A team of marketing professionals

Working exclusively with financial advice firms.

A team of marketing professionals

Alex Curtis

Founder

Responsible for Client lead generation strategy.

When you’ll speak to Alex:
Normally on a suitably call to see whether we are the right fit for each other and on most of the performance catch up meetings.

Background: Building websites since 2004, spent over £20m in digital advertising budget in mortgages, car finance, pensions in 17+ years of financial services marketing.

Memorable career moments: Filming David Dickinson at his house to reveal that he is the face of an online pawnbroker…. very surreal and strange in equal measure.

Andraya

Director

Tom

Associate Director

Responsible for: Client performance.

When you’ll speak to Tom: Tom holds monthly performance meetings once the new website is live discussing the relevant stats, lead volume and lead quality.

Background: Former marketing manager for a sub prime Mortgage and Car Finance business.

Daniel

Operations Manager

Stephanie

Tessa

Podcast Executive

Responsible for: Client Podcast Interviews

When you’ll speak to Tessa: During your onboarding call, we will run through how the podcast works and the types of topics you will cover. During your site build/after your start date, we will organise your very first podcast recording and continue to speak thereafter.

Background: Tessa found her voice as a co-host on Siren Radio at the University of Lincoln, during her journalism studies in 2015. She went on to host her own radio show and podcast, which led her to The Lead Engine and she hasn’t stopped talking since!

Memorable career moment(s): Dressing up in the official Pudsey Bear Costume for a Children in Need event, during a BBC Radio 2 work experience placement was a real ‘pinch me’ moment.

James

Client Account Manager

A brief history...

2014 - 2016

As a contractor our founder Alex would work onsite with clients as a freelance digital marketing manager for retirement planning business, a sub prime car finance business and a mortgage broker.

2017

The LTD company was formed, and we hired our first two employees and rented desks within the a co-working business centre in Peterborough.

2018

Our first office!

With a view out onto Peterborough United’s football pitch.

We start to become known as specialists in financial services and launch the Advisers assemble Facebook Group.

2019

As we outgrew our cupboard office we moved to the Brightfield Business Hub.

At the start of the year we launched the “Lead Generation For Financial Services Podcast” (Now Called Advisers Assemble).

In September 2019 we hosted our first Financial Services Marketing Conference, which was a huge hit with advisers.

We planned the next one for March 2020, which wasn’t the best year for events!

2020

We didn’t get out much!

In the year of the webinars & DIY haircuts we were fortunate enough to help lots of mortgage & wealth networks with some lead generation & marketing training.

The team grew in size as we took on more clients and we embraced working from home.

2021

We started getting out a bit more, but still working from home.

The team and our client base continues to grow.

2022

Still embracing working from home and working with more clients!

The Lead Engine is the go-to partner for financial advice firms

We know that you can attract the best advisers (and keep them) if you can supply them with quality leads.

They’ll be efficient, motivated and generating more revenue if they spend less time leaving voicemails and more time speaking to people who value their advice.

The areas we can help you in are..

Mortgages

Pensions, Investments & Wealth Management

Equity Release

Bridging, Commercial & Development Finance

How We Help

Getting Free Website Traffic From Google

There’s nothing more profitable than prospects finding your website when they’re looking for financial advice.

How Important Are Google Reviews For Mortgage Brokers?

There are leads and enquiries up for grabs on Google Maps but you do need to earn the right to be featured and enough reviews to be considered.

SEO For Financial Services

We asked our Advisers Assemble Facebook group and Linkedin followers what they wanted to know about SEO, here’s the results.

Digital Marketing KPI’s – SEO

How do we know if a website is climbing the Google rankings before it starts getting any clicks? In this podcast episode we talk through how we measure visibility on Google.

Faster Leads With Pay Per Click Advertising

Sometimes you’ll need to accelerate your lead flow by turning things up and sometimes you’ll need to slow it down. Although you’re paying for the traffic you can target the right people at the right time.

How Can You Monitor Lead Quality From Google Ads?

Everyone wants quality leads but what’s the best, fastest and most accurate way to get real time feedback on leads?

Financial Services PPC – FAQs

Everything you need to know about financial services PPC. What can you do, where and what’s possible?

Digital Marketing KPI’s – Google Ads

How do we measure success with Google Ads and what are the things we look to fix if the cost per lead is too high?

Should I Run Google Ads On My Brand Name?

You may have spotted competitors using Google Ads when someone searches for your business.

You can’t stop them, but you could run ads yourself. Is it worth it though?

Do People Actually Click On The Ads?

How much traffic will you get from running Google Ads? How does that compare to being in position 1 organically on Google?

Websites

Getting the right people to your website is the easy bit, convincing them that you are the people to call will determine the volume and quality of your leads.