Paul talks this afternoon on Relevant Life Assurance and the opportunity it gives brokers plus an interesting piece on video factfinding with clients. The way many brokers ar emoving towards not just during lockdown but in the future as well. Some useful new tips. If you're interested in our CeMAP Bootcamp Autumn Cohort, it starts 27th July - details at https://www.archertraining.co.uk/CeMAP_Bootcamp.html
Written by Paul Archer
Paul Archer is a financial services specialist. He has worked with clients in the UK and worldwide in developing their knowledge and skills. He has worked with companies in the UK, USA, Europe, Middle East, India and the Far East sharing best practice from the UK – arguably the most developed and most competitive services sector in the world. He has 35 years of business experience, working with banks, building societies, insurers and brokers. For the last 19 years, he has managed his own training business. Level 4 qualified and holds the mortgage adviser certificates and speaks regularly for the Society of Mortgage Professionals on mortgage-related sales and technical topics and works regularly for the Chartered Insurance Institute delivering technical and skills workshops.
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