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Every week, Monday at lunchtime, Paul pops into Tivoli Studios to record a live stream for all mortgage advisers, brokers and BDMs. He wants to update you, entertain you, inform you and add insights to your world of mortgages. Ideal CPD for those already qualified and valuable additions to your studies if that’s what you’re doing. Your essential companion to keeping up to date with the added benefit of Paul’s 40 years in the mortgage sector.
Episodes
Monday Feb 12, 2024
Monday Feb 12, 2024
Learn strategies to improve your communication skills as a financial adviser with insights from a seasoned pro. This episode dives into income protection advising, the impact of generalisations in client interactions, and effective ways to build trust in client relationships. Explore "selling IPP at the DIP" and understand the power of genuinely sharing intentions when advising. The episode further discusses how clients may distort information, how this can impact their understanding of your advice, and techniques, such as the MAP method, to enhance client communication. This episode's insights are an absolute must-listen for both seasoned and aspiring financial advisers.
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