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Alex, Steph and Tessa share the adverts that have caught there eye this time, including Hannah's advert in her absence that has them fooled! Cats and dogs, roofing and makeup take the lead for this episode... We recommend you view all the adverts before or during listening to this episode to engage in the discussion. Immerse yourselves here. If you…
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Ben, along with advisors Bryan Smalley, Lance Peters, and Charlie Horonzy, provide valuable insights into the world of financial advising. The discussion covers the daily life of financial advisors, the industry’s various channels, client types, regulatory bodies, and the significant personal satisfaction derived from serving clients. They also exp…
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Alex continues to breakdown the Google Ads jargon this time with focus on the different bidding types. He shares what Google says about them, how they work and his experience using them. On this episode, Alex covers the following: 1. Manual CPC Bidding 2. Maximise Clicks Bidding 3. Smart Bidding 4. Target CPA Bidding Brought to you from the team at…
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Part two of a two-part episode, Alex Curtis is back to focus on the last three different types of Google Ads campaigns. He shares what Google says about them, how they work and his experience using them. Part 2 breakdown: 1. Demand Gen Campaigns 2. Call Campaigns 3. Search Campaigns Brought to you from the team at The Lead Engine who specialise in …
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The first of a two-part episode, Alex Curtis is back on the Advisers Assemble podcast to focus on three out of six different types of Google Ads campaigns. He shares what Google says about them, how they work and his experience using them. Part 1 breakdown: 1. Performance Max Campaigns 2. Google Display Campaigns 3. Video Campaigns Brought to you f…
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Alex, Steph and Tessa share the adverts that have caught their eye this month, bringing along a mixed bag of ideas. From text messages and QR codes to getting creative with Canva and copy writing, the team have got you covered! We recommend you view all the adverts before or during listening to this episode to engage in the discussion. Immerse your…
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Joe Petry, a fellow member of the Catholic Financial Planners Network and founder of Mayfair Financial, shares his journey from economist to financial planner, motivated by his firsthand experience with retirement and ministry. In this episode, Joe emphasizes the importance of empathy, trust, and integrating faith into his work. From working with a…
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Alex is joined by Jason Berry, Group Sales Director at Crystal Specialist Finance and Co Founder of Mortgage Industry Mental Health Charter (MIMHC). Follow Jason on LinkedIn. Visit or sign up to MIMHC here. Visit Crystal Specialist Finance here. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and conten…
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The team are back to share the adverts that have caught their eye this month, sharing what made them stop and look and how you could create similar promotions for your website or social media pages. From 'adulting' and cleaning to furniture and music lessons, they have selected a range of cleverly thought about adverts for you to store away neatly …
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Key Topics Covered: 1. Advertiser Verification: Importance of proving your identity and business legitimacy to Google. Required documents: Incorporation certificate and passport/driver’s license. Common mistakes to avoid, such as mismatches between your business name and what’s listed on the FCA register. Tips for ensuring your identification docum…
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Key Points Discussed: 1. **Definition of Conversions and Key Events**: - Historically, conversions were straightforward leads, typically tracked when someone filled out a form on a website. - Now, Google refers to them as events or key events, emphasizing the importance of tracking user interactions before and after a lead is registered. This inclu…
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Alex is back on The Advisers Assemble Podcast, this time to talk about remarketing and how to avoid spam enquiries - including what this means and why you need to be aware of it if you are running remarketing adverts or planning too. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing …
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In this episode of the podcast hosted by Ben Martinek from the Catholic Financial Planners Network, guest Nick Orenduff of Orenduff Associates shares his insights on various investment vehicles and the importance of diversification. They discuss the differences between stocks, mutual funds, ETFs, and bonds, highlighting the roles these instruments …
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Alex and Tessa host this month's episode of Talking Ads with an array of adverts to share from food and drink to cars and dustbins. But, you'll find no rubbish here, just lots of useful ways to spruce up your website and social media! We recommend you view all the adverts before or during listening to this episode to engage in the discussion. Immer…
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In a world where influencers and bloggers often tout quick fixes and shortcuts, it's refreshing to hear a different perspective. Join us as we sit down with Lee & Neezam, two successful professionals who believe in investing more time with their clients to achieve outstanding results. They share their process from the moment a lead drops in their i…
