068 – Inbetweenysode

068 - Inbetweenysode
068 - Inbetweenysode

About this episode

Questions submitted this week:

“Last week on the inbetweenysode you mentioned some costs per lead, what do you actually consider a lead?”

“Wix has a cracking sale on at the mo, is it worth it over WordPress?”

“Should I mention that you can have an appointment locally in my FB Ads?”

“With Facebook Ads do you use the property portals (Rightmove & Zoopla) for targeting?”

“Would you still get a good result if you don’t send the FB ads to a Landing Page?

I read there is a lead capture form on FB itself.

The reason I ask is that I am tied to a big company and so do not have my own separate website or landing page ( and I like to keep it simple for now).

If FB lead capture is a good option, then its easy for me to get started and not wait for a perfect time.”

“I’m playing out the video and pressing record in Otter to transcribe my videos, is that right, how do you use it?”

067 – Matt Poole – Mortgage Broker

067 - Matt Poole - Mortgage Broker
067 - Matt Poole - Mortgage Broker

Hi, this week we have a mortgage broker, his name is Matt Poole.

Matt provides expert advice in terms of mortgaging and client protection. He helps clients achieve their goals in several ways.

Helping out brokers generate leads through social media, attend seminars and mortgage networks.

Matt also has a strong background and expertise when generating leads and targeting a certain audience on Facebook and LinkedIn. Starting with looking at certain areas in the country where the house prices were higher than the average. The higher the mortgages, the higher the commission.

He also produces videos to either about what he does or a day in the life video which not only lets him reach his target audience but these videos can go worldwide as well. Find the right people and educate people.

These videos get him closer and known by his target audience. Because nobody wants to get financial advice from a stranger. Matt was able to build that kind of relationship with his audience through his videos.

Matt creates all the content and is working alongside a professional videographer. But this strategy doesn’t necessarily need fancy lighting or an expensive camera. It can be done using a mobile phone and as long as it looks nice and easy, just being yourself, get your message across, and think about your target market as well.

Just do it, start doing it and you’ll see the result. Be consistent. In today’s world, social media and everything else is so quick so act consistent and you’ll be seen.

Matt’s Website: https://www.eddisonwells.co.uk/

066 – Inbetweenysode

066 - Inbetweenysode
066 - Inbetweenysode

About This Episode

Welcome to another in-between episode. These episodes are in between our main interview episodes.

If you have any questions you can DM me on LinkedIn (Alex Curtis) or in our Facebook group lead generation for Financial Services.

Last week I announced that I’ve written a book for mortgage brokers as to how to stand out online. You’ll find four kinds of main principles that I use for my business as well. Feel free to put some quotes on it. Join the group and I’ll give you a link and you can have your name in my book.

Going back to the Lee Flanagan, Terry Blackburn bespoke episode. Lee thinks Marketing is better than sales. And I said I think they are the same thing.

I try to explain what I meant by that:

Marketing is like an early prep for my sales process. The sales process is really short because of the amount of marketing that I do. Since people can already check you out online first. Educating people about how we work and the value that we bring, so that I don’t have to have those conversations in a meeting or on the phone.

In fact, we had a client in the office and they had been to our event, listen to the podcast, been in our Facebook group, and they literally came to get here to get signed up and everything and we literally just talked numbers, budgets and the meeting was over really quickly.

The more content you put out there about the value that you give, how you’re different from everyone else, your proposition and what you do, the more people get to know you. And for me that is all one big sales process.

Another question is how much budget do we put per ad?

When we’re putting budgets together, we find out how many leads client needs, what the specific product is, where it is local. We’ve got to know what the average cost per lead is in everything. Listen to the episode to hear the full answer.

065 – Adam King – Think Like A Fish

065 - Adam King - Think Like A Fish
065 - Adam King - Think Like A Fish

I would like to introduce you to a guy called Adam King whom we met at a conference back in November.

Adam used to work for a wealth advisor investment firm. He’s got a background in financial services marketing. His company is all about this concept of thinking like a fish.

Marketing allows companies and businesses to shine and build loyalty and sales. It improves every successful business operation.

According to Adam, as a business owner, you need to stop thinking like the fishermen and start thinking like the fish by considering if the company’s products or services meet the customer’s needs, wants or solves a problem.

No matter how much you love chocolate cake, you won’t catch any fish if you use the cake as bait. Instead you use worms to catch fish because fish love worms.

Marketing is all about people, understanding their needs, dreams, and wants. It can attract and keep consumers. Building a connection through your customer or client’s interest through marketing strategies can create understanding between you which will allow them to trust you.

Adam uses a systematic framework called 3 Growth Accelerator Ecosystem. An overall approach for reaching potential consumers and converting them into customers.

  • Authority
  • Asset
  • Alliance

These things will help you understand possible ideas on how to produce or create ROI. Take advantage of automation to make yours and the clients lives easier. Gather pre information about the potential client and validate if that person will be a good client for you. Having soft referrals to reach out to more people which can possibly be future clients or just simply creating alliances.

