Paul Archer's Mortgage Lunchtime Livestream
222 episodes - English - Latest episode: over 1 year ago -Weekly updates on all things mortgages for the professional UK mortgage adviser
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Episodes
Paul Archer’s Mortgage Livestream – 2022 February 28 – MPC and FCA
February 28, 2022 16:09PlayPauseStopMute
Paul Archer’s Mortgage Livestream – 2022 February 21 – Questions and FCA Continued
February 21, 2022 14:57PlayPauseStopMute
The Baader-Meinhof Phenomenon
February 21, 2022 14:37The Baader-Meinhof Phenomenon is when that thing you recently found out about is suddenly here, there, and everywhere. But not really. It's just your frequency bias talking. Now that you've read about it don't be surprised if you bump into it again soon. I'm sure you've experienced this before, but this can help you spot and make the most of Continue Reading
Paul Archer’s Mortgage Livestream – 2022 February 07 – TikTok and the FCA
February 07, 2022 15:26PlayPauseStopMute
Auction, Bridging, BTL, Refurbishment all in One
February 07, 2022 12:46Based on a real story but with participants’ names changed to protect the innocent, the purpose of this piece is to show you a case study on how various forms of property financing mould together. Mr Khan attended an auction in his hometown of Bedford with only a cursory glance at the online brochure of properties up for sale. He Continue Reading
Paul Archer’s Mortgage Livestream – 2022 January 31 – All About The FCA
January 31, 2022 17:28Paul joins you this morning from https://paularcher.thinkific.com with a special edition covering the FCA and how they operate. Ideal for those wanting an update and refresh or those studying their CeMAP 1 PlayPauseStopMute
Are You Adding to the White Noise?
January 31, 2022 14:36Attend any social selling or “how to gain guaranteed leads” type of training course, and they’ll tell you to create content and educate your potential customers. Informing them of everything you know so they’ll find this when searching online, pop along to your website, and do business with you. The problem is you’re just adding to the terabytes of white Continue Reading
Paul Archer’s Mortgage Livestream – 2022/01/24 – Inflation, Tax Returns and the Great Resignation
January 24, 2022 16:32Paul joins you today live from Tivoli Studios and https://www.archertraining.co.uk/ Today he talks about relevant issues for mortgage advisers. Firstly inflation - will it slow. Then onto the Great Resignation - is it affecting your investment in new talent. Onto the Tax Return - a reminder of what's this all about. PlayPauseStopMute
Verbal Buying Signals on Video or Phone
January 24, 2022 16:10We’re all very used to picking up non-verbal signals to help us move the sale along. Watching body language or people-watching is a pleasurable thing to do. Still, we don't have this luxury in this day and age of online video meetings. So we have to tune in and focus on their face, voice and words more efficiently. Here’s how. Continue Reading
Paul Archer’s Mortgage Livestream – 2022 January 17 – Divorce laws and opps for mortgage advisers
January 17, 2022 15:15Paul at https://www.archertraining.co.uk joins you today with his usual mortgage livestream update. Firstly he'll take a look at the new divorce laws coming out in April 2022 - not to examine these since we're not lawyers but to look at 10 implications for mortgage advisers and how you can generate more business. His last section will show you how you Continue Reading
How to Show Your Competence – One of the Three Secrets to Trust
January 17, 2022 10:42One of the advisers I most admired in my career was a broker called Joss. Behind her desk, in eye view of her clients, was a collage of thank you cards from all her satisfied clients. All her new clients would see these, read a few and immediately feel comfortable with Joss and her competence. My desk was immediately beneath Continue Reading
Paul Archer’s Mortgage Livestream – 2022/01/10 – My Resources plus Execution Only
January 10, 2022 16:56Paul opens up his 2022 with his first live stream of the year. Today he wants to chat with you about all the resources he has on the internet for you. He often gets asked what materials does he publish and so today he's going to show you. This may help you enormously in 2022. If time allows he'll give Continue Reading
Apply Knowledge Don’t Just Explain It
January 10, 2022 14:50Speaking to a budding mortgage broker the other day, I noticed he was keen on explaining complicated topics to his clients. I saluted him for being able to do this. He plans to do more, describing mortgage and house buying concepts on video, in podcasts and with clients face to face. Being able to explain something complex in an easy-to-understand Continue Reading
Paul Archer’s Mortgage Livestream – 2021 December 20 – Christmas Dinner Discussion Topics
December 20, 2021 15:47Paul has his last livestream of 2021 and what a year it's been. Paul has a quick look at some of your possible goals in 2022 and takes a glance at 4 conversation topics you can have at the Christmas Dinner table which are related to mortgages and financial advice - insurers pulling the wool over people's eyes no more; Continue Reading
Match their Voice to Maximise Rapport
December 20, 2021 12:52One of my favourite accents comes from Southern Louisiana, USA. Slow, drawling, and rhythmic. Try to copy it, and it sounds terrible. Like the Ant Hill Mob driver in the Whacky Races or Tinker in Speed Buggy. YouTube both of those that if you don’t remember. This person, probably from New Orleans, has grown up with others from the same Continue Reading
Paul Archer’s Mortgage Livestream – 2021 December 13 – Reading Your Adviser’s Body Language Online
December 13, 2021 13:51PlayPauseStopMute
6 Rescue Questions When Factfinding
December 13, 2021 11:38Copy these, print them off on post-its and stick them on your wall when next factfinding. Use a couple of them and enjoy the harvest that you'll create. "Show me how..." "Tell me a bit more about that." "Go into a little bit more detail for me on that." "That's interesting; expand on that for me." "That piques my interest; Continue Reading
Paul Archer’s Mortgage Livestream – 2021 December 06 – How to Run a Field Visit
December 06, 2021 12:33PlayPauseStopMute
What’s “Under the Bonnet” of a DIP?
