In this engaging conversation, Alex talks with award-winning business owner and mentor Paul Flavin, who shares insights from his journey transitioning from running multiple mortgage businesses to becoming a business coach. They discuss how Grow Partnership offers valuable strategic guidance and support tailored for small mortgage businesses, including startups, helping them navigate challenges and achieve sustainable growth through targeted coaching services.

Follow Paul on LinkedIn.

Visit Grow Partnership here.

Follow Grow Partnership on YouTube.

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  

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

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.

Follow Paul on socials:

 @LinkedIn

@Instagram

@Facebook

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  

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

Alex, Steph and Tessa share the adverts that have caught their eye this month, bringing along a mixed bag of ideas. From text messages and QR codes to getting creative with Canva and copy writing, the team have got you covered!

We recommend you view all the adverts before or during listening to this episode to engage in the discussion.

Immerse yourselves here.

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  

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

Alex and Tessa visits Mentor, Entrepreneur, Investor, Author and Podcast Host, Mike Greene at his house in their first face to face interview post pandemic.

Talking points:

Mike's journey to becoming a mentor

Alex's experience with Mike as a mentor - How was Alex as a mentee?

How beneficial is it to have a business mentor?

How often should you see a mentor? How long do you need a mentor for?

How many mentors should you have?

How do you choose a mentor? What advice have you got for ‘the right fit’?

What would you normally do in the first session?

Challenges? What’s your worst experience as a mentor?

Rewarding stories

Follow Mike on LinkedIn.

Listen to Mike's podcast "Success is a System."

Link to Mike's book "Failure Breeds Success."

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.

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

Alex and Tessa attempt another Facebook live for the latest inbetweenysode, chatting about their face to face interview with 'Success is a System' Business Mentor, Mike Greene. Listen to the audio version to find out how it all went and what's upcoming on the Advisors Assemble Podcast.

*Update - This episode will now be released on Monday 27th March at 6AM.

From the team at The Lead Engine.

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

Bonus Episode! Andraya, Stephanie and Tessa are here for another Room 101 rantalong. This months episode highlights our views on international women's day, dogs off leads and the irritating noise of people chewing their popcorn and rustling packets at the cinema - all very relatable right?! 

From the team at The Lead Engine.

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

YouTube Expert and the Founder of Channel Fuel, Tom Martin is next in the line up of guests to chat to Alex and Tessa on Advisers Assemble. Tom is responsible for running YouTube channels for some of the world's biggest TV brands... Does Mr. Bean, Top Gear and Doctor Who ring any bells? Amongst many other 'cool' projects.

Talking points:

- Thumbnails

- Most controversial YouTube opinion?

- Best way to create an audience for your content?

- Recommended Youtube tools?

- Services offered by Channel Fuel

- Advice for brokers looking to record videos for YouTube

Visit Channel Fuel.

Visit Tom on Youtube.

Visit The Midnight Screening.

Listen to Tom's Podcast.

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.

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

After Alex and Tessa's failed first Facebook live attempt at an inbetweenysode (it's a work in progress, watch this space), here's a re-run of what you can expect in the next episode with 'No.1' YouTube strategist and founder of Channel Fuel, Tom Martin.

This episode is brought to you by the team at The Lead Engine.

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

Alex and Tessa are joined by LinkedIn expert, Louise Brogan to talk through the dos and don'ts of the ever growing business social platform.

Talking points:

About Louise Brogan - LinkedIn with Louise

How to use LinkedIn effectively - From the about me and experience section to commenting on posts, LinkedIn polls and avoiding 'Broitry' plus so much more.

What services do you offer? - LinkedIn Marketing/Training/ Intensive and Private coaching

How brokers can use LinkedIn properly for business

Follow Louise on LinkedIn.

The Advisers Assemble podcast is brought to you by the team at The Lead Engine who specialise in lead generation for financial advisers.

