Advisers Assemble Podcasty

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 Google - keep up to date on our website. - The higher or lo…

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? Why would someone want to join FAB? What do you look for i…

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 financial services.…

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 the team at The Lead Engine who specialise in lead generati…

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! Follow Funmi on LinkedIn. Follow Funmi on Instagram. Visi…

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 flow but many go on front foot. Surprising Trend: More Peo…

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 the support package? - What feedback have you had from y…

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 at The Lead Engine who specialise in lead generation, w…

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 fit into the mortgage broker’s workflow? - What sets you a…

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 the team at The Lead Engine who specialise in lead generati…

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 marketing for financial services.…

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 it had? This episode is brought to you by the team at The Le…

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 like to work with you? What services do you offer? - What do…

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 come up with ideas? - Does it take long to record / edit the …

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 your members say about you? - How do you join TMG? - Upcomi…

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.Autor: Alex Curtis

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 be creating content? - Should the content be about news and…

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 while 'playing the waiting game'. Sharing their own ex…

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 you from the team at The Lead Engine who specialise in lead…

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 founded? What is your role and how long have you been worki…

Tessa is joined by Chloe England, Telephone Account Manager at The Exeter, an insurance provider of Income Protection, Life Insurance, Private Medical Insurance & Cash Plans. Talking points: What is The Exeter all about? How long have you been working for the company? What can you help with? Where does the financial adviser / broker come in? Insura…

Alain Desmier, the founder of Contact State is back on the podcast for a second time, chatting to Alex and Tessa about how the Lead Gen company is getting on and how they are dealing with the impact of cold calling. Talking points: What does Contact State do / offer? Factors that have impacted cold calling. How do you think cold calling should be a…

Alex and Tessa go live on Facebook again (24/05/2023), sharing their latest interview news, upcoming guests and ideas for the podcast. From the team at The Lead Engine.Autor: Tessa Snart, Alex Curtis

Bonus episode! Alex chats to Tessa about his very first client experience, his 'light bulb' moment and journey to setting up his own business. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.Autor: Alex Curtis, Tessa Snart

The Lead Ladies are joined by their very first guest on the show, Hemat Natha, the Founder, CEO and Advisor at Mortgage Advice Point. Hemat reveals his pet peeve and The Lead Ladies share their opinions - join in on the latest rantalong and let us know on The Lead Engine socials if you agree! Visit Mortgage Advice Point. Brought to you from the tea…

Chris Targett and his team at Social For Brokers create topical social media content for busy mortgage brokers & estate agents. Working closely with them to increase their social media presence through the creation of engaging content. In this episode, you'll hear some best practices for making the most out of social media on all platforms like Fac…

Taken from the latest Facebook live, Alex and Tessa share what's coming up in the next episode with their guest, Chris Targett from Social for Brokers. From the team at The Lead Engine.Autor: Alex Curtis, Tessa Snart

Alex and Tessa are joined by fellow podcast host and 'friend of the show', Craig Skelton to talk all about how he is helping self-employed advisers through his mortgage broker coaching. Talking points: - When / why did you decide to become a mortgage broker coach? - What are the benefits of coaching for the self-employed? - Coaching process and ste…

Another Facebook Live podcast update brought to you by Alex and Tessa. This time sharing the highlights from their latest conversation with guest, Craig Skelton on mortgage broker coaching for the self-employed. From the team at The Lead Engine.Autor: Alex Curtis, Tessa Snart

Alex connects with storytelling expert, Doug Stevenson from his home in Arizona, US to talk about how he helps businesses by using story as a strategy. Doug teaches clients how to tell a story well, working on the design of a speech and the lesson and branding message behind this. Doug helps to prepare people for TED talks and has delivered his ver…

Alex and Tessa chat to Gary Stewart from Octane Solutions about the company's Connected-Home Utilities Platform service, which aims to take the stress out of the mortgage journey for mortgage brokers and their clients alike. Talking points: About Octane Solutions Who can you help? What services do you offer? - What is KONEX? Why use Octane Solution…

Alex and Tessa share the highlights ahead of their next episode and interview with Gary Stewart from Octane Solutions live on Facebook. From the team at The Lead Engine.Autor: Tessa Snart, Alex Curtis

Lauren Bagley, Partnership & Marketing Officer at Uinsure, chats to Alex and Tessa about their "game-changing" and exciting insurance technology, which provides automated insurance quotes to clients at key stages during the mortgage process. Alex and Tessa also demonstrate just how quick and easy it is to receive an insurance quote by scanning a QR…

Alex and Tessa share what's in the next episode live on Facebook, with Chief Partnership and Marketing Officer at Uinsure, Lauren Bagley. Word of advice...be sure to skip to the good part after a few more technical glitches made for an interesting intro! This episode is brought to you by the team at The Lead Engine.…

Bonus Episode! - Ready for another round of rants with The Lead Ladies?! This time we take you back to your childhood with the discontinued delights of certain sweet treats and cereals we used to know and love, followed by odd bod mugs that take up cupboard space and random bits of paper that drive us wild and cause those OCD driven into despair. W…

Alex and Tessa are joined by Ross McMillan, the founder of Blue Fish Mortgage Solutions who shares his successful SEO journey as a one-person business. Talking points: What did you know before launching the blue fish website? How would you describe how SEO works if you were explaining it to another business owner? When did your website launch? What…

Alex and Tessa tease ahead to the next episode, which features guest Ross McMillan, Founder of Blue Fish Mortgage Solutions. From the team at The Lead Engine.Autor: Alex Curtis, Tessa Snart

What is SERP?!...Alex and Tom talk about the recommended do's and don'ts for getting the best from your Google search results page. Talking points: Maps & local search results How do I get my reviews to show on Google? How do I get images to show in search results? Reviews Widgets (structured data) Featured snippets Site links Accordions Text resul…

Daniel and James explain why we use certain spelling and phrases to create rich SEO content for client websites. From the team at The Lead Engine.Autor: Daniel Yetton, Tessa Snart, James Richardson

Following on from Alex and Tessa's interview with Business Mentor, Mike Greene, Tessa interview's Alex on his experience as a business mentee and how that's helped shape his journey as a business owner. This episode is brought to you by the team at The Lead Engine.Autor: Alex Curtis, Tessa Snart

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 …

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 Marc…

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.…

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: - Thumbnai…

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.…

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 …

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 EngineAutor: Tessa Snart, Alex Curtis

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…

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 EngineAutor: Tessa Snart, Alex Curtis

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 EngineAutor: Tessa Snart, Daniel Yetton, James Richardson