Working With Us

Our Mission

To live in a world where someone searches for financial advice and finds a financial adviser not a lead gen company website. For those people to feel comfortable calling the adviser and not feeling confused or worrying about being sold to.

Our Superpower

We know what people search for when they are looking for financial advice and what they want to see to feel comfortable calling an adviser.
Why does it make the world a better place?

The google search results can be full of advisers not lead generation companies selling customer data to the highest bidder.

Advice firms can take control of their marketing and lead generation rather than rely on constantly buying leads on a hamster wheel. The leads are often much cheaper and better quality from your own website rather than a lead gen site.

By teaching advisers how to generate leads or doing this for them it’s a win-win for the advisers, the financial advice firms and the consumer.

Our Packages

Whether you’re just starting out, a one-person outfit or have 50 or more advisers we have a level of support to fit your budget and time commitment.

DIY

All the tools and information you need to generate leads online. Includes a high-converting website template built around your brand with hosting. You can quickly create social media graphics, you’ll know what content to create, how to do it, how to add it to your website and how to run ads. 

  • DIY WordPress website based on one of 4 high converting templates with hosting.
  • We’ll create the first 5 pages (using your content) and change the colours to match your branding
  • Drag & Drop Page Builder/Editor (Easy to use like Wix)
  • Tutorials on how to edit the website and a beginners crash course plus a 121 hand over call
  • Exclusive access to new practical marketing tutorials and presentations
  • Monthly group call – Q&A, ask for help if you’re stuck on editing your website, advice on marketing, review how your website looks.
  • Use your domain – easy to publish when you’re ready
  • SEO and Google Ads courses – step by step instructions
  • Social media graphics post creator

Hybrid

We take care of the website, content creation and SEO. We’ll then teach you how to run ads if you need to generate leads quickly. You’re in the driving seat choosing what content to create with some guidance.
  • Custom website design and build with branding review
  • Monthly content optimised for Google search
  • Website edits, hosting and security
  • Access to new practical marketing tutorials and presentations
  • Monthly group call – Q&A, ask for help if you’re stuck or need ideas.
  • Google Ads course – step by step instructions
  • Social media graphics post creator

Agency

We do everything for you from leading the strategy to your website, SEO, Google Ads and social media posting. Granular data analysis on where your leads come from and which gives you the best return.
  • Custom website design and build with branding review
  • Double monthly content optimised for Google search
  • Website edits, hosting and security
  • Full SEO and Google Ads management, creation and strategy
  • Social media posting – creation and scheduling
  • Dedicated account manager, regular catchups and results reviews.
  • Compliance process management and chasing(if allowed by your network)
  • Lead quality control and tracking (where are the best quality leads coming from).

The Advisers Assemble Podcast

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