Advisers Assemble - Lead Generation For Financial Services

40 Episodes
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By: Alex Curtis

How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.

4 Brokers & 10 Experts Share Video Marketing Tips To Get Mortgage Leads
#364
03/24/2025

Why do video marketing, what can you expect and how to be consistent with it? Mortgage Brokers Dan Howell, Thomas Honour, Alex Kerr and Anthony McQuilliam give us their top tips for video marketing success. You'll also hear from Chris Targett, Ash Borland, Louise Brogan, Luke Sherran, Valerie Morris, Joseph Bojang, Arthur Maskew, Tom Martin and Sarah Robinson with their best advice too.


Buying Mortgage Leads - What Is It Actually Like? 9 Experienced Brokers Share Their Stories
#363
03/10/2025

Imagine having access to the unfiltered truth about buying mortgage leads straight from the mouths of experienced brokers. In this episode, we dive into the real-life stories of nine mortgage brokers who have navigated the ups and downs of lead purchasing. From the highs of securing new clients to the lows of dealing with subpar leads, these brokers share it all.


When Is The Best Time To Advertise For Mortgage Leads?
#362
02/24/2025

The Best Time to Advertise for Mortgage Leads
In this insightful podcast episode, we explore the critical aspect of timing in mortgage lead advertising. We delve into various factors that influence the effectiveness of lead generation and conversion in the mortgage industry.

Key Insights on Lead Response Time
The episode starts by highlighting the crucial importance of quick response times in lead conversion:

Responding within the first 5 minutes significantly increases your chances of qualifying a lead.Delays in response time can dramatically reduce conversion rates.Being the first to respond gives a substantial competitive...


How to make your business twice as memorable (But you won't do it)
#361
01/13/2025

In today’s episode, we're diving into a quirky, yet powerful secret to brand success: rhyming. We've all heard those catchy jingles and slogans—"Beanz Meanz Heinz" or "Once you pop, you can't stop!"—but why do they stick with us? Is there more magic to a rhyme than we realise? Richard Shotton and Alex Thompson dug into this very question, and the science is clear: rhymes are twice as memorable as non-rhyming statements. So, whether you're building a brand or just trying to stand out in a crowded marketplace, could a little rhyme be the key to staying top of min...


More Attention, More Mortgage Leads?
#360
12/16/2024

Research by Luca Cian, Aradhna Krishna, and Ryan S. Elder—published a behavioural science experiment: ‘A Sign of Things to Come’ which shows that dynamic imagery, or visuals that suggest motion, can actually influence our behaviour.

One of the most interesting tests involved a warning sign for falling rocks. In one version, the rocks had already landed at the bottom of the cliff. In the other, the rocks were depicted mid-fall, as if gravity had just pulled them from the cliffside.

The results were fascinating. Drivers slowed down and paid more attention to the sign with t...


The Lead Ladies - Room 101 Team Christmas Special
#359
12/09/2024

Join The Lead Ladies and some of The Lead Engine team in this entertaining episode as they vent about their holiday annoyances!

Featuring input from the Queens of Christmas on what to banish to Room 101, and a surprising twist from our resident Grinch, it’s a festive mix of humour and holiday spirit. 

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  


Jamie Thompson Mortgages Returns!
#358
12/02/2024

In this week’s podcast, Alex chats with mortgage broker Jamie Thompson about his triumphant journey as a first-time buyer specialist, highlighting how he effectively utilises search engine optimisation (SEO) to attract leads and enhance his business. 

Jamie shares practical tips and strategies for other brokers aiming to create impactful content that boosts both traffic and the quality of leads, making this episode a valuable resource for those in the mortgage industry looking to elevate their online presence.

Follow Jamie on LinkedIn.

Visit Jamie Thompson Mortgages.

listen back to Jamie Thompson - B...


Talking Ads - Episode 14
#357
11/25/2024

In this month's edition, Alex, Hannah, Stephanie and Tessa from the Talking Ads team delve into the intriguing world of marketing, showcasing standout advertisements that pique their interest. 

They explore a diverse range of products, from cozy electric blankets and effective deodorants to cutting-edge technology and strategies for boosting YouTube engagement. 

By analysing the clever messaging and branding techniques used, the team highlights what makes these ads resonate with consumers, offering insights into effective marketing strategies.

We recommend you view all the adverts before or during listening to this episode to engage in th...


