Mark Deane

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.Follow Mark 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.  

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 <a href="https://the-mortgagestore.co.uk/associate-partner/" rel="nofollow" target="_blank">here</a>.Follow Mark on <a href="https://www.linkedin.com/in/mark-deane-348439a/" rel="nofollow" target="_blank">LinkedIn</a>.Brought to you from the team at <a href="https://theleadengine.co.uk/" rel="nofollow" target="_blank">The Lead Engine</a> who specialise in lead generation, web design and content marketing for financial services.

The Mortgage Store Associate Partner Programme - Mark Deane

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.

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 <a href="https://theleadengine.co.uk/" rel="nofollow" target="_blank">The Lead Engine</a> who specialise in lead generation, web design and content marketing for financial services.

Which Network Should I Join? Series - The Mortgage Store Associate Partner Programme

Joanne Cole

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 to download / use the app?- Where can the app be downloaded?Visit BrokerIQ here.Follow Joanne 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.  

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 to download / use the app?- Where can the app be downloaded?Visit BrokerIQ <a href="https://brokeriq.co.uk/" rel="nofollow" target="_blank">here</a>.Follow Joanne on <a href="https://www.linkedin.com/in/joannecolebrokeriq/" rel="nofollow" target="_blank">LinkedIn</a>.Brought to you from the team at <a href="https://theleadengine.co.uk/" rel="nofollow" target="_blank">The Lead Engine</a> who specialise in lead generation, web design and content marketing for financial services.

BrokerIQ - Joanne Cole

Ian Hewett

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.

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 <a href="https://ptmortgagesltd.co.uk/" rel="nofollow" target="_blank">here</a>.Follow Ian on <a href="https://www.linkedin.com/in/ian-hewett-the-bearded-mortgage-broker-85b1b728/" rel="nofollow" target="_blank">LinkedIn</a>.Brought to you from the team at <a href="https://theleadengine.co.uk/" rel="nofollow" target="_blank">The Lead Engine</a> who specialise in lead generation, web design and content marketing for financial services.

You're On Hold With Ian Hewett AKA The Bearded Mortgage Broker

Graham Wilson

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.

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 <a href="https://trackerhub.co.uk/" rel="nofollow" target="_blank">TrackerHub</a>.Follow Graham on <a href="https://www.linkedin.com/in/grahamoptionsmc/" rel="nofollow" target="_blank">LinkedIn</a>.Brought to you from the team at <a href="https://theleadengine.co.uk/" rel="nofollow" target="_blank">The Lead Engine</a> who specialise in lead generation, web design and content marketing for financial services.

The Lead Ladies - Room 101 With Graham Wilson

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.

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 <a href="https://theleadengine.co.uk/" rel="nofollow" target="_blank">The Lead Engine.</a>

Why is the Phone Number on My Website Not My Actual Phone Number?

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?- Where can people find you?- Will we see you at any events this year?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.  

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?- Where can people find you?- Will we see you at any events this year?Follow Stephanie on <a href="https://www.linkedin.com/in/stephleather/" rel="nofollow" target="_blank">LinkedIn</a>.Brought to you from the team at <a href="https://theleadengine.co.uk/" rel="nofollow" target="_blank">The Lead Engine</a> who specialise in lead generation, web design and content marketing for financial services.

Entrust - Stephanie Leather

Glen Russell

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?- How quickly did it take for you to gain followers?- What are some of your favourite Tik Tok videos you have done so far and why?- Any advice to other mortgage brokers / advisers using social media platforms / engaging with an audience and where to start?Follow Glen on Tik Tok.Vist RFS here.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 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?- How quickly did it take for you to gain followers?- What are some of your favourite Tik Tok videos you have done so far and why?- Any advice to other mortgage brokers / advisers using social media platforms / engaging with an audience and where to start?Follow Glen on <a href="https://www.tiktok.com/@glenrussellproperty?lang=en" rel="nofollow" target="_blank">Tik Tok</a>.Vist RFS <a href="https://rfs-ltd.co.uk/" rel="nofollow" target="_blank">here</a>.Brought to you from the team at <a href="https://theleadengine.co.uk/" rel="nofollow" target="_blank">The Lead Engine</a> who specialise in lead generation, web design and content marketing for financial services.