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

Alex and Tess are back to share with you what's in the next episode and they are GENU'I'NELY excited for you to listen to this one with LinkedIn expert, Louise Brogan.

From the team at The Lead Engine

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

Alex Kerr, Founder of Mortgage Chain is back on Advisers Assemble after four years, to chat to Alex and Tessa about his rise to YouTube fame through his high quality mortgage content for First Time Buyers.

Talking points:

What’s changed since 2019?

How did you get to where you are now? Is there a process?

Planning a video - scripting, recording and editing

Mortgage Chain - What can we expect next? With an added exclusive!

Advice for brokers looking to do YouTube

Follow Alex on YouTube.

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.

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

YouTube star and Founder of Mortgage Chain, Alex Kerr is the next guest to feature on Advisers Assemble. Alex and Tessa share their highlights ahead of the episode release.

This episode is brought to you by the team at The Lead Engine

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

In this episode, Daniel and James explain the traffic light system - a tool to help track the quality of client leads.

From the team at The Lead Engine

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

Alex is joined by Jason Berry, Group Sales Director at Crystal Specialist Finance and Co Founder of Mortgage Industry Mental Health Charter (MIMHC).

Follow Jason on LinkedIn.

Visit or sign up to MIMHC here.

Visit Crystal Specialist Finance here.

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  

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

Alex, Tom and Tessa are back, this time to chat all about lead quality. Warning: Analogies used from the get go, possible craving of chocolate may occur. 

Talking points:

- What does lead quality mean?

- What have we seen that can affect lead quality?

- How do you increase lead quality?

- How do people calculate success?

- Finding the right ‘5%’

Brought to you by the team at The Lead Engine who specialise in generating leads for financial advisers and brokers.

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

Bonus Episode! Andraya, Stephanie and Tessa are back to air their annoyances in another version of Room 101  (No copyright intended). From kitchen utensils to makeup and car parking, which pet peeve will they choose to banish this month?

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services. 

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

Sarah Robinson, Founder & Paid Media Manager of Google Ads Agency, Platypus Media chats to Alex, Tessa and Tom about the tests they've been running and their exciting new findings. Lots of useful insights into Google analytics and social media ads and bonus...you'll learn all you need to know about the semiaquatic, egg-laying mammal native to Australia that is the Platypus.

Talking points:

-  About Platypus Media

- Testing your Ads / Performance Max Experiments for Google Ads

- Why and How

- Conversion Data 

You can learn more at: https://platypusmedia.co.uk/

You can watch Sarah's useful video on testing here: https://www.youtube.com/watch?v=fmZELnXFz7I

The Advisers Assemble podcast is brought to you by the team at The Lead Engine who specialise in lead generation for financial advisers.

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

Alex, Tessa and Tom share their highlights ahead of the next episode featuring Sarah Robinson, Founder & Paid Media Manager of the Google Ads agency, Platypus Media.

From the team at The Lead Engine

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

Alex and Tessa are joined by Jukka Väänänen AKA Jay from Newspage, a modernised and "reinvented" media platform based in the UK,  designed to give individuals and businesses however big or small, a voice to be heard and the chance to share their story to the major news outlets.  

An enlightening conversation about the world of journalism and public relations from a  professional's perspective.

Talking points:

- What is Newspage?

- How does the process work?

- Writing and story telling tips

- Can anyone sign up? - Pricing

- How Newspage can help mortgage brokers and the financial services sector

Follow Jay on LinkedIn.

Brought to you from the team at The Lead Engine who specialise in lead generation.

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

Alex and Tessa tease ahead to their next co-hosted conversation with Jay from Newspage, a modernised and "reinvented" media platform based in the UK. Tune in to find out more!

This episode is brought to you by the team at The Lead Engine

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

Michael O'Brien needs no introduction as a well known name in the mortgage industry. On this episode, he introduces his new Wills and Estate Planning referral service for mortgage brokers, offering training, administration assistance, and an overall easier process to offer their clients.