Blue Fish Mortgage Solutions - Ross McMillan Returns!
#356
11/18/2024

 Alex and Ross reunite to discuss the significant strides made by Blue Fish Mortgage Solutions, particularly in content creation through SEO, which has led to an increase in leads by targeting niche markets. They emphasise how this strategy has not only enhanced visibility but also positioned the company as a thought leader in the mortgage industry. Additionally, they highlight the crucial role of a robust social media presence in complementing the website, driving traffic, and further engaging potential customers, thus reinforcing the overall marketing strategy.

Follow Ross on LinkedIn.

Listen back to episode 260. 

Br...


Grow Partnership - Paul Flavin
#355
11/11/2024

In this engaging conversation, Alex talks with award-winning business owner and mentor Paul Flavin, who shares insights from his journey transitioning from running multiple mortgage businesses to becoming a business coach. They discuss how Grow Partnership offers valuable strategic guidance and support tailored for small mortgage businesses, including startups, helping them navigate challenges and achieve sustainable growth through targeted coaching services.

Follow Paul on LinkedIn.

Visit Grow Partnership here.

Follow Grow Partnership on YouTube.

Brought to you from the team at The Lead Engine who specialise in lead generation, web design...


The Lead Ladies - Room 101 With Paul Huby
#354
11/04/2024

In this episode of Room 101, The Lead Ladies sit down with Paul Huby, a Mortgage and Protection Adviser whose passions extend beyond finance to include Hyrox competitions and hiking adventures.

Paul delves into his biggest pet peeves, touching on issues like the chaos of supermarkets, the commercialisation of Christmas markets, the annoyance of product surveys, and the disruptive use of phones at concerts and festivals, offering a candid look at the societal habits that frustrate him.

Follow Paul on socials:

 @LinkedIn

@Instagram

@Facebook

Brought to you from t...


Episode 13: 'Talking Ads' With Special Guest, Louise Brogan!
#353
10/28/2024

In the latest episode of Talking Ads, the team welcomes LinkedIn expert Louise Brogan, who discusses three innovative messaging-style ads from the platform, offering fresh insights while sharing valuable LinkedIn strategies. Alongside her advertising analysis, Louise updates listeners on her YouTube journey and its new goals, all infused with plenty of humour to keep the conversation lively and engaging!

Follow Louise on LinkedIn.

Subscribe and follow Louise on YouTube. 

We recommend you view all the adverts before or during listening to this episode to engage in the discussion.

Immerse yourselves here.


LV= General Insurance - Sam Mears
#352
10/21/2024

In this discussion, Alex Curtis is joined by Sam Mears, Regional Account Manager at LV= General Insurance to elaborate on the company's innovative service approach tailored for GI intermediaries, highlighting initiatives like awareness-raising round table events and user-friendly smartphone technology designed to streamline the client experience and enhance adviser efficiency.

Visit LV= General Insurance Intermediaries here.

Find out more about the comparison tool here.

Follow Sam on LinkedIn.

Contact Sam via Tel:  07385533169 or email him sam.mears@lv.co.uk  

Brought to you from the team at The Lead En...


Google Ads Keyword Types - Alex Curtis
#351
10/14/2024

Following  the solo episodes on Google Campaign Types and Google Bidding Types, Alex Curtis is back to talk more about Google Ads but this time to focus specifically on Keyword Types. 

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  


The Lead Ladies - Room 101 With Justin Moy
#350
10/07/2024

This time The Lead Ladies are joined by the managing director of Essex-based brokerage, EHF Mortgages to share his personal pet peeves and a few light-hearted, industry related ones!

Follow Justin on  LinkedIn.

Visit EHF Mortgages here.

Visit Newspage here.

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  


Episode 12: 'Talking Ads' with Alex, Steph and Tessa
#349
09/30/2024

Alex, Steph and Tessa share the adverts that have caught there eye this time, including Hannah's advert in her absence that has them fooled!

Cats and dogs, roofing and makeup take the lead for this episode...

We recommend you view all the adverts before or during listening to this episode to engage in the discussion.

Immerse yourselves here.

If you would like to send in an advert that has caught your eye, please Whatsapp us on +44 7874 469647 and tell us why this made you stop and look, and we will include this on...


Google Ads Bidding Types - Alex Curtis
#348
09/23/2024

Alex continues to breakdown the Google Ads jargon this time with focus on the different bidding types. He shares what Google says about them, how they work and his experience using them.

On this episode, Alex covers the following:

1. Manual CPC Bidding

2. Maximise Clicks Bidding

3. Smart Bidding

4. Target CPA Bidding

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  


Google Ads Campaigns (Part 2) - Demand Gen, Call & Search
#347
09/16/2024

Part two of a two-part episode, Alex Curtis is back to focus on the last three different types of Google Ads campaigns. He shares what Google says about them, how they work and his experience using them.