Tik Tok Star - Glen Russell

Jonathan Needham

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 eventsVisit The Money Group here.Follow Jonathan 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.

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 eventsVisit The Money Group <a href="https://themoney-group.co.uk/" rel="nofollow" target="_blank">here</a>.Follow Jonathan on<a href="https://www.linkedin.com/in/jonathan-needham-%F0%9F%9A%80-b3a30642/" rel="nofollow" target="_blank"> Linkedin</a>. Brought to you from the team at <a href="https://theleadengine.co.uk/" rel="nofollow" target="_blank">The Lead Engine</a> who specialise in lead generation, web design and content marketing for financial services.

The Money Group (TMG) - Jonathan Needham

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. 

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 <a href="https://theleadengine.co.uk/" rel="nofollow" target="_blank">The Lead Engine. </a>

Which Network Should I Join? Series - The Money Group

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.

Alex brings in experts from all fields to share up-to-date business and marketing tips for Financial Services professionals--highly recommended!
-Kelly Baader

Awesome practical tips for the field!

Advisers Assemble -  Lead Generation For Financial Services

Matt Poole

Matt Poole - Mortgage Broker

Questions we'll be answering:"Last week on the inbetweenysode you mentioned some costs per lead, what do you actually consider a lead?""Wix has a cracking sale on at the mo, is it worth it over Wordpress?""Should I mention that you can have an appointment locally in my FB Ads?""With Facebook Ads do you use the property portals (Rightmove &amp; Zoopla) for targeting?""Would you still get a good result if you don't send the FB ads to a Landing Page?I read there is a lead capture form on FB itself.The reason I ask is that I am tied to a big company and so do not have my own separate website or landing page ( and I like to keep it simple for now).If FB lead capture is a good option, then its easy for me to get started and not wait for a perfect time.""I'm playing out the video and pressing record in Otter to transcribe my videos, is that right, how do you use it?"

Questions we'll be answering: "Last week on the inbetweenysode you mentioned some costs per lead, what do you actually consider a lead?" "Wix has a cracking sale on at the mo, is it worth it over Wordpress?" "Should I mention that you can have an appointment locally in my FB Ads?" "With Facebook Ads do you use the property portals (Rightmove &amp; Zoopla) for targeting?" "Would you still get a good result if you don't send the FB ads to a Landing Page? I read there is a lead capture form on FB itself. The reason I ask is that I am tied to a big company and so do not have my own separate website or landing page ( and I like to keep it simple for now). If FB lead capture is a good option, then its easy for me to get started and not wait for a perfect time." "I'm playing out the video and pressing record in Otter to transcribe my videos, is that right, how do you use it?"

Inbetweenysode Live

Alex Curtis &amp; Tom Maplethorpe discuss some quick wins when it comes to local SEO.  How many people search for a local broker and how can we get in front of them?

Local SEO For Financial Services

Simon Walton

Simon Walton - Protection Advisor

Kathryn Knowles

Hello, and welcome back to the lead generation for financial services podcast. This week we have Kathryn Knowles from the financial industry and current directors of Cura Financial Services. They help people get the insurance that they need especially people that have high-risk jobs or people that are having a hard time to get the kind of health protection they need. They have a string of industry-trained experts dedicated to achieving the best insurance for your needs and your family.Every week, Kathryn produces educational video to promote life protection and demonstrate how insurance and special risks work altogether. She's doing a tactical protection podcast along with his co-host Andrew Wimberly and they talk about how you can be protected and insured. To speak with their team, whether you have a general insurance question or need help finding the right plans or policies for you, please follow them on Twitter, LinkedIn and Facebook or go to their website https://www.specialrisksbureau.co.uk/