Michael explains to Alex and Tessa why he felt the need to set up the referral service, noting a staggering 69% of adults in the UK haven't got a Will and 99% of people with a mortgage don't have a Lasting Power of Attorney (LPA). He aims to highlight the importance of having a will and a LPA and normalise this through the home financing process.

Follow Michael 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. 

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

Alex & Tessa are back to tease your appetite ahead of the next episode, this time with guest, Michael O'Brien who talks about his new Wills and Estate Planning referral service.

From the team at The Lead Engine

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

Bonus Team Episode.  Andraya , Stephanie and Tessa return to the Advisers Assemble Podcast in a shiny, new segment for 2023 that follows the theme of the former BBC television series, Room 101 (no copyright intended). Find out the pet peeve they have each chosen to banish forever and see if you agree. 

Teaser alert - You won't want to miss Andraya's award-winning worthy speech. We can assure you will feel a whole lot lighter afterwards!

From the team at The Lead Engine.

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

The Lead Engine team return for 2023...Following Alex and Tom's episode on landing pages, Daniel and James join Tessa to give their second ever review on the Advisers Assemble podcast, this time sharing their thoughts on a landing page builder they have trialled called, Carrd. 

Brought to you by the team at The Lead Engine who specialise in generating leads for financial advisers and brokers.

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

The team are back to share the adverts that have caught their eye this month, sharing what made them stop and look and how you could create similar promotions for your website or social media pages. 

From 'adulting' and cleaning to furniture and music lessons, they have selected a range of cleverly thought about adverts for you to store away neatly in your catalogue of inspiration.

We recommend you view all the adverts before or during listening to this episode to engage in the discussion.

Immerse yourselves here.

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.  

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

Alex and Tom join Tessa to talk all about landing pages for part 1 of the first TLE team episode of 2023!

Key points:

- What is a landing page?

- What is the most important part of a landing page?

- What should you not do/what should you do on a landing page?

- PPC - Google Quality scores 

The Advisers Assemble podcast is brought to you by the team at The Lead Engine who specialise in lead generation for financial advisers.

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

Insurance Expert, Matt Chapman believes protection for your clients or business is not only important but essential in life. We often perceive this as a sales tool and secondary product rather than a necessity. As a mortgage adviser, where do you start? How do you explain this to clients? Through Matt's coaching programme, he helps to explains the who, what, where, when, why and how through a holistic approach.

 

Talking Points:

How important do you think protection is? Do you think all Advisers/Brokers agree?

People are often put off by insurance  - how do you deal with it?

Any stats on the amount of unprotected mortgages? Unprotected businesses? Brokers to clients?

Types of protection - life, critical, income protection, business protection - different tactics?

What does protection coaching entail?

 

Follow Matt 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. 

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

Alex & Tessa tease what's coming in the next episode of the Advisers Assemble podcast with Insurance Expert, Matt Chapman. 

The statistics for unprotected mortgages and businesses is astounding, so Matt is helping to change the perspective of insurance through his coaching programme.

This episode is brought to you by the team at The Lead Engine

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

Rhys Schofield joins Alex & Tessa to talk us through Fix My Legals, a conveyancing solution by brokers, for brokers.

It's very frustrating to have your property transactions held up by other parties within the home moving process - especially conveyancing. That's why Fix My Legals are affiliated with high-performing partners focussing on 5* service and communication, to take the FML out of the conveyancing process.

Talking points:

• Where did the idea for Fix My Legals come from? How does it work/process?
• Why/how is this a different experience for clients/brokers using the service?
• What’s in it for brokers? How can they benefit from using Fix My Legals?
• Alex/Tess to talk about their own experience with Conveyancing/Solicitors 

You can learn more at: https://www.fixmylegals.co.uk/

The Advisers Assemble podcast is brought to you by the team at The Lead Engine who specialise in lead generation for financial advisers.

