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Advisers Assemble - Lead Generation For Financial Services

209 Episodes

41 minutes | Aug 15, 2022
Alex Curtis - The Lead Engine - Business Superhero Series
Alex Curtis, Founder of The Lead Engine and host of this podcast is in the guest seat this time to answer his own business superhero series questions!
51 minutes | Aug 8, 2022
Reels On Facebook & Instagram - Ash Borland
Reels are short videos, normally around a minute and some brokers are getting millions of views and hundreds of leads. Ash Borland joins us to discuss whether this is an easy-to-do sustainable source of leads or whether is it harder than it looks.
42 minutes | Aug 1, 2022
Cleaning Up Lead Gen - Alain Desmier - Contact State
Alain Desmier set up Contact State to help clean up the lead buying industry using innovative tech. Contact State helps companies buy confidently and profitably from Europe’s best and most trusted lead generation firms. We catch up on what's changed since we last heard from Alain (ep35) three years ago! We discuss what the imminent "Consumer Duty" means for advertisers in Financial Services and why we all agree that this is actually a good thing!
26 minutes | Jul 25, 2022
Website Audits - What We Look At
You'll find out why websites are so important and why some websites can climb the Google rankings much faster than others. In this episode, Alex talks you through the key components we look at when performing a website audit, from how the website could get more visitors to converting those visitors into enquiries.
41 minutes | Jul 18, 2022
Marketing Advice For Low Budgets - Valerie Morris
Valerie is addicted to learning and consuming knowledge. She is a digital marketing strategist, speaker, author, and trainer who helps busy experts share their brand message and expertise with the world with the power of authority-building content. She helps them position them as the leaders in the field with the power of digital marketing, social media, and strategic content. She also teaches others how to do the same to with smart systems for strategic marketing success. Valerie has built a successful digital agency from the ground up and has seen digital trends evolve literally in front of her eyes. Valerie is passionate about providing real tools and strategies that provide real results in marketing. In this episode Valerie shares her advice for marketing your business if budgets are tight and we deep dive into topics like launching a new website or something like a new podcast or new Facebook page.
46 minutes | Jul 11, 2022
Linkedin - What's New? How Should I Use It? - Louise Brogan
Louise's YouTube Channel:  https://www.youtube.com/c/LinkedInwithLouise Louise's Linkedin: https://www.linkedin.com/in/louisebrogan/    
45 minutes | Jul 4, 2022
Emma Mills - MiPa - Business Superhero Series
Some of the best leads are the people who call you directly. It sounds obvious but if you miss that call then that opportunity has gone. No matter the size of the business it's normally rare that someone is free to answer straight away. This is why so many advisers use a call answering service like MiPa which also helps out with admin too. Emma and her team work with quite a few broker firms answering their calls, booking appointments and with the admin side too. She's also a brilliant marketer too so you'll pick up a few content marketing tips while you listen as well.
16 minutes | Jun 27, 2022
Remortgage Leads - Thing you need to know
If an adviser or firm is looking for a cash flow boost they often look for remortgage leads. By some, it’s seen as quicker and easier business so naturally, they want to get more leads in. I wish it was dead simple to get in some cheap, easy, quality remortgage leads but unfortunately, it isn’t. You're up against public perception (of whether they need advice), some stiff competition and no real favours from Google. If you do look to get some more remortgage leads we want you to at least go in with your eyes wide open.
27 minutes | Jun 20, 2022
Julia Smith - Openwork - Business Superhero Series
If you need a shot of adrenaline then this chat is it! Alex came away feeling very motivated after this chat and got loads of work done that afternoon! Julia Smith is a regional business consultant for the Openwork Partnership and works with a lot of successful firms in the network. We discuss why Openwork is a great network and what she sees all the great firms doing day in, day out. You'll get to know her a bit better with all the usual superhero questions too!
49 minutes | Jun 13, 2022
Pete Matthew - Financial Planner With A Massive Waiting List
Our first ever guest from episode 1 joins us for this 200th Episode special. We catch up with Pete Matthew from the Meaningful Money podcast to find out more about him, his firm and his content marketing strategy.
30 minutes | Jun 6, 2022
Things You Need To Know About Financial Services Websites - Part 5 - A PPC Perspective
Should you be thinking about Pay Per Click advertising before you launch your new website? If so what exactly do you need to consider? Tom Maplethorpe joins Alex Curtis to discuss exactly this.
46 minutes | May 30, 2022
Things You Need To Know About Financial Services Websites - Part 4 - Your Personal Brand
Should you put your face on your website? Do people want to know who you and your team are? Bob Gentle join us to discuss whether you should consider featuring your personal brand on your website.
49 minutes | May 23, 2022
Things You Need To Know About Financial Services Websites - Part 3 - An SEO Perspective with Pete Everitt
Pete Everitt is a Digital Strategist & Consultant | Helping businesses achieve through Web Development, SEO and Digital Marketing. He is the co-founder of https://seohive.co/ Director of: https://www.so-theagency.com/ Check out his podcast: https://www.peteeveritt.com/podcast/  
16 minutes | May 16, 2022
Things You Need To Know About Financial Services Websites - Part 2 - Hosting & Security
In part 2 of "Things You Need To Know About Financial Services Websites" covers website hosting and security. This should help you make the right decision in which hosting package and company you use to ensure your site loads quickly and doesn't get hacked!
14 minutes | May 9, 2022
Things You Need To Know About Financial Services Websites - Part 1 - Domains
There are some important things you need to know if you have or are planning on launching a website. Alex shares some key lessons so you can avoid some incredibly stressful situations. Here's everything you need to know about domain names.
24 minutes | May 3, 2022
Online Lead Generation - Replicate What's Great About Referrals
When you understand what's great about your favourite lead source you can then start to replicate the quality. In this episode, we uncover your favourite lead source and deconstruct what's great about the enquiries. We then use this to work out how we should market our business. It's the ultimate introduction to online lead generation.
24 minutes | Apr 25, 2022
Marketing Acronyms & Jargon
Confused by all the marketing acronyms and jargon? Alex goes through some of the terms you may need to know if you're working with an agency, freelancer or doing things yourself.
46 minutes | Apr 11, 2022
Paul Lewis - Business Superhero Series
Please help support Paul raise money for Cancer Research UK "In 2022, I wanted to find a fundraising event that was very different, something that might inspire people to donate their hard earned money. Now the dieting, hard work and sacrifice begins to make sure I’m ready for Fri 13th May, I am no spring chicken so this is without doubt the hardest challenge of my life. I’m doing this for my little brother Simon.  We lost Simon 34yrs ago.  No family Should go through this. Please help me to fight cancer and hit it where it hurts. Thank you again Paul " Link to donate
26 minutes | Apr 4, 2022
My Social Media Journey - Alex Curtis
First of all, I don’t claim to be a social media expert, influencer or strategist. Our business creates social media content but it’s not a core part of our service. We don’t rely on getting leads for our clients or our own business through social media. Social media has had an impact on my business though so I want to explain how, why and what I do, then how this can be used for advisers. You'll hear: Why do I use social media? Why I don’t try and help everyone with everything Why I don't post much as the company Choosing the social media platform Why I cleared out connections & followers Why I follow, I like, I comment way more than I post Why there's no comment left behind Types of content I post Social Media Ads Why I try new things What I would do on Social Media if I was an adviser
19 minutes | Mar 28, 2022
Digital Marketing Strategies For Wealth Management
For more information check our Digital Marketing Strategies For Wealth Management article
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