Hello, and welcome back to the lead generation for financial services podcast. This week we have Kathryn Knowles from the financial industry and current directors of Cura Financial Services. They help people get the insurance that they need especially people that have high-risk jobs or people that are having a hard time to get the kind of health protection they need. They have a string of industry-trained experts dedicated to achieving the best insurance for your needs and your family. Every week, Kathryn produces educational video to promote life protection and demonstrate how insurance and special risks work altogether. She's doing a tactical protection podcast along with his co-host Andrew Wimberly and they talk about how you can be protected and insured. To speak with their team, whether you have a general insurance question or need help finding the right plans or policies for you, please follow them on Twitter, LinkedIn and Facebook or go to their website <a href="https://www.specialrisksbureau.co.uk/" rel="nofollow" target="_blank">https://www.specialrisksbureau.co.uk/</a>

Kathryn Knowles - Cura

Angela Davidson

Hello, and welcome back to the lead generation for financial services podcast and I've got Angela Davidson with me today.Angela Davidson has been in financial services for many years and started 33 years ago with Barclays Bank before she realised that she wanted to help people more.She named her business Passion for Protection and she is incredibly passionate and knowledgeable about what she does. She helps advisers to sell more to raise the bar on protection in the industry.Protection is still one of the most essential viewpoints of financial planning for achieving the financial resilience of clients and also one of the hardest subjects to discuss.She aims to help people to achieve their goals, empower salespeople and provide some of the tools and product knowledge that they can execute to raise the profile of protection advice to engage in a more in-depth conversation with their clients.Being able to overcome objections, getting people interested in getting it and closing the sale are the most common pain points in this process which they can overcome by allowing the clients to see what could possibly happen in the future.It doesn’t always have to be about what the needs of their client today but also for them to think about their future.Angela strives to get more clients covered with the suitable protection they need through best practices, NLP technique, listening and overcome objections, soft skills and asking the right questions.

Hello, and welcome back to the lead generation for financial services podcast and I've got Angela Davidson with me today. Angela Davidson has been in financial services for many years and started 33 years ago with Barclays Bank before she realised that she wanted to help people more. She named her business Passion for Protection and she is incredibly passionate and knowledgeable about what she does. She helps advisers to sell more to raise the bar on protection in the industry. Protection is still one of the most essential viewpoints of financial planning for achieving the financial resilience of clients and also one of the hardest subjects to discuss. She aims to help people to achieve their goals, empower salespeople and provide some of the tools and product knowledge that they can execute to raise the profile of protection advice to engage in a more in-depth conversation with their clients. Being able to overcome objections, getting people interested in getting it and closing the sale are the most common pain points in this process which they can overcome by allowing the clients to see what could possibly happen in the future. It doesn’t always have to be about what the needs of their client today but also for them to think about their future. Angela strives to get more clients covered with the suitable protection they need through best practices, NLP technique, listening and overcome objections, soft skills and asking the right questions.

