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
CeMAP Bootcamp Livestream – 2020 October 19 Podcast
October 20, 2020 10:18Paul suggests how you can tweak your traditional in-person sales process to for the online video model. This works whether you're B2B or B2C PlayPauseStopMute
Repaying the COVID 19 Debt Pile
October 19, 2020 15:00The UK Government’s debt pile that is, not yours. It's eye wateringly massive although just after the Napoleonic wars, it stood at 250% of GDP and took an Industrial Revolution to bring it down. It has to be repaid though doesn’t it? Well, it doesn’t, so let me explain why. I want you to listen carefully to this – not Continue Reading
How to Get Rid of a Negative State of Mind
October 05, 2020 15:47With a dash of NLP and a sprinkle of hypnosis This COVID disaster seems to be dragging on forever, for us all and there seems no light at the end of the tunnel. You, like me, may well drift into an unwanted negative state of mind on the odd occasion. Here's a little trade secret of getting rid. It's all Continue Reading
CeMAP Bootcamp Livestream – 2020 October 05 Podcast
October 05, 2020 13:36Paul at http://www.advisercpd.com/ spends 18 minutes on a couple of mortgage adviser topics. The first is a sales tip around "Away From" motivation with Lasting Power of Attorneys (LPAs). The second topic is a session on the skills you need to develop to run online meetings with clients and customers. Because that seems to be the future. PlayPauseStopMute
CeMAP Bootcamp Livestream – 2020 September 28 Podcast
September 29, 2020 15:10I'm online today for 20 minutes on one topic. It's a vital one too. Internet Lead Generation. Last week we had Alex Curtis online to chat with us about marketing on the internet and he inspired me to add my pennyworth, so to speak. Here's your blueprint on how to get leads for your mortgage or financial services practice. I Continue Reading
Debt Counselling For Silver Borrowers
September 28, 2020 13:06Long gone are the days when people shed themselves of debt on entering retirement. Many silver borrowers are shackled with unsecured debt, and large numbers are raising equity on their homes to repay this debt, thus releasing their disposable income to enjoy. Ironically releasing equity raises their debt levels, transferring unsecured lending to secured, longer-term borrowing, with lifetime mortgages. The Continue Reading
CeMAP Bootcamp Livestream – 2020 September 21 Podcast
September 21, 2020 11:48Paul's 'aving a natter with you again this week for 20 minutes and is talking about the married Couples' Allowance if you're in the Equity release market plus two neat lead generation techniques that really work for mortgage advisers and IFAs who happen to be self-employed and need leads. Remember we have Alex Curtis doing a live webinar for our Continue Reading
Targetted Personal Marketing
September 14, 2020 12:30How many corporate trainers does it take to change a lightbulb? Just the one, of course, but all the others say, “I can do that”. In times of recession or downturn, business is not as abundant as it once was in the good times. In the good times you had plenty, and you probably didn’t market as much as you Continue Reading
Paul’s Predictions for the Mortgage Market 2021
September 07, 2020 12:19The mortgage and property market is buoyant – a direct government subsidy called SDLT has made that so, what happens after April next year few people know. My prediction is that the market for buying and selling will stall. Remortgages, mortgage prisoners remortgaging, BTLs, holiday lets, equity release boom. Rates are going to be low for quite some time yet, Continue Reading
CeMAP Bootcamp Livestream – 2020 August 24 Podcast
August 24, 2020 12:15This morning he takes a look at the taxation changes for the new syllabus - not too many thankfully and dives into the topic of Tenancy in Common and Joint Tenancy - how to own a property jointly particularly when you're thinking of equity release. PlayPauseStopMute
An Easy Visual Description of Life Assurance Trusts
August 17, 2020 13:00An Easy Visual Description of Life Assurance Trusts from Paul Archer on Vimeo. A very short excerpt from a livestream coaching this morning on why you need to put trusts in place when advising on life assurance. A simple visual reason why involving Uncle Bob and the kids.
Sunshine and Scarcity in Your Business
August 10, 2020 14:23Paul spends 3 minutes reminding you how to use the concept of scarcity in your advisory business. Some useful tips and a reminder that sunshine here in the UK is often short-lived and the psychology that causes. You can use the same notion to help in your mortgage business.
The Problem with Selling Protection Insurance
August 03, 2020 13:36In 2018 Marsh, an insurance broker teamed up with Munich Re and figured out that there might be a market for a new insurance product for businesses. They created a policy which would pay companies if they suffered as a result of a Pandemic. Yes, that’s right, it would have paid out for the loss of earnings with COVID-19, and Continue Reading
Tips for the Video Factfind
July 21, 2020 08:19Here I spend 10 minutes talking through the exciting adviser video business model and some new tips to enhance how you factfind online on video.
