Course curriculum

    1. How to use this course

    2. An Introduction to Your Tutor - Paul Archer

      FREE PREVIEW

    3. Coaching Mortgage Advice as a Philosophy

    4. Why a Full Service Mortgage Service

    1. The Entire Mortgage and Protection Adviser Sales Process

    2. Protection Selling Blueprint Infographic

    3. Modern Factfinding - Part One - The Factfind Infographic

    4. Modern Factfinding - Part Two - The Lifeline

    5. Modern Factfinding - Part Three - The Protection Discussion

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

    7. Protection Advising – Quantifying and the CIG in CIGAR

    1. Advanced Listening Skills

    2. Presenting Your Full Service Package

    3. Overcoming Protection Selling Objections

      FREE PREVIEW

    4. The Trust Trick

    5. How to Create Desire for Your Advice

    6. How to Refer to a Protection Specialist

    1. Interview with Rhys Schofield - Business Protection

    2. Interview with Rafi Sandler - Business Protection

    3. Interview with Paul Hennessey - Personal Protection

    1. Protection Opportunities - Live to Society Mortgage Professional - December 2022

    2. Protection Masterclass - Pre-empting Objections - Live to Society Mortgage Professional - December 2023

    3. Closing with Confidence - Live to Society Mortgage Professional - November 2023

    4. Increasing Your Share of FTBs - Live to Society Mortgage Professionals - October 2023

    5. Nailing 10 Moments Of Truth for Mortgage Advisers - Live to a Network March 2024

    1. How Specialist Finance Brokers Can Protect Their Clients and Their Businesses

    2. The Definitive Protection Selling Dossier

    3. How to Sell Mortgage and Protection Products with Bought Internet Leads

    4. Selling Protection - The Modern Way

About this course

  • £75.00
  • 33 lessons
  • 10 hours of video content

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