Advisers Assemble - Lead Generation For Financial Services

10 Episodes
Subscribe

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.

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...