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Alex Curtis
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.
Total 354 episodes
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Matt Barnett - Bonjoro - Personalised Video App

Matt Barnett - Bonjoro - Personalised Video App

Hello, my friends in financial services and welcome back to the podcast. This week, I have got the founder of an app that I've been using a lot. Actually, if you have bought an event ticket, if you've inquired about the services of our agency, downloaded one of our PDF downloads, or if you've joined our new membership, The Lead School (which by the way, I've made totally free now). If you do any of those things you'll get a personalised video message from me straight into your inbox and that is by using an app called Bonjoro. I'm gonna let their founder Matt obviously give you the kind of elevator pitch of exactly what it is And we're going to talk more in detail about how you can use it better. What's it for, and how they came up with the idea. So what is Bonjoro? In Matt’s words: “I think we're a layer that sits on top of a CRM. So if you're using Infusionsoft or an Active Campaign or or an Ontraport, we basically plug in. And when customers perform certain actions, or when you have a new lead come into your funnel, you set up what we call triggers, that sets a little note notification in the Bonjoro app. We ping you at that point to say, look, this is actually a good time to connect personally. We get you to record a personalised message for that lead or customer at that point in time. So if the lady's name is Joan, you were doing a video specifically for Joan in Glasgow, and that video we wrap up and deliver to them. Taking a minute out of your day to welcome on board. It greatly increases the chances of Joan then booking your call and coming into the office catching up or becoming ultimately a customer”.
38:5716/12/2019
Helen Pollock - Structuring Content

Helen Pollock - Structuring Content

So you may remember that I have created a 30-minute marketing plan to help businesses in financial services to market themselves better. By dedicating just 30 minutes per working day to create some content and be able to advertise that content on social media. Now, I'm not an expert at writing content in terms of like articles and part of that plan is to create a big article once a week. Now I cheat and use a copywriter most of the time, but some people if they're starting out, can't afford to spend that budget weekly. Some people just don't have the time or would prefer to spend it on other things. Some of you will be better at writing than me and some of you maybe not. But either way, I think learning from an expert like Helen Pollock, who is a ghostwriter of books she and day in, day out she's writing content. I wanted to find a structure. So that rather than just opening up a blank document, you've got a bit of a framework to work through. And that's exactly what Helen has brought to the podcast this week. She's also gone way above and beyond any other podcast guests in creating extra stuff for you to learn. So there's a downloadable guide to help you and she's also created a video specifically for you guys as well. Helen’s business is called the content doc. She is a professional writer with over 20 years experience. And what she does now is I either go to write nonfiction books for people, and teach them how to write their own if they prefer to do that. She also writes features, articles, blog posts, and coaches small business owners to do that, too. Structuring written content is kind of her bread and butter. She’s got a really good idea of how we can put some simple things in place. So that structuring an article or a feature or blog post, whatever, becomes a lot easier.
45:4409/12/2019
Thomas Honour - Mortgage Broker

Thomas Honour - Mortgage Broker

This week, I have got a very special guest, someone that was at our financial services brand accelerator conference, they actually stepped onto the broker Q&A panel at the last minute. I've never actually met this guy in person until the event and just casually asked him as you do, but the weird thing about kind of social media and people that do video content on social media is you kind of feel like you know them a bit already from their content. And we do actually talk about that a bit. Now, one of the weird things about people like this is they would be an incredible client for us as an agency, but I'll never pitch to them and I didn't think I would ever have to because I didn't They'll need to because they're generating leads themselves already.They've kind of got a clear vision of what their businesses is who they are, who their customer is. They're creating content and they're generating leads already. Hopefully they'll only ever need marketing support when they want to sort of grow and expand. So they get the next step for them would be maybe if they wanted to hire another advisor is try som Facebook and Google ads.So this is if you haven't guessed already, it's Thomas honour.At our event, he said something along the lines of “I've only been doing video for a couple of months, but I'm getting getting a steady flow of leads already.” So it can be done. I want you to hear it from the horse's mouth. See for yourself what he’s doing just follow him on social and follow people like Ash Borland and Jim Smyth. Amanda Marsden, Jonathan Warren, Pete Matthew as well.
47:1703/12/2019
Nicola Firth - Knowledge Bank

