Paul at https://paularcher.thinkific.com has been talking to many brokers and advisers over the last week, and the main concern is the possible forthcoming economic downturn. Many advisers have never experienced this before. After all, the financial crash was 14 years ago. There are several actions you need to be taking right now and throughout the autumn. Paul shows you what you may want to do.
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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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