December 06, 2021 11:552014 witnessed the Mortgage Market Review. The regulator's knee jerk reaction to the causes of the financial crash, which occurred just 6 years earlier. It tightened affordability rules and rid lenders of their love of multipliers of income, which they had cherished for many years. It brought tight affordability guidelines and based payments around a stressed interest rate rather than Continue Reading
Paul Archer’s Mortgage Livestream – 2021 November 29 – How to Run Sales Meetings
November 29, 2021 15:49PlayPauseStopMute
A Client Referral Trade Secret
November 29, 2021 10:48We all love a trade secret, don't we? A tip or technique that only people in the trade know of. Here's one from financial advisers. Especially useful for those mortgage advisers who also take protecting their clients very seriously. Which is all of you, naturally. Ideal for life assurance in single names and Wills. The secret? Executors and Trustees. Usually, Continue Reading
How to Prevent Zoom Fatigue?
November 22, 2021 11:08If you’ve ever travelled long-haul on a plane and were condemned to an economy seat in the middle of a row of 4 spaces, you know how uncomfortable this can be. The longer the haul, the worse it is. I once flew 8 hours like that. Cramped, knees hurting, no sleep, battling the arm-rest with your neighbour, people crawling over Continue Reading
Paul Archer’s Mortgage Livestream – 2021/11/15 – BNPL, Land Registration and Protection Selling Tips
November 15, 2021 12:59PlayPauseStopMute
6 Top Performer Protection Tips
November 15, 2021 10:54Taken from some outstanding mortgage and protection advisers I worked with in August 2021. In no particular order: Sweet spot pricing. If you haven't arranged a budget, then use sweet spot pricing. Present three sets of options. The Platinum, gold and silver. Aim for the gold to appeal most for affordability and cover. During the DIP – Decision in Principle Continue Reading
Property Tenure in the Whole of the UK
November 01, 2021 09:21If you live and reside in England and Wales, then you'll be familiar with the freehold and leasehold system. Few people know that leasehold is exclusive to England and Wales across the world, so why would they still hold onto it? It beggars’ belief. Read on to understand why. Scottish Law Scottish Land Law's vagaries are very different from everywhere Continue Reading
Paul Archer’s Livestream – 2021 October 2021 – Budget, Diversification and Guiding Your Client
October 25, 2021 12:30PlayPauseStopMute
A Logical Way to Move Your Client Forward
October 25, 2021 09:37Do you think it makes sense to… Here’s a little bit of gold dust for you when it comes to closing or moving your customer to the next stage of your sales process. Appeal to their sense of logic. “Do you think it makes sense to…” “Do you think it’s a logical step to…” For example, you want your customer Continue Reading
Paul Archer’s Mortgage Livestream – 2021 October 18 – Metaverse and Income Tax
October 18, 2021 15:30PlayPauseStopMute
Are you ready for the Metaverse?
