Paul Archer PDF

Paul Archer's Professional Development Foundation 2022

Paul personally guides you along the journey of becoming a highly skilled mortgage broker. Three cohorts each year for around 10 people. Livestreams weekly plus individual 1:1 coaching.

Interested in this course? Email us at [email protected]

Course curriculum

1. Welcome Message from Paul
2. What is the PDF All About?
  FREE PREVIEW
3. Live Recording of Explainer Webinar - 18th June 2022
  FREE PREVIEW
1. Paul introduces the first week and sets an assignment for you
2. PDF One Pager of Livestream
  FREE PREVIEW
3. Setting Achievement Goals for Your Mortgage Business - Livestream
4. Setting Achievement Goals Booklet
1. PDF One Pager of Workshop
  FREE PREVIEW
2. Influencing Your Clients Livestream
3. Social Styles Colours - Questionnaire
4. Post Video Assignment
5. Fluent Influencing - Book
6. Using Behavioural Styles to Accentuate Your Client Influencing - Booklet
1. PDF One Pager of Workshop
  FREE PREVIEW
2. Running Virtual Sales Meetings with Clients - Livestream
3. Post Video Assignment
4. A Field Guide to Live Video Selling - Booklet
1. PDF One Pager of Workshop
  FREE PREVIEW
2. Gaining Referrals - Livestream
3. The Definitive Guide to Referrals - Booklet
1. PDF One Pager of Workshop
2. Fixing Appointments from Leads - Livestream
3. Practitioner Tips Fixing Meetings with Bought Leads - Booklet
4. How to Sell Mortgage and Protection Products with Bought Internet Leads - Booklet
1. PDF One Pager of Workshop
2. The 15 Minute Mortgage Discovery Call and the 3 Secrets to Trust - Live Session for Society of Mortgage Professionals
3. Your Sales Process and the 15 Minute Discovery Call
4. Your Mortgage Process - Booklet
5. To Fee or Not to Fee - Booklet
6. How to Keep Your Mortgage Clients
7. Mortgage Advisers and their Limiting Beliefs
1. PDF One Pager of Workshop
2. The "How Much Can I Borrow" Meeting
3. The "How Much Can I Borrow" Booklet
1. PDF One Pager of Workshop
2. "Conversational Factfinding" - Livestream Recording - April 2022
3. The Conversation Sequence Whilst Factfinding
4. Combined Mortgage and Protection Factfind
5. How to have a Conversational Factfind - Booklet
6. Consultative Selling Skills Booklet
1. PDF One Pager of Workshop
2. The 6 Ingredients to Gaining Commitment - Livestream
3. How to Sell Mortgage and Protection Products with Bought Internet Leads - Booklet
4. Handling Mortgage Objections - the Modern Way
1. PDF One Pager of Workshop
2. How to Read Customers on Video - Livestream
3. How to Read Body Language on Video Booklet
4. Selling with NLP Book
1. PDF One Pager of Workshop
2. Protection Selling Masterclass - Livestream
3. The Definitive Protection Selling Dossier
4. 54 Tips to Sell Protection
1. PDF One Pager of Workshop
2. Social Selling Masterclass - Livestream
3. Social Selling and Lead Generation - Booklet
4. Pipeline Management Funnel Image
5. No Nonsense Inside Selling - Book
1. PDF One Pager of Workshop
2. Bonus Session - Hosting and Running Online Seminars - Livestream
3. Everyone's in the Front Seat Now – 8 Strategies to Present Online On Camera - Booklet
4. Upping Your Game When Presenting Live Online - Booklet
5. A Field Guide to Presenting Online - Booklet
6. How To Run Online Workshops - Booklet
7. How to Run Virtual Sales Meetings
1. Paul's Lunchtime Livestream Podcast

About this course

£750.00
65 lessons
13 hours of video content

Your Coach

Paul Archer FPSA CeMAP

Founder and Managing Director

[email protected]

Paul Archer began in the mortgage sector in 1983 - 40 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 banks, lenders, brokers and insurers in the UK and the world.

Paul Archer's Professional Development Foundation 2022

Course curriculum

How Does the PDF Work?

Week One - Setting Achievement Goals for Your Mortgage Business - Livestream

Week Two - Influencing Your Mortgage Clients - Livestream

Week Three - Running Virtual Sales Meetings with Clients - Livestream

Week Four - Gaining Referrals - Livestream

Week Five - Fixing Appointments From Leads - Livestream

Week Six - Your Sales Process and the 15 Minute Discovery Call - Livestream

Week Seven - The "How Much Can I Borrow" Meeting - Livestream

Week Eight - Conversational Factfinding - Livestream

Week Nine - The 6 Ingredients to Gaining Commitment - Livestream

Week Ten - How to Read Customers on Video - Livestream

Week Eleven - Protection Selling Masterclass - Livestream

Week Twelve - Social Selling Masterclass - Livestream

Week Thirteen - Bonus Session - Hosting and Running Online Seminars - Livestream

Paul's Lunchtime Livestream Podcast

About this course

Your Coach

Paul Archer FPSA CeMAP

Founder and Managing Director

Paul explains how the PDF works