Part 2 breakdown:

1. Demand Gen Campaigns

2. Call Campaigns

3. Search Campaigns

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  


Google Ads Campaigns (Part 1) - Performance Max, Display & Video Ads
#346
09/09/2024

The first of a two-part episode, Alex Curtis is back on the Advisers Assemble podcast to focus on three out of six different types of Google Ads campaigns. He shares what Google says about them, how they work and his experience using them.

Part 1 breakdown:

1. Performance Max Campaigns

2. Google Display Campaigns

3. Video  Campaigns

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  


Episode 11: 'Talking Ads' with Alex, Steph and Tessa
#345
09/02/2024

Alex, Steph and Tessa share the adverts that have caught their eye this month, bringing along a mixed bag of ideas. From text messages and QR codes to getting creative with Canva and copy writing, the team have got you covered!

We recommend you view all the adverts before or during listening to this episode to engage in the discussion.

Immerse yourselves here.

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  


Mortgage Industry Mental Health Charter (MIMHC) - Jason Berry
#344
08/26/2024

Alex is joined by Jason Berry, Group Sales Director at Crystal Specialist Finance and Co Founder of Mortgage Industry Mental Health Charter (MIMHC).

Follow Jason on LinkedIn.

Visit or sign up to MIMHC here.

Visit Crystal Specialist Finance here.

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  


Episode 10: 'Talking Ads' with Alex, Hannah, Steph and Tessa
#343
08/19/2024

The team are back to share the adverts that have caught their eye this month, sharing what made them stop and look and how you could create similar promotions for your website or social media pages. 

From 'adulting' and cleaning to furniture and music lessons, they have selected a range of cleverly thought about adverts for you to store away neatly in your catalogue of inspiration.

We recommend you view all the adverts before or during listening to this episode to engage in the discussion.

Immerse yourselves here.

Brought to you f...


Google Ads Admin: Essential Steps for Financial Services - Alex Curtis
#342
08/12/2024

Key Topics Covered:

1. Advertiser Verification:

Importance of proving your identity and business legitimacy to Google.Required documents: Incorporation certificate and passport/driver’s license.Common mistakes to avoid, such as mismatches between your business name and what’s listed on the FCA register.Tips for ensuring your identification documents are properly uploaded.

2. Financial Services Verification:

Understanding the verification process for running ads related to mortgages and other financial services.Differences between Directly Authorised (DA) firms and Appointed Representatives (AR).Steps for DA firms to self-certify and ensure their domain and email addresses match FCA reco...


Google Ads For Brokers - Setting Up For Success - Alex Curtis
#341
08/05/2024

Key Points Discussed:

1. **Definition of Conversions and Key Events**:

  - Historically, conversions were straightforward leads, typically tracked when someone filled out a form on a website.

  - Now, Google refers to them as events or key events, emphasizing the importance of tracking user interactions before and after a lead is registered. This includes actions like scrolling, clicking buttons, or visiting specific links, which can indicate user interest in your service.

2. **Value of Key Events**:

  - Not every click results in a lead, but user behavior can indicate engagement.

 ...


Remarketing - Be Aware of Spam - Alex Curtis
#340
07/29/2024

Alex is back on The Advisers Assemble Podcast, this time to talk about remarketing and how to avoid spam enquiries - including what this means and why you need to be aware of it if you are running remarketing adverts or planning too.

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  


Episode 9: 'Talking Ads' with Alex and Tessa
#339
07/22/2024

Alex and Tessa host this month's episode of Talking Ads with an array of adverts to share from food and drink to cars and dustbins.

But, you'll find no rubbish here, just lots of useful ways to spruce up your website and social media!

We recommend you view all the adverts before or during listening to this episode to engage in the discussion.

Immerse yourselves here.

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  


From Lead to Application: Mastering High Conversion Rates - Rebus FS share their process
#338
07/15/2024

In a world where influencers and bloggers often tout quick fixes and shortcuts, it's refreshing to hear a different perspective.

Join us as we sit down with Lee & Neezam, two successful professionals who believe in investing more time with their clients to achieve outstanding results. 

They share their process from the moment a lead drops in their inbox and how they have refined this approach over the years.

Tune in for an insightful conversation on the value of dedication and time in creating lasting success.

Visit Rebus Financial Services here.


The Lead Ladies - Room 101 - Funmi Olufunwa Returns!
#337
07/08/2024

Founder of Hoops Finance, Media Finance Expert and Financial Educator, Funmi Olufunwa joins The Lead Ladies on Room 101 after nearly a year on to share  parental updates and more!

