Advisers Assemble - Lead Generation For Financial Services

40 Episodes

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.

Things You Need To Know About Financial Services Websites - Part 2 - Hosting & Security
Last Monday at 1:53 PM

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!

Things 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.

Online 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.

Marketing 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.

Paul 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...

My 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 everythingWhy I don't post much as the c...

Digital Marketing Strategies For Wealth Management

For more information check our Digital Marketing Strategies For Wealth Management article

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

For more information take a look at the commercial finance broker network opportunity.

Tips 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!

Jon 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!

Ash 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.

Anish 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!

Chris 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.

The 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 marketThe 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.

Emmanuel 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 Ne...

Graham 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!

Broker'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.

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

See for more details or email Paul directly

Marcus 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.

Thomas 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.

Graham 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!

Richard Crow - Business Superhero Series

What an absolute legend! From ÂŁ50k 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.

Pascal 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 the ultimate news and content curation website and mobile app

Quik by Go Pro for fast and great looking video content

Audio Hijack for recording and producing good audio content from your computer

Squoosh  for resizing and compressing visuals quickly

CCMixter http://dig.ccmixter.or...

Ian 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.

Claire Earwaker Dos Reis - Business Superhero Series

See Claire's Will Writing website

Connect with Claire on Linkedin

Jamie Thompson - Business Superhero Series

Jamie Thompson Mortgages

Here's the Stipend Mortgage page he mentions.


Jonathan Needham - Business Superhero Series

Another legend who switched Primis for The Money Group Mr Jonathan Needham joins us as part of our Business Superhero Series.Jonathans talks candidly about mental health but we also discuss all the key parts required to build a successful brokerage. Having been there and done it for years he's a valuable source of advice for anyone wanting to grow their business in financial services.

Dave Corbett - Business Superhero Series

The man, the legend Dave Corbett joins to chat about his move to The Money Group and what he's been doing since we last chatted before lockdown!

Rhys Schofield - Business Superhero Series

Peak Mortgages is a relatively young business but they have a hefty number of Google reviews, an enviable social media presence and the coolest office in FS!Hear how Rhys has grown his brokerage and what's in store for the future.

Mark Robinson - Business Superhero Series

Mark's business is just over a year old and it's moving at an incredible rate! He now has about 4 (we lost count) brands and websites.He's learnt SEO and some Google Ads to make sure not just he but new advises have a reliable source of leads.Let's catch up with Mark Robinson from Albion Mortgages, or is it Teacher Mortgages, no it's Willsmiths, or maybe Albion Life?

Andy Storch - Business Superhero Series

Andy Storch is the author of Own Your Career, Own Your Life. We obviously chat about the book but we also dive into:Getting back into networking and live eventsCryptoCurrency & NFTS - Why did Andy spend $30k on a doodle of a lizard?Personal brandingHow to stop drifting through your career and start taking action!

Craig Skelton - Business Superhero Series

Host of the Mortgage Broker Broadcast and the Mortgages, Money & More podcast Mr Craig Skelton joins us to talk about creating a positive company culture.We find what makes Craig tick, what he's up to and how he's grown (and growing) his financial advice brands.

Valerie Morris - Business Superhero Series

Valerie Morris is the digital marketing superstar and author of "We're All Ears: How to increase your impact, influence, and success online in a noisy world".We find out what makes her tick and how she helps people like you.

Lewis Shaw - Business Superhero Series

The bearded enigma and mortgage broker Lewis Shaw joins Alex on the business superhero series to talk about his own podcast on how he's been in the national press recently.

Bob Gentle - Business Superhero Series

Digital Marketing Supremo and friend of the Show Mr Bob Gentle joins Alex for the business superhero series.You'll hear how Bob has changed the fortunes of the brands he works with, the importance of a personal brand and what it's like to work with Bob directly.

Equity Release Leads

An introduction to marketing your Equity Release business and generating more leads online.What are people searching for on Google?What's the size of the market? How many searches are there?What does the joe public think about Equity Release?How can you approach your marketing message so you don't attract any negativity?

Bridging Finance Leads

We talk through the size of the market, the different audience types, content ideas and what to look out for if you run some Google Ads.

Pension Leads

For more information on Pension Leads head to our website.

A New Hope - Joseph Bojang - Business Superhero

Learn more about Joseph:

Joseph's socials:  



And more episodes from the Advisers Assemble Podcast



Why Is Tom Getting Pizza Ads On Instagram 100 Miles Away From Home?

We discuss the changes in Social Media Advertising.

The Apple privacy restrictions in Apps.

An experiment on Facebook & Instagram comparing the privacy tracking.

We also talk about the FCA authorisation to advertise in Google.

What budgets do you need for Facebook advertising?

More info about Financial Services PPC