engine who specialise in lead generation. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Alex and Tessa tease ahead to their next co-hosted conversation with Jay from Newspage, a modernised and "reinvented" media platform based in the UK. Tune in to find out more!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.

Michael O'Brien needs no introduction as a well known name in the mortgage industry. On this episode, he introduces his new Wills and Estate Planning referral service for mortgage brokers, offering training, administration assistance, and an overall easier process to offer their clients.Michael explains to Alex and Tessa why he felt the need to set up the referral service, noting a staggering 69% of adults in the UK haven't got a Will and 99% of people with a mortgage don't have a Lasting Power of Attorney (LPA). He aims to highlight the importance of having a will and a LPA and normalise this through the home financing process.Follow Michael on LinkedIn.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.

Alex & Tessa are back to tease your appetite ahead of the next episode, this time with guest, Michael O'Brien who talks about his new Wills and Estate Planning referral service.From the team at The Lead Engine Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Bonus Team Episode. Andraya , Stephanie and Tessa return to the Advisers Assemble Podcast in a shiny, new segment for 2023 that follows the theme of the former BBC television series, Room 101 (no copyright intended). Find out the pet peeve they have each chosen to banish forever and see if you agree. Teaser alert - You won't want to miss Andraya's award-winning worthy speech. We can assure you will feel a whole lot lighter afterwards!From the team at The Lead Engine. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

The Lead Engine team return for 2023...Following Alex and Tom's episode on landing pages, Daniel and James join Tessa to give their second ever review on the Advisers Assemble podcast, this time sharing their thoughts on a landing page builder they have trialled called, Carrd. Brought to you by the team at The Lead Engine who specialise in generating leads for financial advisers and brokers. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Alex and Tom join Tessa to talk all about landing pages for part 1 of the first TLE team episode of 2023!Key points:- What is a landing page?- What is the most important part of a landing page?- What should you not do/what should you do on a landing page?- PPC - Google Quality scores The Advisers Assemble podcast is brought to you by the team at The Lead Engine who specialise in lead generation for financial advisers. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Insurance Expert, Matt Chapman believes protection for your clients or business is not only important but essential in life. We often perceive this as a sales tool and secondary product rather than a necessity. As a mortgage adviser, where do you start? How do you explain this to clients? Through Matt's coaching programme, he helps to explains the who, what, where, when, why and how through a holistic approach. Talking Points:How important do you think protection is? Do you think all Advisers/Brokers agree?People are often put off by insurance - how do you deal with it?Any stats on the amount of unprotected mortgages? Unprotected businesses? Brokers to clients?Types of protection - life, critical, income protection, business protection - different tactics?What does protection coaching entail? Follow Matt on LinkedIn.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.

Alex & Tessa tease what's coming in the next episode of the Advisers Assemble podcast with Insurance Expert, Matt Chapman. The statistics for unprotected mortgages and businesses is astounding, so Matt is helping to change the perspective of insurance through his coaching programme.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.

Rhys Schofield joins Alex & Tessa to talk us through Fix My Legals, a conveyancing solution by brokers, for brokers.It's very frustrating to have your property transactions held up by other parties within the home moving process - especially conveyancing. That's why Fix My Legals are affiliated with high-performing partners focussing on 5* service and communication, to take the FML out of the conveyancing process.Talking points:Where did the idea for Fix My Legals come from? How does it work/process?Why/how is this a different experience for clients/brokers using the service?What’s in it for brokers? How can they benefit from using Fix My Legals?Alex/Tess to talk about their own experience with Conveyancing/Solicitors You can learn more at: https://www.fixmylegals.co.uk/The Advisers Assemble podcast is brought to you by the team at The Lead Engine who specialise in lead generation for financial advisers. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Alex & Tessa tease what's coming in the next episode of the Advisers Assemble podcast with Rhys Schofield. Rhys is one of the founders of Fix My Legals.Fix My Legals help you find the right conveyancers for you and your transaction, and to hold them to account to make sure your sale progresses quickly, efficiently, and securely.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 chat with Sophie Blount from Once Upon A Time Media all about bringing out your personality and passion into your content.Follow Sophie on Instagram.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.

Alex & Tessa tease what you'll hear in the next Episode with Sophie Blount.From the team at The Lead Engine Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Provide Finance is the award-winning, independent online funding platform which seamlessly connects those borrowers and intermediaries seeking non-regulated lending solutions with lenders from across the UK. It strives to make the lending journey easy to navigate by providing clients with jargon-free, transparent finance solutions which are the best fit for them – one size does not fit all when it comes to finance. Originally formed in 2020 as Pitch 4 Finance, the innovative FinTech very quickly evolved from simply a lending platform to a more comprehensive offering, which included providing clients with support from a dedicated team of specialist finance experts and an online library of educational resources. The company’s vision was to revolutionise the way borrowers access alternative finance solutions, through continued investment in technology and digital innovation, alongside a commitment to delivering first class customer services. And so in October 2022, Provide Finance was born.The company has a strong track record in the sector and has established long-standing, successful relationships with a wide variety of partners including more than 200 lenders and more than 1000 registered brokers, and has processed over £300m worth of enquiries.Brokers have access to the fastest, cheapest and most well-researched solutions in the market. This empowers them to offer a great customer experience to their own clients, reducing stress and increasing efficiency, and allowing them more time to grow their own businesses. There is also a team of in-house finance experts on hand to support brokers and clients through the process, particularly useful when dealing with complex funding cases. 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 lead generation for financial advisers. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Lee Thompson from Protection Matters talks us through how, why and when you might refer protection cases and the process. You'll get to know the types of cases Lee deals with, his background in the industry and the types of cases that get referred into him. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Alex and Tessa discuss how you promote your podcast on social media or use it as part of your SEO strategy. you'll also learn where and how to host it too. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Alex & Tessa discuss how to edit your own podcast, the tools you can use and where to get music for your intro. You'll hear how it might be easier than you think to do yourself and where you could find help.The Advisers Assemble podcast is brought to you by the team at The Lead Engine who manage lead generation via Google search and content marketing for financial services. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Alex and Tessa talk through their current podcast recording equipment and how that may have changed since episode 1. You'll get an idea of what kind of investment you might need to make to get started.Brought to you by the team at The Lead Engine who use podcasting as part of financial services content marketing to generate leads. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Alex & Tessa talk through their experiences of launching their own podcasts and what we do with our clients at The Lead EngineThinking about launching a new podcast yourself? You may be thinking "How long should the episodes be?", "How often should I release episodes?", "Should I do solo or interview episodes, or both?"In this episode, you'll learn about all the different kinds of podcast episode formats. 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 lead generation for financial advisers. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.