Nicola Firth - Knowledge Bank

Hello, and welcome back to the lead generation for financial services podcast. This week we have got a very special guest, Nicola Firth, founder and CEO of Knowledge Bank. Nicola started as a mortgage advisor before deciding to work independently for her own company which is Knowledge Bank, a mortgage criteria search system. She used to be a broker and turned into software as a service. She wanted to have everything in one place for the lenders and brokers who place mortgage business. Saving hours and even days using a product sourcing system which is simple, very intuitive, fully searchable, easy to access place. With everything in one place, it will be quicker and easier to place cases. Every lender will have their login to Knowledge Bank, they can input their criteria to showcase to all the brokers that use it in no time. Making all information readily available and crystal clear. Knowledge Bank is not just for new brokers and inexperienced ones. Even brokers with years of experience in this country who spent time researching criteria to place a case can help save a considerable amount on time. This software was purposely designed to be as simple as possible to use because people who will use it are busy, working long hours and they don't have the time to learn to use a new system. It's very intuitive and all you need to do is simply log in and start the free 30-day trial and put a case. Monthly plan at £14.99 excluding VAT with no contract, after the 30-day free trial or annually for £149.99 excluding VAT, non-refundable and a 3 month notice period. If you have a team, you can get it for £25 per month for 5 to 10 users excluding VAT with a 3 month notice period or £50 for more than 10 users. Any questions, you can reach out to her via Twitter and LinkedIn, just type knowledge bank and you will find it there. For email and phone enquiries, our contact details are listed in our website https://www.yourknowledgebank.co.uk/ As I said at the start of our episode, there is a special offer here and a lifetime discount on it if you go through the link below. So instead of £14.99 per month, we have managed to arrange for you that is £12.75 plus VAT per month and all the annual option is £134.99. http://www.yourknowledgebank.co.uk/join?LeadEngine
33:4625/11/2019
Chris Ducker - Rise Of The Youpreneur

Chris Ducker - Rise Of The Youpreneur

This podcast probably wouldn't exist without this man. I and my business was in a very different place when I first heard Chris Ducker say "There's no B2B, there's no B2C there's only P2P, people buy from people". I've followed almost every word since and it's an honour to have him on the show. Chris is the author of "Rise Of The Youpreneur" and "Virtual Freedom" he hosts the hugely popular "Youpreneur FM" has a community of 'Youpies' in his "Youpreneur Academy" (which i'm a proud member of) and hosts the annual personal branding conference "The Youpreneur Summit" at the QE2 in Westminster, London.
35:2718/11/2019
Amanda Marsden - Bliss Financial

Amanda Marsden - Bliss Financial

Having only started Bliss Financial this year Amanda is getting incredibly busy. It looks like she might need to hire in extra help already. You'll get to hear the kind of impact she's had from posting educational videos on Social Media.
43:1411/11/2019
Paul Hunt - Financial Services PR Supremo

Paul Hunt - Financial Services PR Supremo

Paul doesn't look old enough but he's been working in Financial Services since 1987. He's hands-down the most connected man in the industry. We chat all the things marketing, PR and hear about Paul's story, the changes over the years and what he thinks the future holds.
49:3204/11/2019
Jonathan Warren - Mortgage Broker Case Study

Jonathan Warren - Mortgage Broker Case Study

Be yourself, you don't need to 'suit up' to shoot video. Jonathan Warren caught my eye on Linkedin with his consistent video content. He's also really niched down on who he wants to help. Hear about who Jonathan has gained inspiration from and what he's getting out of it.
43:2128/10/2019
Graham Wilson - Tracker Hub - Tools For Brokers

Graham Wilson - Tracker Hub - Tools For Brokers

Hello and welcome back to the lead generation for financial services podcast. I've got an absolute character for you this week, Mr Graham Wilson, mortgage broker, software creator and founder of Tracker Hub. Graham has been a mortgage broker for 8 years. He started with Royal Bank of Scotland then moved to Santander as a mortgage adviser and stayed there for 5 years before he joined a partnership for a large brokerage firm. He then decided to develop a new system to track referrals after identifying a gap in the market. Introducers and advisers have access to the dashboard which gives them updates and are in the loop and interested to refer more business. Tracker Hub is an online referral tracking platform which manages and tracks all referrals and cases easily. It also monitors leads coming and make sure they are being attended to. After picking up the lead, the adviser follows it through and can watch the progress of the case. The system could also integrate with other CRMs which will let you track the vital records and it’s a lot easier to look at compared to complicated spreadsheets. You can get hold of him via: LinkedIn - https://www.linkedin.com/in/grahamoptionsmc/?originalSubdomain=uk Facebook - https://www.facebook.com/trackerhub/
35:2321/10/2019
Stuart Phillips - Broker Sense - Tools For Brokers

Stuart Phillips - Broker Sense - Tools For Brokers

Mortgage Broker turned software company owner Stuart Phillips has created the tool; Broker Sense. Broker sense is an affordability calculator that is designed to save you time and administration. https://www.brokersense.co.uk/
33:0014/10/2019
Oliver Meddick - Extra revenue up front with The Moving Hub

