Latest Finance marketing Podcast Episodes

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Masterminds - Alex Curtis, Pete Everitt and Bob Gentle

Advisers Assemble - Lead Generation For Financial Services - November 06, 2023 06:00 - 1 hour ★★★★★ - 1 rating
Alex is joined by his Mastermind pals, Bob and Pete who meet fortnightly to chat about work, share ideas and as solo business owners, explain why the group is so beneficial.  Follow Pete on LinkedIn. Listen to  Pete's Podcast. Follow Bob on LinkedIn. Listen to Bob's Podcast. Brought to you ...

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The Lead Ladies - Room 101 Halloween Edition With Sally Mitchell

Advisers Assemble - Lead Generation For Financial Services - October 31, 2023 08:00 - 44 minutes ★★★★★ - 1 rating
This month, The Lead Ladies are joined by Sally Mitchell, Business Manager & Senior Mortgage Broker at The Mortgage Mum for the first Halloween edition of Room 101. From the history of Halloween, costumes, horror films, trick or treating and pumpkin picking to firework night and dare we mention...

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October 2023 Lead Gen Update

Advisers Assemble - Lead Generation For Financial Services - October 23, 2023 05:00 - 41 minutes ★★★★★ - 1 rating
Alex and Tessa are back with another lead gen update, this time starting with some top marketing tips, followed by the latest Google data and trends. Plus, Alex tests Tessa's search volume knowledge with the higher or lower game.  This episode is brought to you by the team at The Lead Engine.

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Which Network Should I Join? Series (Alternative) - Fort Advice Bureau (FAB)

Advisers Assemble - Lead Generation For Financial Services - October 16, 2023 05:00 - 3 minutes ★★★★★ - 1 rating
Following our conversation with Roger Lane and Tony Nunn at Fort Advice Bureau about the company's business proposition, we hear from mortgage broker's Aston and Jake, who share the reason's why they joined the FAB team.  Brought to you from the team at The Lead Engine who specialise in lead ge...

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Advise Wise - Daniel Edmondson

Advisers Assemble - Lead Generation For Financial Services - October 09, 2023 05:00 - 24 minutes ★★★★★ - 1 rating
Tessa is joined by Daniel Edmondson, National Account Manager at Advise Wise, an award-winning sourcing platform for the later life lending sector. Talking points: - Who and what is Advise Wise? - Why would an adviser choose to use your service? - How does Advise Wise make adviser's processe...

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My Brand My Way - Craig Skelton

Advisers Assemble - Lead Generation For Financial Services - October 02, 2023 05:00 - 25 minutes ★★★★★ - 1 rating
Craig Skelton, Principal at CS Financial Group, Business Coach, Podcast Royalty and friend of the show is back on the podcast, this time to gives us an update on My Brand My Way. An alternative option for anyone looking to go self-employed and start their own mortgage broker business, included a...

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Which Network Should I Join? Series (Alternative) - My Brand My Way

Advisers Assemble - Lead Generation For Financial Services - October 01, 2023 05:00 - 6 minutes ★★★★★ - 1 rating
Ahead of our next episode with Craig Skelton, we hear the reasons why Ross McMillan at Blue Fish Mortgage Solutions and Leigh Rowland at Mortgages Made Easy made the decision to join My Brand, My Way to help and support their mortgage broker businesses. Follow Leigh on LinkedIn. Follow Ross on...

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The Lead Ladies - Room 101 With Stephanie Leather

Advisers Assemble - Lead Generation For Financial Services - September 25, 2023 05:00 - 24 minutes ★★★★★ - 1 rating
Stephanie Leather from Entrust is back on the podcast but this time to share her pet peeves with The Lead Ladies on Room 101 and they have plenty to talk about! From men's aftershave to middle lane drivers that hog the road, this might be their most varied episode yet... Follow Stephanie on Li...

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September 2023 Lead Gen Update

Advisers Assemble - Lead Generation For Financial Services - September 18, 2023 05:00 - 24 minutes ★★★★★ - 1 rating
Alex and Tessa are back with another led gen update, discussing the latest mortgage market data and trends for this month so far.   Talking points: - Quotes from brokers about September affecting lead flow - taken from Newspage. - Google trends data on interest from consumers in mortgages on...

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Fort Advice Bureau (AKA FAB) Recruitment - Roger Lane and Tony Nunn

Advisers Assemble - Lead Generation For Financial Services - September 11, 2023 05:00 - 27 minutes ★★★★★ - 1 rating
Roger Lane and Tony Nunn from Fort Advice Bureau (FAB) join Tessa on another episode of our 'What Network Should I join?' Series to chat about their recruitment process, an alternative career and business opportunity for mortgage advisers.   Talking points: Who is FAB? Why did you create FAB...

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What Does A Business Mentor Do?

Advisers Assemble - Lead Generation For Financial Services - September 04, 2023 05:00 - 33 minutes ★★★★★ - 1 rating
Mike Greene returns to the Advisers Assemble Podcast to talk all about what a business mentor does. Visit Mike's website. Listen to Mike's podcast. Read Mike's book. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financ...

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You're On Hold With Jacob Wright

Advisers Assemble - Lead Generation For Financial Services - August 28, 2023 05:00 - 35 minutes ★★★★★ - 1 rating
Jacob Wright, Financial Planner, Coach and Podcaster from Salt & Light Financial Services joins Daniel and James on this month's episode of You're On Hold to reveal what he does when he is on hold. Follow Jacob on LinkedIn. Visit Salt & Light Financial Services website. Brought to you from th...

