Paul at http://www.advisercpd.com/ spends 18 minutes on a couple of mortgage adviser topics. The first is a sales tip around "Away From" motivation with Lasting Power of Attorneys (LPAs). The second topic is a session on the skills you need to develop to run online meetings with clients and customers. Because that seems to be the future.
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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