Advisers Assemble - Lead Generation For Financial Services

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.

Alex: Hello, my friends in financial services welcome back to the podcast this week I've got an equity release advisor. And wow, we've talked about loads of stuff, loads of tips from Stuart probably more tips per minute than you get from your marketing expert. And so I think one thing for us as a business when we've helped people advertise equity release is a lot of negative kinds of thoughts and opinions of how things were done before a lot of people that are in situations or heard of people in situations that are not good because of equity release. And I've seen Stewart sort of on a bit of a mission to try and he's very passionate about getting this message across that modern equity release is much better. There's just so much in this episode of like how to negotiate with the press. We talk a lot about videos. So Stuart messaged me and emailed me in June about videos and him starting that video journey. We talk a lot about that. It's just such an interesting story about partnerships as well about how to focus on marketing to get partnerships not just to get cold leads. So whether you do mortgages, life equity release, or don't even work in financial services, there's so much you can get out of this episode from a marketing perspective. So, I want to introduce you to Stuart. How is an equity release at fly advisor in Plymouth used to work in banking used to work in Debenhams went out on his own after sort of a long corporate career and it's really fascinating to see where he is at now. Hello, and welcome back to the lead generation for financial services podcast and I've got a very special guest on today. I have got Mr Stuart Powell. How are you doing today?Stuart: Hi, how are you? I’m very good. Thank you mate. Thanks for setting this up. Be nice to have a chat. Alex: Yeah, no, absolutely. I was just well, we just before we hit record, I was just pulling out an old email that you sent me and I couldn't remember the date of it. And I think I sent you an email on kind of pop my sort of email sequence about doing videos. In fact, I think it's Yeah, it's entitled, you have to make bad videos to make good videos.Stuart: Yeah.Alex: He said, you've inspired me after listening to this podcast. We now have a YouTube video and four videos on equity release. Stuart: Yeah, yes. Take a look. Give me some feedback. Alex: So that was June 2019. We're now January 2020. So what six months ago and now I'm seeing the videos that you're doing now and you've got like you see you're not hiring in a sort of production crew and things like what it looks like.Stuart: Oh, yeah, we got producers, directors, actors, we've got that now. Yeah, you know, I think where we were with the business around June and your podcast on, you know, try it. If it goes badly, that's good because you learn a lot and the rule and this is exactly what people want to see. So I think to start with Sammy, my office manager and I were at probably a simply biz seminar down in Cornwall somewhere and we were on a break, and we were just playing around with the laptop of mom now actually, and just recording a couple of videos out in the sunshine in their garden, and just talking about equity release and she was interviewing me and we were playing around and they were good enough to release but they kind of inspired me to give it more of a go and then I listened to your podcast and yeah, don't worry about it. If it's bad, just start somewhere. So yeah, I went into the office. Did I think about a five-minute video? And it got really good feedback even though it was grainy and wobbly but yeah, that's where it started. Yeah, June last year. Alex: Yeah. Wow. Okay. It's great. I love it because like, well, the thing is with having podcasts you don't get more ratio of feedback to listeners is very different to anything else. Because like on a podcast, there's no natural place to comment or anything. People have to take the time out to send you a message. So like when you're putting videos on YouTube is easy to comment and you put posts on Facebook, it's easy to come up with a podcast, there's nowhere to comment. So I only get the old kind of message pin when people do actually reach out and it normally is because they've done something so it's always like, brilliant to hear that something that we've done has kind of affected someone else. So it was really.Stuart: Yeah, no, that's good. I sent you a quick message to say thanks you've inspired me. Yeah, but I watched it and got some feedback on it. And I think the feedback was great. I love what you're doing not enough people are talking about equity release. Not enough people are trying to educate both clients or potential clients or other introduces as to why it's good for the older generation, but also why it's good for other financial services businesses to understand a little bit more about it. And I went online and went on YouTube and there's no one really being real online about equity release other than being lo

