for mortgage brokers and financial advisers

Generate More Leads and Get More Clients by Building an Email Marketing System That Will Help You Automate Your Lead Generation

Learn how to harness the power of email marketing automation and start generating more mortgage leads even if you have zero marketing knowledge!

Stop worrying about where your next client is coming from and learn a new way to generate your own mortgage leads even if you know nothing about marketing

I used to be just like you, back in the days when I had my IFA firm.

No-one had ever taught me anything about marketing and I literally didn't know where to start when it came to generating leads and getting new clients.

Confused and overwhelmed by the whole idea of creating a proper marketing strategy, I ended up spending money on unreliable mortgage leads, living hand-to-mouth off referrals and recommendations, and struggling to make a small marketing budget work.

People told me that referrals were the best way to build a sustainable and consistent business. But I quickly realised that relying on referrals and word-of-mouth business simply creates a feast and famine cycle where one minute you're really busy, and the next you're wondering how to make ends meet. 

So I tried buying leads from lead generation companies, but the quality was awful and the cost per lead was ridiculously high.

But one day that all changed…

You see, after a while, I realised two things.

Firstly, it dawned on me that, like most mortgage brokers and IFAs we were treating lead generation like a one-night stand instead of like a relationship. We were expecting people to dive in and do business with us before they'd had a chance to even get to know us. So we needed to create some kind of courtship process that would give prospective clients the chance to get to know, like and trust us so as they'd feel more comfortable coming to us for financial advice..

Secondly, I realised that we were offering the same products from the same lenders as everyone else, so there was nothing to set us apart from the thousands of other mortgage brokers and IFAs out there - nothing, that is, apart from our individual personalities. Basically, the main reason people chose us over other advisers was because they thought we were nice people. So we needed to find a way to get more people to realise that our advisers were nice helpful people who knew what they were talking about.

So I spent the next few weeks building a system that would put our lead generation and lead nurturing on autopilot. I created an irresistible offer - a free guide that visitors to our website could download in return for joining our mailing list - and I wrote a series of automated emails which, over the following days and weeks, would ensure those prospects got to know, like and trust us.

From that moment on, my business changed. As the email list grew day by day, we spent less and less time scratching around for decent leads. Instead we began answering phone calls from people who said things like "We haven't spoken before but I've been reading your emails for the past few weeks and you clearly know your stuff so I wondered if you could help me with my mortgage/pension/insurance please".

Before long we were able to stop buying leads because we had a steady flow of new clients dropping out of our new email machine every day - people who were keen for us to help them, rather than the timewasters we'd been used to talking to previously.

And now, many years later, I've created a simple, straightforward set of online courses that show you how to build exactly the same system for your own financial services business…

Email Marketing for Mortgage Brokers & IFAs Course Bundle

If you're a mortgage broker or financial adviser, these three courses will help you create an efficient and effective email marketing strategy which will transform your business by giving you the ability to generate a consistent flow of mortgage leads from your own website. 

Buy now for £497 plus VAT

Change the way you do business in just 28 days

When you buy this suite of courses you'll get everything you need to build your own automated lead generation system in less than a month. You'll learn how to build an email list of interested prospects and how to automate the process of building relationships with these prospects so as they turn into clients. 

With this system in place you'll be able to maximise the value of every visitor to your website, run Facebook Ads campaigns that actually generate new clients, and get more repeat business from your existing clients.

Here's what you'll get:

Course #1 - Creating Lead Magnets

This course will show you how to create a lead magnet that will turn more of your website visitors into prospects by getting them to subscribe to your email list. 

It covers everything from coming up with a topic for your lead magnet, writing the content, creating an irresistible title for it, and turning it from a plain document into an exciting PDF guide at the click of a button.

And I've included free tools to make the job easier.

Course #2 - Writing Follow-up Emails

In this course you'll find out how to write emails that will get people's attention and help turn them into clients.

You don't need to be a professional copywriter to do this because I'll be showing you how to use a proven formula and a free online tool to make this process really simple and straightforward.

The course also covers how to come up with subject lines that will make more people open your emails.

Course #3 - Building an Email Automation System

Now that you have your lead magnet and your emails written, this course will show you how to put it all together.

I'll show you the step-by-step process for adding opt-in forms to your website that will allow people to download the lead magnet and join your email list. And I'll teach you how to build a landing page that can be combined with Facebook Ads to grow your mailing list super-fast.

You'll even learn how to get the people who download your lead magnet to book an appointment with you rightaway.

Complimentary Coaching Call

Courses are great, but it's results that matter.

And to help make sure you get those results, this package includes a 30-minute 1-2-1 coaching call with me via Zoom. 

I'll be able to help with anything you're unsure about, answer any questions you've got about the training, and guide you on how to put what you have learnt into practice. We can even use the call to review the work you've done on your emails or lead magnet and I can suggest improvements that will help ensure you start generating more mortgage or financial advice leads in the shortest possible time.

Plus if you buy this set of courses today I'll throw in these great bonuses for free:
Free Bonus #1 - Facebook Ads Course (Value £97)

This complete Facebook Ads for Mortgage Brokers course will show you how to run an effective Facebook advertising campaign to promote your new lead magnet and grow your mailing list quickly.

Free Bonus #2 - Facebook Pixel Installation Guide (Value £17)

This easy-to-follow how-to guide will help you add the Facebook pixel to your website so you can track the performance of your Facebook Ads campaigns and improve your results by showing ads to people who are most similar to your existing clients.

