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Advisers Assemble -  Lead Generation For Financial Services

Advisers Assemble - Lead Generation For Financial Services

370 episodes — Page 4 of 8

Ep 220Leads Forecast From Google Maps

In this episode, you'll learn about the impact of having the most Google reviews in your local area.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.

Nov 7, 202238 min

Ep 219Bomb Bomb! - Personalised Video Communication - Darin Dawson

Connect with Darin on Linkedin and check out Bomb Bomb for yourself Brought to you by the team at The Lead Engine who specialise in generating mortgage leads, bridging leads, pension leads, wealth management leads, and equity release leads. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Oct 31, 202247 min

Ep 218Dave Corbett - Protection 1st

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.

Oct 24, 202248 min

Ep 217The Diary Of A Lead Engineer

From the team at The Lead Engine, specialists in generating mortgage leads as well as financial planning, life insurance, equity release and bridging leads too. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Oct 17, 202237 min

Ep 216Times Like These When You Wish You Did Social...

From the team at The Lead Engine who specialise in lead generation for financial services. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Oct 11, 202233 min

Ep 215This Is Why You Need A New Website

Here at The Lead Engine, we see a lot of data on a daily basis. The majority of that data and probably the most important is analysing the website visits that make and enquiry vs those that don't. With millions of pounds spent over a 20-year period, you start to build an excellent picture of what works and what doesn't. There are some key things that someone who wants financial advice wants to experience when looking for the right adviser (see ep 194). It's very unlikely that you've got all these factors built into your website and it's highly likely the code, content and layout needs changing. In this episode we discuss these factors and why we always build a new website for every client we work with. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Oct 3, 202239 min

Ep 214Business Superhero Series - Tom Maplethorpe

This podcast is owned and produced by The Lead Engine which manages Lead generation for financial services for several clients as well as offers DIY services and tools. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Sep 26, 202242 min

Ep 213How Long Does SEO Take?

From the team at The Lead Engine we share some of the fundamentals about SEO for financial services as it's one of the ways that we generate mortgage leads, financial planning leads, bridging leads and later life lending leads. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Sep 20, 202237 min

Ep 212How Much Should I Spend On Google Ads?

It's been a year since our last Google Ads FAQs episode so we've done a little update for you. We're often asked how much you need to spend on ads, what you need and how it works. Tom Maplethorpe and Alex Curtis discuss everything about Google Ads for financial services. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Sep 12, 202236 min

Ep 211Google's "Helpful Content Update"

We've had a request to share our thoughts on a recent Google algorithm update so Tom Maplethorpe joins Alex to discuss. There are some interesting choice of words in Google's release, we dissect whether we're making any changes to how we work or if it's business as usual. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Sep 5, 202233 min

Ep 210Different Content For Different Searches - Tom Maplethorpe & Alex Curtis

In this episode, you'll hear whether people actually read content on websites, because financial services is boring right? You'll hear about the different types of searches like informational, transactional and commercial searches. We also discuss what type of content works with each type of search. Much less complicated than it sounds! Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Aug 22, 202244 min

Ep 209Alex Curtis - The Lead Engine - Business Superhero Series

Alex Curtis, Founder of The Lead Engine and host of this podcast is in the guest seat this time to answer his own business superhero series questions! Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Aug 15, 202240 min

Ep 208Reels On Facebook & Instagram - Ash Borland

Reels are short videos, normally around a minute and some brokers are getting millions of views and hundreds of leads. Ash Borland joins us to discuss whether this is an easy-to-do sustainable source of leads or whether is it harder than it looks. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Aug 8, 202251 min

Ep 207Cleaning Up Lead Gen - Alain Desmier - Contact State

Alain Desmier set up Contact State to help clean up the lead buying industry using innovative tech. Contact State helps companies buy confidently and profitably from Europe’s best and most trusted lead generation firms. We catch up on what's changed since we last heard from Alain (ep35) three years ago! We discuss what the imminent "Consumer Duty" means for advertisers in Financial Services and why we all agree that this is actually a good thing! Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Aug 1, 202241 min

Ep 206Website Audits - What We Look At

You'll find out why websites are so important and why some websites can climb the Google rankings much faster than others. In this episode, Alex talks you through the key components we look at when performing a website audit, from how the website could get more visitors to converting those visitors into enquiries. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Jul 25, 202225 min