Oliver Meddick - Extra revenue up front with The Moving Hub

36:0701/10/2019
Catching Up With Ash Borland Part 2

Catching Up With Ash Borland Part 2

The second part of our catch up with Mortgage Broker Ash Borland - we discuss what's changed and what the future holds
42:4924/09/2019
Catching Up With Ash Borland Part 1

Catching Up With Ash Borland Part 1

We promised we would catch up with Ash Borland 6 months down the line. We hear what's changed, are there any new social media tactics and what kind of results is he seeing.
45:4817/09/2019
Helping your clients prepare for a bright future - Customer Retention 4 of 4 - Dush Patel

Helping your clients prepare for a bright future - Customer Retention 4 of 4 - Dush Patel

The last in a four-part customer retention series Dush talks us through how we can help your clients prepare for a brighter future by: Understanding your customer and their needs Looking at the life evolution process. Sales opportunity at each stage How can we get this important information? Developing a customer journey and contact process
25:0810/09/2019
Extracting The Gold - Customer Retention - 3 of 4 - Dush Patel

Extracting The Gold - Customer Retention - 3 of 4 - Dush Patel

What's the importance of developing a dialogue? Importance of understanding the customer's purchase process - this has changed over the past 10 years. Earning the right to develop a regular dialogue with your customer? When and how to start the conversation with your customers Welcome, on-boarding, post-sales call, check-in calls, year 1 update and next steps
30:0303/09/2019
What Is The Value Of Your Gold Mine? - Customer Retention 2 of 4 - Dush Patel

What Is The Value Of Your Gold Mine? - Customer Retention 2 of 4 - Dush Patel

Do you know the value of your customer? Do you understand your customer and their needs? What is the cost of acquiring a customer? Do you know the cost of losing your customer? How much is each of your clients worth? Understanding which client to focus on next? Review your customer base “ helps to focus your activity” Develop your customer contact strategy How do you drive more value from your existing customer?
29:0027/08/2019
Customer Retention - You're sitting on a gold mine! - Dush Patel

Customer Retention - You're sitting on a gold mine! - Dush Patel

Customer Retention In Financial Services One mistake that a lot of businesses make in the financial services sector today is focusing on acquiring new clients and giving little thought to retention. In fact, retaining customers can be your biggest and most significant weapon as a business. With that being said, in this blog post, we are going to take a look at customer retention in the financial services sector in further detail to help you get a better understanding. What is retention? Customer retention is a term that is used to describe the actions and activities that organizations and businesses take in order to lower the number of customer defections. The goal of implementing a customer retention program is to enable businesses to keep a hold of as many of their customers as possible. This typically involves using brand loyalty and customer loyalty initiatives, however, there are many different strategies to choose from depending on the nature of your company and your target consumer base. Do you know how many customers are leaving you or are just dormant? When focusing on customer retention strategies, one of the most difficult elements is determining whether or not a customer is going to leave your business or whether they are simply dormant. This is something you will need to figure out using data so you can make sure that you target your efforts effectively. What are the benefits of retention? There are a number of different benefits that are associated with focusing on customer retention. This includes the following... Increase in customer lifetime value Your brand will stand out from the crowd You are going to earn more word of mouth referrals It is cheaper than acquisition Loyal customers are more profitable Enables new product sales Customers will explore your brand You will get more feedback from engaged customers Loyal customers are more forgiving You will have more room to try out new things When you consider all of the advantages that have been discussed, you can see how focusing on customer retention is the only way to drive true value to your business. Getting a new customer can feel exciting and like an achievement. However, it’s not until you have converted that client into a loyal customer that you will really begin to feel the fruits of your labour. Importance of retention some food for thought. i) Business don’t make money in year 1 ii) Profit from customers start in year 2 onwards Therefore, you need to focus on retaining customers to truly drive profit. If you have a high turnover of clients, you’re not going to make much money. So there you have it; the importance of customer retention in the financial services sector. As you can see, holding onto customers is arguably even more important than finding new customers in the financial services sector. This is something you need to give a lot of consideration to when it comes to your marketing efforts today.
24:1720/08/2019
Alex Curtis - It's All About Me!

Alex Curtis - It's All About Me!

The roles are reversed this week as the one and only Bob Gentle from the Gravity Digital Agency Power Up Podcast - https://bobgentle.com/podcast/ interviews your host Alex. Alex tells Bob more about the clients 'The Lead Engine' works with his career history; including some of the failures, he's had. Find out why Alex set up the podcast and what he's been trying to do to help the listeners grow their business. Plus some weird and wonderful personal questions.
42:4813/08/2019
The Lead School Lesson 1 - Should I Niche?

The Lead School Lesson 1 - Should I Niche?

