Why Coaching?

Most advisers know what they should be doing.

  • The challenge is finding the time, focus, accountability and support to consistently do it.

  • The Adviser Performance Coaching Programme is designed to help you bridge the gap between where you are today and where you want to be.

  • Over six months we'll work together to identify opportunities, overcome obstacles, develop new skills and create practical action plans that deliver measurable results.

Who Is This For?

Whether you're new to advice or already running a successful business, the programme is tailored to your individual goals and circumstances.

Mortgage Advisers - Financial Advisers - DipFA Students - Business Owners - Team Leaders - Advisers Seeking Career Progression

Typical Coaching Outcomes

Clients commonly use the programme to:

  • Increase protection sales

  • Improve conversion rates

  • Build confidence

  • Generate more referrals

  • Improve productivity

  • Develop leadership skills

  • Progress from mortgage advice into financial planning

  • Create effective business development strategies

  • Build a more profitable advice business

What You'll Receive

  • Discovery & Goal Setting Session

    We'll establish your current position, agree your goals and create a personalised development plan.

  • Six Monthly Coaching Sessions

    Focused, practical coaching tailored to your objectives and challenges.

  • Adviser Performance Coaching Workbook

    A structured workbook designed to help you record goals, track progress and implement actions between sessions.

  • Friday Adviser Club Membership Included

    Receive full access to the Friday Adviser Club throughout your coaching programme. Weekly support. Weekly development. Weekly accountability.

  • Ongoing Accountability

    Coaching works when ideas become actions. Each session concludes with clear commitments and practical next steps

Course curriculum

    1. Lesson 1: Welcome & Congratulations

      FREE PREVIEW

    1. Lesson 1: How The Programme Works

      FREE PREVIEW

    2. Lesson 2: How We Can Work Together

      FREE PREVIEW

    3. Lesson 3: How To Get The Most From Coaching

      FREE PREVIEW

    1. Lesson 1: Book Your Discovery Session

    2. Lesson 2: Book Your Remaining Coaching Sessions

    1. Lesson 1: Your Personal Development Plan

    2. Lesson 2: Discovery Session Template

    3. Lesson 3: Adviser Performance Coaching Workbook

    4. Lesson 4: Recommended Reading & Resources

    5. Lesson 5: Included Bonus - Friday Adviser Club

About this course

  • £995.00
  • 11 lessons
  • 0 hours of video content

Paul Archer FPSA CeMAP AFPC ER1

Founder and Managing Director

Paul Archer has helped thousands of mortgage advisers develop the skills, confidence and behaviours needed to achieve Competent Adviser Status and build successful careers in financial services. Paul began in the mortgage sector in 1983 - almost 45 years' experience. Mortgage Adviser, Financial Adviser, Manager, Consultant, Trainer and Coach. CeMAP qualified, Level 4 IFA qualified, equity release, supervisory qualified. Author of a myriad of technical texts spanning all areas for both the CII and the LIBF. All team are also fully qualified and experienced. Began teaching CeMAP in 1999, when it started, trained thousands of students. Founder and Managing Director of Archer Training Ltd in 2001 Working with dozens of networks, banks, lenders, brokers and insurers in the UK and the world.

Pricing options

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Ready To Accelerate Your Development?

Six months from now, where would you like to be? More confident. More capable. More successful. Let's create a clear plan and make it happen. Supported Every Step Of The Adviser Journey