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Paul Archer's Advisory Skills Academy

  • Online
  • Starts Summer 2021
  • £750 including VAT - special offer available to Database Members

The Challenge for Mortgage Advisers

This year has seen a considerable influx of new mortgage advisers entering the field as the demand for mortgage broking and advising spirals upwards.

In the past, many of these new advisers would have joined the big corporates in trainee positions. The banks, building societies and larger mortgage firms willing to employ, train, coach and incubate the new talent.

These advisers would have relished the training, benefitted massively and evolved into first-class professional advisers. They may have rewarded the firm or "paid back" their dues by giving them their loyalty for a few years; some would have stayed for many years, enjoying the stability and consistency of an employed position.

This is no more.

The big corporates are pulling out of giving advice, preferring to use brokers and intermediaries in the meantime to take the advice "risk". Ultimately they're investing heavily in automated tech-based advisory models.

Advisers Only Option

This leaves new advisers with little option but to seek positions as self-employed in the broking world. Few brokers or firms are willing to take on employed trainee advisers. Some are but very few. So the direction of travel is joining a network or an AR firm already a network member or directly authorised.

There are dozens of networks; here's a link to an exhaustive list:


Many will take you on as a trainee and train/coach you to CAS – Competent Adviser Status, but this is horrendously expensive and takes time. There's a lot to learn beyond CeMAP. Here's a video of Paul explaining his CAPLO system, which shows you precisely what you have to learn. It's on YouTube here:


Naturally, these networks will charge you a Princely Sum for this CAS training, and they should be too. They range from £250 to £300 per month, plus a large slice of any proc fees, and it could take up to 4 to 6 months.

Paul Archer's Advisory Skills Academy

You can Fastrack your CAS by showing the network that you have personally developed your skills in areas they may provide training. This may well speed up your CAS and save you some money.
Paul's Academy is industry-leading. He has been training advisers in their skills for over 25 years, is always up to date, has embraced the online video model fully and is in constant demand from corporates and brokers to develop their staff.

You can buy some training directly from him by signing up for Paul Archer's Advisory Skills Academy.

How It Works

During July, August and September of 2021, Paul will be running online workshops for Academy members on various sales and advisory skills topics. These are listed below.

The online workshops will be engaging, content-rich and developed personally by Paul to members.

They last around 120 minutes and will be recorded for those members who miss them.

Together they make up a comprehensive suite of skills essential for any new broker or mortgage adviser.

The Live Online Workshops

  • Influencing Your Mortgage Clients - advanced skills to sync with your clients and communicate in their style - Tuesday 6th July @ 7pm
  • Building Trust and Gaining Referrals - setting up a mechanism to harvest ongoing referrals rather than praying and waiting - Tuesday 13th July @ 7pm
  • The 6 Ingredients to Gaining Commitment - for those who "lose" the odd customer or two - Tuesday 20th July @ 7pm
  • Social Selling Masterclass - how to use the internet to gain new customers - Tuesday 27th July @ 7pm
  • How to Read Customers on Video - for those who want to be able to emulate real-life on Video - Tuesday 3rd August @ 7pm
  • Live Video Selling - teaching you the how etc. of selling via online Video - Tuesday 10th August @ 7pm
  • Hosting and Running Online Seminars - for advisers who want to use this prospecting tool to gain new clients - Tuesday 17th August @ 7pm
  • Protection Selling Masterclass – how to effortlessly engrain a protection package within your mortgage advice - Tuesday 24th August @ 7pm

Next Step

Sign up for Paul's free webinar, where he'll explain the problem you may be facing and how his Academy can accelerate your growth in the mortgage market.

An exciting follow on from the Academy will be to be invited into Paul's Inner Circle of coaching clients, where you'll get personal coaching and mentoring for as long as you need it.

Want to talk to Paul

We understand that you may want to talk to Paul, maybe to ask a question or just confirm that he's alive and kicking. He's very busy so has made his diary available for you to automatically book a 10 minute Zoom Call.

Click here to fix this up now.

Your Investment

For a limited time only, Paul is opening up his Academy to 25 people this summer, and your investment will be just £750 but a limited special offer will available to Database Members, announced on the inclusive webinars, including VAT.

You'll get to be invited to the live online workshops, where you can interact and ask questions, plus the exclusive coaching webinars where you can chat with Paul and the others on how you're developing.

All the workshops will be recorded so you can enjoy them at your leisure.

How to Enrol On Line

  1. Have a good read of the Terms and Conditions by clicking here

  2. Enrol using the secure arrangements below, using your debit or credit card. Click the box below and follow the instructions to pay on line.