This is lesson 1 from our new online resource 'The Lead School' Tom and Alex discuss the benefits of being a specialist broker/advisor. People like to do business with people, but we've found when it comes to financial advice people also want a specialist too. We discuss whether you should niche or not, should you hunt with a spear or a net? How small should your niche be? Are there any tools to find out if people search for my niche? Does the niche have to be just the product or a type of person? Should you define why you've niched? If you are going to niche, should you devote your whole marketing time/budget to it. Examples of people who have niched down already; Ash Borland (First Time Buyers), Sarah Tucker (Mums) and David Sharpstone (CIS Contractors). Should the niche become part of your identity? A real-life example of where a niche broker won on Linkedin compared to other brokers with much more experience. You are expected to be good at your job and have the experience, is this enough? Will a specialism help you win and complete more business? Is there a fear of missing out? But are you actually missing out if you don't niche? Fewer people search for niche financial service products but there still can be enough for small broker businesses to go after. Is being local enough of a niche?
21:4306/08/2019
Alain Desmier - Stop With All The Fake Leads

Alain Desmier - Stop With All The Fake Leads

Alain Desmier from Contact State joined Alex to discuss his new software to eradicate fake and false leads.
37:3430/07/2019
Financial Services Content Strategy

Financial Services Content Strategy

Struggling with your financial services content strategy? Struggle no more more… Content - it’s a very broad term and it’s a term that many struggle to define. Content covers many different mediums, but it always seems to get shoehorned into just one piece of content… The dreaded ‘blog’. Obviously, we call it ‘the dreaded blog’ in jest, as blog posts and written content can do wonders for your organic SEO. However, we get the impression that many people aren’t aware that other forms of content actually exists… But guess what? They do exist and they should be forming your financial services content strategy if you want to start getting more enquiries. The possibilities for different types of content are endless and really knows no bounds, which is the great thing about content. Videos, podcasts, articles, calculators, social posts, chatbots, as well as conversion tools are all different types of content, which you may not be aware of. At this point you may be thinking “how can a video benefit my financial services content strategy?” but, you’d be surprised. By creating a simple video based on a topic of your area of specialism, you will be opening yourself up to a realm of other content opportunities to capitalise on. Not sure how? Let us explain…
24:4423/07/2019
Chris Kennaugh - Mortgage Broker On Facebook

Chris Kennaugh - Mortgage Broker On Facebook

Mortgage Broker and Singer-Songwriter Chris Kennaugh has been self-employed for the last 18 months and getting some great results on Facebook. He's now got over 45 reviews on the platforms and is being approached almost every day to help people with their mortgage.
38:0416/07/2019
Alex Kerr - Part 2

Alex Kerr - Part 2

Alex has only published about four YouTube videos but he’s committing to producing a minimum of one video per week for the next twelve months. We talk through what equipment and software Alex uses, how he does it all himself but will look to outsource some of the processes in the future. Alex believes if you’re thinking about shooting video you should always remember ‘AVL’ Audio, Visual, Lighting. It doesn’t matter how good your video looks if your audio is rubbish and visa versa. Alex’s Video Kit Canon M50 - https://www.canon.co.uk/cameras/eos-m50/ Led Ring Light - https://www.google.com/search?q=led+ring+light&oq=led+ring+light Rode Lav Mic - http://www.rode.com/microphones/lavalier Software and Resources Adobe Premiere - https://www.adobe.com/uk/products/premiere.html Kit.com what kit you use, see what other people use - https://kit.com/ Upwork - for finding freelancers - https://www.upwork.com Canva - create your video thumbnails - https://www.canva.com/ Morning Fame - YouTube channel strategy, how likely is your channel to appear in search results for keywords - https://morningfa.me/ Trello - Alex Kerr uses this for his project management - https://trello.com/en-GB Asana - The Lead Engine uses this for their project management - https://app.asana.com SEM Rush - SEO tool - https://www.semrush.com Alex On Social Facebook - https://www.facebook.com/profile.php?id=100015744216173 Instagram - https://www.instagram.com/alexkerrmortgage/ Linkedin - https://www.linkedin.com/in/alexkerrmortgage/ People Alex Has Learnt From Premiere Gal - Video editing tutorials for Adobe premiere - https://www.premieregal.com/ Gary Das - Mortgage Broker - https://www.garydas.com/ Sean Cannell - YouTube growth strategies - https://www.youtube.com/channel/UCWWFavn3ym0w3myTD5OX59g Quotes From Alex Kerr Punch perfectionism in the face Views while you snooze Put yourself in the uncomfortable position and just do it
28:3709/07/2019
Alex Kerr - Mortgage Broker - Future YouTube Star - Part 1

