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.

  1. FEB 11

    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. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

    39 min
  2. 11/24/2025

    Get More Leads Using The Science Of Persuasion - Online Influence - Bas Wouters

    The episode centres on the application of behavioural science, particularly the work of Bass Wouters and Dr. Robert Cialdini, to marketing, sales, and lead generation, emphasising how small, costless changes can lead to massive results. Key Topics Discussed: Behavioural Science vs. Market Research: Bass Wouters explains that behavioural science is fact-driven research on how humans actually make choices, contrasting it with traditional market research where people often inaccurately predict what will influence their behaviour. Case studies, such as the social proof message on UK tax payments and hotel towel reuse, demonstrated that appeals based on what peers are doing are far more persuasive than rational or environmental appeals.Daniel Kahneman's System 1 and System 2: The discussion explores Nobel laureate Daniel Kahneman’s concept of two decision-making systems:System 1: The fast, instinctive, shortcut-based brain that makes the vast majority (90-98%) of decisions.System 2: The slower, rational, effortful brain.Wouters emphasises that persuasive efforts should focus on triggering System 1, which "runs the show," rather than System 2, which is targeted by rational arguments.BJ Fogg’s Behavioral Model: The Fogg Behavioral Model is introduced as a framework for designing desired behaviour. Behaviour occurs when three factors converge at the same moment: Motivation, Ability (ease of the action), and a Prompt (trigger). Bas notes that most people incorrectly push for more motivation when they should be focusing on increasing ability (making the action easier) and ensuring the prompt occurs at the right moment (when motivation is high).The Power of Conciseness ("Word Jenga"): Wouters discusses the concept of "Word Jenga"—removing unnecessary words to reduce mental effort. Case studies show that shortening copy, even from three sentences to one, can lead to significant conversion increases (e.g., 46% increase on a landing page). They suggest communicating digitally with the simplicity required for System 1, which is compared to speaking to a "child of seven."Online Influence Lab and Workshop: Bass Wouters announces the launch of the Online Influence Lab on October 9th and a free workshop focused on practical, real-life case studies demonstrating how to design a winning prompt, increase ability, and boost motivation. He uses the case of "the Dutch Amazon" (bol.com) increasing product reviews by 400% as a workshop example. The online presence for the work is at  onlineinfluence.com . Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

    44 min
  3. 02/24/2025

    When Is The Best Time To Advertise For Mortgage Leads?

    The Best Time to Advertise for Mortgage Leads In this insightful podcast episode, we explore the critical aspect of timing in mortgage lead advertising. We delve into various factors that influence the effectiveness of lead generation and conversion in the mortgage industry. Key Insights on Lead Response Time The episode starts by highlighting the crucial importance of quick response times in lead conversion: Responding within the first 5 minutes significantly increases your chances of qualifying a lead.Delays in response time can dramatically reduce conversion rates.Being the first to respond gives a substantial competitive advantage.Advertising Schedule Strategies We discuss the pros and cons of different advertising schedules, challenging some conventional wisdom about when to run ads. Broker Preferences vs. Reality The episode reveals interesting findings from a LinkedIn poll about mortgage brokers’ preferences for receiving leads, and how these might not always align with optimal lead generation times. Conversion Rates: Bought vs. Brand-Generated Leads We explore the differences in conversion rates between purchased leads and those generated by a brand’s own efforts. Exclusive Case Studies The highlight of this episode is the presentation of three detailed case studies from real mortgage brokers. These studies provide valuable, data-driven insights into: The most effective days and times for generating high-quality leadsSurprising findings about weekend lead generationThe impact of advertising schedules on lead quality and conversion ratesListeners will gain practical, actionable insights from these case studies that could significantly improve their lead generation strategies. This episode is a must-listen for mortgage professionals looking to optimise their advertising efforts and maximise their lead generation success. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

    38 min
5
out of 5
2 Ratings

About

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.