Financial Services Marketing Tips

After being recommended, I contacted Alex to support our Network of advisors looking to enhance their media and marketing strategies- Alex provided three sessions which were absolute eye openers and really helped focus our advisors in what changes they need to make to ensure they stay at the forefront of their clients minds - couldn’t recommend Alex strongly enough!

Alex has just delivered a session online to our Network members (all mortgage/protection advisers) which provided them with actionable, simple lead gen ideas they could go away and implement immediately with no marketing expertise/help needed and best of all, cost the broker nothing! It was a fantastic session, at great pace no matter your marketing experience and generated some great interaction & questions afterwards. Would highly recommend Alex and look forward to working with him again.

Organised a webinar session with Alex for our Mortgage and Protection advisers to discuss online marketing and lead generation tips and ideas. Thoroughly enjoyed the webinar and Alex covered off some great tips about SEO's, tips on driving traffic to website through google, all that can be done without the broker spending any money. Have had some great feedback from advisers regarding the webinar such as 'one of the best webinars I have seen in weeks'. I would recommend to get in touch with Alex if anyone needs similar workshops done as they are very useful.

Alex delivered a presentation to our Academy of new mortgage advisers and this was extremely well received. His presentation was engaging and informative and helped our advisers to think about their market positioning and plan strategies. Alex also delivered hands-on training giving our advisers practical skills to take away and implement into their businesses. We have asked him to come back and cover further Academy sessions.

I invited Alex to speak to a room full of our adviser firms in July 2019. Social media and lead generation is key to our brokers’ businesses moving forward and will overtake more traditional means of obtaining new clients. Now I’ve seen Alex in action, it is clear to me that the approach the Lead Engine takes to create quality traffic to your business is cutting edge.