『Advisers Assemble - Lead Generation For Financial Services』のカバーアート

Advisers Assemble - Lead Generation For Financial Services

Advisers Assemble - Lead Generation For Financial Services

著者： Alex Curtis
無料で聴く

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 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. マネジメント マネジメント・リーダーシップ マーケティング マーケティング・セールス リーダーシップ 経済学
エピソード
  • Convert More Mortgage Leads - David Thomson - Suada

    Convert More Mortgage Leads - David Thomson - Suada
    2026/03/10

    Handling Leads and "Flash to Bang" Time: Learn why contacting a lead instantly is "massively important" to prevent competition. David explains how to open the call with high energy, demonstrating that you are an expert and are "cool, social, relevant, interesting and intriguing".1

    The Science of Sales: Understand how to utilise principles of influence, such as reciprocity, framing, negotiation, and future pacing, so clients say yes to your requests at a higher case value.1

    Protection Conversation: David shares his highly effective technique for introducing protection early by asking, "If you lent me £250,000 and I died, would you want your money back?". He stresses the need to always present a client with three choices: a good, a better, and a best option.1

    The Open Loop Referral System: Discover how to get more recommendations than you can "ever dream of" by neutralizing reciprocity. The system involves telling a client, "Don't thank me now, Alex," and setting up an "open loop" for them to repay the favor later by providing referrals.1

    Recruiting and Training: David explains that he looks for four key traits in advisors—energy, an edge, the ability to execute, and a winner’s attitude. He details how systemised training, using models he learned as a top financial advisor, can get an advisor banking £12,000–£15,000 a month within two to four months.1

    If you're ready to build a strong, systemised business that can scale and sell, this is essential listening.

    Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.
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    43 分
  • Book More Mortgage Appointments - Mortgage Lead Management & Protection Sales Processes With Terry Blackburn From The Wealthy Adviser Club

    Book More Mortgage Appointments - Mortgage Lead Management & Protection Sales Processes With Terry Blackburn From The Wealthy Adviser Club
    2026/02/11
    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.
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    39 分
  • Show your face, get more leads - Lead gen experiment results for a mortgage leads google ads campaign

    Show your face, get more leads - Lead gen experiment results for a mortgage leads google ads campaign
    2025/12/08

    Tune in to discover:

    • The Experiment: Learn about the A/B test that compared a webpage with a financial advisor’s photo to one without, and what this revealed about immediate user trust.
    • The Psychology of Trust: We explore the science behind why the human face is the most powerful and immediate trigger for trust, and how ambiguity aversion impacts your call-back requests.
    • Authenticity is Key: Find out why stock photos and generic AI images won’t cut it, and how to ensure your photo improves credibility and conversion rates.
    • Actionable Next Steps: Get practical advice on where to place your team photos for maximum impact, what type of photos to use (smartphone or professional), and the critical elements that must be in place along with your photo for a successful lead generation strategy.

    Don't miss the insights that could transform your website from a generic landing page into a personal, trust-building lead machine.

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