Hello, and welcome back to the lead generation for financial services podcast. This week we have got an old friend, Jodie Stevenson. Almost a year ago when we had our first podcast interview and that went to be the number one downloaded episode of last year.For every enquiry, she gets the leads, CRM, check for notifications and will schedule a chat with her client. And to make sure that she's on top of everything she uses a blank sheet of paper and knows exactly the template and just writes everything and gets it organised. She does that for every client until she runs out of paper. Recently she bought a notepad by Rocket Book. It is reusable, can automatically scan, upload to dropbox, digitally file, and then wipe clean and use again. And again.And if you happen to look for something like a file created 6 months ago, Rocket Book can easily find it for you and locates it in your dropbox file.Cost is £34.99. They've done microwavable one as well where you write in it and put it in the microwave and it will erase everything. It's a huge impact environmentally and it helps save a lot of waste.Transcription:Alex: Hello there, welcome back. And we've got an old friend with us. This week, we're catching up with Jodie Stevenson and it was pretty much a year to the date that we had our first podcast interview. And it went on to be the number one downloaded episode of last year, and of all time, so people talk about her a lot, actually, when they've, I think it's one of the kind of the earlier episodes that people sort of pick up on because it's one of the first mortgage brokers that we interviewed, and they've come on to become the most popular episodes. So I really enjoyed catching up with Jodie. So let's dive straight in. Hello, and welcome back to the lead generation for financial services podcast and I can't quite believe it's been a whole year since we last caught up with the one and only Jodie Stevenson. How's it going?Jodie: Thank God it's one and only. I can hear my mom saying that, thank God.Alex: We were just saying, how was it? You were like, no, it's nobody You know, it could have been a year but it has.Jodie: But then we were talking about things like, what things have had like you're like, a quarter of a person that you were then you were last year.Alex: We haven't got a video either away. But yeah.Jodie: Now you're super skinny. Don't worry, though. I'm still fat and consistent for the world. got consistent and but yeah, no, it's, that's great. There's actually been a lot of things that have really happened. So if you actually like, pile up the achievements that both of us have had in the last year. Actually, that makes sense. It's probably like a decade's worth of achievement. So yeah.Alex: It's funny, isn't it? Because you like them day by day, week or week, month or month thing you know, I haven't really done a lot. I've really improved a lot if anyone needs to literally think about doing a 360 and see Oh, this time last year I was doing this, you know, what.Jodie: Yeah, exactly. Well, I mean, I taught a human to walk this year, which is, technically he taught himself. I'm taking the credit. And if he was walking funny, I wouldn't be taking any other credit for it. But like, yeah, like he's actually like, he's doing the real things. Like he's really doing things this year. Like he's, he's learning words. And oddly, he's learned the word jacket. It's one of his jackets, he calls me Jodie instead of mom, which is awesome. Yeah, so shouts Daddy, and Jodie, I'm like, thank you very much.Alex: Excellent, excellent show you love that. Because I remember obviously we had theWow, it's just a sad thing. Obviously, we had the dogs barking.Jodie: Oh yeah, Thrasher and Baker. Oh yeah, yeah. Oh, that happened in a bowl we got em. So they went to live with another Basset and Mum, basically, because we were part of a really good dog network. And so they went to live with this lady who's got like four others and they are just they are so happy. I don't even think the fact they're like maybe because yeah, they live on a farm now and there are loads of dogs there and they absolutely love it. And so yeah, that was a yeah, that was sad but i think i think we could be kind of at the point with you could hear how chaotic it was in the background. They were just like, they were just like, let's go for a walk. Let's go here and I was like no. And so yeah,Alex: It is. Yeah, having a child, a human is a lot I wouldn't have been able to do with pets.Jodie: Yeah, but pets that I had created my own problem with the pets because it was too small of a house, too big of dogs, and not enough boundaries between anyone you know, the dog slept in bed with me and it just wasn't, you know, it was a recipe for disaster. And luckily they've gone somewhere where they are even further mollycoddled than they were with me. So they're there, they're even better off now. I think that's really it's a really big lesson as an adult when you make

