Advisers Assemble -  Lead Generation For Financial Services
Advisers Assemble - Lead Generation For Financial Services
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.
Do Adviser Photos Get More Leads?
We ran a test on a mortgage broker’s website, comparing a photo of an adviser vs leaving it out. Two identical web pages except one showed a mortgage adviser's photo and one didn’t. 50% of visitors saw the photo page and the other 50% didn’t, our software randomly assigned a page to each visitor.
Jun 8
10 min
Do Rates Tables Get More Mortgage Leads?
The podcast episode explores whether mortgage rates tables help mortgage brokers generate leads, concluding that they do not and instead recommend offering a single, simple choice for advice.
Jun 1
13 min
Convert More Mortgage Leads - David Thomson - Suada
In this episode, you’ll learn the science of influence and how to apply it to your business to convert more mortgage leads. If you're ready to build a strong, systemised business that can scale and sell, this is essential listening. With over 25 years of experience in the financial sector, David Thomson has a global reputation for training and engaging people using technology. David shares how to handle leads and convert more using the science of persuasion and influence. There's also a wealth of tips on recruitment and building a profitable team.
Mar 10
42 min
Book More Mortgage Appointments - Mortgage Lead Management & Protection Sales Processes With Terry Blackburn From The  Wealthy Adviser Club
Your phone just pinged with a new lead—now what? Stop losing potential revenue by waiting. This episode with Terry Blackburn reveals the critical, almost instantaneous action you must take to increase your conversion rate by up to 80%. You will learn the secrets of a repeatable phone process, including how to master six different tonality types to immediately influence the conversation and why speed to the appointment is as crucial as speed to the call. Discover the single closing technique that eliminates objections, ensuring clients book the fact-find immediately. Finally, find out why leaving a descriptive voicemail is one of the biggest mistakes you can make, and the simple, counter-intuitive calling strategy that guarantees a return call because, as Terry asserts, a lead is never truly dead until one specific condition is met. Terry Blackburn is the founder of The Wealthy Advisor Club, a community and group coaching platform for brokers that has grown to over 692 members in just over eight months. After selling his firm, bespoke, Terry started the club to coach and help more brokers. The club offers three training sessions a week, typically covering lead generation, sales training, and other industry-related topics like mindset, habits, or building a property portfolio. Terry shared testimonials of clients who have seen significant results after implementing his processes: Two businesses doubled their revenue within three months, adding hundreds of thousands of pounds to their turnover. One advisor increased his biggest ever written commission month from £40,000 to over £100,000 as part of the Sesame Network. The ROI for the paid version of the club ($97 a month) is described as overwhelmingly high. The Wealthy Advisor Club can be found by searching on Google, LinkedIn, Insta, or Facebook, and is hosted on the SKOOL platform. A free version is available, which provides one training session a week.
Feb 11
39 min
Show your face, get more leads - Lead gen experiment results for a mortgage leads google ads campaign
Is your website generating all the leads it could be? This episode dives into a fascinating experiment conducted on a mortgage broker's website, where one simple, cost-free change led to a noticeable increase in conversions.
Dec 8, 2025
12 min
Get More Leads Using The Science Of Persuasion - Online Influence - Bas Wouters
Author of 'Online Influence' Bas Wouters gives an introduction to the science of persuasion and influence for websites.
Nov 24, 2025
44 min
Bing Ads Vs Google Ads - Which got cheaper mortgage applications? Lead Gen Case Study
In the latest episode, we dive into a real-world, six-week experiment that pits Google Ads against Bing Ads (now Microsoft Advertising) for one of our mortgage broker clients targeting a niche audience: medical professionals.
Nov 11, 2025
10 min
How Google reviews generate leads
Prof. Robert Cialdini author of "Influence" says: " People follow the lead of many others." Richard Shotton who references Cialdini's work in his book "The Choice Factory" says: "People are deeply influenced by others." Social proof is a highly effective strategy for businesses. It can even help convince people to do something that they probably don't want to. Like paying their taxes on time. Getting regular 5-star Google reviews lets people know your business is popular. In the words of Cialdini "it reduces their uncertainty and gets them off the sidelines". If you want to generate consistent high quality leads then you'll want to start building social proof.
May 12, 2025
17 min
4 Brokers & 10 Experts Share Video Marketing Tips To Get Mortgage Leads
Why do video marketing, what can you expect and how to be consistent with it? Mortgage Brokers Dan Howell, Thomas Honour, Alex Kerr and Anthony McQuilliam give us their top tips for video marketing success. You'll also hear from Chris Targett, Ash Borland, Louise Brogan, Luke Sherran, Valerie Morris, Joseph Bojang, Arthur Maskew, Tom Martin and Sarah Robinson with their best advice too.
Mar 24, 2025
46 min
Buying Mortgage Leads - What Is It Actually Like? 9 Experienced Brokers Share Their Stories
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.
Mar 10, 2025
26 min
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