Advisers Assemble - Lead Generation For Financial Services

Tom Solid from the paperless movement (A massive YouTube Channel) talks through productivity tools. He loves paper and doesn't want to waste it or waste time typing up notes or trying to find them. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Should I ask people to choose how I should contact them (if I don't have to?) Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

If you can add value by educating people, helping them solve a problem they may be more likely to use your service. Joe public doesn't really know about mortgages, pensions, investments and protection. There's a lot of education required! Dan talks us through his learning framework to make it a little bit easier for us rather than having a scattergun approach. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

If I do mortgages, wealth, equity release and protection should I have a website for each or just one site? Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Diana is a community expert, we discuss what community is and should we create one for potential clients? There seems to be a lot of free Facebook Groups but are they a good idea? Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Is it valuable to have lots of different domain names? Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Visible Capital pulls together financial data (bank transactions) using open banking. Essentially making it really easy for you to see how your clients spend their money and their income. Christian talks us through the process, how it works and how much it costs! Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

In this short Inbetweenysode Alex walks you through one method to find a new domain name using a search engine called expireddomains.net. This could help you find a domain that has been used before and could give you some SEO benefit. Obviously do your due diligence before you go ahead and launch though! Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Linkedin Guru Louise Brogan gives us an update on how we can be getting more out of Linkedin. From our profile to our connections and the content we post. Louise is an international speaker and Linkedin specialist and has delivered great talks at pretty much all of our previous events! Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

I talk you through the kit I use for podcasting and for video. The microphone I use, the accessories I've bought to improve the sound. I let you know what camera, lens and lighting I have for video too. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Sarah has literally written the book on surviving as a freelancer (or self-employed) with loads of transferrable ideas for those of you working on your own. There are so many traps that we can fall into, undercharging our fees, working with the wrong people and just getting a bit lonely at times! This book is an absolute breath of fresh air and so is Sarah. I wish I had this book 6 years ago! Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

I'm not a massive fan of most Calculators as it is (they don't build rapport). But what really grinds my gears is a "calculator" that is actually just a data capture form. Which let's be honest is completely misleading. There are 720 searches each month on Google for "Equity Release Calculator No Personal Details". That's 720 times in the UK each month that someone has been that annoyed with a calculator asking for their phone number! I obviously offer an alternative so tune in! Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Industry legend, author, sales coach Paul Archer joins Alex to tell us how we helps good advisers become great. Paul coaches advisers through their certifications as well as providing ongoing training for the seasoned broker too. He's written 7 books! 7! and has an awesome Youtube channel too. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

This is massively inspired by hearing Jonny Wilkinson on the high-performance podcast talking about being fluid and rigid. Some people stick the same rigid strategy and others react to what's in front of them. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Leon has exploded onto Linkedin this year from a standing start. We dissect how he's managed to get so much attention in such a short time. Leon is a video marketing expert so naturally, we discuss how to get more views, interaction and business from your videos. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

A bit of a rant but if you say "So why not give us a call" hopefully this episode will get you to rethink that one a little bit. It's pretty lazy and gets your ideal client thinking of reasons why not to call you rather than reasons why to call you! Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Martin & Lindsay the kick-ass digital marketing husband & wife team join Alex to discuss their concept of the content fortress. We discuss how content can help protect you from working with time wasters whilst also attract the right kind of client. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

The first and probably last episode about "Mindset". I have a talk called "Be More Like Batman" but how could adopting a superhero mindset help you get more business? Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Put simply a website with a high "Domain Authority" has the potential to rank well on Google search results. Pete Everitt joins Alex to help explain what Domain Authority is, how we can improve it and what else can we do to help with SEO. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

My mentor Mike Greene told me to either get a plan or get a F****** job. So I created a plan and that plan needed goals. He taught me how to create a transition map to move from where you are to where you want to be. This episode explains what a transition map is and how you can use it. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

The fear is real! Who am I to share my thoughts on social media or by public speaking? The thing is those who feel the fear and do it anyway seem to be really successful on social media. So what can we do about it if we don't feel good enough to share our own expertise? Clare has written a wonderful book about ditching imposter syndrome and shares what you can do about it. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

In this inbetweenysode we cover off: How can I check how many mobile visitors I get to my website? Is there a rule of thumb or do some websites get more than others? Google data on how many searches there are on mobile for certain financial services products. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Dave Corbett from Primis knows and works with a lot of brokers and advisers. He's in a great position to see the similarities between all the happy and successful brokers. We talk about the protection conversation, social media marketing and why you would join Primis. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

"I could learn enough to be confident enough to call them." This was direct feedback from a consumer survey comparing two different mortgage websites. It stuck with me that some people feel like they need a little bit of knowledge so they feel comfortable enough to chat with an adviser. Alex talks you through some of the other responses we've had too. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

A really interesting discussion between an Adviser (Alice Williams) and marketing manager (Catherine Lidgley) on how they market their business through video. Recorded pre-covid (back in the office!) discussing how Alice and Catherine are working together to market their business to property developers. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Sending the "right" people to your website doesn't mean you'll get leads because they'll be looking at at least three other websites according to our survey and research. Just assuming the right person, at the right time wants the right advice ... from you means you'll be missing out to your competitors. I think it's really important to understand how people search for financial advice and what you can do about it. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Do people go to YouTube for financial advice? How many searches are there on YouTube and what's the competition like? We chat to YouTube Guru Tom Martin and look at the numbers behind mortgage, protection and equity release advice on YouTube. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Recorded live in the Advisers Assemble Facebook Group we answer your questions on the size of the market. How many people are searching for mortgage, life insurance and equity release advice in the UK? How many people search for someone local? All these questions answered an more. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