Adam’s website: https://www.thinklikeafish.co.uk/

060 – Inbetweenysode 001

060 - Inbetweenysode 001
060 - Inbetweenysode 001

Happy birthday to the podcast! It’s now one year old!

Alex talks about how we’re implementing what we have learnt from Mark Pittaccio in the previous 2 episodes.

He answers your questions one on public speaking and another on multiple niches.

He encourages you to look at SEO as essentially it generates “free leads”.

058 + 059 – Mark Pittaccio – Behavioural Economics

058 + 059 - Mark Pittaccio - Behavioural Economics
058 + 059 - Mark Pittaccio - Behavioural Economics

About This Episode

Hello, and welcome back to the lead generation for financial services podcast. And this week, I’ve got an incredible guest I’ve got Mark Pittaccio, who is a behavioural economist.

Mark had an IFA business for 11 years. He now consults and helps people in financial services, mainly wealth management, but really big companies by helping their advisors to help their clients make better decisions.

So behavioural economics is understanding how people make choices and our biases.

It’s a really fascinating episode, so one thing we do sort of touch on, is what we can do differently to help people remortgage earlier in terms of making them think about that decision.

Rather than saying you can get a better rate. We kind of flip it around.

There’s an opening line that you can use at the beginning of any kind of sit down meeting or telephone meeting that will kind of set off your meeting in the right way. You’ll know a lot about your client’s position, if you’re up against any competition, things like that.

And just an absolute flood of stuff so it’s a two-part episode. Next week, we’ve got part two.


Mark’s website: https://www.behaviouraleconomist.co.uk/
Connect with Mark on Linkedin: https://www.linkedin.com/in/mark-pittaccio-80442014/

057 – The Lead School Mastermind Q&A

057 - The Lead School Mastermind Q&A
057 - The Lead School Mastermind Q&A

We’ve got a really interesting episode a little bit different this week. And it is a basically taken from the call our monthly sort of q & a mastermind call in our Facebook group.

If you listen regularly and part of our Facebook group already, you’ll know that we made the lead school free recently, we were planning on charging for it to basically help people that we can’t help as an agency, but we decided to make it free.

I did a whole video basically explaining that it didn’t really make sense charging people when we’re trying to help people with low budgets.

There’s all these kind of tools that we suggest you use, which will come with a subscription, it’s kind of cost on cost on costs, it kind of didn’t really make a lot of sense.

So we had a few people join. We’re going to stop charging them and we’ll just open the doors to everyone.

So that meant that our q&a monthly call became a much bigger event.

There are more people on this call, rather than the people that are paying for that service. It is open to everyone that’s in our Facebook group.

So I wanted to share with you about sort of half an hour or so of this call. So there was a lot more that call it lasted for about an hour. So I’ve just basically edited out some bits.

We’ve just got the three phon-ins from Imran, Elisha and Ash who all called in and we had a bit of a chat with them about the things or the thing that they wanted to get our advice on.

Cheap Quality Leads

Everyone wants quality leads now for a low cost

Most people get fast leads that come cheap, but they may not be good quality. They then give up and say Facebook Ads are rubbish.

The problem is everyone wants cheap leads, great quality and they want them yesterday, which doesn’t really exist when it comes to online lead generation.

We were chatting recently about this and came up with this idea of a triangle, where you can only have two out of these three things at once (Quality, Speed, Cost).

You could back in the day

You could when the internet first started have all three. If you found a source like Google before it really lifted off in the early days of the internet. Back then you could get fast leads that were really good quality, at a really good price.

Nowadays every fast, every quick and good quality source of leads has now been exploited to death. Everyone knows that Google is a great source of great quality leads which has increased the cost per click (as it’s an auction).

We have found with some financial services products, companies run things as a loss leader. Which again, pumps up that cost because they’re happy to make a loss on the initial lead. They’ll then think, Okay, well, we know we’re going to get this business again, through our retention procedure in about two to five years time. They look at the lifetime value of the customer, which again, just keeps bumping up that cost to go after one client.

Cheap Quality Leads

So you can’t really nowadays have all three at once from a standing start (quality, speed, cost).

Essentially you can have quality and it can be cheap, but it’s not gonna be fast. That’s in terms of, you have to put a lot of your own time into SEO and/or social media.

Typically, with SEO, we say you will see some kind of benefit after six months. Then the benefits starts to sort of really kick off to 12 months, and then it’s really what do you get 18 months, two years you really see the real fruits of your labour.

SEO can be quicker if there are brokers, advisors, or anyone in financial services that have been around for like 10 years and you’ve still got the same domain. You could move a lot quicker and get a lot quicker traction than someone that buys a domain tomorrow.

So you either need to either be patient, play the long game or pay for quality.

We Enjoy Sharing Our Expertise Freely

We have a thriving Facebook community of financial services professionals and a popular podcast.

We host the Financial Services Brand Accelerator Conference every October and March which is quickly becoming a firm favourite event amongst brokers and advisors across the UK.

Cheap Quality Leads


Cheap Quality Leads

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Cheap Quality Leads