You may be a mortgage adviser relatively new to the business or the boss who runs a team of mortgage advisers. You have a need or a duty to upskill your new advisers so they can perform to their best ability and remain compliant and productive. Possibly these get in the way:
You have little time to provide structured training
You don't have any expertise to deliver an in-depth training programme or your skills best lie in running the business
You're time is spent with clients, often the high net-worth types who are profitable for the firm
You prefer to lead from the front and provide business ideas, motivation and encouragement for your new people.
Join Paul Archer, mortgage adviser, manager and sales trainer since 1983, as he teaches this comprehensive course designed for the new mortgage adviser, recently qualified technically, who wants to thrive in an employed or self-employed position.
Paul and his team have spent the last five years creating this course. Paul has spent many hours in the film studio and in post-production to produce a first-class unique online video course on mortgage advisory skills.
The on-demand course is structured, logical and contemporary. Fit for purpose post-pandemic in a very different world. The programme is video-based, supported by assignments and PDFs of chapters from Paul's book "Mortgage Advising – the New Rules."
Over 40 hours of Video spread strategically over 12 weeks to give you shape and direction. You can take 12 weeks or shorter if you wish. However, the course works best when you're going through "on-the-job" training with your firm, seeing clients under the full supervision of others. That way, you can apply everything you learn.
The programme is entirely up to date for the current mortgage and protection space. Using social media, video advising, chatGPT, modern sourcing systems and IT to do the heavy lifting. The emphasis is "Martin Lewis" type soft skills, in other words relating to clients, building trust and being able to communicate to anyone, whatever age or creed.
It's fully CPD'able, even though you don't need to do this since you're going through your initial training to achieve Competent Adviser Status. You're not working alone when you take this course; Paul is available to help as a personal coach for one live, face-to-face 45-minute Zoom Coaching Session, details on enrolment.
You gain access to our exclusive learning portal as soon as you enrol individually or as a team of advisers. The course is available on any internet device – a phone, laptop, tablet, PC even a smart TV.
You can attend the course anytime to suit you anywhere – at home or work. It cleverly allows you to continue where you left off, like watching catch-ups of Friends on Netflix.
The default option is a 12-week duration. Each week you engage with a section of the course, consuming recorded Livestream videos with an assignment. Then a series of smaller videos covering various topics around the week's theme. PDFs of Paul's book are made available covering the same issues.
Assignment and Learning Plan for Week One
Setting Achievement Goals for Your Mortgage Business - Livestream
Video - Unblocking Your Goal Setting
Reading - Setting Achievement Goals
FREE PREVIEWReading - Mastering the Inner Game - Book Excerpt
The Modern Buying Process
Coach Financial Advice Don’t Tell
UFOs and Limiting Beliefs
Question Away Your Limiting Beliefs
How to Maintain Your MOJO
Building Resilience
State of Mind - Are you in the Zone?
Controlling Your State of Mind
Jose Mourinho and Pressure
FREE PREVIEWWhat's Your Resting Face
FREE PREVIEWHow to Have a Positive Attitude
6 Inner Game Challenges to Improve Adviser Performance
Taking the MIC in a Downturn
How to be Attractive to Clients
The Perils of Self Talk
FREE PREVIEWAssignment and Learning Plan for Week Two
Influencing Your Clients Livestream
Social Styles Colours - Questionnaire
Reading - Influencing Your Mortgage Clients
Reading - Advising to the Generations - Matures, Boomers, X, and Y
Helping Customers to Buy
WIIFM and Influencing
The Secret to Influencing
FREE PREVIEWColour Social Styles - Personal Needs of Customers
FREE PREVIEWColour Social Styles - Recognising Customers
Colour Social Styles - Influencing Techniques with Each Colour
Colour Social Styles - A Personal Action Plan
Assignment and Learning Plan for Week Three
FREE PREVIEWRunning Virtual Sales Meetings with Clients - Livestream
How to Read Customers on Video - Livestream
Reading - Advising Via Live Video
Reading - How to Read Body Language on Video
Designed to help you pass both the CII's R05 exam and the LIBF's CertPro exam. Online help and coaching covering the whole syllabus delivered personally by Paul Archer, who’s been training mortgages since 1999 and have helped thousand’s of people.
£225
