Category Archives: Advising

Paul Archer’s Lunchtime Livestream – 2023 January 30th – Pension Planning for Mortgage Clients

https://dl.dropbox.com/s/5206wai10jh4zqz/Paul_Archer_Mortgage_Livestream_2023_January_30_Podcast.mp3 Paul's livestreaming from Tivoli Studios today for all mortgage advisers. Those wishing to pivot their business model slightly will be interested in today's topic. How a typical mortgage client - maybe a BTL client in their 50s - will want to progress retirement planning. It's an interesting case study, useful for anyone doing their…
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Paul Archer’s Lunchtime Livestream – 2022 January 24 – Client Affordability Challenges

https://dl.dropbox.com/s/vrubmufrod55gl3/Paul_Archer_Mortgage_Livestream_2023_January_24_Podcast.mp3 Paul joins you from Tivoli Studios to bring you his latest insights into mortgages and the marketplace. Today he wants to talk about your existing client's affordability challenges and mainly the benefit of sub-letting with all the challenges this creates. Plus, some thoughts on rates, the market and how lenders are beginning to operate.…
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Achievement Goal Setting – Live January 2023

Paul spent 45 minutes showing you how you can achieve your goals in your mortgage business in the 2023 downturn. ┬áThis is the recording of the live session. We all know 2023 will be somewhat challenging for the housing market; however, setting identifiable and stimulating goals will lead you to a pathway of quarterly objectives…
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