Alex Kerr - Mortgage Broker - Future YouTube Star - Part 1

Alex has only published about four YouTube videos but he’s committing to producing a minimum of one video per week for the next twelve months. We talk through what equipment and software Alex uses, how he does it all himself but will look to outsource some of the processes in the future. Alex believes if you’re thinking about shooting video you should always remember ‘AVL’ Audio, Visual, Lighting. It doesn’t matter how good your video looks if your audio is rubbish and visa versa. Alex’s Video Kit Canon M50 - https://www.canon.co.uk/cameras/eos-m50/ Led Ring Light - https://www.google.com/search?q=led+ring+light&oq=led+ring+light Rode Lav Mic - http://www.rode.com/microphones/lavalier Software and Resources Adobe Premiere - https://www.adobe.com/uk/products/premiere.html Kit.com what kit you use, see what other people use - https://kit.com/ Upwork - for finding freelancers - https://www.upwork.com Canva - create your video thumbnails - https://www.canva.com/ Morning Fame - YouTube channel strategy, how likely is your channel to appear in search results for keywords - https://morningfa.me/ Trello - Alex Kerr uses this for his project management - https://trello.com/en-GB Asana - The Lead Engine uses this for their project management - https://app.asana.com SEM Rush - SEO tool - https://www.semrush.com Alex On Social Facebook - https://www.facebook.com/profile.php?id=100015744216173 Instagram - https://www.instagram.com/alexkerrmortgage/ Linkedin - https://www.linkedin.com/in/alexkerrmortgage/ People Alex Has Learnt From Premiere Gal - Video editing tutorials for Adobe premiere - https://www.premieregal.com/ Gary Das - Mortgage Broker - https://www.garydas.com/ Sean Cannell - YouTube growth strategies - https://www.youtube.com/channel/UCWWFavn3ym0w3myTD5OX59g Quotes From Alex Kerr Punch perfectionism in the face Views while you snooze Put yourself in the uncomfortable position and just do it
43:3309/07/2019
Alex Curtis & Tom Maplethorpe - How We Halved Our Cost Per Lead With Facebook Ads

Alex Curtis & Tom Maplethorpe - How We Halved Our Cost Per Lead With Facebook Ads

Taken from a Facebook Live in our FB group of the same name "Lead Generation For Financial Services". Tom and Alex discuss all the factors that can reduce your cost per click, lead and sale when using Facebook Ads. In this episode you’ll hear;- The upcoming document on factors that affect the cost per click, by Alex Curtis. What type of ads help to lower the cost per click and generate sales? The factors that affect the cost per thousand impressions on Facebook ads. The importance of having a specific target audience for your ads. How your competition affects your cost per click on ads. How adding relevant media to your ads texts impacts ads click rates. Why adding emojis on your ads texts and headlines improves the ads click rates. The benefit of adding your website’s URL in ad texts. How branding affects your ads click through rates.
24:4102/07/2019
Sarah Tucker - The Mortgage Mum

Sarah Tucker - The Mortgage Mum

Sarah Tucker alias ‘The Mortgage Mum’ started out as a mortgage administrator and later served as a legal PA in London. Sarah is also a great singer and vocalist and now runs her mortgage bank business from home. Give this episode a keen listening and learn more about Sarah and her mortgage business. In this episode, you’ll find;- Sarah’s backstory in her music career. How Sarah dipped her feet in the mortgage business. How Sarah started building her business; The Mortgage Mum. The importance of educating your personal and business audience. Sarah clearing the air on the fear of getting started in business. Tips on how to build a strong brand. Sarah’s experience in buying leads versus building solid reputations to generate referrals. Sarah’s experience with Social Media to build her brand. Sarah’s goal to empower women by launching;-MORTGAGE TRAINING ACADEMY. Book recommendations by Sarah Tucker. Links Daring Greatly The Secret The Mortgage Mum On Instagram The Mortgage Mum On Facebook
45:1225/06/2019
Jeremy Duncombe - Accord Mortgages Growth Series

Jeremy Duncombe - Accord Mortgages Growth Series

Jeremy Duncombe, the director of intermediary lending at the Accord Mortgages, joins us today in the Lead Generation for Financial Services Podcast. Jeremy has a background in intermediary lending as a business development manager for some lenders and has also served as a head of sales at Advantage, Morgan Stanley’s lender. In this episode you will hear;- Jeremy’s role at Accord Mortgages. What Accord Mortgages does for its clients that make them stand out from their competitors. The Accord’s Growth Series podcast episode that went viral. The pool of free resources Accord Mortgages avails to their clientele and followers. A case study example of a successful lead generation campaign run by one of their subscribers. How Accord Mortgages helps brokers collate reviews and feedback from their clients. The benefits of niching down in business. The benefits of integrating your local community and your online presence to amplify your brand. Resources Jeremy Duncombe- LinkedIn Jeremy Duncombe - Twitter The Accord Mortgages Growth Series Podcast Jeremy Duncombe- Free Resources Accord Mortgages Advantage Lending
22:2618/06/2019
Jim Smyth - From Knocking On Doors To Video Marketing Broker Superstar