Free Bonus #3 - WordPress Installation Lesson - (Value £27)

Adding a lead magnet to your website is so much easier if you are using WordPress and this bonus lesson will show you how to install it.

Free Bonus #4 - Tools & Templates (Value £37)

Access to a whole suite of tools and templates which will give you a framework for writing emails and lead magnets that will grab people's attention and turn them from cold leads to warm leads and ultimately into clients.

Don't think you need all this?

Watch this video to hear how David Doyle used lead magnets and automated emails to generate over 50 mortgage leads in a month.

And look at what these other mortgage brokers and current students of mine are saying about my unique approach to online lead generation:

Peter Callomon

Mortgage Broker

A minor miracle

David really gets results. His ability to generate leads from a previously inactive website is nothing short of a minor miracle. The trouble a client has with engaging David is that the resulting increase in business might be too much to cope with! 

Kerri-Ann Douglas CeMAP

Marketing & Business Relationship Manager

Great value for money

In less than a month I have learnt so much and added huge value to my firm's marketing and lead generation goals already. 

Paul Came

Mortgage Adviser

Comprehensive and so well delivered

The content of this course is comprehensive and so well delivered. It really does equip you with the tools, skills and knowledge to build a sustainable and affordable all round marketing platform.

The 3-Step Financial Lead Generation System


Generating a consistent flow of high quality mortgage leads involves three things - finding an audience, getting them to engage with you, and convincing them to choose you over your competitors. This suite of courses, plus the free bonuses, will teach you everything you need to know in order to do this using a powerful email marketing automation system that will have those ideal clients beating a path to your door.

Join today and get all this!

Creating a Lead Magnet Course that will help you attract your ideal clients (£197 value)

Writing Follow-up Emails Course that will show you how to turn leads into clients using email marketing (£197 value)

Building an Email Automation System Course that will show you how to systemise everything and automate your lead generation (£197 value)

1-2-1 Coaching to ensure you complete the course and know how to put what you've learnt into practice (£150 value)

Bonus Facebook Ads Training and Guides to help you grow your email list faster (£97 value)

Bonus Templates to help you achieve rapid implementation and results (£37 value)

Bonus Lesson to help you install WordPress if you don't already have it (£27 value)

Bonus How-To Guide to help you install the Facebook pixel (£17 value)

Unlimited Support via email whilst you complete the training (£priceless)

Lifetime Updates that ensure you always have the very latest content (£500 value)

Total Value = £1,429

All for Only £497 plus VAT

I’m David Miles, and I can tell you from experience that every single thing you have read in the last 5 minutes works in the real world. I owned a successful firm of IFAs and mortgage brokers, I know what works and what doesn’t, and I know results when I see them.
That’s why if you’re unhappy for any reason, I’ll refund everything within 30 days of your purchase. I really am that confident that my unique approach to lead generation will transform your business!

David Miles

David Miles - The PPC Machine - Google Ads Expert

Don’t wait! Look at what my past students have to say...

Andrew Carmichael


A fantastic course

David ran a fantastic course. This man knows what he is talking about – a prince in a sea of charlatan’s and snake oil salesmen. Listen and learn!

Rob Fielding

Digital Marketing Manager

Thoroughly impressed

I was thoroughly impressed by David’s wide knowledge of PPC and his ability to offer clear and effective advice. I left the course feeling a lot more confident about my ability to run a PPC campaign.

Cordelia Oxley

Head of Marketing

I left the course with skills I am excited to use

David uses real-time examples so that you can easily relate to what he is talking about, and I left the training course armed with skills I am excited to use!

David Doyle

Mortgage Broker

A fantastic course

David's helped me set up my Facebook Ads campaign and from that I've generated over 50 leads.

Phil Barros

Head of Marketing

Immediate improvements

David’s strategies have shown immediate improvements to online impressions, click-through-rate and enquiries since they were implemented. 

James Watson

Chief Technical Officer

An excellent course

David has a way of making potentially very tough and complicated procedures clear and easy to understand. An excellent course, one which I’d recommend to anyone who wants to get involved with their own AdWords campaign. 

get the email marketing for mortgage brokers and financial advisers training today - save 83%

100% Satisfaction Guarantee

If you don't feel these courses deliver excellent value, you can get a full refund anytime within 30 days of joining.

Frequently Asked Questions

How long does it take to complete the courses?

Depending on how quickly you work through the training and where you're starting from, you could potentially have everything done within a month. But if you want to take things a bit slower then that's fine too! 

What if I don't have my own website yet?

This training assumes you have a website of your own and so the the final course out of the three will show you how to add landing pages and opt-in forms to your website to encourage visitors to download your lead magnet.

If you don't have a website of your own then an alternative option is to create a lead magnet and an email sequence as shown in the first two courses and then use Facebook Lead Generation Ads to deliver the lead magnet to people and add them to your mailing list without them having to visit a website. I can explain how to do this on your coaching call if required.

How does the money back guarantee work?

It's very simple. If you buy this package and then change your mind for any reason, you can get a full refund within the first 30 days just by emailing

Is this for IFAs as well as mortgage brokers?

Yes - definitely!

The examples used in the training relate to generating mortgage leads. However, you can use exactly the same methods and techniques to generate leads for pensions, investment advice, etc.

Will the programme take up lots of time?

No, it won't. Each lesson is only around 10 minutes long and you'll see great results just from devoting 30 minutes a day to the courses.

What support do I get?

You'll get a complimentary 1-2-1 coaching call plus unlimited support via email while you're doing the training.


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