Angela Davidson - Passion For Protection

Welcome to another in between episodes. These episodes are in between our main interview episodes or articles.Thanks a lot once again to Monica of Building Society for supplying our giveaway prize, which is a Canon m50 camera kit, for our event on the 26th of March. Comes with a memory card and a tripod which is good for vlogging.Another podcast will be launch this week called the Equity Release Podcast to help educate consumers on equity release because whenever we've run ads for our clients about equity release, a lot of people express their thoughts and would leave aggressive comments saying that it is a scam, horrific, massive rates, taking your house, inheritance etc. So listening to the interviews I've done about equity release, you'll hear modern equity release is a great product. I've done equity release for advisors which are incredible. This industry just needs a bit of education. So if you are a mortgage broker, an IFA, financial planner, we've got interesting stuff for you to listen to.We're launching another podcast soon, it is called Bits of Behaviour, which talks about behavioural economics. Mark's going to be at our event as well on March 26. Couple of tickets left, so grab yours now.So I inquired for a car to a few car leasing companies. I inquired with about three or four different companies. Now, they're chasing me via email and telephone and obviously no automation or text messages and I've lost my interest with the way they follow up about my inquiry. This happens all the time. Email automation can help a lot in the business.  There are different types of application or platforms you can use to send out a string of emails that gives information about the company which is being sent out to customers on a regular basis. Emails that will send relevant information about the service or product you are selling and just leave the decision to them. Having your contact details in the email such as your number in order for them to reach you.Spending on advertising can also be worth it. Having your business on LinkedIn, Facebook, Instagram or a blog online on Google can open to a lot of opportunities, which is really cheap. £3 to £5 per day can get your business stay on top of each customer searches on Google.So automation and a bit of advertising can improve your leads and make your business grow further as it does not only increase revenue and improve sales but it can also reach potential clients across multiple channels.

Welcome to another in between episodes. These episodes are in between our main interview episodes or articles. Thanks a lot once again to Monica of Building Society for supplying our giveaway prize, which is a Canon m50 camera kit, for our event on the 26th of March. Comes with a memory card and a tripod which is good for vlogging. Another podcast will be launch this week called the Equity Release Podcast to help educate consumers on equity release because whenever we've run ads for our clients about equity release, a lot of people express their thoughts and would leave aggressive comments saying that it is a scam, horrific, massive rates, taking your house, inheritance etc. So listening to the interviews I've done about equity release, you'll hear modern equity release is a great product. I've done equity release for advisors which are incredible. This industry just needs a bit of education. So if you are a mortgage broker, an IFA, financial planner, we've got interesting stuff for you to listen to. We're launching another podcast soon, it is called Bits of Behaviour, which talks about behavioural economics. Mark's going to be at our event as well on March 26. Couple of tickets left, so grab yours now. So I inquired for a car to a few car leasing companies. I inquired with about three or four different companies. Now, they're chasing me via email and telephone and obviously no automation or text messages and I've lost my interest with the way they follow up about my inquiry. This happens all the time. Email automation can help a lot in the business. There are different types of application or platforms you can use to send out a string of emails that gives information about the company which is being sent out to customers on a regular basis. Emails that will send relevant information about the service or product you are selling and just leave the decision to them. Having your contact details in the email such as your number in order for them to reach you. Spending on advertising can also be worth it. Having your business on LinkedIn, Facebook, Instagram or a blog online on Google can open to a lot of opportunities, which is really cheap. £3 to £5 per day can get your business stay on top of each customer searches on Google. So automation and a bit of advertising can improve your leads and make your business grow further as it does not only increase revenue and improve sales but it can also reach potential clients across multiple channels.

Inbetweenysode - Dead Leads?

Adam King

I would like to introduce you to a guy called Adam King whom we met at a conference back in November. Adam used to work for a wealth advisor investment firm. He's got a background in financial services marketing. His company is all about this concept of thinking like a fish.Marketing allows companies and businesses to shine and build loyalty and sales. It improves every successful business operation. According to Adam, as a business owner, you need to stop thinking like the fishermen and start thinking like the fish by considering if the company's products or services meet the customer’s needs, wants or solves a problem.No matter how much you love chocolate cake,  you won't catch any fish if you use the cake as bait. Instead you use worms to catch fish because fish love worms.Marketing is all about people, understanding their needs, dreams, and wants. It can attract and keep consumers. Building a connection through your customer or client’s interest through marketing strategies can create understanding between you which will allow them to trust you.Adam uses a systematic framework called 3 Growth Accelerator Ecosystem. An overall approach for reaching potential consumers and converting them into customers.AuthorityAssetAllianceThese things will help you understand possible ideas on how to produce or create ROI. Take advantage of automation to make yours and the clients lives easier. Gather pre information about the potential client and validate if that person will be a good client for you. Having soft referrals to reach out to more people which can possibly be future clients or just simply creating alliances. Adam’s website: https://www.thinklikeafish.co.uk/