Jim Smyth - From Knocking On Doors To Video Marketing Broker Superstar

Jim Smyth, is the mortgage prinicipal adviser at First Stop Mortgages & Protection NI Limited. Jim started off in Protection in 2012 and got into mortgages in late 2018. In this episode you’ll hear;- Jim’s backstory in his career life. The importance of educating people about your services. Jim’s experience with a business coach he had hired. How Jim and his brother expanded his business from Protection into Protection & Mortgages. Jim’s first experience with a successful door to door business sale. Techniques deployed by Jim to seek referrals. The introduction of Social Media to grow their business. Jim’s advice to people who want to get started in the Mortgage business. Methods on how to optimise on Social Media Marketing. Free video resources by Jim Smyth. What Jim would do if he was to start from scratch today. Importance of personal branding over commercial branding like logos. How Jim and his team generate reviews for their business. Jim’s advice to people struggling with Social media marketing. Links Jim Smyth On Linkedin Jim's Website
46:5911/06/2019
Tony Christensen - Instagram & Facebook Ads

Tony Christensen - Instagram & Facebook Ads

In the Lead Generation for Financial Services Podcast today, Alex hosts Tony Christensen. Tony studied Sociology and Psychology in college and he has a background in Data Information Systems. He provides advertising services and consultancy with an analytic approach at Tony Does Ads. In this episode you’ll hear;- How Tony got started in advertising and social media marketing. Why Tony has a passion for Psychology. Tony’s Facebook ads creation technique. Mistakes people make in creating Facebook ads that don’t convert. The collaboration between Tony and his clients in creating ads. What are the best brands to try for Facebook ads? How to maximise Facebook advertisements with images and links. The upcoming change in Facebook ads formatting. Tony’s advice to business people on Facebook ads. Tony’s opinion on Instagram ads trends today. Links Tony Does Ads. Tony Christensen Evolutionary Psychology Tony Robbins C. Maxwell Social Media Marketing World Andrew Watt Dan Nelson Tony Christensen Videos
38:5804/06/2019
Martin Huntbach - The Website Blueprint

Martin Huntbach - The Website Blueprint

Co-founder of Jammy Digital Martin Huntbach and his Wife run the web design agency Jammy Digital. They've been making Wordress websites for years and focus on helping personal brands. Martin talks me through his blueprint for website success and we chat through the benefits of personal branding and content creation.
33:5828/05/2019
Cathy Wassell - Facebook Ads

Cathy Wassell - Facebook Ads

Linkedin and Facebook Ads expert Cathy Wassell joined me to discuss how you can advertise your financial services business. Cathy talks us through the structure of her new online course on how to use Facebook Ads.
59:3321/05/2019
Amy Woods - Content Repurposing

Amy Woods - Content Repurposing

Amy runs a business called content 10X and she wants to help business owners maximise their ROI not just in terms of revenue but the time spent on creating content. She is the number one expert in repurposing content on to all the different social media channels and converting things like a podcast into videos or written articles etc.
38:4214/05/2019
Ian Anderson Gray - Live Video With Confidence

Ian Anderson Gray - Live Video With Confidence

Arguably the biggest name in Live video across the world his blog has had millions of views Ian Anderson Gray joined me to chat all things live video. We discuss why someone in financial services would leverage live video to generate leads and how to go about it.
47:2607/05/2019
May King Tsang - Twitter Marketing

May King Tsang - Twitter Marketing

She loves puns, tea and Twitter. Possibly the coolest person I know May King Tsang joined me for a chat about getting more exposure, engagement and leads from Twitter. Follow May King on Twitter: https://twitter.com/maykingtea
52:3830/04/2019
Chris Huskins - You Can Podcast Too

