Advisers Assemble - Lead Generation For Financial Services

This episode explores the role of inbound calls in Google Ads campaigns, emphasising why brokers should prioritise fast, direct responses to these leads to maximise conversion. It also provides insights into tracking performance and improving processes, such as removing complex phone menus, to better engage potential clients who seek immediate solutions.

“Ever been chatting with someone in a pub, but your eyes keep drifting to the football on the screen? Don’t worry—you’ve got the perfect excuse. It’s not your fault; psychologists say movement grabs our attention because it might be a threat or, more importantly, food! In fact, research by Luca Cian, Aradhna Krishna, and Ryan S. Elder—published a behavioural science experiment: ‘A Sign of Things to Come’ which shows that dynamic imagery, or visuals that suggest motion, can actually influence our behaviour. This got my team and me thinking: if this works on road signs, could it work in marketing? Could images that suggest movement—like kids running through a room, a car driving past a house, or a football with a shadow suggesting it’s just been kicked—grab people’s attention in the same way? And, more importantly, would this attention translate into action? Could it actually generate more leads?

In this week’s podcast, Alex chats with mortgage broker Jamie Thompson about his triumphant journey as a first-time buyer specialist, highlighting how he effectively utilises search engine optimisation (SEO) to attract leads and enhance his business. Jamie shares practical tips and strategies for other brokers aiming to create impactful content that boosts both traffic and the quality of leads, making this episode a valuable resource for those in the mortgage industry looking to elevate their online presence.

Alex and Ross reunite to discuss the significant strides made by Blue Fish Mortgage Solutions, particularly in content creation through SEO, which has led to an increase in leads by targeting niche markets. They emphasise how this strategy has not only enhanced visibility but also positioned the company as a thought leader in the mortgage industry. Additionally, they highlight the crucial role of a robust social media presence in complementing the website, driving traffic, and further engaging potential customers, thus reinforcing the overall marketing strategy.

In this episode of Room 101, The Lead Ladies sit down with Paul Huby, a Mortgage and Protection Adviser whose passions extend beyond finance to include Hyrox competitions and hiking adventures. Paul delves into his biggest pet peeves, touching on issues like the chaos of supermarkets, the commercialisation of Christmas markets, the annoyance of product surveys, and the disruptive use of phones at concerts and festivals, offering a candid look at the societal habits that frustrate him.

In this discussion, Alex Curtis is joined by Sam Mears, Regional Account Manager at LV= General Insurance to elaborate on the company's innovative service approach tailored for GI intermediaries, highlighting initiatives like awareness-raising round table events and user-friendly smartphone technology designed to streamline the client experience and enhance adviser efficiency.

This time The Lead Ladies are joined by the managing director of Essex-based brokerage, EHF Mortgages to share his personal pet peeves and a few light-hearted, industry related ones!