Estate Planning Solutions For Advisers

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Michael O'Brien introduces his new Wills and Estate Planning referral service for mortgage brokers, listen now

Michael O’Brien needs no introduction as a well known name in the mortgage industry. On this episode, he introduces his new Wills and Estate Planning referral service for mortgage brokers, offering training, administration assistance, and an overall easier process to offer their clients.

Michael explains to Alex and Tessa why he felt the need to set up the referral service, noting a staggering 69% of adults in the UK haven’t got a Will and 99% of people with a mortgage don’t have a Lasting Power of Attorney (LPA). He aims to highlight the importance of having a will and a LPA and normalise this through the home financing process.

More info: nextgenerationestateplanning.co.uk

All The Episodes From The Advisers Assemble Podcast

The Advisers Assemble Podcast

Lead Gen For Financial Services

Tips, news, advice and insight on how to generate more leads through your website

Google Ads Campaigns Part 1 – Performance Max, Display & Video Ads

In this episode of the Advisers Assemble podcast, Alex Curtis returns to dive into the world of Google Ads campaigns.

‘Talking Ads’ – September 2024

This month, the team have selected a variety of different media forms, demonstrating the ways in which you could apply this to your own website and social media platforms.

Mortgage Industry Mental Health Charter – Jason Berry

Alex is joined by Jason Berry, Co-Founder of the Mortgage Industry Mental Health Charter (MIMHC). He shares insights into the MIMHC, discussing its mission and the impactful ways it helps companies support their employees’ mental health.

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"Sick of buying leads or the thought of it?"

My name is Alex Curtis and I’ve spent the last 18 years working with financial advice businesses to generate leads through their own website.

My team and I have many success stories building and growing sustainable, profitable lead pipelines for our clients.

Our mission is to ensure that when someone searches online for financial advice, they find an adviser and not a lead generator, who will sell their data.

Connect with me on social…

You may have seen us on…

The Advisers Assemble Podcast

This podcast is designed to help advisers understand what’s possible in digital marketing so they can feel confident and excited to generate more online enquiries.

The MHBS Marketing Hub

We create regular content in conjunction with Market Harborough Building Society on their ‘Marketing Hub’ for intermediaries website.

You may have been on one of our network webinars?

We love collaborating with networks and often host ‘pitch-free’ webinars to help give advisers some practical advice on how to generate more leads.

These webinars are often recorded so ask your network where you can watch it back.

Featured In The Trade Press

We’ve helped firms like yours for years…

Our founder Alex built his first website in 2004, starting The lead Engine as a sole trader in 2014 then launching the limited company in 2017.

In that time we’ve helped lots of financial services business scale and grow because of their strong pipeline of leads. Here’s just a few examples of the impact we’ve made…

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The Lead Engine, Brightfield Business Hub, Bakewell Road, Orton Southgate, Peterborough, PE2 6XU, United Kingdom

Company Number: 10729849. VAT Number: 269396545. ICO Number: ZA440224

We help with: Mortgage Leads | Pension Leads | Bridging Finance Leads | Equity Release Leads