I would like to introduce you to a guy called Adam King whom we met at a conference back in November. Adam used to work for a wealth advisor investment firm. He's got a background in financial services marketing. His company is all about this concept of thinking like a fish. Marketing allows companies and businesses to shine and build loyalty and sales. It improves every successful business operation. According to Adam, as a business owner, you need to stop thinking like the fishermen and start thinking like the fish by considering if the company's products or services meet the customer’s needs, wants or solves a problem. No matter how much you love chocolate cake, you won't catch any fish if you use the cake as bait. Instead you use worms to catch fish because fish love worms. Marketing is all about people, understanding their needs, dreams, and wants. It can attract and keep consumers. Building a connection through your customer or client’s interest through marketing strategies can create understanding between you which will allow them to trust you. Adam uses a systematic framework called 3 Growth Accelerator Ecosystem. An overall approach for reaching potential consumers and converting them into customers. Authority Asset Alliance These things will help you understand possible ideas on how to produce or create ROI. Take advantage of automation to make yours and the clients lives easier. Gather pre information about the potential client and validate if that person will be a good client for you. Having soft referrals to reach out to more people which can possibly be future clients or just simply creating alliances. Adam’s website: <a href="https://www.thinklikeafish.co.uk/" rel="nofollow" target="_blank">https://www.thinklikeafish.co.uk/</a>

Adam King - Think Like A Fish Not The Fisherman

Terry Blackburn

Part 2 of our chat with Lee &amp; Terry.How they've grown their mortgage and protection businesses from a standing start to thriving multi advisor firms.

Part 2 of our chat with Lee &amp; Terry. How they've grown their mortgage and protection businesses from a standing start to thriving multi advisor firms.

Bespoke Financial Part 2 - Lee Flanagan & Terry Blackburn

The most driven business people I think I have ever met! They have a really strong culture and work ethic.We talk about:All about the bespoke brand and the business setupHow they got into financial servicesRecruiting advisorsWorking hoursBurn outThe key to salesReading books and listening to influencersAre call centres real advisors?

The most driven business people I think I have ever met! They have a really strong culture and work ethic. We talk about: All about the bespoke brand and the business setup How they got into financial services Recruiting advisors Working hours Burn out The key to sales Reading books and listening to influencers Are call centres real advisors?

Lee Flanagan & Terry Blackburn - Bespoke Financial

Mark Pittaccio

Mark Pittaccio uses behavioural economics and insights to help financial professionals build their businesses.For nearly 12 years Mark was the owner and founder of a general practice IFA firm and has been working in financial services since 1992.He explains how people make choices and what we can do to nudge our clients in the right direction.

Mark Pittaccio uses behavioural economics and insights to help financial professionals build their businesses. For nearly 12 years Mark was the owner and founder of a general practice IFA firm and has been working in financial services since 1992. He explains how people make choices and what we can do to nudge our clients in the right direction.

Mark Pittaccio - Behavioural Economist - Help make your clients make better choices

LEAD

We've got a really interesting episode a little bit different this week. And it is a basically taken from the call our monthly sort of q &amp; a mastermind call in our Facebook group. If you listen regularly and part of our Facebook group already, you'll know that we made the lead school free recently, we were planning on charging for it to basically help people that we can't help as an agency, but we decided to make it free.I did a whole video basically explaining that it didn't really make sense charging people when we’re trying to help people with low budgets.There's all these kind of tools that we suggest you use, which will come with a subscription, it's kind of cost on cost on costs, it kind of didn't really make a lot of sense.So we had a few people join. We're going to stop charging them and we'll just open the doors to everyone.So that meant that our q&amp;a monthly call became a much bigger event.There are more people on this call, rather than the people that are paying for that service. It is open to everyone that's in our Facebook group.So I wanted to share with you about sort of half an hour or so of this call. So there was a lot more that call it lasted for about an hour. So I've just basically edited out some bits.We've just got the three phon-ins from Imran, Elisha and Ash who all called in and we had a bit of a chat with them about the things or the thing that they wanted to get our advice on.

