Advisers Assemble - Lead Generation For Financial Services

10 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.

Free Marketing Tools For Brokers - Alex Curtis
#325
Last Monday at 5:00 AM

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.  


Beneficial - Mat Rees
#324
04/08/2024

In another episode of our, 'What Network Should I Join?' Series,  Mat Rees, Chief Executive Officer at Beneficial joins Alex to talk  about how they can support advisers with their unique network proposition and 'close-knit' company culture. 


Visit Beneficial here.

Follow Mat on LinkedIn. 


Which Network Should I Join? Series - The Right Mortgage
#323
04/01/2024

We caught up with some of the mortgage brokers at The Right Mortgage Annual National Training Event - 'Embracing Change' in Birmingham last month, to find out why they joined the network and what advice they would give to other advisers. 

Visit The Right Mortgage here.

A big thank you to the advisers that took time out to chat with us (in order of audio appearance):

Charles Breen - Montgomery Financial

Justin Moy - Essex Home Finance

Paul Collinson - Brick 2 Brick  Mortgage Solutions 

Humaira Shahid - Alp...


The Lead Ladies - Room 101 With Dave Corbett
#322
03/25/2024

The Lead Ladies are joined by this months guest, Mr Dave Corbett, Head of Protection at Mortgage 1st who has really ramped up the rants on Room 101 with his categorised list of pet peeves.

1. Miscellaneous

2. Youth of today

3. The industry

With over 50 pet peeves to narrow down, a part 2 may be pending!

 

 


Episode 5: 'Talking Ads' with Alex, Cathy, Hannah, and Tessa
#321
03/18/2024

The 'Talking Ads' team are back for another round of show and tell this month including, a Miami Beach spring breakup video, a 'nod' to Carlsberg Instagram promotion, a catchy tune from a well known washing machine brand and a good old-fashioned billboard. 

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

Immerse yourselves here: https://theleadengine.co.uk/talking-ads-march-24/

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


Rosemount Financial Solutions - Ahmed Bawa
#320
03/11/2024

Our 'Which Network Should I Join?' Series continues!

Alex is joined by Ahmed Bawa, Chief Executive Officer at Rosemount Financial Solutions (IFA) Ltd, who specialise in supporting mortgage advisers through their 'family-like' approach. 

From summer BBQ's to dinners and incentives, Ahmed explains what it's like to work with the network. Plus, we hear from some of the advisers on why they joined Rosemount and why they have stayed.  

Visit Rosemount Financial Solutions here.

Follow Rosemount Financial Solutions on LinkedIn.

 

 

 


SEO "NO-NOs" - Alex Curtis
#319
03/04/2024

On this week's episode, Alex shares his top ten SEO "NO-NOs" for better website performance. 

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


Episode 4: 'Talking Ads' with Alex, Cathy, Hannah, and Tessa
#318
02/26/2024

 Alex, Cathy, Hannah and Tessa are back to share their favourite advert findings for this month, which are full of nostalgia, food and cameos. 

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

Immerse yourselves here: https://theleadengine.co.uk/talking-ads-february-24/ 

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


Jessica Bird - The Intermediary
#317
02/19/2024

This week, Alex is joined by Jessica Bird, Managing Editor at The Intermediary, a leading news website and the only monthly print and digital magazine for the UK mortgage and property finance industry. 

Have you got a story you would like to pitch? Email jessica.bird@theintermediary.co.uk. 

...Remember to quote FROZEN TURKEY!

Follow Jess on LinkedIn.

Visit The Intermediary 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 Metrics Broker Feedback
#316
02/12/2024

We hear from the mortgage brokers using Mortgage Metrics, an alert system which monitors rates.

Please note, this episode follows on from episode 312 featuring Lee Flavin, the Co-Founder of Mortgage Metrics. 

Mortgage Brokers in order of audio appearance:

Justin Moy at EHF Mortgages.

Matthew Jackson at Mint FS.

Rohit Kohli at The Mortgage Stop. 

Riz Malik at  R3 Mortgages.

David Baker at Lift Mortgages.

Paul Blake at Sound Mortgages.

Visit Mortgage Metrics.

See more mortgage broker feedback on Mortgage Met...