I got a bit sick of only seeing my accountant once a year and only looking backwards. I never really planned for tax, felt guilty paying myself and felt disorganised. For me, it turned out the answer was to put profit first. I read the book, tried and failed myself then hired a new accountant (Annette) in January 2020 and haven't looked back. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

I first recorded an episode with Ash Borland back in early 2019. At the time he was a forward-thinking, social media savvy mortgage broker. He's now the host of the Personal Branding 101 podcast and a personal branding coach. I would normally roll my eyes at someone who got a bit of success on social then decided to become an "expert" but there's so much depth to Ash's knowledge and strategies. You can see his work first hand with clients like Omar Ghafoor (ep 82) and others in his Facebook group. We chat how the strategies have changes and what advisers could be doing now to get some traction online. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

I (Alex Curtis) dive into why we use Wordpress for every client website and run through some of the essential plugins we use to make them better. I'll give you a few tools to check your current website performance too. I cut the jargon where possible and explain what each plugin is for and why we use them. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Paul Gray from 313 Financial talks through their journey from humble beginnings to a flourishing and rapidly growing FS business. We talk about finding clients, hiring the right team and growing pains. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Tom & Alex discuss whether search marketing is better than social media marketing or not. So many advisers focus on when they should be posting on social, how often etc. But are they better off looking at what people search for instead? Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

David Thomson gives us a massive injection of sales advice and a reminder on how powerful influence and persuasion is. Trained by Robert Cialdini, the author of "Influence" and former financial adviser. There's nobody better in financial services than David when it comes to sales. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Celebrating one year in business this week Thomas Honour has been on a bit of a journey. From almost in a position of desperation to now moving into his new office within a 12 month period. He keeps incredibly busy and has a steady flow of leads from hos social media presence, so how does he do it all? Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Terry Blackburn from Bespoke Newcastle joins me to talk property investing and working with Buy to let clients. Terry drops quite a few ideas that you can use to find, attract and work with property investors. We also talk about personal development and marketing strategies too. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Tom and Alex discuss 3 tools that are pretty much essential if you want to see how your website is performing, the data you can get and how this can help you make changes. Google Analytics - What people interact with your website Google Search Console - How your website is performing on Google Hotjar - How people interact with your website Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Craig is growing his business and focusses now on recruiting new advisors. We chat about recruitment from both sides of the fence. Whether you're looking for a firm or recruiting yourself there's some great advice here. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Alex & Tom explain why it's a bit harder to help startups than established businesses but there are a few quick wins. Here's the advice they would give to anyone starting up a new financial advice business. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Tom & Alex unpack how we at The Lead Engine are using podcasts to help create content and generate leads for our clients. How much content for social media can you get from one 15min episode? Can you easily create an article from your website? How does it compare to video? What kind of results have we seen? We answer all these and more. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Alex Curtis and Tom Maplethorpe chat data capture on websites. What's best a form or a chatbot? What are the other options? Are there other things we need to consider first? Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

"Price is only an issue in the absence of value". Mark Pittaccio pretty much gives us the script we can use to position our price and service. We also discuss the concept of anchoring when it comes to fees and why "Free" isn't always what it's cracked up to be. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

"We analyse every client interaction to help you build stronger long-term relationships and grow your business. Retain clients automatically, turning outbound into inbound." I speak with the founder of Eligible to find out more! Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Omar called our office in January 2020, at the time we couldn't really help him but we gave him as much advice as we could. He wasn't on any social media platforms as a business or personal. He didn't like having his photo taken and flat out refused to do any video content. 4 months later he recently caused a stir (in a good way) when he released his first video for a brand new YouTube channel. This is what Omar has learnt so far. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

It hasn't been that long since we spoke to Lee Flanagan but a lot has happened since then! During lockdown Lee has a big team to motivate and he kindly invited me along to every session Bespoke has held. Each time I spend time with the Bespokers it gives me a massive lift so I wanted to share that with you all. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Be more like Tony Stark (Smart with money), this week we discuss what you could do with the various advertising platforms on different budgets. SEO, Facebook Ads, Google Ads, Linkedin Ads and even Instagram Ads get a mention. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Alex Curtis & Tom Maplethorpe discuss some quick wins when it comes to local SEO. How many people search for a local broker and how can we get in front of them? 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 generating mortgage leads.

Hello, and welcome back to the lead generation for financial services podcast. This week we have Kathryn Knowles from the financial industry and current directors of Cura Financial Services. They help people get the insurance that they need especially people that have high-risk jobs or people that are having a hard time to get the kind of health protection they need. They have a string of industry-trained experts dedicated to achieving the best insurance for your needs and your family. Every week, Kathryn produces educational video to promote life protection and demonstrate how insurance and special risks work altogether. She's doing a tactical protection podcast along with his co-host Andrew Wimberly and they talk about how you can be protected and insured. To speak with their team, whether you have a general insurance question or need help finding the right plans or policies for you, please follow them on Twitter, LinkedIn and Facebook or go to their website https://www.specialrisksbureau.co.uk/ 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 generating mortgage leads.