Advisers Assemble - Lead Generation For Financial Services

Alex and Tessa are joined by The Lead Engine's newest team members, Cathy Manso and Hannah Sturman to bring back and revamp the 'Talking Ad's' podcast series!

On this episode, Alex, Cathy, Hannah and Tessa share the reasons why the advert they have chosen, stands out to them, (by) breaking down the branding and message behind this. 

This month, the team have selected a variety of different media forms, demonstrating the ways in which you could apply this to your own website and social media platforms.

We recommend you view all four adverts b...

Following the HLPartnership Mortgage and Protection Network annual conference in Birmingham this month, Alex shares his first ever moment as a guest speaker at this kind of event. He introduces The Lead Engine and explains what you need to do to generate leads for your website.

Alex is joined by his Mastermind pals, Bob and Pete who meet fortnightly to chat about work, share ideas and as solo business owners, explain why the group is so beneficial. 

Follow Pete on LinkedIn.

Listen to  Pete's Podcast.

Follow Bob on LinkedIn.

Listen to Bob's Podcast.

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

This month, The Lead Ladies are joined by Sally Mitchell, Business Manager & Senior Mortgage Broker at The Mortgage Mum for the first Halloween edition of Room 101.

From the history of Halloween, costumes, horror films, trick or treating and pumpkin picking to firework night and dare we mention this early on...Christmas. The ladies cover all the bugbears and nightmares of the festivities!

Follow Sally on LinkedIn, Instagram, Facebook.

Visit The Mortgage Mum.

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

Alex and Tessa are back with another lead gen update, this time starting with some top marketing tips, followed by the latest Google data and trends. Plus, Alex tests Tessa's search volume knowledge with the higher or lower game. 

This episode is brought to you by the team at The Lead Engine.

Following our conversation with Roger Lane and Tony Nunn at Fort Advice Bureau about the company's business proposition, we hear from mortgage broker's Aston and Jake, who share the reason's why they joined the FAB team. 

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

Tessa is joined by Daniel Edmondson, National Account Manager at Advise Wise, an award-winning sourcing platform for the later life lending sector.

Talking points:

- Who and what is Advise Wise?

- Why would an adviser choose to use your service?

- How does Advise Wise make adviser's processes easier?

- How many users do you currently have?

- What do your users say about Advise Wise?

- Are you adding any new services / options for users?

- What’s your next goal fo...

Craig Skelton, Principal at CS Financial Group, Business Coach, Podcast Royalty and friend of the show is back on the podcast, this time to gives us an update on My Brand My Way. An alternative option for anyone looking to go self-employed and start their own mortgage broker business, included as part of our What Network Should I join? Series.

Talking points:

- Why join My Brand My Way?

- What makes My Brand My Way different?

- What would the existing brokers say about you and the partnership?

...

Ahead of our next episode with Craig Skelton, we hear the reasons why Ross McMillan at Blue Fish Mortgage Solutions and Leigh Rowland at Mortgages Made Easy made the decision to join My Brand, My Way to help and support their mortgage broker businesses.

Follow Leigh on LinkedIn.

Follow Ross 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.

Stephanie Leather from Entrust is back on the podcast but this time to share her pet peeves with The Lead Ladies on Room 101 and they have plenty to talk about!

From men's aftershave to middle lane drivers that hog the road, this might be their most varied episode yet...

Follow Stephanie 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.  

Alex and Tessa are back with another led gen update, discussing the latest mortgage market data and trends for this month so far.

Talking points:

- Quotes from brokers about September affecting lead flow - taken from Newspage.

- Google trends data on interest from consumers in mortgages on Google - keep up to date on our website.

- The higher or lower search volume game - guess along with Tess!

This episode is brought to you by the team at The Lead Engine.

Roger Lane and Tony Nunn from Fort Advice Bureau (FAB) join Tessa on another episode of our 'What Network Should I join?' Series to chat about their recruitment process, an alternative career and business opportunity for mortgage advisers.

Talking points:

Who is FAB?

Why did you create FAB?

Why would someone want to join FAB?

What do you look for in an adviser / broker?

Where / how can people find out more?

Follow Roger on LinkedIn.

Follow Tony on LinkedIn.

Mike Greene returns to the Advisers Assemble Podcast to talk all about what a business mentor does.

Visit Mike's website.

Listen to Mike's podcast.

Read Mike's book.