Hello, and welcome back to the lead generation for financial services podcast and I've got Angela Davidson with me today. Angela Davidson has been in financial services for many years and started 33 years ago with Barclays Bank before she realised that she wanted to help people more. She named her business Passion for Protection and she is incredibly passionate and knowledgeable about what she does. She helps advisers to sell more to raise the bar on protection in the industry. Protection is still one of the most essential viewpoints of financial planning for achieving the financial resilience of clients and also one of the hardest subjects to discuss. She aims to help people to achieve their goals, empower salespeople and provide some of the tools and product knowledge that they can execute to raise the profile of protection advice to engage in a more in-depth conversation with their clients. Being able to overcome objections, getting people interested in getting it and closing the sale are the most common pain points in this process which they can overcome by allowing the clients to see what could possibly happen in the future. It doesn’t always have to be about what the needs of their client today but also for them to think about their future. Angela strives to get more clients covered with the suitable protection they need through best practices, NLP technique, listening and overcome objections, soft skills and asking the right questions. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Welcome to another in between episodes. These episodes are in between our main interview episodes or articles. Thanks a lot once again to Monica of Building Society for supplying our giveaway prize, which is a Canon m50 camera kit, for our event on the 26th of March. Comes with a memory card and a tripod which is good for vlogging. Another podcast will be launch this week called the Equity Release Podcast to help educate consumers on equity release because whenever we've run ads for our clients about equity release, a lot of people express their thoughts and would leave aggressive comments saying that it is a scam, horrific, massive rates, taking your house, inheritance etc. So listening to the interviews I've done about equity release, you'll hear modern equity release is a great product. I've done equity release for advisors which are incredible. This industry just needs a bit of education. So if you are a mortgage broker, an IFA, financial planner, we've got interesting stuff for you to listen to. We're launching another podcast soon, it is called Bits of Behaviour, which talks about behavioural economics. Mark's going to be at our event as well on March 26. Couple of tickets left, so grab yours now. So I inquired for a car to a few car leasing companies. I inquired with about three or four different companies. Now, they're chasing me via email and telephone and obviously no automation or text messages and I've lost my interest with the way they follow up about my inquiry. This happens all the time. Email automation can help a lot in the business. There are different types of application or platforms you can use to send out a string of emails that gives information about the company which is being sent out to customers on a regular basis. Emails that will send relevant information about the service or product you are selling and just leave the decision to them. Having your contact details in the email such as your number in order for them to reach you. Spending on advertising can also be worth it. Having your business on LinkedIn, Facebook, Instagram or a blog online on Google can open to a lot of opportunities, which is really cheap. £3 to £5 per day can get your business stay on top of each customer searches on Google. So automation and a bit of advertising can improve your leads and make your business grow further as it does not only increase revenue and improve sales but it can also reach potential clients across multiple channels. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

This week we have Catherine Morgan, who is a multi-award-winning financial planner and has her own podcast as well called In Her Financial Shoes. Catherine now has multiple streams of income and helps people in lots of different ways. She is also the founder of the money panel and the money circle. She used to work in the financial services mostly with banks. However, she discovered the world of financial planning and the next-generation community. Right now most of what she does is in the money coaching space, as a self-employed consultant. Catherine believes anyone can set up their personal brand on social media and just talk about what they are passionate about, you can talk about your story. You just have to start somewhere by maybe writing a book, blog, or launching a podcast. Have the confidence to know where to start and be consistent about it. If you're going to choose a platform or method of marketing, just pick which platform you think would serve you better. Last year, she worked with a couple of advisors in different areas. Some needed help setting up websites, blogging, launching courses and social media programs, but also a lot of financial planners are focusing more on just having a better relationship with existing clients and not necessarily to attract new clients. This year she wants to focus on how to bring something to the market that will help other financial advisors and mortgage advisers to implement money coaching into their practices. But also then how to create more leads, how to get on social media, how to share their story, how to do speaking events, how to do some of the things that she’s been doing over the last couple of years. She’s now going into the fourth season of her podcast, this season is going to be predominantly about entrepreneurship. She’s interviewing some women and men in the wealth space, so if anyone's interested in coming on the podcast as a guest if you've got a story to share that can help people around money then please feel free to get in contact with Catherine. Website: https://themoneypanel.co.uk/ Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.