Paul takes a look at a few topics this morning. Here are some updates and contemporary thinking on IHT and Wills using the most significant IHT bill in the world as an example. Paul then takes a walk through what you're doing to keep your customers and whether you're inadvertently losing them because you haven't changed your processes and systems. He'll stay on camera afterwards to talk about his Magnificent Seven techniques and skills to advise and sell virtually online on video. He's on 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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