We've got a really interesting episode a little bit different this week. And it is a basically taken from the call our monthly sort of q &amp; a mastermind call in our Facebook group. If you listen regularly and part of our Facebook group already, you'll know that we made the lead school free recently, we were planning on charging for it to basically help people that we can't help as an agency, but we decided to make it free. I did a whole video basically explaining that it didn't really make sense charging people when we’re trying to help people with low budgets. There's all these kind of tools that we suggest you use, which will come with a subscription, it's kind of cost on cost on costs, it kind of didn't really make a lot of sense. So we had a few people join. We're going to stop charging them and we'll just open the doors to everyone. So that meant that our q&amp;a monthly call became a much bigger event. There are more people on this call, rather than the people that are paying for that service. It is open to everyone that's in our Facebook group. So I wanted to share with you about sort of half an hour or so of this call. So there was a lot more that call it lasted for about an hour. So I've just basically edited out some bits. We've just got the three phon-ins from Imran, Elisha and Ash who all called in and we had a bit of a chat with them about the things or the thing that they wanted to get our advice on.

The Lead School Mastermind Q&A Live

Helen Pollock

So you may remember that I have created a 30-minute marketing plan to help businesses in financial services to market themselves better. By dedicating just 30 minutes per working day to create some content and be able to advertise that content on social media. Now, I'm not an expert at writing content in terms of like articles and part of that plan is to create a big article once a week.Now I cheat and use a copywriter most of the time, but some people if they're starting out, can't afford to spend that budget weekly. Some people just don't have the time or would prefer to spend it on other things.Some of you will be better at writing than me and some of you maybe not. But either way, I think learning from an expert like Helen Pollock, who is a ghostwriter of books she and day in, day out she's writing content.I wanted to find a structure. So that rather than just opening up a blank document, you've got a bit of a framework to work through. And that's exactly what Helen has brought to the podcast this week. She's also gone way above and beyond any other podcast guests in creating extra stuff for you to learn. So there's a downloadable guide to help you and she's also created a video specifically for you guys as well.Helen’s business is called the content doc. She is a professional writer with over 20 years experience. And what she does now is I either go to write nonfiction books for people, and teach them how to write their own if they prefer to do that.She also writes features, articles, blog posts, and coaches small business owners to do that, too.Structuring written content is kind of her bread and butter. She’s got a really good idea of how we can put some simple things in place. So that structuring an article or a feature or blog post, whatever, becomes a lot easier.

So you may remember that I have created a 30-minute marketing plan to help businesses in financial services to market themselves better. By dedicating just 30 minutes per working day to create some content and be able to advertise that content on social media. Now, I'm not an expert at writing content in terms of like articles and part of that plan is to create a big article once a week. Now I cheat and use a copywriter most of the time, but some people if they're starting out, can't afford to spend that budget weekly. Some people just don't have the time or would prefer to spend it on other things. Some of you will be better at writing than me and some of you maybe not. But either way, I think learning from an expert like Helen Pollock, who is a ghostwriter of books she and day in, day out she's writing content. I wanted to find a structure. So that rather than just opening up a blank document, you've got a bit of a framework to work through. And that's exactly what Helen has brought to the podcast this week. She's also gone way above and beyond any other podcast guests in creating extra stuff for you to learn. So there's a downloadable guide to help you and she's also created a video specifically for you guys as well. Helen’s business is called the content doc. She is a professional writer with over 20 years experience. And what she does now is I either go to write nonfiction books for people, and teach them how to write their own if they prefer to do that. She also writes features, articles, blog posts, and coaches small business owners to do that, too. Structuring written content is kind of her bread and butter. She’s got a really good idea of how we can put some simple things in place. So that structuring an article or a feature or blog post, whatever, becomes a lot easier.

