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Lead Generation For Financial Services

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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.

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.
More Information

Location:

United Kingdom

Description:

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.

Language:

English

Contact:

01733 639049


Episodes

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

9/10/2019
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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

Duration:00:25:08

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

9/3/2019
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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

Duration:00:30:02

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

8/27/2019
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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?

Duration:00:28:59

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

8/20/2019
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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?...

Duration:00:24:16

Alex Curtis - It's All About Me!

8/13/2019
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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.

Duration:00:42:48

The Lead School Lesson 1 - Should I Niche?

8/6/2019
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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...

Duration:00:22:22

Alain Desmier - Stop With All The Fake Leads

7/30/2019
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Alain Desmier from Contact State joined Alex to discuss his new software to eradicate fake and false leads.

Duration:00:37:33

Financial Services Content Strategy

7/23/2019
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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...

Duration:00:24:43

Chris Kennaugh - Mortgage Broker On Facebook

7/16/2019
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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.

Duration:00:38:03

Alex Kerr - Part 2

7/9/2019
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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.

Duration:00:28:36

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

7/9/2019
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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.

Duration:00:43:32

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

7/2/2019
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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;- 1. The upcoming document on factors that affect the cost per click, by Alex Curtis. 2. What type of ads help to lower the cost per click and generate sales? 3. The factors that affect the cost per thousand impressions on Facebook ads. 4. The...

Duration:00:24:40

Sarah Tucker - The Mortgage Mum

6/25/2019
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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...

Duration:00:45:12

Jeremy Duncombe - Accord Mortgages Growth Series

6/18/2019
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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.

Duration:00:22:26

Tony Christensen - Instagram & Facebook Ads

6/4/2019
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Tony Does Ads and he taught this old dog some new tricks! One tip he shares in this episode has helped me double my click-through rate, and it's so simple. We chat about Facebook and Instagram ads best practices!

Duration:00:38:57

Martin Huntbach - The Website Blueprint

5/28/2019
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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.

Duration:00:33:57

Cathy Wassell - Facebook Ads

5/21/2019
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Linkedin and Facebook Ads expert Cathy Wassell joined me to discuss how you can advertise your financial services business.

Duration:00:59:33

Amy Woods - Content Repurposing

5/14/2019
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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.

Duration:00:38:41

Ian Anderson Gray - Live Video With Confidence

5/7/2019
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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.

Duration:00:47:25