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

Jacob Wright, Financial Planner, Coach and Podcaster from Salt & Light Financial Services joins Daniel and James on this month's episode of You're On Hold to reveal what he does when he is on hold.

Follow Jacob on LinkedIn.

Visit Salt & Light Financial Services website.

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

The back to school edition...Funmi Olufunwa, Mortgage Broker at The Mortgage Mum joins The Lead Ladies on Room 101 this month to rant about all things school related.

From school uniforms to WhatsApp chats...parents and teachers, you have been warned and just in time for the new school year! 

Follow Funmi on LinkedIn.

Follow Funmi on Instagram.

Visit The Mortgage Mum here.

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

On this new, monthly episode, Alex and Tessa discuss data surrounding financial market trends in August so far and discuss stories and quotes from industry brokers about how this month is affecting their lead flow. 

Featuring stories  from Newspage® 

Augustitis impacts broker activity and lead flow but many go on front foot. 

Surprising Trend: More People Seek Local Brokers than Pre-Pandemic.

New research shows Google Ads beat #1 organic results for broker traffic – The Lead Engine.

This episode is brought to you by the team at The Lead Engine.

Mark Deane, Director at The Mortgage Store joins Alex and Tessa on the latest episode to talk all about their Associate Partner Programme, as an alternative for someone looking to start their own business.

Talking points:

- What is The Mortgage Store Associate Programme?

- What is included in the support package?

- What feedback have you had from your current associate partners?

- Who can sign up to the programme?

- How can I sign up to the programme?

Visit The Mortgage Store here.<...

As an alternative for anyone looking to start their own business in the financial services industry, The Mortgage Store's Associate Partners share their thoughts and reasons behind joining the programme, ahead of our episode with the company's director, Mark Deane.

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

Tessa chats to Joanne Cole, the CEO and Founder of Broker IQ - an app designed to connect mortgage brokers with their clients at all times.

Talking points:

- What is Broker IQ and where did the idea come from?

- What’s included in the App - services?

- How does the process work? How does it fit into the mortgage broker’s workflow?

- What sets you apart from the rest?

- How easy is it to navigate the app?

- Does it cost...

Daniel and James are joined by their very first guest, Mortgage and Protection Professional AKA The Bearded Mortgage Broker at Prospect Tree Mortgages Ltd, Ian Hewett to find out what he does when he's on hold.

Visit Prospect Tree Mortgages here.

Follow Ian 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.

This month, Co-Founder and Director of Trackerhub, Graham Wilson joins The Lead Ladies for a rant and shares his views on social media.

Visit TrackerHub.

Follow Graham 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.

Alex chats to Tessa about why we use phone tracking to monitor leads on the latest episode of the Advisers Assemble Podcast.

Talking points:

- Why is the phone number on my website not my actual phone number?

- How does phone tracking work?

- Why do we use phone traffic?

- What impact has it had?

This episode is brought to you by the team at The Lead Engine.

Stephanie Leather, Mortgage Administrator and Director at Entrust joins Tessa on the podcast to talk all about the admin support services she offers to mortgage brokers.

Talking points:

- When / why did you set up your business?

- Why would someone choose to use admin support?

- What’s it like to work with you? What services do you offer?

- What does a typical day look like for you?

- How does the consultation process work?

- Does it cost for an initial consultation?

Alex and Tessa are joined by Glen Russell, Company Director and qualified Mortgage Broker at RFS to talk about his rise to Tik Tok fame!

Talking points:

- What made you decide to join Tik Tok?

- What do your colleagues think?

- What does the creative process look like for you? How do you come up with ideas?

- Does it take long to record / edit the video’s?

- How long did it take you to get used to the process? Any failures?

...

Jonathan Needham from The Money Group (TMG) introduces the mortgage network and explains how they are making their processes more efficient and why and how they differ from other networks.

Talking points:

- Who are TMG? History?

- Why join TMG? Benefits? What makes you different?

- What do your members say about you?

- How do you join TMG?

- Upcoming events

Visit The Money Group here.

Follow Jonathan on Linkedin. 

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

New podcast series!

Alex attends his first network event of the year at The Peterborough Football ground and chats to some of the firms that are in The Money Group Network to find out why they joined, why they've stayed and what they like and dislike. 

From the team at The Lead Engine. 

Alex is back with his marketing hat on and chats to Tessa about the importance of creating fresh and regular content for your website.