October 18, 2021 12:21As mortgage advisers in the third decade of the 21st Century – you ought to be, especially for those forward-thinking advisers. They have embraced the online virtual world of face-to-face client contact via video. Read on, and I’ll explain. The trends are there. This week Facebook announced it is creating 10,000 new jobs in Europe over the next 5 years Continue Reading
MMT – Modern Monetarist Theory
October 11, 2021 11:47Undoubtedly, you've heard of monetarist economic policy and fiscal economic policy? Polls apart. The first works at lessening the supply of money by shrinking government spending and raising interest rates. The second by the government spending tap being turned on and off, financed by taxation and borrowing. The new kid on the block is modern monetarism or MMT. Because using Continue Reading
Sweet Spot Protection Selling
October 04, 2021 15:25Advising and selling protection plans to clients does involve a fair bit of persuasion and influencing to ensure your client gets the coverage they need. And one day may thank for arranging it. Subtle influencing is the key, coaching is the method and getting their commitment at every step is paramount. Gone are the days of 1990's sales techniques – Continue Reading
The Hateful Eight – The 8 “No-Nos” Video Images
September 25, 2021 11:39One of my favourite films is The Magnificent Seven, the original, with a plethora of Hollywood stars. So I was intrigued to watch The Hateful Eight – Quentin Tarantino's kind of sequel. When it comes to disappointing and dismal video images of people attending meetings on Zoom or Teams, here's my Hateful Eight. The Scary Greenscreener. Uses backgrounds without a Continue Reading
Paul Archer’s Mortgage Livestream – 2021 September 20 – AR v DA
September 20, 2021 12:49PlayPauseStopMute
The Real Secret to Seminar Selling
September 20, 2021 12:29Plenty of financial advisers, wealth planners and mortgage brokers run public seminars to attract new clients. The model has been around for years and has only recently migrated to the online virtual platform. The old days consisted of plush hotel rooms, canapes and wine. But the content hasn't changed. The objective is to inform and educate your prospective clients on Continue Reading
The Modern BDM’s “Why”
September 13, 2021 14:36This summer, I've seen countless photos of lender BDMs on British holidays with their families announcing this is the reason "why" they do what they do. And that's just lovely, justifiable and correct on all levels. I want to develop their "why" even further. Yes, you work for your family and endeavour to create the best life you can in Continue Reading
Paul Archer’s Mortgage Livestream – 2021 September 13 – Long Term Care
September 13, 2021 11:51Paul focuses today on the reform to Long Term Care and in particular the opportunities for mortgage and financial advisers here in the UK. Now there's some certainty as to what the State will pay, will bring about some financial products to assist clients and we should be there to advise them. https://www.archertraining.co.uk/ PlayPauseStopMute
Paul Archer’s Mortgage Livestream – 2021 September 06 – How to Become a Mortgage Broker
September 06, 2021 12:08PlayPauseStopMute
Don’t Fight It – How to Embrace and Benefit from the Changes in Our Industry
September 06, 2021 10:37If you think Financial Services is heavily regulated, think again. The football league has the SGSA which sounds like a police unit. The Sports Grounds Safety Authority has regulated grounds since the awful disasters in the 1980s, and rightfully so. Recently they've been criticising clubs for allowing fans to stand at their seats but try to stop thousands of fans Continue Reading
Paul Archer’s Mortgage Livestream – 2021 August 23 – Bolt Ons for Protection and Closing
August 23, 2021 12:07Pauls online this morning for 20 minutes or so talking about all things mortgages. A quick snippet on a phenomenon that'll change the way you do your CPD from now on, 5 minutes on a protection update on "Riders" or "Bolt-Ons" and he'll finish with a neat technique to move your client to the next stage of your sales process. Continue Reading
How to Enter the World of Mortgage Broking
August 23, 2021 10:12Continuous streams of new people to the mortgage industry ask me the difference between a mortgage adviser and a mortgage broker. Many don't see the difference but believe me, there is. CeMAP was invented for the mortgage adviser. She worked in a bank or lender and advised the right mortgage for customers. Fully regulated, she ensures the client's identified needs Continue Reading
How to Keep Your Mortgage Clients
August 16, 2021 11:51St Peter is waiting at the Pearly Gates of Heaven as a newly recruited man approaches. "What would you prefer, Sir, Heaven or Hell?" "I'm not sure. Can you show me heaven please, and I'll decide". So St Peter shows the man around the most luxurious, safe and warm place. Full of birds singing, children playing and extreme happiness all Continue Reading
Mortgage Livestream – 2021 August 09 – Rise of the Megabroker, Bridging and Coaching Protection
August 09, 2021 13:20Pauls examines three topics today - The Rise of the Megabroker which is really history repeating itself so be warned. Followed by a Bridging Case Study to show you how specialist mortgage finance extends beyond just helping people to buy their homes. Finally a short piece on quantifying protection, which you need to do, but conducted as a coach rather Continue Reading
How to Use Facebook to Generate Leads
August 09, 2021 12:50Facebook. Love ‘em or hate them. US politicians seem to have it in for them at the moment, blaming them for everything – stirring racial tensions to encouraging anti-vacs. But whatever you think of them, they’re mighty profitable. Last quarter alone, they reported $29 billion in revenue, most of which was from advertising. The advertising is different to other online Continue Reading
You Need to Sit on Your Client’s LAP
August 02, 2021 13:22When on video, you've got to sit on their LAP That's impossible on video, which probably makes the metaphor work more ethically and morally. But I was told this many years ago by my Sales Manager. When handling objections, make sure you sit on their LAP first. This is especially true and effective when your customer is on video or Continue Reading
Mortgage Livestream – 2021 August 02 – Lead Generation and Objection Handling
August 02, 2021 13:08Paul's live today on YouTube but also Facebook and LinkedIn, so welcome all. Today he's chatting to you about three topics for about 20 minutes - firstly, how the government will repay the £372 Billion bill for COVID by comparing what we did after the Second World War. Then a short piece on lead generation for brokers who are primarily Continue Reading
Mortgage Livestream – 2021 July 19 – GovCoins, Landlord Insurance and KPIs
July 19, 2021 13:59PlayPauseStopMute
British Lions and Mortgage Adviser KPIs
July 19, 2021 09:48And how these affect you in your mortgage business. I watched the Lions play against Japan the other day and was intrigued as to the coaches high up in the stands. They all had their noses in laptops throughout the game. Why? Well, they were monitoring statistics and metrics or KPIs as we call them. Key Performance Indicators. KPIs show Continue Reading