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Founder of Hoops Finance, Media Finance Expert and Financial Educator, Funmi Olufunwa joins The Lead Ladies on Room 101 after nearly a year on to share parental updates and more! Will Funmi stick to her previous pet peeves and keep them locked away or has she found a new perspective on school life? Follow Funmi on LinkedIn. Brought to you from the …
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It's only the Former Metallica of Mortgages and Slayer of Meerkats! Yes, Rhys Schofield joins The Lead Ladies on Room 101 to reveal is pet peeves and he isn't holding back! This one is hardcore... Plus, Rhys shares his passion for Warhammer and Wrestling...very rock 'n' roll! Please note: Companies named in this podcast by Rhys Schofield represent …
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We’re all going to pay taxes, but knowing how the system works can prepare us for retirement with a little more money in our savings accounts. Today’s guest, Charlie Horonzy, returns to discuss the ways we can use the tax code to our advantage. We discuss how tax planning is one of the most critical aspects of financial planning, how much better re…
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The team are back this month with another eclectic mix of adverts to help get the creative juices flowing. From Smoothies and Satan to babies and dogs, it's another tail-wagging episode! We recommend you view all four adverts before or during listening to this episode to engage in the discussion. Immerse yourselves here. Brought to you from the tea…
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Martin Lightbowne, Managing Director and Business Protection Specialist of OnPoint Financial joins Alex on the podcast once again, this time to chat about his monthly protection masterclasses and more! Visit OnPoint Financial here. Follow Martin on LinkedIn. Sign up / find out more about the protection sales skills masterclasses here.…
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In this episode, Steph makes her sparkling debut on the show and takes the trophy for the winning advert! From skincare to cars, tarantulas and more, the team hopes to inspire you with more ideas for your websites and social media platforms. We recommend you view all four adverts before or during listening to this episode to engage in the discussio…
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What are your buying habits like? How much research do you do before buying that shiny new car, fancy BBQ or booking a well-deserved holiday? And, what does all this have in common with generating leads to your website? In this episode, Alex shares the three key things you need to do to drive people looking for financial advice to your website. Bro…
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The nature of the sin called usury has its proper place and origin in a mutuum contract. Jerod Frank, a financial advisor and recent Catholic convert, shares his personal journey of grappling with the concept of usury within the context of ethical and moral investing. We answer questions such as should there be limits to profits? Jerod delves into …
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Understanding the value of a click Is it worth trying to get free clicks from Google? Alex would heavily argue yes, as some brokers pay a lot per click to get people from Google to their website. No matter how deep their pockets, how big their budget nobody spends money on ads without a return, especially brokers. In this episode, Alex looks at the…
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This month's episode of Talking Ads is barking mad! From an airline for dogs to canine cuisine, it's no secret that animals win over our hearts every time. We recommend you view all four adverts before or during listening to this episode to engage in the discussion. Immerse yourselves here. Brought to you from the team at The Lead Engine who specia…
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Sarah Kang is a Certified Financial Planner with UAK Diversified, a firm she runs with her husband. With a focus on the personal side of financial planning, Sarah brings her experience as a music teacher to planning in a way that allows her to break things down in a way that just makes sense. In this episode, Ben and Sarah discuss how helping peopl…
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Alex is joined by this week's guests, Rory and Seb, the Founders of JLM: A "boutique" mortgage network designed for "successful and aspiring firms and sole traders." Visit JLM Mortgage Network here. Follow Rory on LinkedIn. Follow Seb on LinkedIn. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and cont…
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This week, Alex shares some of the free marketing tools he uses to help with content ideas, content creation and website performance and explain how they work. The main four include: 1. Descript 2. Google 3. Google Search Console 4. Google Ads Other tools mentioned: Semrush Canva Shutterstock Brought to you from the team at The Lead Engine who spec…
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In another episode of our, 'What Network Should I Join?' Series, Mat Rees, Chief Executive Officer at Beneficial joins Alex to talk about how they can support advisers with their unique network proposition and 'close-knit' company culture. Visit Beneficial here. Follow Mat on LinkedIn.על ידי The Lead Engine
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We caught up with some of the mortgage brokers at The Right Mortgage Annual National Training Event - 'Embracing Change' in Birmingham last month, to find out why they joined the network and what advice they would give to other advisers. Visit The Right Mortgage here. A big thank you to the advisers that took time out to chat with us (in order of a…