Talking points:

- Why do you recommend to our own clients that we create regular content?

- Why not just get AI to write the content?

- How often should we be creating content?

- Should the content be about news and blogs?

- How do I know what subjects to write about?

- How long should the content be?

Daniel and James host the first episode of their new series on the Advisers Assemble Podcast called, You're On Hold.

A brand new show which aims to share the frustrations of being put on hold while waiting for lenders to respond and to highlight how mortgage advisers creatively spend their time while 'playing the waiting game'.

Sharing their own experiences, Daniel and James quiz each other with the following questions:

- In your experience which lender has the longest wait times?

- What is the longest you have ever waited?

This month, The Lead Ladies are joined by not one but two guests, Lee Gathercole and Neezam Romjon, Mortgage & Protection Advisors at Rebus Financial Services and they  have prepared a pretty long list of pet peeves for us to lock away in Room 101!

Visit Rebus Financial Services.

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

Tessa is joined by Katie Dennehy, Digital Account Manager at Underwrite Me to talk all about how they are transforming the protection industry through technology, helping Insurers and Advisers to write protection more efficiently. 

Talking points:

- Introducing Underwrite Me -  When was this founded? What is your role and how long have you been working for the company?

- What services do you offer? / Who do you work with?

- The Importance of insurance / protection

- How are you changing / contributing to the protection industry?

- Ho...

Tessa is joined by Chloe England, Telephone Account Manager at The Exeter, an insurance provider of Income Protection, Life Insurance, Private Medical Insurance & Cash Plans. 

Talking points:

What is The Exeter all about? How long have you been working for the company? 

What can you help with?

Where does the financial adviser / broker come in?

Insurance statistics - what are you noticing?

How are you overcoming the most common protection objections?

Are there any costs involved? Is there a fee to the  adviser for using you...

Alain Desmier, the founder of Contact State is back on the podcast for a second time, chatting to Alex and Tessa about how the Lead Gen company is getting on and how they are dealing with the impact of cold calling.

Talking points:

What does Contact State do / offer?

Factors that have impacted cold calling.

How do you think cold calling should be addressed? What is the solution? How should this be resolved/ monitored?

What are you working on now? / Where are you now?

Who can you...

Alex and Tessa go live on Facebook again (24/05/2023), sharing their latest interview news, upcoming guests and ideas for the podcast.

From the team at The Lead Engine. 

Bonus episode! Alex chats to Tessa about his very first client experience, his 'light bulb' moment and journey to setting up his own business. 

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 are joined by their very first guest on the show, Hemat Natha,  the Founder, CEO and Advisor at Mortgage Advice Point. 

Hemat reveals his  pet peeve and The Lead Ladies share their opinions - join in on the latest rantalong and let us know on The Lead Engine socials if you agree!

Visit Mortgage Advice Point.

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

Chris Targett and his team at Social For Brokers create topical social media content for busy mortgage brokers & estate agents. Working closely with them to increase their social media presence through the creation of engaging content.

In this episode, you'll hear some best practices for making the most out of social media on all platforms like Facebook, Instagram, Linkedin, and TikTok.

Taken from the latest Facebook live, Alex and Tessa share what's coming up in the next episode with their guest, Chris Targett from Social for Brokers.

From the team at The Lead Engine. 

Alex and Tessa are joined by fellow podcast host and 'friend of the show', Craig Skelton to talk all about how he is helping self-employed advisers through his mortgage broker coaching.

Talking points:

- When / why did you decide to become a mortgage broker coach?

- What are the benefits of coaching for the self-employed?

- Coaching process and steps involved 

Visit Craig's Mortgage Broker Coaching Website.

Listen to Craig's Mortgage Broker Broadcast Podcast.

Follow Craig on LinkedIn. 

Brought to you from the te...

Another Facebook Live podcast update brought to you by Alex and Tessa. This time sharing the highlights from their latest conversation with guest, Craig Skelton on mortgage broker coaching for the self-employed. 

From the team at The Lead Engine.

Alex connects with storytelling expert, Doug Stevenson from his home in Arizona, US to talk  about how he helps businesses by using story as a strategy.

Doug teaches clients how to tell a story well, working on the design of a speech and the lesson and branding message behind this. Doug helps to prepare people for TED talks and has delivered his very own.

From his early days in acting and theatre work to a realtor and carpenter, Doug has seen and done it all, telling his journey through the art of storytelling.

T...