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

Alex & Tessa tease what's coming in the next episode of the Advisers Assemble podcast with Rhys Schofield. Rhys is one of the founders of Fix My Legals.

Fix My Legals help you find the right conveyancers for you and your transaction, and to hold them to account to make sure your sale progresses quickly, efficiently, and securely.

This episode is brought to you by the team at The Lead Engine

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

Alex and Tessa chat with Sophie Blount from Once Upon A Time Media all about bringing out your personality and passion into your content.

Follow Sophie on Instagram.

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.

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

Alex & Tessa tease what you'll hear in the next Episode with Sophie Blount.

From the team at The Lead Engine

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

Provide Finance is the award-winning, independent online funding platform which seamlessly connects those borrowers and intermediaries seeking non-regulated lending solutions with lenders from across the UK.  It strives to make the lending journey easy to navigate by providing clients with jargon-free, transparent finance solutions which are the best fit for them – one size does not fit all when it comes to finance. 

Originally formed in 2020 as Pitch 4 Finance, the innovative FinTech very quickly evolved from simply a lending platform to a more comprehensive offering, which included providing clients with support from a dedicated team of specialist finance experts and an online library of educational resources.  The company’s vision was to revolutionise the way borrowers access alternative finance solutions, through continued investment in technology and digital innovation, alongside a commitment to delivering first class customer services. And so in October 2022, Provide Finance was born.

The company has a strong track record in the sector and has established long-standing, successful relationships with a wide variety of partners including more than 200 lenders and more than 1000 registered brokers, and has processed over £300m worth of enquiries.

Brokers have access to the fastest, cheapest and most well-researched solutions in the market. This empowers them to offer a great customer experience to their own clients, reducing stress and increasing efficiency, and allowing them more time to grow their own businesses. There is also a team of in-house finance experts on hand to support brokers and clients through the process, particularly useful when dealing with complex funding cases.

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

Brought to you by the team at The Lead Engine who specialise in lead generation for financial advisers.

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

Lee Thompson from Protection Matters talks us through how, why and when you might refer protection cases and the process. You'll get to know the types of cases Lee deals with, his background in the industry and the types of cases that get referred into him.

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

Key Topics Covered:

1. Advertiser Verification:

• Importance of proving your identity and business legitimacy to Google.
• Required documents: Incorporation certificate and passport/driver’s license.
• Common mistakes to avoid, such as mismatches between your business name and what’s listed on the FCA register.
• Tips for ensuring your identification documents are properly uploaded.

2. Financial Services Verification:

• Understanding the verification process for running ads related to mortgages and other financial services.
• Differences between Directly Authorised (DA) firms and Appointed Representatives (AR).
• Steps for DA firms to self-certify and ensure their domain and email addresses match FCA records.
• Additional steps required for ARs, including the involvement of your DA firm or network.

3. Billing Setup:

• Setting up a billing profile and choosing your payment method (direct debit, credit/debit card, etc.).
• The importance of clarity when using an agency to manage your ads - ensuring you know who is responsible for ad payments.
• Benefits of paying Google directly to maintain transparency and control over your ad spend.

Actionable Takeaways:

• Get your advertiser verification done early to unlock additional ad features.
• Ensure all business details match exactly with FCA records to avoid delays.
• If you’re an AR, coordinate closely with your DA firm or network to complete the verification process.
• Consider setting up direct billing with Google to avoid confusion over ad spend.

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.

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

Alex and Tessa discuss how you promote your podcast on social media or use it as part of your SEO strategy. you'll also learn where and how to host it too.

 

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

Alex & Tessa discuss how to edit your own podcast, the tools you can use and where to get music for your intro. You'll hear how it might be easier than you think to do yourself and where you could find help.

The Advisers Assemble podcast is brought to you by the team at The Lead Engine who manage lead generation via Google search and content marketing for financial services.

