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. 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
  2. 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.