How to succeed as a mortgage adviser

How to Succeed as a Mortgage Adviser Video Series by Paul Archer

30 to 45 minutes for each module, with Paul Archer chatting through the secrets to becoming a successful mortgage adviser and a broker.

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Course curriculum

1. Paul Introduces Himself
1. Achievement Goal Setting - Live 2023
1. Part 1 - Qualifications, Skills, CAS and CPD - 2023
1. Part 2 - AR V DA, Networks, Compliance and Lenders
1. Part 3 - Client Acquisition, Prospecting And Personal Marketing
1. Part 4 - Goal Setting, Planning, Mojo Maintaining and Diversification
1. Part 5 - Tech, Automation And Embracing the Future
1. Part 6 - Building a Team, Upscaling Your Business
1. Part 7 - Evolving Into a Financial Adviser - Futurising Your Business
1. Part 8 - Exactly What Is A Network
1. Part 9. Setting Your Goal to Become a Financial Adviser
2. The Need for Financial Advisers for 2023 Onwards
3. Exclusive Video Interview with MD of a major Financial Services Network
1. Taking the MIC in a Downturn
2. 4 Strategies for Handling the Economic Downturn 2022/23
3. 2 Further Strategies for Handling a Downturn in 2023
4. 2 Final Strategies for Handling a Downturn in 2023
5. How to Recession Proof Your Advisory Business
6. How to Run a Mortgage MOT
7. Note to a Mortgage Adviser for Future Planning
1. Season 2 - 2023

About this course

Free
21 lessons
7.5 hours of video content

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Course Tutor

Paul Archer FPSA CeMAP AFPC ER1

Founder and Managing Director

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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.