 

 

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

Alex and Tessa talk through their current podcast recording equipment and how that may have changed since episode 1. You'll get an idea of what kind of investment you might need to make to get started.

Brought to you by the team at The Lead Engine who use podcasting as part of financial services content marketing to generate leads.

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

Alex & Tessa talk through their experiences of launching their own podcasts and what we do with our clients at The Lead Engine

Thinking about launching a new podcast yourself? You may be thinking "How long should the episodes be?", "How often should I release episodes?", "Should I do solo or interview episodes, or both?"

In this episode, you'll learn about all the different kinds of podcast episode formats.

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

Brought to you by the team at The Lead Engine who specialise in lead generation for financial advisers.

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

In this episode, you'll learn about the impact of having the most Google reviews in your local area.

Brought to you by the team at The Lead Engine who specialise in generating leads for financial advisers and brokers.

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

Connect with Darin on Linkedin and check out Bomb Bomb for yourself

 

Brought to you by the team at The Lead Engine who specialise in generating mortgage leads, bridging leads, pension leads, wealth management leads, and equity release leads.

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

Brought to you from the team at The Lead Engine who specialise in lead generation

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

From the team at The Lead Engine, specialists in generating mortgage leads as well as financial planning, life insurance, equity release and bridging leads too.

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

From the team at The Lead Engine who specialise in lead generation for financial services.

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

Key Points Discussed:

1. **Definition of Conversions and Key Events**:

  - Historically, conversions were straightforward leads, typically tracked when someone filled out a form on a website.

  - Now, Google refers to them as events or key events, emphasizing the importance of tracking user interactions before and after a lead is registered. This includes actions like scrolling, clicking buttons, or visiting specific links, which can indicate user interest in your service.

2. **Value of Key Events**:

  - Not every click results in a lead, but user behavior can indicate engagement.

  - For instance, a user who reads all the content and spends time on the site is more engaged than one who leaves immediately.

  - Assigning values to these events can help measure engagement. For example, low-value events like scrolling or clicking might be valued at £1.

3. **Lead Generation Events**:

  - In the context of lead generation for brokers and advisers, the primary key event is capturing the lead, which holds a higher value, approximately £50.

  - This differentiation helps prioritize actions that contribute directly to generating leads.

4. **Tracking Offline Events**:

  - For clients who prioritize quality over quantity, it’s essential to report the outcomes of leads back to Google Ads.

  - A traffic light system (red, amber, green) can be used to indicate lead quality, providing valuable feedback on which clicks lead to business, which have potential, and which are dead ends.

5. **Methods for Tracking Key Events**:

  - There are multiple ways to track conversions, but using the Google tag is Google Ads’ preferred method.

  - Even if you’re already using Google Analytics, integrating the GTag method ensures comprehensive data collection.

  - Creating offline conversions involves using automation tools like Airtable and Make.com, particularly useful for managing multiple accounts and clients.

  - For simpler setups, a Google Spreadsheet can suffice, and adding precise processing and advice fees can refine the value tracking.

By understanding and implementing these strategies, you can enhance your Google Ads campaigns, better track user engagement, and ultimately improve your return on investment.

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.

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

Here at The Lead Engine, we see a lot of data on a daily basis. The majority of that data and probably the most important is analysing the website visits that make and enquiry vs those that don't. With millions of pounds spent over a 20-year period, you start to build an excellent picture of what works and what doesn't. There are some key things that someone who wants financial advice wants to experience when looking for the right adviser (see ep 194). It's very unlikely that you've got all these factors built into your website and it's highly likely the code, content and layout needs changing. In this episode we discuss these factors and why we always build a new website for every client we work with. Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

This podcast is owned and produced by The Lead Engine which manages Lead generation for financial services for several clients as well as offers DIY services and tools.

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

From the team at The Lead Engine we share some of the fundamentals about SEO for financial services as it's one of the ways that we generate mortgage leads, financial planning leads, bridging leads and later life lending leads.

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