Paul Archer’s Mortgage Insights

This morning, live from Tivoli Studios, Paul captures your attention with two topics. An introduction to AIM ISAs if your risk attitude is right, plus a useful update on Shared Appreciation Mortgages or SAMs, all the rage in the late 90s and causing quite a lot of anger now. As always, Paul's over at https://www.archercourses.com and if you want to get on his member list (it's free), use this link...

Paul's down in Tivoli Studios this morning and wants to deep dive into Business Asset Property Relief with a Holiday Let Case Study. As always, Paul's over at https://www.archercourses.com and if you want to get on his member list (it's free), use this link: https://qrco.de/be0F0D

Paul's opening up Tivoli Studios this morning with another overview of a typical CeMAP 3 Case Study. He'll explain the questions and provide answers around the case study. As always, Paul's over at https://www.archercourses.com and if you want to get on his member list (it's free), use this link: https://qrco.de/be0F0D

Paul's opening up Tivoli Studios this morning with an overview of a typical CeMAP 3 Case Study. He'll explain the questions and provide answers around the case study. As always, Paul's over at https://www.archercourses.com and if you want to get on his member list (it's free), use this link: https://qrco.de/be0F0D

Welcome to our latest episode of the Mortgage Livestream, where we delve into the latest industry trends, the future of financial advising, and the emerging role of mortgage advisors. This episode analyses the features of Dutch mortgages and their potential impact on the field. Dive into a comprehensive discussion about protection booms, the shift towards holistic planning, and the efforts of the...

Learn strategies to improve your communication skills as a financial adviser with insights from a seasoned pro. This episode dives into income protection advising, the impact of generalisations in client interactions, and effective ways to build trust in client relationships. Explore "selling IPP at the DIP" and understand the power of genuinely sharing intentions when advising. The episode furthe...

Improve your mortgage business with proven techniques in reputation management and impactful communication. In this episode, we delve into understanding the importance of building a personal brand, garnering credibility and establishing your content's provenance in this age of Artificial Intelligence. We also offer ideas on organising and maximising the impact of business meetings, utilizing a uni...

In this episode of Mortgage Livestream, we dive deep into two key aspects of mortgage advice - income protection and vulnerability. We discuss the importance of these topics from both the adviser's and the client's perspectives. Taking you out of our usual studio setting and streaming from scenic Cornwall, I share my insights on the ups and downs in the world of mortgages, focusing on the potentia...

Paul joins you in Tivoli Studios today and talks about 3 moments of truth from the typical mortgage adviser's sales process. If dealt with well, these MOTs will lead to a successful advice sale. Today, Paul wants to look at contextualising critical illness, your value proposition and selling IPP at the DIP. As usual, Paul's over at https://www.archercourses.com and if you want to get on his member...

Paul opens up Tivoli Studios on an icy winter's morning and warms you up with four parallels that describe what IFAs really do, in case you're intrigued or just curious. Firstly, the Ivy Restaurant in Cheltenham, then onto Spoons, over to Martin Lewis, and finally, the physio helping Paul with a knee injury. All four stories illustrate exactly the future role of the IFA.  As usual, Paul's over at...

Happy New Year. Paul joins you for his first Livestream of the season for insights on goal setting. By now, you would have set your goals for 2024, so Paul wants to share four tactics to "unblock" any goals you fear might not be attainable. As always, Paul's over at https://www.archercourses.com and if you want to get on his member list (it's free), use this link: https://qrco.de/be0F0D

Paul opens Tivoli Studios for his last livestream of 2023 before the long Christmas break. A refresh and update for you on auto-enrolment, the government's successful scheme to encourage employees to start a personal pension, plus a short clip on "Are you Human" – how to ensure you humanise your approach with clients with the rise of the robots. As always, Paul's over at https://www.archercourses....