Ep 205Marketing Advice For Low Budgets - Valerie Morris

Valerie is addicted to learning and consuming knowledge. She is a digital marketing strategist, speaker, author, and trainer who helps busy experts share their brand message and expertise with the world with the power of authority-building content. She helps them position them as the leaders in the field with the power of digital marketing, social media, and strategic content. She also teaches others how to do the same to with smart systems for strategic marketing success. Valerie has built a successful digital agency from the ground up and has seen digital trends evolve literally in front of her eyes. Valerie is passionate about providing real tools and strategies that provide real results in marketing. In this episode Valerie shares her advice for marketing your business if budgets are tight and we deep dive into topics like launching a new website or something like a new podcast or new Facebook page. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Jul 18, 202241 min

Ep 204Linkedin - What's New? How Should I Use It? - Louise Brogan

Louise's YouTube Channel: https://www.youtube.com/c/LinkedInwithLouiseLouise's Linkedin: https://www.linkedin.com/in/louisebrogan/ Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Jul 11, 202245 min

Ep 203Emma Mills - MiPa - Business Superhero Series

Some of the best leads are the people who call you directly. It sounds obvious but if you miss that call then that opportunity has gone. No matter the size of the business it's normally rare that someone is free to answer straight away. This is why so many advisers use a call answering service like MiPa which also helps out with admin too. Emma and her team work with quite a few broker firms answering their calls, booking appointments and with the admin side too. She's also a brilliant marketer too so you'll pick up a few content marketing tips while you listen as well. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Jul 4, 202244 min

Ep 202Remortgage Leads - Thing you need to know

If an adviser or firm is looking for a cash flow boost they often look for remortgage leads. By some, it’s seen as quicker and easier business so naturally, they want to get more leads in. I wish it was dead simple to get in some cheap, easy, quality remortgage leads but unfortunately, it isn’t. You're up against public perception (of whether they need advice), some stiff competition and no real favours from Google. If you do look to get some more remortgage leads we want you to at least go in with your eyes wide open. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Jun 27, 202215 min

Ep 201Julia Smith - Openwork - Business Superhero Series

If you need a shot of adrenaline then this chat is it! Alex came away feeling very motivated after this chat and got loads of work done that afternoon! Julia Smith is a regional business consultant for the Openwork Partnership and works with a lot of successful firms in the network. We discuss why Openwork is a great network and what she sees all the great firms doing day in, day out. You'll get to know her a bit better with all the usual superhero questions too! Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Jun 20, 202226 min

Ep 200Pete Matthew - Financial Planner With A Massive Waiting List

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.

Jun 13, 202249 min

Ep 199Things You Need To Know About Financial Services Websites - Part 5 - A PPC Perspective

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.

Jun 6, 202229 min

Ep 198Things You Need To Know About Financial Services Websites - Part 4 - Your Personal Brand

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.

May 30, 202245 min

Ep 197Things You Need To Know About Financial Services Websites - Part 3 - An SEO Perspective with Pete Everitt

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.

May 23, 202249 min

Ep 196Things You Need To Know About Financial Services Websites - Part 2 - Hosting & Security

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.

May 16, 202215 min

Ep 195Things You Need To Know About Financial Services Websites - Part 1 - Domains

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.

May 9, 202214 min

Ep 194Online Lead Generation - Replicate What's Great About Referrals

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 in generating mortgage leads.

May 3, 202224 min

Ep 193Marketing Acronyms & Jargon

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.

Apr 25, 202224 min

Ep 192Paul Lewis - Business Superhero Series

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 little brother Simon. We lost Simon 34yrs ago. No family Should go through this.Please help me to fight cancer and hit it where it hurts.Thank you againPaul "Link to donate Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Apr 11, 202245 min

Ep 191My Social Media Journey - Alex Curtis

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 hear: Why do I use social media? Why I don’t try and help everyone with everything Why I don't post much as the company Choosing the social media platform Why I cleared out connections & followers Why I follow, I like, I comment way more than I post Why there's no comment left behind Types of content I post Social Media Ads Why I try new things What I would do on Social Media if I was an adviser Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Apr 4, 202225 min

Ep 190Digital Marketing Strategies For Wealth Management

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.

Mar 28, 202219 min

Ep 189Commercial Finance Appointed Representative Network Proposition - Mark Grant - Fiducia Commercial Solutions

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.

Mar 21, 202240 min

Ep 188Tips For Being A Guest On Someone's Podcast

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 enjoyable and you'll catch the bug for it! Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Mar 14, 202242 min

Ep 187Jon Stones - Mortgage 1st - Business Superhero Series

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 hear the usual super hero questions too! Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Mar 7, 202236 min

Ep 186Ash Borland - Business Superhero Series

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.

