Advisers Assemble - Lead Generation For Financial Services

Alex and Tessa visits Mentor, Entrepreneur, Investor, Author and Podcast Host, Mike Greene at his house in their first face to face interview post pandemic.

Talking points:

Mike's journey to becoming a mentor

Alex's experience with Mike as a mentor - How was Alex as a mentee?

How beneficial is it to have a business mentor?

How often should you see a mentor? How long do you need a mentor for?

How many mentors should you have?

How do you choose a mentor? What advice...

Alex and Tessa attempt another Facebook live for the latest inbetweenysode, chatting about their face to face interview with 'Success is a System' Business Mentor, Mike Greene. Listen to the audio version to find out how it all went and what's upcoming on the Advisors Assemble Podcast.

*Update - This episode will now be released on Monday 27th March at 6AM.

From the team at The Lead Engine.

Bonus Episode! Andraya, Stephanie and Tessa are here for another Room 101 rantalong. This months episode highlights our views on international women's day, dogs off leads and the irritating noise of people chewing their popcorn and rustling packets at the cinema - all very relatable right?! 

From the team at The Lead Engine.

YouTube Expert and the Founder of Channel Fuel, Tom Martin is next in the line up of guests to chat to Alex and Tessa on Advisers Assemble. Tom is responsible for running YouTube channels for some of the world's biggest TV brands... Does Mr. Bean, Top Gear and Doctor Who ring any bells? Amongst many other 'cool' projects.

Talking points:

- Thumbnails

- Most controversial YouTube opinion?

- Best way to create an audience for your content?

- Recommended Youtube tools?

- Services offered by Channel Fuel<...

After Alex and Tessa's failed first Facebook live attempt at an inbetweenysode (it's a work in progress, watch this space), here's a re-run of what you can expect in the next episode with 'No.1' YouTube strategist and founder of Channel Fuel, Tom Martin.

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

Alex and Tessa are joined by LinkedIn expert, Louise Brogan to talk through the dos and don'ts of the ever growing business social platform.

Talking points:

About Louise Brogan - LinkedIn with Louise

How to use LinkedIn effectively - From the about me and experience section to commenting on posts, LinkedIn polls and avoiding 'Broitry' plus so much more.

What services do you offer? - LinkedIn Marketing/Training/ Intensive and Private coaching

How brokers can use LinkedIn properly for business

Follow Louise on LinkedIn.

The...

Alex and Tess are back to share with you what's in the next episode and they are GENU'I'NELY excited for you to listen to this one with LinkedIn expert, Louise Brogan.

From the team at The Lead Engine

Alex Kerr, Founder of Mortgage Chain is back on Advisers Assemble after four years, to chat to Alex and Tessa about his rise to YouTube fame through his high quality mortgage content for First Time Buyers.

Talking points:

What’s changed since 2019?

How did you get to where you are now? Is there a process?

Planning a video - scripting, recording and editing

Mortgage Chain - What can we expect next? With an added exclusive!

Advice for brokers looking to do YouTube

Follow Alex on Yo...

YouTube star and Founder of Mortgage Chain, Alex Kerr is the next guest to feature on Advisers Assemble. Alex and Tessa share their highlights ahead of the episode release.

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

In this episode, Daniel and James explain the traffic light system - a tool to help track the quality of client leads.

From the team at The Lead Engine

Alex, Tom and Tessa are back, this time to chat all about lead quality. Warning: Analogies used from the get go, possible craving of chocolate may occur. 

Talking points:

- What does lead quality mean?

- What have we seen that can affect lead quality?

- How do you increase lead quality?

- How do people calculate success?

- Finding the right ‘5%’

Brought to you by the team at The Lead Engine who specialise in generating leads for financial advisers and brokers.

Bonus Episode! Andraya, Stephanie and Tessa are back to air their annoyances in another version of Room 101  (No copyright intended). From kitchen utensils to makeup and car parking, which pet peeve will they choose to banish this month?

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

Sarah Robinson, Founder & Paid Media Manager of Google Ads Agency, Platypus Media chats to Alex, Tessa and Tom about the tests they've been running and their exciting new findings. Lots of useful insights into Google analytics and social media ads and bonus...you'll learn all you need to know about the semiaquatic, egg-laying mammal native to Australia that is the Platypus.

Talking points:

-  About Platypus Media

- Testing your Ads / Performance Max Experiments for Google Ads

- Why and How

- Conversion Data 

You can learn mo...

Alex, Tessa and Tom share their highlights ahead of the next episode featuring Sarah Robinson, Founder & Paid Media Manager of the Google Ads agency, Platypus Media.

From the team at The Lead Engine

Alex and Tessa are joined by Jukka Väänänen AKA Jay from Newspage, a modernised and "reinvented" media platform based in the UK,  designed to give individuals and businesses however big or small, a voice to be heard and the chance to share their story to the major news outlets.  

An enlightening conversation about the world of journalism and public relations from a  professional's perspective.

Talking points:

- What is Newspage?

- How does the process work?

- Writing and story telling tips

- Can anyone sign u...

Alex and Tessa tease ahead to their next co-hosted conversation with Jay from Newspage, a modernised and "reinvented" media platform based in the UK. Tune in to find out more!

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

Michael O'Brien needs no introduction as a well known name in the mortgage industry. On this episode, he introduces his new Wills and Estate Planning referral service for mortgage brokers, offering training, administration assistance, and an overall easier process to offer their clients.

Michael explains to Alex and Tessa why he felt the need to set up the referral service, noting a staggering 69% of adults in the UK haven't got a Will and 99% of people with a mortgage don't have a Lasting Power of Attorney (LPA). He aims to highlight the importance of having a will and...