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With 9 years in the finance industry, Michael Acosta returns to the show with some insights on homeownership. Michael is driven to work for his clients with the guidance of his tag line “Prepare, Perform, Prosper”. Questions discussed in this episode include: Should you pursue homeownership? Is a home a good investment? And is renting bad? All that…
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The Lead Ladies are joined by this months guest, Mr Dave Corbett, Head of Protection at Mortgage 1st who has really ramped up the rants on Room 101 with his categorised list of pet peeves. 1. Miscellaneous 2. Youth of today 3. The industry With over 50 pet peeves to narrow down, a part 2 may be pending!…
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The 'Talking Ads' team are back for another round of show and tell this month including, a Miami Beach spring breakup video, a 'nod' to Carlsberg Instagram promotion, a catchy tune from a well known washing machine brand and a good old-fashioned billboard. We recommend you view all four adverts before or during listening to this episode to engage i…
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Our 'Which Network Should I Join?' Series continues! Alex is joined by Ahmed Bawa, Chief Executive Officer at Rosemount Financial Solutions (IFA) Ltd, who specialise in supporting mortgage advisers through their 'family-like' approach. From summer BBQ's to dinners and incentives, Ahmed explains what it's like to work with the network. Plus, we hear…
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Bryan Smalley is a Certified Financial Planner (CFP) with a BA from the University of Toledo and an MA from Bowling Green State University. With a focus on “taking the scary out of retirement planning”, Bryan helps his clients focus on all the joys of retirement. Living in New Jersey with his wife and their 4 children, Bryan brings to this episode …
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Alex, Cathy, Hannah and Tessa are back to share their favourite advert findings for this month, which are full of nostalgia, food and cameos. We recommend you view all four adverts before, after or during listening to this episode to engage in the discussion. Immerse yourselves here: https://theleadengine.co.uk/talking-ads-february-24/ Brought to y…
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This week, Alex is joined by Jessica Bird, Managing Editor at The Intermediary, a leading news website and the only monthly print and digital magazine for the UK mortgage and property finance industry. Have you got a story you would like to pitch? Email jessica.bird@theintermediary.co.uk. ...Remember to quote FROZEN TURKEY! Follow Jess on LinkedIn.…
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We hear from the mortgage brokers using Mortgage Metrics, an alert system which monitors rates. Please note, this episode follows on from episode 312 featuring Lee Flavin, the Co-Founder of Mortgage Metrics. Mortgage Brokers in order of audio appearance: Justin Moy at EHF Mortgages. Matthew Jackson at Mint FS. Rohit Kohli at The Mortgage Stop. Riz …
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Alex catches up with Business Coach and Strategist, Libby Langley, to chat about 'life in business' and much more! Visit libbylangley.com. Follow Libby on Instagram. Follow Libby 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.…
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The Lead Ladies are joined by their first guest of 2024, Chris Needham, Director: Mortgage & Protection Adviser from BR Needham Financial Services, sharing their views on new years resolutions and setting goals. Visit BR Needham here. Follow Chris on LinkedIn. Brought to you from the team at The Lead Engine who specialise in lead generation, web de…
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With over 30 years of experience as a financial planner, Lance is one of the most experienced people in the Catholic Financial Planners Network. Lance is the Founder and CEO of Nautical Star Financial, whose name echoes Lance’s time in the Navy. In this episode, Lance tells Ben how he brings a Christian approach to financial planning - even praying…
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Are you looking to join a mortgage network? Listen to this episode to find out what Advisers have to say about Mortgage Intelligence, including why they joined the network and tips for people wondering where to start. This episode follows on from Alex's interview with Nick Terry (episode 311), Head of Marketing at Mortgage Intelligence. Visit Mortg…
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Lee Flavin Co-Founder of Mortgage Metrics joins Alex on the Advisers Assemble podcast this week to talk about the "must-have alert system for brokers." Follow Lee on LinkedIn. Visit Mortgage Metrics. Watch a 30 second demo on YouTube. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing…
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Nick Terry, Head of Marketing at Mortgage Intelligence joins Alex on the podcast as part of our, 'What Network Should I Join?' Series. Follow Nick on LinkedIn. Visit Mortgage Intelligence here. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.…
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Happy New Year! Alex, Cathy, Hannah and Tessa are back for the first 'Talking Ads' episode of 2024! From comedy to Kentucky fried chicken, the competition for the most winning Ads continue... We recommend you view all four adverts before, after or during listening to this episode to engage in the discussion. Immerse yourselves here: https://thelead…
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Anthony specializes in holistic family planning with focus on early career and family, retirement transition, tax preparation, and real estate investing. Having always wanted to help as many people as possible, Anthony became a Certified Financial Planner (CFP) helping his clients with financial literacy - regardless of their wealth. In this episod…
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