Plenty of financial advisers, wealth planners and mortgage brokers run public seminars to attract new clients. The model has been around for years and has only recently migrated to the online virtual platform. The old days consisted of plush hotel rooms, canapes and wine. But the content hasn't changed. The objective is to inform and…
Read more
How to Keep Your Mortgage Clients
St Peter is waiting at the Pearly Gates of Heaven as a newly recruited man approaches. "What would you prefer, Sir, Heaven or Hell?" "I'm not sure. Can you show me heaven please, and I'll decide". So St Peter shows the man around the most luxurious, safe and warm place. Full of birds singing, children…
Read more
How to Use Facebook to Generate Leads
Facebook. Love ‘em or hate them. US politicians seem to have it in for them at the moment, blaming them for everything – stirring racial tensions to encouraging anti-vacs. But whatever you think of them, they’re mighty profitable. Last quarter alone, they reported $29 billion in revenue, most of which was from advertising. The advertising…
Read more
British Lions and Mortgage Adviser KPIs
And how these affect you in your mortgage business. I watched the Lions play against Japan the other day and was intrigued as to the coaches high up in the stands. They all had their noses in laptops throughout the game. Why? Well, they were monitoring statistics and metrics or KPIs as we call them.…
Read more
Mortgage Livestream – 2021 July 05 – End of EU Passporting and Advisory Selling Skills
https://dl.dropbox.com/s/me4kasiboswam1a/Mortgage_Livestream_2021_July_05_Podcast.mp3 In today's livestream Paul examines the problems of leaving the EU and the need of passporting. Equivalence may bring some relief but the negotiations are not going so well. Paul explains in layman's terms. Plus a sales advising skill that you can use today to improve your advising meetings with clients. Paul's at https://www.archertraining.co.uk/Advisory_Academy.html
Read more