Alex & Tessa are back to tease your appetite ahead of the next episode, this time with guest, Michael O'Brien who talks about his new Wills and Estate Planning referral service.

From the team at The Lead Engine

Bonus Team Episode.  Andraya , Stephanie and Tessa return to the Advisers Assemble Podcast in a shiny, new segment for 2023 that follows the theme of the former BBC television series, Room 101 (no copyright intended). Find out the pet peeve they have each chosen to banish forever and see if you agree. 

Teaser alert - You won't want to miss Andraya's award-winning worthy speech. We can assure you will feel a whole lot lighter afterwards!

From the team at The Lead Engine.

The Lead Engine team return for 2023...Following Alex and Tom's episode on landing pages, Daniel and James join Tessa to give their second ever review on the Advisers Assemble podcast, this time sharing their thoughts on a landing page builder they have trialled called, Carrd. 

Brought to you by the team at The Lead Engine who specialise in generating leads for financial advisers and brokers.

Alex and Tom join Tessa to talk all about landing pages for part 1 of the first TLE team episode of 2023!

Key points:

- What is a landing page?

- What is the most important part of a landing page?

- What should you not do/what should you do on a landing page?

- PPC - Google Quality scores 

The Advisers Assemble podcast is brought to you by the team at The Lead Engine who specialise in lead generation for financial advisers.

Insurance Expert, Matt Chapman believes protection for your clients or business is not only important but essential in life. We often perceive this as a sales tool and secondary product rather than a necessity. As a mortgage adviser, where do you start? How do you explain this to clients? Through Matt's coaching programme, he helps to explains the who, what, where, when, why and how through a holistic approach.

Talking Points:

How important do you think protection is? Do you think all Advisers/Brokers agree?

People are often put off by i...

Alex & Tessa tease what's coming in the next episode of the Advisers Assemble podcast with Insurance Expert, Matt Chapman. 

The statistics for unprotected mortgages and businesses is astounding, so Matt is helping to change the perspective of insurance through his coaching programme.

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

Rhys Schofield joins Alex & Tessa to talk us through Fix My Legals, a conveyancing solution by brokers, for brokers.

It's very frustrating to have your property transactions held up by other parties within the home moving process - especially conveyancing. That's why Fix My Legals are affiliated with high-performing partners focussing on 5* service and communication, to take the FML out of the conveyancing process.

Talking points:

Alex & Tessa tease what's coming in the next episode of the Advisers Assemble podcast with Rhys Schofield. Rhys is one of the founders of Fix My Legals.

Fix My Legals help you find the right conveyancers for you and your transaction, and to hold them to account to make sure your sale progresses quickly, efficiently, and securely.

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

Alex and Tessa chat with Sophie Blount from Once Upon A Time Media all about bringing out your personality and passion into your content.

Follow Sophie on Instagram.

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

Alex & Tessa tease what you'll hear in the next Episode with Sophie Blount.

From the team at The Lead Engine

Provide Finance is the award-winning, independent online funding platform which seamlessly connects those borrowers and intermediaries seeking non-regulated lending solutions with lenders from across the UK.  It strives to make the lending journey easy to navigate by providing clients with jargon-free, transparent finance solutions which are the best fit for them – one size does not fit all when it comes to finance. 

Originally formed in 2020 as Pitch 4 Finance, the innovative FinTech very quickly evolved from simply a lending platform to a more comprehensive offering, which included providing clients with support from a dedicated team of specialist finance expe...

Brought to you by the team at The Lead Engine who specialise in lead generation for financial advisers.

Lee Thompson from Protection Matters talks us through how, why and when you might refer protection cases and the process. You'll get to know the types of cases Lee deals with, his background in the industry and the types of cases that get referred into him.

Alex and Tessa discuss how you promote your podcast on social media or use it as part of your SEO strategy. you'll also learn where and how to host it too.

Alex & Tessa discuss how to edit your own podcast, the tools you can use and where to get music for your intro. You'll hear how it might be easier than you think to do yourself and where you could find help.

The Advisers Assemble podcast is brought to you by the team at The Lead Engine who manage lead generation via Google search and content marketing for financial services.

Alex and Tessa talk through their current podcast recording equipment and how that may have changed since episode 1. You'll get an idea of what kind of investment you might need to make to get started.

Brought to you by the team at The Lead Engine who use podcasting as part of financial services content marketing to generate leads.

Alex & Tessa talk through their experiences of launching their own podcasts and what we do with our clients at The Lead Engine

Thinking about launching a new podcast yourself? You may be thinking "How long should the episodes be?", "How often should I release episodes?", "Should I do solo or interview episodes, or both?"

In this episode, you'll learn about all the different kinds of podcast episode formats.

Brought to you by the team at The Lead Engine who specialise in lead generation for financial advisers.

In this episode, you'll learn about the impact of having the most Google reviews in your local area.

Brought to you by the team at The Lead Engine who specialise in generating leads for financial advisers and brokers.

How to combine your personal passions into your business content and website with Sophie Blount from Once Upon A Time Media.

Follow Sophie Blount on Instagram.

Connect with Darin on Linkedin and check out Bomb Bomb for yourself

Brought to you by the team at The Lead Engine who specialise in generating mortgage leads, bridging leads, pension leads, wealth management leads, and equity release leads.

Brought to you from the team at The Lead Engine who specialise in lead generation

From the team at The Lead Engine, specialists in generating mortgage leads as well as financial planning, life insurance, equity release and bridging leads too.