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The Lead Ladies - Room 101 With Funmi Olufunwa

Advisers Assemble - Lead Generation For Financial Services - August 25, 2023 05:00 - 44 minutes ★★★★★ - 1 rating
The back to school edition...Funmi Olufunwa, Mortgage Broker at The Mortgage Mum joins The Lead Ladies on Room 101 this month to rant about all things school related. From school uniforms to WhatsApp chats...parents and teachers, you have been warned and just in time for the new school year!  ...

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August 2023 Lead Gen Update

Advisers Assemble - Lead Generation For Financial Services - August 21, 2023 05:00 - 46 minutes ★★★★★ - 1 rating
On this new, monthly episode, Alex and Tessa discuss data surrounding financial market trends in August so far and discuss stories and quotes from industry brokers about how this month is affecting their lead flow.  Featuring stories  from Newspage®  Augustitis impacts broker activity and lead...

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The Mortgage Store Associate Partner Programme - Mark Deane

Advisers Assemble - Lead Generation For Financial Services - August 14, 2023 05:00 - 29 minutes ★★★★★ - 1 rating
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...

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

Advisers Assemble - Lead Generation For Financial Services - August 13, 2023 05:00 - 5 minutes ★★★★★ - 1 rating
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 ...

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

Advisers Assemble - Lead Generation For Financial Services - August 13, 2023 05:00 - 5 minutes ★★★★★ - 1 rating
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 ...

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BrokerIQ - Joanne Cole

Advisers Assemble - Lead Generation For Financial Services - August 07, 2023 05:00 - 20 minutes ★★★★★ - 1 rating
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 ...

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

Advisers Assemble - Lead Generation For Financial Services - July 31, 2023 05:00 - 29 minutes ★★★★★ - 1 rating
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 th...

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The Lead Ladies - Room 101 With Graham Wilson

Advisers Assemble - Lead Generation For Financial Services - July 28, 2023 05:00 - 36 minutes ★★★★★ - 1 rating
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 market...

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

Advisers Assemble - Lead Generation For Financial Services - July 24, 2023 05:00 - 17 minutes ★★★★★ - 1 rating
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 i...

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Entrust - Stephanie Leather

Advisers Assemble - Lead Generation For Financial Services - July 17, 2023 05:00 - 25 minutes ★★★★★ - 1 rating
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 li...

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Tik Tok Star - Glen Russell

Advisers Assemble - Lead Generation For Financial Services - July 10, 2023 05:00 - 47 minutes ★★★★★ - 1 rating
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 com...

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The Money Group (TMG) - Jonathan Needham

Advisers Assemble - Lead Generation For Financial Services - July 03, 2023 05:00 - 44 minutes ★★★★★ - 1 rating
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 y...

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Which Network Should I Join? Series - The Money Group

Advisers Assemble - Lead Generation For Financial Services - July 02, 2023 05:00 - 13 minutes ★★★★★ - 1 rating
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. 

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Avoid SEO Stagnation - Why Regular, Evergreen and Targeted Content Is Essential

Advisers Assemble - Lead Generation For Financial Services - June 26, 2023 05:00 - 34 minutes ★★★★★ - 1 rating
Alex is back with his marketing hat on and chats to Tessa about the importance of creating fresh and regular content for your website. Talking points: - Why do you recommend to our own clients that we create regular content? - Why not just get AI to write the content? - How often should we b...

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You're On Hold With Daniel & James - Pilot Episode

Advisers Assemble - Lead Generation For Financial Services - June 25, 2023 05:00 - 18 minutes ★★★★★ - 1 rating
Daniel and James host the first episode of their new series on the Advisers Assemble Podcast called, You're On Hold. A brand new show which aims to share the frustrations of being put on hold while waiting for lenders to respond and to highlight how mortgage advisers creatively spend their time...

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The Lead Ladies - Room 101 Ep. 6 - With Lee & Neezam

Advisers Assemble - Lead Generation For Financial Services - June 23, 2023 05:00 - 34 minutes ★★★★★ - 1 rating
This month, The Lead Ladies are joined by not one but two guests, Lee Gathercole and Neezam Romjon, Mortgage & Protection Advisors at Rebus Financial Services and they  have prepared a pretty long list of pet peeves for us to lock away in Room 101! Visit Rebus Financial Services. Brought to yo...

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The Lead Ladies - Room 101 With Lee & Neezam

Advisers Assemble - Lead Generation For Financial Services - June 23, 2023 05:00 - 34 minutes ★★★★★ - 1 rating
This month, The Lead Ladies are joined by not one but two guests, Lee Gathercole and Neezam Romjon, Mortgage & Protection Advisors at Rebus Financial Services and they  have prepared a pretty long list of pet peeves for us to lock away in Room 101! Visit Rebus Financial Services. Brought to yo...

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Underwrite Me - Katie Dennehy

Advisers Assemble - Lead Generation For Financial Services - June 19, 2023 05:00 - 20 minutes ★★★★★ - 1 rating
Tessa is joined by Katie Dennehy, Digital Account Manager at Underwrite Me to talk all about how they are transforming the protection industry through technology, helping Insurers and Advisers to write protection more efficiently.  Talking points: - Introducing Underwrite Me -  When was this f...

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