Business Plans and Lead Generation 2

Introducers & Paid Lead Generation Strategies for Advisers | Advice Guru Podcast

In this episode of the Advice Guru Podcast, host Stuart Powell is joined once again by a panel of leading industry experts: 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 explore how advisers can access quality business opportunities through introducers, paid lead providers, and smart referral partnerships.

The conversation dives into the benefits of working with introducers such as solicitors, estate planners, and accountants who can connect advisers with clients at the right stage of their financial journey. The panel also unpacks the wide range of paid lead options available — from specialist lead generation firms to marketing campaigns — and discusses how to measure cost versus conversion.

Listeners will hear expert insights on how to build long-term relationships with introducers, manage the risks of paid leads, and integrate both into a wider business growth strategy. Will Hale explains the role introducers play in the later life lending sector, while Andy Longhurst provides a commercial view on scaling lead generation through paid sources. Sara Laws and Rachel Flanagan share practical adviser experiences of balancing costs, expectations, and real client engagement.

With guidance from Advice Guru and Guru Mortgage Solutions, advisers can make smarter choices about lead generation — ensuring every opportunity delivers sustainable growth. This episode is packed with actionable strategies for anyone looking to expand their client base in mortgages, equity release, or later life lending.

For more free tools and educational resources, visit Advice Guru. For personalised advice and mortgage support, connect with Guru Mortgage Solutions.

#AdviceGuru #GuruMortgageSolutions #LeadGeneration #Introducers #PaidLeads #MortgageAdvice #EquityRelease #LaterLifeLending #AiR #KeyGroup #LeadTech #MortgageMam