Articles and Videos

Paul Archer’s Mortgage Livestream – 2021 November 29 – How to Run Sales Meetings

https://dl.dropbox.com/s/a47dcqdcumifpuc/Paul_Archer_Mortgage_Livestream_2021_November_29_Podcast.mp3 Paul's online at https://www.archertraining.co.uk/ today and has a special treat for all live-streamers, YouTubers and podcasters. To celebrate the FCA's emphasis in 2022 for more oversight and supervision in the mortgage AR sector, he's running a three-part session on coaching and supervision. So if you're a mortgage adviser or you run a firm or…
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A Client Referral Trade Secret

We all love a trade secret, don't we? A tip or technique that only people in the trade know of. Here's one from financial advisers. Especially useful for those mortgage advisers who also take protecting their clients very seriously. Which is all of you, naturally. Ideal for life assurance in single names and Wills. The…
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How to Prevent Zoom Fatigue?

If you’ve ever travelled long-haul on a plane and were condemned to an economy seat in the middle of a row of 4 spaces, you know how uncomfortable this can be. The longer the haul, the worse it is. I once flew 8 hours like that. Cramped, knees hurting, no sleep, battling the arm-rest with…
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6 Top Performer Protection Tips

Taken from some outstanding mortgage and protection advisers I worked with in August 2021. In no particular order: Sweet spot pricing. If you haven't arranged a budget, then use sweet spot pricing. Present three sets of options. The Platinum, gold and silver. Aim for the gold to appeal most for affordability and cover. During the…
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