Paul Archer’s Mortgage Insights

Paul Archer Mortgage Insights 2023 September 18 Evolving to Financial Adviser and Futurising

Paul discusses various questions about evolving into a financial adviser, technology, exam requirements, where the sector is going and many more. Paul answers 20 or so questions.

Paul Archer’s Mortgage Insights - 2023 September 11 – Flying Freehold and Customer Service

The second week in September opens up with Paul in Tivoli Studios with his weekly Insights. This morning, he talks about Flying Freehold with a snapshot of the Luton Town FC goal terrace. Plus, Paul reflects on how the Pandemic may have destroyed good old-fashioned customer service. This is your opportunity to benchmark your customer care skills and offering to your customers and clients. As always, Paul's over at https://www.archercourses.com

Paul Archer’s Mortgage Insights - 2023 September 04 – CGT and Repossession Proceedings

After a Bank Holiday break last week, Paul opens up Tivoli Studios for his weekly Mortgage Insights. Today, he wants to discuss two topics: an update for you on Capital Gains Tax and how mortgage advisers can consult tax with landlord clients whilst referring them to their accountant. Secondly, a final clip on repossession proceedings to update you on what happens when the nightmare of losing your home occurs. Useful for your CeMAP but also so you know. As always, Paul's over at https://www.archercourses.com

Paul Archer’s Mortgage Insights - 2023 August 21 – Green Mortgages, Charges and Endowments

Paul's appearing live from Tivoli Studios to update you on investment changes – plenty of them. With Consumer Duty putting them all under the spotlight, we start to see a gradual reduction. Also, Paul gives you a potted history of endowment policies as it's the 40th anniversary since he sold his first! Finally, a short piece on the new kid on the block – the Green Mortgage. Fad or serious contender, we'll see. As always, Paul's over at https://www.archercourses.com

Paul Archer’s Mortgage Insights - 2023 Aug 14 – ER Dashboard and Vulnerable Customers

Paul's opening up Tivoli Studios this morning in the middle of August as things hot up a tad. We have the princely sum of 22 degrees today! Two topics this morning. An exciting preview of the soon-to-happen Equity Release Dashboard, which will solve interest rate and low LTV challenges. Plus, what brokers/advisers need to do following Consumer Duty regarding Vulnerable Customers. Do we have to be told! As always, Paul's over at https://www.archercourses.com

Paul Archer’s Mortgage Insights - 2023 August 07 – Referral Opps, MoneyHelper and Collectives

Paul's opening up Tivoli Studios especially for you this morning to discuss some interesting topics. Firstly how you can earn some fees in referrals, but first, you have to establish all the correct needs of your clients. Paul gives you a washing powder version that's clean and tidy. An update on the MoneyHelper follows: this recently rebranded government-funded firm is a possible referral for customers struggling with payments. Finally, a quick review of Collective investments for your CeMAP 1. As always, Paul's over at https://www.archercourses.com

Paul Archer’s Mortgage Insights - 2023 July 31 - Savings Tax and Bagging Those FTBs

Paul joins you live this morning in Tivoli Studios - the first day of the working week. Today he'd like to give you some practical ways of keeping those "hard to pin down" first-time buyers warm and fuzzy - it's all about the market share; strategies to keep your business afloat and ready for 2024 onwards. Also, a quick update on savings interest taxation and how it's affecting many more people now that rates have exploded. As always, he's over at https://www.archercourses.com

Bonus - 2023 July 25 - Client Acquisition, Prospecting and Personal Marketing

Paul pops along mid-week to give you some great tips and ideas to boost your prospecting and personal marketing efforts this summer. 30 minutes of golden nuggets as Paul answers 22 or so questions.