Chris Huskins - You Can Podcast Too

This week on the podcast I welcome Chris Huskins. He’s just released a new book and this book is The Definitive Guide to podcasting, ever. Probably. Now if you remember back to Episode One, I interviewed, Pete Matthew. Now he has a podcast and he is a financial planner. He’s oversubscribed, people are on a waiting list to work with him. And a lot of this is because of the audience he’s built up from doing his podcast. So there’s no reason why you can’t create your own. My podcast is in its infancy, but I’ve had loads of benefits from it. I built up quite a big audience very quickly. And I get to engage and speak to people about the podcast, it helps with marketing, our business as well. It’s a bit like being an author being a podcast host so I highly recommend it for anyone. They say that if you go the extra mile, it’s not crowded there, and I know a lot of financial services industries are very crowded. It’s hard to differentiate. And it is all about building relationships and trust and you can talk one on one to a number of different people via podcast, and just let people know your expertise and experience, and they can get to know you before they start doing business with you. So we talk about how with podcasting, there’s a lot less competition in the podcast market than there are with YouTube channels and blogs. So Chris pulled out some stats there are 600k active podcasts, which sounds like a lot. And there’s probably a lot less in your area of expertise. If you compare that with how many blogs, there are 500 million, and just under 500 million YouTube channels as well. The great thing about a podcast is people can multitask if you’re listening to this episode of the podcast, it’s likely you’ll be doing something else as well, whether it’s doing some admin whether you’re driving, whether you’re at the gym. Whereas if you’re doing video content people have to focus purely on that. There’s more engagement with a podcast. Chris has some stats here as well that people are listening to podcast for over 80% of the episode, whereas the engagement on video, especially on Facebook is much, much less. Chris says, probably the most important chapter the most important bit of advice is knowing what the mission of your podcast is, what is your podcast trying to do, how are you trying to help people. Another great piece of advice is that although you’re talking to a potentially big audience, if you imagine you’re just talking to one person. People never kind of sit down in a group to listen to a podcast, people listen to it on their own, so try to imagine your ideal customer; people call it an avatar. So if you think that the microphone is that person and talk to that one person, you’ll find it a lot easier to create your content and you’ll find people will enjoy it more. So you can make a podcast with your smartphone. It’s really easy to record, edit, produce and publish your podcast just using equipment, you’ve got already, so you don’t need to splash out, and your audience don’t need to pay to listen so it’s really accessible for you to create and for your audience to listen. And Chris talks about how it’s really easy to distribute your podcast everywhere. If you get a really good podcast host that once you’ve published it on there they can distribute it to Spotify, iTunes everywhere. Because there’s more Android phones in there are Apple ones, believe it or not. So just being on iTunes is not enough. So hope you enjoy this episode. I’ve got links to Chris’s website and Chris’s book. I also talked about my event that’s coming up but Gary data also has an event coming up in May, as well. Chris’ website: https://chrishuskins.com/ Chris’ book: https://www.amazon.co.uk/most-comprehensive-guide-podcasting-probably/dp/1798863219/
52:1623/04/2019
Dan Knowlton - Video Marketing Creates Quality Leads

Dan Knowlton - Video Marketing Creates Quality Leads

There's no getting past it. Video is scary. My guest this week Dan Knowlton believes that you need to find something you want badly enough to look stupid on video for. Because you'll need to make some bad videos before you can make good ones. We talk through the whole process of why and how to succeed with video.
41:1916/04/2019
David Kilkelly - Linkedin Video Marketing

David Kilkelly - Linkedin Video Marketing

David is the owner of the BlinkBack video production company and is working on a Linkedin video course. He's incredibly consistent at producing his own video content on Linkedin and for his clients. I've learnt loads from this episode and i'm already seeing the benefits from the action i've taken. David's Linkedin: https://www.linkedin.com/in/davidkilkelly/ David's website: https://www.blinkback.co.uk/
32:2309/04/2019
Ash Borland - Mortgage Broker Case Study - Just Getting Started With Video

Ash Borland - Mortgage Broker Case Study - Just Getting Started With Video

I found Ash Borland on Linkedin and was delighted that he's consistently using video to market himself. The aim is to catch up with Ash every 6-9months as kind of a case study to see the effects of social media on his business. You can find Ash: On Linkedin: https://www.linkedin.com/in/ashleyborland/ Twitter: https://twitter.com/ashborland1 Instagram: https://www.instagram.com/ashborland/ YouTube: https://www.youtube.com/channel/UCE5HX-wCyxdar6zDVdUOOBw Facebook: https://www.facebook.com/ashborland/
46:2802/04/2019
Roger Edwards - International Financial Services Marketing Speaker

Roger Edwards - International Financial Services Marketing Speaker

I saw Roger Edwards Speak at the YouPreneur Summit in November 2019, I was blown away by the talk. There's real synergy in Roger's approach to simplifying marketing and having this person to person approach. Roger's Website: https://rogeredwards.co.uk/ Rog Vlog: https://www.youtube.com/channel/UCP5Fk9xGkFRIkotv2HziTUw Rogers' Podcast: http://mpafpodcast.libsyn.com/webpage
50:5926/03/2019
David Thomson - Sold His Financial Services Business For 7 Figures

David Thomson - Sold His Financial Services Business For 7 Figures

David Thomson sold his insurance business for 7 figures, and now teaches people how to influence and persuade. I was lucky enough to spend the afternoon with him chatting FS business and heard his story first hand which is incredibly inspiring. I just had to record this chat! You'll definitely want to check out David's website: http://davidthomson.com/
40:3019/03/2019
Gender Marketing With Katie Hart

