Business Plans and Lead Generation 1

Business Plans & Lead Generation with Industry Experts | Advice Guru Podcast

Learn how business plans and lead generation drive adviser growth in this powerful episode of the Advice Guru Podcast. Host Stuart Powell is joined by a panel of industry leaders including Stuart Wilson (Marketing Expert), Will Hale (CEO of AiR and Key Group), Andy Longhurst (Commercial Director at LeadTech), Sara Laws (The Mortgage Mam), and Rachel Flanagan. Together they share insights on how advisers can build sustainable businesses through clear planning, client targeting, and effective use of leads.

This episode covers why every adviser needs a strong business plan, the key differences between free and paid leads, and how introducers, referrals, and networks can accelerate growth. You’ll also hear expert perspectives on marketing strategies, industry trends in later life lending, and practical experiences from working mortgage advisers. From large-scale lead generation to grassroots community advice, this discussion highlights the importance of consistency, accountability, and measurable results.

Listeners will discover how Advice Guru and Guru Mortgage Solutions provide the tools, education, and lead pathways to support advisers at every stage of their journey. Whether you’re focused on equity release, mortgages, or later life lending, this episode will give you actionable tips to grow your business.

For more free guides and resources on mortgages, equity release, and later life lending, visit Advice Guru. For tailored financial advice, connect with Guru Mortgage Solutions.

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