Paul Archer’s Mortgage Insights

Paul Archer's Mortgage Insights - Selling Protection Ideas - 2024 January 22

Paul joins you in Tivoli Studios today and talks about 3 moments of truth from the typical mortgage adviser's sales process. If dealt with well, these MOTs will lead to a successful advice sale. Today, Paul wants to look at contextualising critical illness, your value proposition and selling IPP at the DIP. As usual, Paul's over at https://www.archercourses.com and if you want to get on his member list (it's free), use this link: https://qrco.de/be0F0D

Paul Archer's Mortgage Insights 4 Parallels describing IFAs - 2024 January 15

Paul opens up Tivoli Studios on an icy winter's morning and warms you up with four parallels that describe what IFAs really do, in case you're intrigued or just curious. Firstly, the Ivy Restaurant in Cheltenham, then onto Spoons, over to Martin Lewis, and finally, the physio helping Paul with a knee injury. All four stories illustrate exactly the future role of the IFA.  As usual, Paul's over at https://www.archercourses.com and if you want to get on his member list (it's free), use this link: https://qrco.de/be0F0D

Paul Archer’s Mortgage Insights - Unblocking Your Goal Setting - 2024 January 08

Happy New Year. Paul joins you for his first Livestream of the season for insights on goal setting. By now, you would have set your goals for 2024, so Paul wants to share four tactics to "unblock" any goals you fear might not be attainable. As always, Paul's over at https://www.archercourses.com and if you want to get on his member list (it's free), use this link: https://qrco.de/be0F0D

Paul Archer’s Mortgage Insights - 2023 December 18 – Auto Enrolment

Paul opens Tivoli Studios for his last livestream of 2023 before the long Christmas break. A refresh and update for you on auto-enrolment, the government's successful scheme to encourage employees to start a personal pension, plus a short clip on "Are you Human" – how to ensure you humanise your approach with clients with the rise of the robots. As always, Paul's over at https://www.archercourses.com and if you want to get on his member list (it's free), use this link: https://qrco.de/be0F0D

Paul Archer’s Mortgage Insights - 2023 December 11 – Leasehold Reform

Paul pops into Tivoli Studios refreshed after a long week of travelling, navigating train strikes, and severe flooding on the transport network. Nightmare all round. Today, he has two topics for you. The first is an update on the new leasehold reform that's doing the rounds in Parliament this year; we'll also recap the start of this reform with the act from 2022. Then Paul wants to share a quick story about why you must be careful with negative embedded suggestions. If you use phrases like "Don't worry" or "Trust me," you could be in for a nasty surprise. With just two weeks until Christmas, as always, Paul's over at https://www.archercourses.com and if you want to get on his member list (it's free), use this link: https://qrco.de/be0F0D

Paul Archer’s Mortgage Insights - 2023 December 04 – CeMAP 3 Case Study Dissected

Paul opens up Tivoli Studios this morning to give you a complete dissection of the CeMAP 3 Case Study. Paul wants to discuss the answers and the topic to give you a solid dose of CPD. As always, Paul's over at https://www.archercourses.com and if you want to get on his member list (it's free), use this link: https://qrco.de/be0F0D

Paul Archer’s Mortgage Insights - 2023 November 27 – Product Transfer Triage and Autumn Statement

Paul opens up Tivoli Studios slightly earlier this morning after lots of physical travelling last week. Two main topics. Firstly, a piece of Product Transfers and how clever lenders are in "triaging" customers, but with a timely warning as they're beginning to use AI to determine what options the client is given. Paul suggests some actions advisers can do now to ensure more product transfer business next year. Finally, a short clip on the Government's Autumn Statement with four parts that interest mortgage advisers specifically. Shhh, don't tell Sid. As always, Paul's over at https://www.archercourses.com and if you want to get on his member list (it's free), use this link: https://qrco.de/be0F0D

Paul Archer’s Mortgage Insights - 2023 November 20 – Wales’ Rescue and Myths of Common Law.

Paul pops down to Tivoli Studios to livestream today on several topics. Firstly, the Welsh Scheme which helps people under financial stress with their mortgage, and we like what they're doing across the River Severn. Then, an interesting snippet for mortgage and protection advisers who meet co-habiting but not married couples as we discover five advice areas you can give to ensure they're well protected. The Common Law Myth prevails, unfortunately. As always, Paul's over at https://www.archercourses.com and if you want to get on his member list (it's free), use this link: https://qrco.de/be0F0D