Course curriculum

    1. The Modern Buying Process

    2. Coach Financial Advice Don’t Tell

    3. The Danger of Limiting Beliefs

    4. UFOs and Limiting Beliefs

    5. Question Away Your Limiting Beliefs

    6. Building Resiliance

    7. State of Mind - Are you in the Zone?

    8. Controlling Your State of Mind

    9. Jose Mourinho and Pressure

    10. What's Your Resting Face

      FREE PREVIEW
    11. How to Have a Positive Attitude

      FREE PREVIEW
    12. 6 Inner Game Challenges to Improve Adviser Performance

    1. The Mortgage and Protection Adviser Sales Process

    2. The Trusted Adviser

    3. Seeking Common Ground

    4. Building Rapport in the First 15 Minutes

    5. Showing Your Intent

    6. Demonstrating Your Competency

    7. How to Further Show Your Credibility

    8. Summary of the Three Secrets to Trust

      FREE PREVIEW
    9. A Contemporary View on Trust

    10. The 90:90 Rule and the Halo Effect

    11. Michael Caine and Confidence

      FREE PREVIEW
    12. How to Create a Personal Brand for Mortgage Advisers

    13. The Seven Secrets to a Great First Impression

    14. The 15 Minute Mortgage Discovery Call

    15. To Fee or Not to Fee - That is the Question

    16. The Upfront Conversation Around Fees

    17. Skills Required to Have an Effective Fee Conversation

    18. Whole Part Whole - How to Sell a Full Service to Clients

    1. The 60 20 20 Rule - Where Prospecting Fits

      FREE PREVIEW
    2. A Marketing Overview – Start to Finish

    3. 4 Methods of Client Acquisition

    4. The Inner Game of Referrals

    5. How to Promote Without the Boast

    6. A Quick Referral Technique

    7. How to Achieve a 100% Referral Business

    8. The Stepping Stones Technique of Referrals

    9. The Mortgage Capacity Report

    10. Securing Business From Google

      FREE PREVIEW
    11. Make Your Advice Appear Scarce

    12. Questions to Reveal Your True Value Proposition

    13. Your Value Proposition

    14. Incubating Your Prospects

    15. Preparing to Make the Calls – Your Motivation

    16. Golden Rules for Making Appointment Calls

    17. Appointment Call Structure

    18. Email Prospecting – The Magic Email

      FREE PREVIEW
    19. Tending to Your Prospecting

    20. The Trust Trick

    21. Reminder on Trusts and Life Assurance

    22. Using Old Fashioned Mail Successfully

    23. Buying Mortgage Leads Online

    24. Energising Your LinkedIn Profile

    25. Your LinkedIn Social Selling Index SSI

    26. Lead Generation with Facebook Buisness Pages

    27. How to do Personal Marketing in a Recession

    28. How to Distinguish Yourself from the Crowd

    29. End of Tax Year Client Reviews for Mortgage Advisers

      FREE PREVIEW
    1. Helping Customers to Buy

    2. WIIFM and Influencing

    3. The Secret to Influencing

      FREE PREVIEW
    4. Colour Social Styles - Personal Needs of Customers

      FREE PREVIEW
    5. Colour Social Styles - Recognising Customers

    6. Colour Social Styles - Influencing Techniques with Each Colour

    7. Colour Social Styles - A Personal Action Plan

    1. What do Clients Want?

    2. Coaching Mortgage Advice as a Philosophy

      FREE PREVIEW
    3. Modern Factfinding - Part One - The Factfind Infographic

    4. Modern Factfinding - Part Two - The Lifeline

    5. Modern Factfinding - Part Three - The Protection Discussion

    6. How to Advise a Mortgage

    7. Types of Questions to use in Factfinding

    8. Power Questioning

    9. Sugar Coating Your Questioning

    10. What to Avoid When Asking Questions

    11. Eliciting Hard Facts

    12. Coaching the Gaps

    13. Three Levels of Listening

    14. 5 Listening Diseases and Cures

    15. Away From Customer Motivation

    16. Towards Customer Motivation

    17. Customer Attention Spans

    18. Final Tips for a Conversational factfind

    19. Ten Tips for Effective Factfinding

      FREE PREVIEW

About this course

  • £199.00
  • 167 lessons
  • 20 hours of video content