Gender Marketing With Katie Hart

I sit down with Katie Hart a psychologist and marketer who specialises in gender marketing. We discuss the difference between male and female brains and how we can adapt our marketing to not put off one or the other. I'm a huge psychology fan and absolutely love how we as marketers can appeal to more people using different imagery, text and fonts etc. Katie's website: https://www.rhetonic.co.uk/ Connect with Katie on Linkedin: https://www.linkedin.com/in/aboutkatiehart/
43:2512/03/2019
More From Gary Das

More From Gary Das

The second of a two-part episode with Mortgage Broker Gary Das from Active Mortgages. We continue chatting through Gary's 7 steps to generating your own leads. Active Mortgages Website: https://active.mortgage/ Gary's Website: https://www.garydas.com/ Gary's Facebook Group: https://www.facebook.com/groups/2118569478422294/
27:3705/03/2019
Gary Das; A Mortgage Broker Generating Loads Of His Own Leads

Gary Das; A Mortgage Broker Generating Loads Of His Own Leads

The first of a two part episode with Mortgage Broker Gary Das from Active Mortgages. Gary has invested in lots of personal development in the last three years when it comes to marketing (about £100k). He believes that branding + marketing equals leads and is practising what he preaches. You'll find out from Gary that it's not an overnight process but we both agree that any financial services can start to pick up traction and do more business online by creating consistent content. Active Mortgages Website: https://active.mortgage/ Gary's Website: https://www.garydas.com/ Gary's Facebook Group: https://www.facebook.com/groups/2118569478422294/
35:0605/03/2019
The Next Steps Of SEO For Financial Services With Pete Everitt

The Next Steps Of SEO For Financial Services With Pete Everitt

I continue my chat with Pete on SEO. We start to talk about what you can do with your content on and off your website. Pete's website: https://www.peteeveritt.com/
31:3126/02/2019
The Foundations of SEO For Financial Services With Pete Everitt

The Foundations of SEO For Financial Services With Pete Everitt

SEO Guru Pete Everitt joined me for a super long chat about SEO, so long we had to split it into 2 episodes. Pete is great at making this complicated subject more easy to digest. We talk through each module of his brand new SEO course and discuss everything you need to know if you want your website to rank on Google. https://www.peteeveritt.com/
43:5026/02/2019
Social Media & Personal Branding With Nicole Osborne

Social Media & Personal Branding With Nicole Osborne

Nicole likes to help people sell more on social media using their personal brand but without boring people. How the power of video can help people get to know you, like you and trust you. Nicole's website: https://lollipopsocial.co.uk/
32:0219/02/2019
Getting More Views & Subscribers On YouTube With Tom Martin

Getting More Views & Subscribers On YouTube With Tom Martin

I interviewed one of the world's foremost experts in YouTube and YouTube strategy. For the last 7 years he has been working in the corporate world working and growing the YouTube channels of some of the world's biggest Media companies. He started out at the BBC and ran their channels, launching the official channels for both Doctor Who and Sherlock as well as adding millions of subscribers to the Top Gear channel. He then went over to be head of YouTube and social media for a company called Endemol where he launched and revamped their channels and added billions of views and millions of subscribers in record time - most of which came from turning around the fortunes of Mr Bean! Last year in June he took the plunge of leaving the corporate world to go it alone as a consultant. Channel Fuel Website: http://channelfuel.co
39:1712/02/2019
Prospecting On Linkedin With Jake Jorgovan

Prospecting On Linkedin With Jake Jorgovan

Jake has an agency called Lead Cookie where he takes over his clients Linkedin account and approaches potential customers and partners. He talks through his approach and the scripts they use to spark conversations. Lead Cookie Content Allies
28:2805/02/2019
Jodie Stevenson CertCII MP; A Mortgage Broker With Too Many Leads

Jodie Stevenson CertCII MP; A Mortgage Broker With Too Many Leads

Jodie like all other broker bought leads but was curious about how they did it. So, she taught herself and now has too many leads. You can join her firm and get all the leads you need or buy the leads from her. We talk through how she gets all her leads through Google Ads and the USP that makes all the difference. Connect with Jodie on Linkedin: https://www.linkedin.com/in/jodiestevenson/
51:0129/01/2019
Using Social Media In Financial Services With Louise Brogan

Using Social Media In Financial Services With Louise Brogan

Louise Brogan teaches people how to use social media to generate more business. We discuss Facebook, Instagram, Insta Stories and she evens comes up with a great strategy for mortgage brokers off the top of her head. Louise's website: https://socialbeeni.com/
36:3022/01/2019