Helen Pollock - Structuring Content

Chris Ducker

This podcast probably wouldn't exist without this man. I and my business was in a very different place when I first heard Chris Ducker say "There's no B2B, there's no B2C there's only P2P, people buy from people".I've followed almost every word since and it's an honour to have him on the show.Chris is the author of "Rise Of The Youpreneur" and "Virtual Freedom" he hosts the hugely popular "Youpreneur FM" has a community of 'Youpies' in his "Youpreneur Academy" (which i'm a proud member of) and hosts the annual personal branding conference "The Youpreneur Summit" at the QE2 in Westminster, London.

This podcast probably wouldn't exist without this man. I and my business was in a very different place when I first heard Chris Ducker say "There's no B2B, there's no B2C there's only P2P, people buy from people". I've followed almost every word since and it's an honour to have him on the show. Chris is the author of "Rise Of The Youpreneur" and "Virtual Freedom" he hosts the hugely popular "Youpreneur FM" has a community of 'Youpies' in his "Youpreneur Academy" (which i'm a proud member of) and hosts the annual personal branding conference "The Youpreneur Summit" at the QE2 in Westminster, London.

Chris Ducker - Rise Of The Youpreneur

Amanda Marsden

Having only started Bliss Financial this year Amanda is getting incredibly busy. It looks like she might need to hire in extra help already.You'll get to hear the kind of impact she's had from posting educational videos on Social Media.

Having only started Bliss Financial this year Amanda is getting incredibly busy. It looks like she might need to hire in extra help already. You'll get to hear the kind of impact she's had from posting educational videos on Social Media.

Amanda Marsden - Bliss Financial

Jonathan Warren

Be yourself, you don't need to 'suit up' to shoot video.Jonathan Warren caught my eye on Linkedin with his consistent video content.He's also really niched down on who he wants to help.Hear about who Jonathan has gained inspiration from and what he's getting out of it.

Be yourself, you don't need to 'suit up' to shoot video. Jonathan Warren caught my eye on Linkedin with his consistent video content. He's also really niched down on who he wants to help. Hear about who Jonathan has gained inspiration from and what he's getting out of it.

Jonathan Warren - Mortgage Broker Case Study

Hello and welcome back to the lead generation for financial services podcast. I've got an absolute character for you this week, Mr Graham Wilson, mortgage broker, software creator and founder of Tracker Hub.Graham has been a mortgage broker for 8 years. He started with Royal Bank of Scotland then moved to Santander as a mortgage adviser and stayed there for 5 years before he joined a partnership for a large brokerage firm.He then decided to develop a new system to track referrals after identifying a gap in the market. Introducers and advisers have access to the dashboard which gives them updates and are in the loop and interested to refer more business.Tracker Hub is an online referral tracking platform which manages and tracks all referrals and cases easily. It also monitors leads coming and make sure they are being attended to. After picking up the lead, the adviser follows it through and can watch the progress of the case.The system could also integrate with other CRMs which will let you track the vital records and it’s a lot easier to look at compared to complicated spreadsheets.You can get hold of him via:LinkedIn - https://www.linkedin.com/in/grahamoptionsmc/?originalSubdomain=ukFacebook - https://www.facebook.com/trackerhub/

