This is lesson 1 from our new online resource 'The Lead School' Tom and Alex discuss the benefits of being a specialist broker/advisor.

People like to do business with people, but we've found when it comes to financial advice people also want a specialist too.

We discuss whether you should niche or not, should you hunt with a spear or a net?

How small should your niche be?

Are there any tools to find out if people search for my niche?

Does the niche have to be just the product or a type of person?

Should you define why you've niched?

If you are going to niche, should you devote your whole marketing time/budget to it.

Examples of people who have niched down already; Ash Borland (First Time Buyers), Sarah Tucker (Mums) and David Sharpstone (CIS Contractors).

Should the niche become part of your identity?

A real-life example of where a niche broker won on Linkedin compared to other brokers with much more experience.

You are expected to be good at your job and have the experience, is this enough? Will a specialism help you win and complete more business?

Is there a fear of missing out? But are you actually missing out if you don't niche?

Fewer people search for niche financial service products but there still can be enough for small broker businesses to go after.

Is being local enough of a niche?

Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Struggling with your financial services content strategy? Struggle no more more…

Obviously, we call it ‘the dreaded blog’ in jest, as blog posts and written content can do wonders for your organic SEO. However, we get the impression that many people aren’t aware that other forms of content actually exists… But guess what? They do exist and they should be forming your financial services content strategy if you want to start getting more enquiries.

The possibilities for different types of content are endless and really knows no bounds, which is the great thing about content. Videos, podcasts, articles, calculators, social posts, chatbots, as well as conversion tools are all different types of content, which you may not be aware of.

At this point you may be thinking “how can a video benefit my financial services content strategy?” but, you’d be surprised. By creating a simple video based on a topic of your area of specialism, you will be opening yourself up to a realm of other content opportunities to capitalise on. Not sure how? Let us explain…

Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Mortgage Broker and Singer-Songwriter Chris Kennaugh has been self-employed for the last 18 months and getting some great results on Facebook.

He's now got over 45 reviews on the platforms and is being approached almost every day to help people with their mortgage.

Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Alex has only published about four YouTube videos but he’s committing to producing a minimum of one video per week for the next twelve months.

We talk through what equipment and software Alex uses, how he does it all himself but will look to outsource some of the processes in the future.

Alex believes if you’re thinking about shooting video you should always remember ‘AVL’ Audio, Visual, Lighting. It doesn’t matter how good your video looks if your audio is rubbish and visa versa.

Alex’s Video Kit

Canon M50 - https://www.canon.co.uk/cameras/eos-m50/

Led Ring Light - https://www.google.com/search?q=led+ring+light&oq=led+ring+light

Rode Lav Mic - http://www.rode.com/microphones/lavalier

Software and Resources

Adobe Premiere - https://www.adobe.com/uk/products/premiere.html

Kit.com what kit you use, see what other people use - https://kit.com/

Upwork - for finding freelancers - https://www.upwork.com

Canva - create your video thumbnails - https://www.canva.com/

Morning Fame - YouTube channel strategy, how likely is your channel to appear in search results for keywords - https://morningfa.me/

Trello - Alex Kerr uses this for his project management - https://trello.com/en-GB

Asana - The Lead Engine uses this for their project management - https://app.asana.com

SEM Rush - SEO tool - https://www.semrush.com

Alex On Social

Facebook - https://www.facebook.com/profile.php?id=100015744216173

Instagram - https://www.instagram.com/alexkerrmortgage/

Linkedin - https://www.linkedin.com/in/alexkerrmortgage/

People Alex Has Learnt From

Premiere Gal - Video editing tutorials for Adobe premiere - https://www.premieregal.com/

Gary Das - Mortgage Broker - https://www.garydas.com/

Sean Cannell - YouTube growth strategies - https://www.youtube.com/channel/UCWWFavn3ym0w3myTD5OX59g

Quotes From Alex Kerr

Punch perfectionism in the face

Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Alex has only published about four YouTube videos but he’s committing to producing a minimum of one video per week for the next twelve months.

We talk through what equipment and software Alex uses, how he does it all himself but will look to outsource some of the processes in the future.

Alex believes if you’re thinking about shooting video you should always remember ‘AVL’ Audio, Visual, Lighting. It doesn’t matter how good your video looks if your audio is rubbish and visa versa.

Alex’s Video Kit

Canon M50 - https://www.canon.co.uk/cameras/eos-m50/

Led Ring Light - https://www.google.com/search?q=led+ring+light&oq=led+ring+light

Rode Lav Mic - http://www.rode.com/microphones/lavalier

Software and Resources

Adobe Premiere - https://www.adobe.com/uk/products/premiere.html

Kit.com what kit you use, see what other people use - https://kit.com/

Upwork - for finding freelancers - https://www.upwork.com

Canva - create your video thumbnails - https://www.canva.com/

Morning Fame - YouTube channel strategy, how likely is your channel to appear in search results for keywords - https://morningfa.me/

Trello - Alex Kerr uses this for his project management - https://trello.com/en-GB

Asana - The Lead Engine uses this for their project management - https://app.asana.com

SEM Rush - SEO tool - https://www.semrush.com

Alex On Social

Facebook - https://www.facebook.com/profile.php?id=100015744216173

Instagram - https://www.instagram.com/alexkerrmortgage/

Linkedin - https://www.linkedin.com/in/alexkerrmortgage/

People Alex Has Learnt From

Premiere Gal - Video editing tutorials for Adobe premiere - https://www.premieregal.com/

Gary Das - Mortgage Broker - https://www.garydas.com/

Sean Cannell - YouTube growth strategies - https://www.youtube.com/channel/UCWWFavn3ym0w3myTD5OX59g

Quotes From Alex Kerr

Punch perfectionism in the face

Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Taken from a Facebook Live in our FB group of the same name "Lead Generation For Financial Services". Tom and Alex discuss all the factors that can reduce your cost per click, lead and sale when using Facebook Ads.

In this episode you’ll hear;-

Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Sarah Tucker alias ‘The Mortgage Mum’ started out as a mortgage administrator and later served as a legal PA in London. Sarah is also a great singer and vocalist and now runs her mortgage bank business from home. Give this episode a keen listening and learn more about Sarah and her mortgage business. In this episode, you’ll find;-

Links

The Mortgage Mum On Instagram

Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Jeremy Duncombe, the director of intermediary lending at the Accord Mortgages, joins us today in the Lead Generation for Financial Services Podcast. Jeremy has a background in intermediary lending as a business development manager for some lenders and has also served as a head of sales at Advantage, Morgan Stanley’s lender.

In this episode you will hear;-

Resources

Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

Jim Smyth, is the mortgage prinicipal adviser at First Stop Mortgages & Protection NI Limited. Jim started off in Protection in 2012 and got into mortgages in late 2018. In this episode you’ll hear;-

Links

Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.