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

    1. Reminder on Trusts and Life Assurance

    2. State Death Benefits

    3. State Sickness Benefits

    4. Welfare Benefits and Giving Financial Advice

About this course

  • £49.95
  • 20 lessons
  • 3 hours of video content