Hello and welcome back to the lead generation for financial services podcast. I've got an absolute character for you this week, Mr Graham Wilson, mortgage broker, software creator and founder of Tracker Hub. Graham has been a mortgage broker for 8 years. He started with Royal Bank of Scotland then moved to Santander as a mortgage adviser and stayed there for 5 years before he joined a partnership for a large brokerage firm. He then decided to develop a new system to track referrals after identifying a gap in the market. Introducers and advisers have access to the dashboard which gives them updates and are in the loop and interested to refer more business. Tracker Hub is an online referral tracking platform which manages and tracks all referrals and cases easily. It also monitors leads coming and make sure they are being attended to. After picking up the lead, the adviser follows it through and can watch the progress of the case. The system could also integrate with other CRMs which will let you track the vital records and it’s a lot easier to look at compared to complicated spreadsheets. You can get hold of him via: LinkedIn - <a href="https://www.linkedin.com/in/grahamoptionsmc/?originalSubdomain=uk" rel="nofollow" target="_blank">https://www.linkedin.com/in/grahamoptionsmc/?originalSubdomain=uk</a> Facebook - <a href="https://www.facebook.com/trackerhub/" rel="nofollow" target="_blank">https://www.facebook.com/trackerhub/</a>

Graham Wilson - Tracker Hub - Tools For Brokers

We promised we would catch up with Ash Borland 6 months down the line. We hear what's changed, are there any new social media tactics and what kind of results is he seeing.

We promised we would catch up with Ash Borland 6 months down the line. We hear what's changed, are there any new social media tactics and what kind of results is he seeing.

Catching Up With Ash Borland Part 1

Dush Patel

What's the importance of developing a dialogue? Importance of understanding the customer's purchase process - this has changed over the past 10 years. Earning the right to develop a regular dialogue with your customer? When and how to start the conversation with your customers Welcome, on-boarding, post-sales call, check-in calls, year 1 update and next steps

What's the importance of developing a dialogue? Importance of understanding the customer's purchase process - this has changed over the past 10 years. Earning the right to develop a regular dialogue with your customer? When and how to start the conversation with your customers Welcome, on-boarding, post-sales call, check-in calls, year 1 update and next steps

Extracting The Gold - Customer Retention - 3 of 4 - Dush Patel

This is lesson 1 from our new online resource 'The Lead School' Tom and Alex discuss the benefits of being a specialist broker/advisor. People like to do business with people, but we've found when it comes to financial advice people also want a specialist too. We discuss whether you should niche or not, should you hunt with a spear or a net? How small should your niche be? Are there any tools to find out if people search for my niche? Does the niche have to be just the product or a type of person? Should you define why you've niched? If you are going to niche, should you devote your whole marketing time/budget to it. Examples of people who have niched down already; Ash Borland (First Time Buyers), Sarah Tucker (Mums) and David Sharpstone (CIS Contractors). Should the niche become part of your identity? A real-life example of where a niche broker won on Linkedin compared to other brokers with much more experience. You are expected to be good at your job and have the experience, is this enough? Will a specialism help you win and complete more business? Is there a fear of missing out? But are you actually missing out if you don't niche? Fewer people search for niche financial service products but there still can be enough for small broker businesses to go after. Is being local enough of a niche?

This is lesson 1 from our new online resource 'The Lead School' Tom and Alex discuss the benefits of being a specialist broker/advisor. People like to do business with people, but we've found when it comes to financial advice people also want a specialist too. We discuss whether you should niche or not, should you hunt with a spear or a net? How small should your niche be? Are there any tools to find out if people search for my niche? Does the niche have to be just the product or a type of person? Should you define why you've niched? If you are going to niche, should you devote your whole marketing time/budget to it. Examples of people who have niched down already; Ash Borland (First Time Buyers), Sarah Tucker (Mums) and David Sharpstone (CIS Contractors). Should the niche become part of your identity? A real-life example of where a niche broker won on Linkedin compared to other brokers with much more experience. You are expected to be good at your job and have the experience, is this enough? Will a specialism help you win and complete more business? Is there a fear of missing out? But are you actually missing out if you don't niche? Fewer people search for niche financial service products but there still can be enough for small broker businesses to go after. Is being local enough of a niche?

The Lead School Lesson 1 - Should I Niche?

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