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Advisers Assemble - Lead Generation For Financial Services

Alex Curtis
Lead Generation
Google Ads
Bing Ads
David Thomson
Mortgage
Behavioral Science
The Lead Engine
Online Influence
Lead Engine
The Wealthy Advisor Club
Suada
Mortgage Industry
Financial Services
Rates Tables
Jam Study
Mortgage Advice

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.

PublishesWeeklyEpisodes374Founded7 years ago
Number of ListenersCategories
MarketingBusinessEntrepreneurship

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Artwork for Advisers Assemble

Latest Episodes

In this episode, explore the role of inbound calls in Google Ads campaigns for mortgage leads. He argues that businesses often overlook the power of immediate phone contact, treating it as an afterthought rather than a primary conversion channel. The... more

Summary:

In this episode, we explore why "boring," straightforward, and simple content is far more effective for generating mortgage leads than "jazzy" or highly entertaining marketing copy. Mortgage clients aren't looking to be entertained; they ar... more

In this episode, we dive into a cost-free, highly effective strategy to boost your mortgage website's performance. We explore why adding a simple adviser photo is one of the most powerful changes you can make to increase trust and lead volume.

Key H... more

The Problem with Too Much Choice

• Decision Paralysis: More choice makes it harder for people to make a decision, even though they may feel helped by having options.

• The Jam Study: An experiment showed that while 24 flavours of jam drew more vi... more

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Recent Guests

David Thomson
Founder/CEO of Suada, expert in persuasion and influence for financial services
Suada
Episode: Convert More Mortgage Leads - David Thomson - Suada
Terry Blackburn
Founder of The Wealthy Advisor Club, business coach for brokers
The Wealthy Advisor Club
Episode: Book More Mortgage Appointments - Mortgage Lead Management & Protection Sales Processes With Terry Blackburn From The Wealthy Adviser Club
Bass Wouters
Persuasion expert, author of Online Influence, certified trainer with Dr. Cialdini
Online Influence Institute / Cialdini Institute
Episode: Get More Leads Using The Science Of Persuasion - Online Influence - Bas Wouters

Host

Alex Curtis
Host of Advisers Assemble, interviewing industry experts and marketing professionals; founder of The Lead Engine; leads data-driven discussions on lead generation for financial services.

Reviews

5.0 out of 5 stars from 35 ratings
  • Absolute best show for financial advisors

    I love how creative and innovative Alex is especially with his branding and marketing ideas and how he tests different things and tells stories. Really entertaining. Highly recommend.

    Apple Podcasts
    5
    Andy Storch
    United Statesa year ago
  • 5/5

    Great contact love the hero theme enjoy the mix of guests.

    Apple Podcasts
    5
    mrktaylor
    United Kingdom3 years ago
  • A credit to the Industry

    And excellent source of information

    Apple Podcasts
    5
    Tal xmortgage
    United Kingdom6 years ago
  • Great host

    I am due to appear on an upcoming episode and Alex made me feel so comfortable when we spoke. Everything flowed really well and it was great to just chat naturally. I’m looking forward to hearing it!

    Apple Podcasts
    5
    Knowlesk
    United Kingdom6 years ago
  • More than just a great beard...

    Alex may well have one of the greatest beards in financial services, but there's a tonne of value, knowledge and expertise behind it!

    Simple, effective and specialised advice for all those in financial services who want to up their lead generation game!

    Great podcast, thanks Alex!

    Apple Podcasts
    5
    Adam Captain King
    United Kingdom6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests are consistently strong and provide real-world value for financial services pros.
Listeners praise the host for clear, actionable marketing guidance and practical experiments.
The format blends entertainment with useful, implementable strategies, making it easy to apply what's learned.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per EpisodeGender SkewLocation
InterestsProfessionsAge Range
Household IncomeSocial Media Reach

Frequently Asked Questions About Advisers Assemble

What is Advisers Assemble about and what kind of topics does it cover?

This show centers on practical lead generation and marketing for financial services, with a focus on how behavior science, testing, and structured sales processes boost conversion and revenue. Episodes frequently feature hands-on experiments, real-world case studies, and interviews with practitioners who help brokers, advisers, and mortgage professionals attract and convert more clients. A standout theme is simplifying user journeys (fewer choices, clearer paths to booking advice) and leveraging social proof, rapid follow-up, and compelling copy to lift lead quality and volume. The format tends to mix theory with actionable tactics—ranging from website optimization and landing pages to ads, messaging, and sales processes—making it valuable ... more

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Which podcasts are similar to Advisers Assemble?

These podcasts share a similar audience with Advisers Assemble:

1. Mortgage Business Mastery
2. Systemise and Scale with Gary Das
3. The Accord Mortgages Growth Series Podcast
4. Just Covered
5. Financial Planner Life Podcast

How many episodes of Advisers Assemble are there?

Advisers Assemble launched 7 years ago and published 374 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Advisers Assemble?

Recent guests on Advisers Assemble include:

1. David Thomson
2. Terry Blackburn
3. Bass Wouters

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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