Paul pops into Tivoli Studios refreshed after a long week of travelling, navigating train strikes, and severe flooding on the transport network. Nightmare all round. Today, he has two topics for you. The first is an update on the new leasehold reform that's doing the rounds in Parliament this year; we'll also recap the start of this reform with the act from 2022. Then Paul wants to share a quick s...

Paul opens up Tivoli Studios this morning to give you a complete dissection of the CeMAP 3 Case Study. Paul wants to discuss the answers and the topic to give you a solid dose of CPD. As always, Paul's over at https://www.archercourses.com and if you want to get on his member list (it's free), use this link: https://qrco.de/be0F0D

Paul opens up Tivoli Studios slightly earlier this morning after lots of physical travelling last week. Two main topics. Firstly, a piece of Product Transfers and how clever lenders are in "triaging" customers, but with a timely warning as they're beginning to use AI to determine what options the client is given. Paul suggests some actions advisers can do now to ensure more product transfer busine...

Paul pops down to Tivoli Studios to livestream today on several topics. Firstly, the Welsh Scheme which helps people under financial stress with their mortgage, and we like what they're doing across the River Severn. Then, an interesting snippet for mortgage and protection advisers who meet co-habiting but not married couples as we discover five advice areas you can give to ensure they're well pro...

Paul beams down to Tivoli Studios to give you a time refresher on Money Laundering. Launderettes, Ozarks, and Al Capone star in this refresher for you on a very dry topic. As always, Paul's over at https://www.archercourses.com and if you want to get on his member list (it's free), use this link: https://qrco.de/be0F0D

Paul pops down to Tivoli Studios to give you some ways to boost your business this autumn. Firstly, it's GI or General Insurance. Boring, you say, but essential, we respond, especially now insurers must give existing customers more attention and keen prices after the law changed earlier this year. Next, a story or two will show you how to maintain your motivation – your MOJO – through trying times...

Paul fires up Tivoli Studios with his weekly Insights. Today, we have a topic languishing since the 1980 Housing Act – almost 45 years old. Yes, it's Shared Ownership, and Paul explains and reminds you how it works since you'll be seeing a fair few enquiries on this basis moving forward. Plus, his final episode in his MCOB series – this time MCOB 11 – Affordability. As always, Paul's over at https...

Paul pops down to Tivoli Studios with his weekly Insights. Today, he presents two topics to update you and give you a dose of CPD – MCOB 6 and 7- focusing on disclosure at the offer stage and completion. Paul will bring them up to date by looking at your sales process and how you can obtain a handy testimonial and referral at these two stages. Finally, there is a short snippet of a handy tool to s...

Paul pops down to Tivoli Studios with his weekly Insights. Today, he presents two topics – how to tackle the demise of the Tax Sheet in your exams, then onto MCOB 4 – providing advice. As always, Paul's over at https://www.archercourses.com

Paul opens up to Tivoli Studios with his weekly Insights. This morning, he takes a break from MCOBs and shares two topics for mortgage advisers. An update on the UK Residential Mortgage market since 1980. Where we stand, who's involved and how the future looks - all visually depicted on the whiteboard. Plus a snapshot of the UK Lending Sector as it appears in the mid-2020s and where the future mig...

Paul pops down to Tivoli Studios with his weekly Insights. Today, he wants to continue with MCOBs Part One. Looking at MCOB 3 – promotions - and MCOB 4 – disclosure upfront and the mortgage discovery call and how the modern mortgage adviser is affected by these rules and what's needed. Plus, a trade secret for you when you advise protection for your clients - Guardians of the Universe. As always,...

Almost October – who would believe it – and Paul opens Tivoli Studios with his weekly Insights. Today, he wants to update the topic of interest-only versus repayment with some views on how the interest-only mortgage currently fits the market and where the method may appear attractive. He begins his series on MCOBs and the mortgage sales process, starting with an overview of all the MCOBs and where...

Paul discusses various questions about evolving into a financial adviser, technology, exam requirements, where the sector is going and many more. Paul answers 20 or so questions.