CeMAP Bootcamp Livestream – 2020 July 20 Podcast
July 20, 2020 12:17Paul talks this afternoon on Relevant Life Assurance and the opportunity it gives brokers plus an interesting piece on video factfinding with clients. The way many brokers ar emoving towards not just during lockdown but in the future as well. Some useful new tips. If you're interested in our CeMAP Bootcamp Autumn Cohort, it starts 27th July - details at Continue Reading
Tips for the Reluctant Home Worker
July 13, 2020 13:0910 Reminders if you’re having to carry on working from home and you don’t like it. Schedule your working day. BANJO – bang a nasty job off – first. Chunk your activities. Close the door, remove distractions. Turn off the TV or BBC website for news updates Deal with personal emails and issues later Chunk tasks to last 45 minutes Continue Reading
WIIFM and Influencing
July 07, 2020 12:39Paul tells you a short story to show you that WIIFM is the most important principle in influencing - listen to find out what WIIFM is.
Suitability Requirements – Succinctly Explained
July 06, 2020 16:31Back in the day it used to be called best advice, but everyone kept debating what was best, how can you prove it? After all, I’ve got the best SmartPhone in my household. The FCA have tightened this up considerably, now calls it suitability advice and ensures the proof is in the pudding. The pudding is the Suitability Report that Continue Reading
The Pound Coin – Beware of Misconceptions
June 29, 2020 13:47In this short video clip recorded last week, I'm going to share a powerful true story warning you of misreading first impressions and how these can damage your client relationship.
Variety of Advice
June 22, 2020 13:07On TV last night, every advert was promoting an online service, and Habito came up trumps. One of the new breed of online Robo-brokers encouraging you to remortgage your home and promising not to force you to talk to an adviser. Young people addicted to phones will love it. However, my dad, aged 81, would die in his shoes, having Continue Reading
All About Regulated Mortgages in Two Minutes
June 08, 2020 15:51Few people can believe it, but the advice and running of a residential mortgage was unregulated 15 years ago. In 2004 they became regulated, the FCA provides rules and guidance on how these are sold and run. MCOBs rule the waves but not for every mortgage. Mortgages sold to individuals are regulated as are loans to finance a property where Continue Reading
It’s a Dogs Life
June 01, 2020 14:52I’ve noticed a strange animal phenomenon lately here in Cheltenham. Everyone seems to own dogs all of a sudden. The younger generation, pre-children, seem to gravitate towards possessing cute little dogs as a substitute for children. Many are held like teddies; some are led on out-swept arms. All are loved and in return, these canines, love back – unreservedly. They Continue Reading
What’s Your Resting Face?
May 25, 2020 09:28Its often said that first impressions last longest and one of the first things we see about people is their face. More precisely, their resting face. Politicians, in the 2019 General Election campaign had to be very careful of this as photographers caught them off guard and captured them when their face was resting. Here are my observations of resting Continue Reading
5 Listening Diseases and the Cure
May 18, 2020 14:28Have you ever been infected? All of us have been from time to time, we take a cure, but the disease is virulent and will return. Follow these tips to ensure you incubate yourself from all five in the future. Interruptitis My daughter, who is now 18, was inflicted with this in her early years. Kept interrupting her mother at Continue Reading
Automate your Prospecting
May 11, 2020 16:19Every day I get emails from newly qualified mortgage advisers, who suddenly twig that the role is not as simple as the CeMAP textbook states. Become qualified and the world’s your oyster. Customers will flock to receive your qualified advice. Nonsense. You’ll live or die, feed yourself or starve, with prospecting for new business. Without customers, you’ll have no one Continue Reading
The Retirement Spending Smile
April 27, 2020 16:03Think of retirement and many people instantly smile. Dreaming of not having to set an alarm clock every weekday, more time to spend on hobbies and family and two or three decades of just enjoying life. This smile indicates visually how retirees will spend money and will help you, the later life finance expert, in planning their finance needs utilising Continue Reading
10 Actions For Every Mortgage Adviser Right Now
April 20, 2020 13:04Only focus on the things you can influence and change, so forget about saving the world or changing society – think tactical. Five areas to focus your mind. Your loved ones, feeling healthy and protected, making enough money to pay the bills, preserving your base, i.e. your home and keeping your mind healthy and occupied. The cashflow preservation society rules. Continue Reading
Freestyle Mortgage Factfinding
April 06, 2020 14:20Way back in 2014, the FCA banned non advised selling of mortgages. Overnight swathes of lender sales forces switched from following decision trees and scripted questions to advice. It wasn’t easy, and many have struggled with the transition. With their risk lens firmly fitted, they moved to scripted or guided questioning ensuring their people asked the right question, presumably to Continue Reading
6 Tips for Mortgage Advisers to Remain Proactive in Lockdown and Beyond
March 30, 2020 13:42This morning, during our mortgage livestream, I spoke about 6 things you can do to get through this Lockdown and surge forward in the mortgage market.