To play the media you will need to either update your browser to a recent version or update your Flash plugin
Paul at https://paularcher.thinkific.com joins you this morning to discuss some sales angles for 2023. Much of your business next year will be re-mortgage and refinancing fixed deals. You'll need to fix up meetings with prospective clients here, so Paul takes you through some tips for securing meetings and handling the KOBs customers might throw at you.
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.
View all posts by: Paul Archer