Course curriculum

    1. Paul introduces the first week and sets an assignment for you

    2. PDF One Pager of Livestream

    3. Setting Achievement Goals for Your Mortgage Business - Livestream

    4. Setting Achievement Goals Booklet

    1. PDF One Pager of Workshop

    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

    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

    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

About this course

  • £750.00
  • 65 lessons
  • 13 hours of video content

Your Coach

Paul Archer FPSA CeMAP

Founder and Managing Director

Paul Archer began in the mortgage sector in 1983 - 35 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 explains how the PDF works