Order Your Signed Copy

Receive a personally signed copy of Mortgage Advising: The New Rules (Second Edition) by Paul Archer. Packed with practical advice, proven techniques and real-world insights for today's mortgage advisers and financial services professionals.

Why This Book?

The mortgage profession has changed dramatically. Regulation has evolved. Consumer expectations are higher than ever. Technology continues to reshape the advice process. Yet despite these changes, one thing remains constant: clients still need trusted advisers who can communicate clearly, build relationships and provide expert guidance. Mortgage Advising: The New Rules combines practical techniques, proven advice skills and real-world experience into a straightforward guide for today's mortgage professionals. Whether you are studying CeMAP, building your advisory career or leading a team of advisers, this book will help you develop the skills that matter most: communication, factfinding, recommendation, presentation and client care. This is not a textbook full of theory. It is a practical handbook written by an adviser for advisers.

What You'll Learn

Inside the Book You'll Discover:

  • How the role of the modern mortgage adviser has evolved

  • The foundations of professional client relationships

  • Effective factfinding and questioning techniques

  • Recommendation and presentation skills

  • Building trust throughout the customer journey

  • Communication techniques that improve client outcomes

  • Professional standards and best practice

  • Practical insights drawn from decades of real-world experience

Author

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.

Supported Every Step of the Adviser Journey

  • £65.00 / month

    £65.00 / monthThe Friday Adviser Club - Starts 14th August at 8.30am

    Enjoying the book? Continue your development every Friday morning with live coaching, adviser discussions, problem-solving, accountability and industry updates. Supported every step of your adviser journey.
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  • £75.00 / month

    £75.00 / monthMortgage Adviser Development Programme

    Turn ideas into action. Follow a structured adviser development pathway covering skills, protection, communication, business development and professional growth.
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  • 6 x £175.00

    6 x £175.00Adviser Performance Coaching Programme

    Ready to accelerate your results? Work directly with Paul Archer through a structured coaching programme designed to improve confidence, performance, accountability and business outcomes.
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