Will Funmi stick to her previous pet peeves and keep them locked away or has she found a new perspective on school life?

Follow Funmi 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.


The Lead Ladies - Room 101 With Rhys Schofield
#336
07/01/2024

It's only the Former Metallica of Mortgages and Slayer of Meerkats! Yes, Rhys Schofield joins The Lead Ladies on Room 101 to reveal is pet peeves and he isn't holding back! This one is hardcore...

Plus, Rhys shares his passion for Warhammer and Wrestling...very rock 'n' roll!  

Please note: Companies named in this podcast by Rhys Schofield represent the views held by Rhys and are strictly not representative of the views of The Lead Engine and its Owners and Employees.

Follow Rhys on LinkedIn.

Brought to you from the team at T...


Episode 8: 'Talking Ads' with Alex, Hannah, Steph and Tessa
#335
06/24/2024

The team are back this month with another eclectic mix of adverts to help get the creative juices flowing. From Smoothies and Satan to babies and dogs, it's another tail-wagging episode!

We recommend you view all four adverts before or during listening to this episode to engage in the discussion.

Immerse yourselves here.

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  


OnPoint Financial - Martin Lightbowne
#334
06/17/2024

Martin Lightbowne, Managing Director and Business Protection Specialist of OnPoint Financial joins Alex on the podcast once again, this time to chat about his monthly protection masterclasses and more!

Visit OnPoint Financial here.

Follow Martin on LinkedIn.

Sign up / find out more about the protection sales skills masterclasses here.


Specific Content is King - Alex Curtis
#333
06/10/2024

Alex is back for another solo episode this time to highlight the importance of why specific content is king. 

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  


Episode 7: 'Talking Ads' with Alex, Hannah, Steph and Tessa
#332
06/03/2024

In this episode, Steph makes her sparkling debut on the show and takes the trophy for the winning advert! From skincare to cars, tarantulas and more, the team hopes to inspire you with more ideas for your websites and social media platforms. 

We recommend you view all four adverts before or during listening to this episode to engage in the discussion.

Immerse yourselves here. 

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  


Buying Decisions - Alex Curtis
#331
05/27/2024

What are your buying habits like?

How much research do you do before buying that shiny new car, fancy BBQ or booking a well-deserved holiday? 

And, what does all this have in common with generating leads to your website? 

In this episode, Alex shares the three key things you need to do to drive people looking for financial advice to your website.

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  


Value Of A Click - Alex Curtis
#330
05/20/2024

Understanding the value of a click

Is it worth trying to get free clicks from Google? Alex would heavily argue yes, as some brokers pay a lot per click to get people from Google to their website. No matter how deep their pockets, how big their budget nobody spends money on ads without a return, especially brokers.

In this episode, Alex looks at the value of clicks generated from Google (not from ads) for three websites:

Website 1 £6,240 pounds worth of traffic in the last 28 days.

Website 2 with £6,900 worth of traffic in th...


Two Changes That Slashed Mortgage Lead Cost by Over 50%
#329
05/13/2024

Alex is back with another solo episode, this time to highlight the importance of human interaction and the part this plays in  website performance. 


Stonebridge - Lesley Sharkey
#328
05/06/2024

Our 'What Network Should I Join?' Series continues with Lesley Sharkey, Recruitment Director at Stonebridge - a Mortgage and Insurance Network. 

Visit Stonebridge here.

Follow Lesley on LinkedIn.


Episode 6: 'Talking Ads' with Alex, Cathy, Hannah, and Tessa
#327
04/29/2024

This month's episode of Talking Ads is barking mad! From an airline for dogs to canine cuisine, it's no secret that animals win over our hearts every time. 

We recommend you view all four adverts before or during listening to this episode to engage in the discussion.

Immerse yourselves here.

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  


JLM Mortgage Network - Sebastian Murphy and Rory Joseph
#326
04/22/2024

Alex is joined by this week's guests, Rory and Seb, the Founders of JLM: 

A "boutique" mortgage network designed for "successful and aspiring firms and sole traders."

Visit JLM Mortgage Network here. 

Follow Rory on LinkedIn.

Follow Seb 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.  

 


Free Marketing Tools For Brokers - Alex Curtis
#325
04/15/2024

This week, Alex shares some of the free marketing tools he uses to help with content ideas, content creation and website performance and explain how they work. The main four include:

1. Descript

2. Google

3. Google Search Console

4. Google Ads

Other tools mentioned:

Semrush

Canva

Shutterstock

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.