Feb 28, 202237 min

Ep 185Anish Patel - Business Superhero Series

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.

Feb 21, 202257 min

Ep 184Chris Barker - Business Superhero Series

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 generating mortgage leads.

Feb 14, 202249 min

Ep 183The Mortgage Marketing Forum

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

Feb 8, 202244 min

Ep 182Emmanuel Asuquo - Business Superhero Series

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 by companies to deliver transformative workshops to equip employees with the tools to understand and navigate the financial landscape in a simple, yet effective way. Where he's been seen: BBC 1's Morning Live (Finance Expert), LBC News Radio, BBC 1's The One Show (Watchdog), ITV's This Morning, BBC 1's Your Money & Your Life, Channel 4’s Save Well, Spend Better, BBC Radio London, The Telegraph, The Sun, The Express. Here is his story from humble beginnings to absolute baller featuring on national TV. You'll find out how consistent posting on Instagram has opened lots of doors for him. Of course the usual business super hero questions too, enjoy! Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Jan 31, 202250 min

Ep 181Graham Taylor - Business Superhero Series

“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. Although I'm sure he takes it for granted there's some real courage in going against the grain. Hear Graham's story today! Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Jan 24, 202252 min

Ep 180Broker's View Of Spectrum Advice Network

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.

Jan 17, 202228 min

Ep 179Extra Recurring Revenue For Mortgage Brokers - Paul Brown From Spectrum Advice Network

See https://spectruman.co.uk/introducers/ for more details or email Paul directly [email protected] Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Jan 10, 202255 min

Ep 178Marcus Nanson - Business Superhero Series

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.

Dec 20, 202149 min

Ep 177Thomas Honour - Business Superhero Series

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 leads.

Dec 13, 202149 min

Ep 176Graham Wilson (Trackerhub) - Business Superhero Series

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 in generating mortgage leads.

Dec 6, 202155 min

Ep 175Richard Crow - Business Superhero Series

What an absolute legend! From £50k in debt with mental health and drug addiction problems to growing brokerage and a financial transformation course. There's also a lot of chat about a stray cat that you won't want to miss. Richard Crow is an absolute character and we're delighted to introduce you to him. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Nov 30, 202145 min

Ep 174Pascal Fintoni - Business Superhero Series

Do you have any cool gadgets? (Any software or something technical you can’t live without? Maybe something most people don’t know about why you could recommend?)Flipboard https://flipboard.com/ the ultimate news and content curation website and mobile appQuik by Go Pro https://gopro.com/en/us/shop/quik-app-video-photo-editor for fast and great looking video contentAudio Hijack https://rogueamoeba.com/audiohijack/ for recording and producing good audio content from your computerSquoosh https://squoosh.app/ for resizing and compressing visuals quicklyCCMixter http://dig.ccmixter.org/ the free music discovery website for your next YouTube video or podcastLinguee https://www.linguee.com/ my go-to language dictionary and online translator when I am stuck! Are you a reader? Do you have a book that’s helped change your life that you could recommend?The Alchemist by Paulo Coelho https://www.amazon.co.uk/Alchemist-Fable-About-Following-Dream/dp/0722532938Losing My Virginity by Richard Branson https://www.amazon.co.uk/Losing-My-Virginity/dp/B002SPZA5A/How I Made A Hundred Movies In Hollywood And Never Lost A Dime by Roger Corman https://www.amazon.co.uk/Made-Hundred-Movies-Hollywood-never/dp/0306808749Pascal's Podcast & Video SeriesTwo Geeks And A Marketing PodcastOn YouTube https://www.youtube.com/channel/UCChv7HnP_ZqGoFQbzqkeaKAOn Captivate https://two-geeks-marketing-podcast.captivate.fm/ The Content Marketing Studio Video Serieshttps://pascalfintoni.com/video-blog/ Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Nov 22, 202156 min

Ep 173Ian Hewett - Business Superhero Series

The bearded mortgage broker and amazing human! Hear from the man behind the best beard in financial services, we catch up with Ian Hewett as he launches his new mortgage brand. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Nov 15, 202153 min

Ep 172Claire Earwaker Dos Reis - Business Superhero Series

See Claire's Will Writing websiteConnect with Claire on Linkedin Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Nov 8, 202145 min

Ep 171Jamie Thompson - Business Superhero Series

Jamie Thompson MortgagesHere's the Stipend Mortgage page he mentions. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Nov 1, 202154 min