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How to Establish and Run a Successful Mortgage Advisory Business - Online Course


Want to start your year with an investment in yourself and your business?

The early bird price of £249 inc VAT for my new online course – How to Establish and Run a Successful Mortgage Advisory Business - ends 11th February 2019.

The full price of the course is £299 inc VAT.

The course will be delivered over six weeks, starting on Monday 18th February 2019.

This online course is for those new to the mortgage sector, those who have already established themselves and those looking to grow their business and avoid disruption from Roboadvice. To ensure a personalised experience, we’re only allowing 20 people onto our first cohort

New material will be released each Monday, and on Saturday lunchtime, there will be a live stream video event including a Q&A session which we’ll record for later viewing. The live stream video will involve me presenting to you on various topics and answering your questions.

You’re not working alone when you take this course, I am available to provide one-to-one feedback throughout the course period via email, and for six weeks after the course completes; at no extra cost.

Paul Describes How it Works in 4 Minutes

What you will learn on the course:

By the end of the Course, you will know:

  • The best means to obtain your Competent Advisory Status
  • Whether to be a DA or AR? Pros and cons of each
  • Where to operate from – virtual or face to face
  • The 60% perform; 20% progress and 20% prospect rule
  • The technology needed to operate efficiently
  • Sales and Business Processes to bring you success
  • Marketing techniques for mortgage advisers that don’t use a High Street lender’s style budget
  • Referral management techniques to maximise new business forever
  • How to prospect and turn a marketing lead into a client
  • Advanced communication skills to beat the roboadvisers – rapport, trust, factfinding and presenting
  • How to work uniquely with each of your clients giving them a tailored experience
  • How to master the “Inner Game” of advising and ensure your head doesn't hamper your success
  • Time management techniques to maximise every hour and ensure you have a life outside of work
  • How to sell protection to your clients and integrate the sale into your mortgage sales process

The 6 Week Schedule     

  • Week One – Setting up your Practice, technology, infrastructure and teams
  • Week Two – Marketing and prospecting for new clients
  • Week Three – Cutting-edge empathy skills and trust building
  • Week Four – Advanced communication skills
  • Week Five – Superior advisory skills
  • Week Six – Time Management, ongoing advice and growing your business

Act before 11th February to secure your early bird price, and remember, we’re only allowing 20 people onto this online course.

How to Enrol On Line

  1. Confirm there are some spaces left by texing Paul on 07702 341769 or emailing Paul for a quick response by clicking here.  Remember we have a maximum policy of 20 delegates.

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

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

  4. If you are representing a corporate and wish to be invoiced, please email Paul direct here

If you want more information, email or telephone Paul Archer on 07702 341769 (mobile)