Mortgage Advisory Skills Masterclass

Archer Training Ltd
4.5
6 reviews
  • I just wanted to let you know that I successfully passed my CeMap 1 with a merit and distinction. Your revision guide and videos helped me greatly to fully understand all the information. Your daily questions also helped. I am looking forward to completing cemap 2 & 3.
    ← | →
  • A very positive experience. I would like to thank the tutor, your teaching method was great and I found your course very easy to work through also your videos were better than even being in a classroom. I even apply your method in my day to day life.
    ← | →
  • I just wanted to let you know that I successfully passed my CeMap 1 with a merit and distinction. Your revision guide and videos helped me greatly to fully understand all the information. Your daily questions also helped. I am looking forward to completing cemap 2 & 3.
    ← | →

Course

In Gloucester

£ 349 VAT inc.

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Description

  • Type

    Intensive workshop

  • Level

    Advanced

  • Location

    Gloucester

  • Class hours

    7h

  • Duration

    2 Days

  • Start date

    Different dates available

Increase your income in your advising business

Delivered by the renowned financial services sales expert Paul Archer, author of Everyday Selling and Selling with NLP and regular presenter at Society of Mortgage Professional's conferences.
Paul will share with you the latest sales techniques that are very relevant for the modern consumer. He'll show you how to plan for them using the lifeline financial planning tool and to coach rather than sell. It’s full of practical and useable techniques and strategies.
The Masterclass will be conducted personally by Paul, 35 years in the financial services sales business as salesperson, sales coach, training manager and independent sales consultant to hundreds of insurance and mortgage firms in the UK, USA, Middle East and Far East.
• Master prospecting so you never need to worry about new business again.
• Instantly build credibility and likeability and make a positive impact with your first impression.
• Learn the 3 secrets to trust so you can move the sale forward positively.
• Adapt your approach to suit your customer’s style and motivation.
• Revitalise your questioning and learn how to elicit soft facts in a conversational manner to reveal the need for insurance protection.
• Learn how to build a desire for your products
• Build a continual commitment from customers in a soft sell manner
• Tailor your offering and stand out amongst the crowd of mortgage advisers.
• Discover hypnotic selling techniques to build rapport and close your customer.
• Get to "yes" far quicker and far less painfully.
• Manage your Inner Game
• Receive a signed copy of Paul’s sales books

Facilities

Location

Start date

Gloucester (Gloucestershire)
Twigworth Court Business Park, GL50 2TT

Start date

Different dates availableEnrolment now open

About this course

1. Demonstrates the ability to illicit customer’s mortgage needs through demonstrating effective fact finding, questioning and listening techniques.
2. Demonstrate the ability to illicit customer’s protection needs – health, life and home – through softened questioning and self discovery methods.
3. Build a desire for the needs to be met through a package of regulated products.
4. Plan and organises their work to meet commitments and goals
5. Deal effectively with customers using sound interpersonal skills and communicating effectively.
6. Build rapport, trust and sound relationships with customers.
7. Deal effectively with customer concerns.
8. Generate business referrals by delivering an appropriate level of service and seeking recommendations from clients
9. Proactively build a network of opportunities to generate future business using a variety of marketing, client acquisition and prospecting methods to suit your business model.
10. Demonstrate an ability to manage the psychological demands on a mortgage adviser to ensure optimal performance in the role.

• Qualified or newly qualified mortgage advisers looking to enhance their advisory skills and maximise their income potential.
• Existing mortgage advisers who want to give their customers a more fulfilled experience rather than a form filling exercise.
• Mortgage adviser trainers looking to improve their offering.

CeMAP

Delivered by the renowned financial services sales expert Paul Archer, author of Everyday Selling and Selling with NLP and regular presenter at Society of Mortgage Professional's conferences.

A personal call from Paul Archer

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Reviews

4.5
excellent
  • I just wanted to let you know that I successfully passed my CeMap 1 with a merit and distinction. Your revision guide and videos helped me greatly to fully understand all the information. Your daily questions also helped. I am looking forward to completing cemap 2 & 3.
    ← | →
  • A very positive experience. I would like to thank the tutor, your teaching method was great and I found your course very easy to work through also your videos were better than even being in a classroom. I even apply your method in my day to day life.
    ← | →
  • I just wanted to let you know that I successfully passed my CeMap 1 with a merit and distinction. Your revision guide and videos helped me greatly to fully understand all the information. Your daily questions also helped. I am looking forward to completing cemap 2 & 3.
    ← | →
100%
4.7
excellent

Course rating

Recommended

Centre rating

Sylvana .

4.5
10/02/2017
What I would highlight: I just wanted to let you know that I successfully passed my CeMap 1 with a merit and distinction. Your revision guide and videos helped me greatly to fully understand all the information. Your daily questions also helped. I am looking forward to completing cemap 2 & 3.
What could be improved: All good.
Would you recommend this course?: Yes

Mohsin Bashir .

4.5
10/02/2017
What I would highlight: A very positive experience. I would like to thank the tutor, your teaching method was great and I found your course very easy to work through also your videos were better than even being in a classroom. I even apply your method in my day to day life.
What could be improved: Nothing.
Would you recommend this course?: Yes

Sylvana .

4.5
10/02/2017
What I would highlight: I just wanted to let you know that I successfully passed my CeMap 1 with a merit and distinction. Your revision guide and videos helped me greatly to fully understand all the information. Your daily questions also helped. I am looking forward to completing cemap 2 & 3.
What could be improved: All good.
Would you recommend this course?: Yes

Mohsin Bashir .

4.5
10/02/2017
What I would highlight: A very positive experience. I would like to thank the tutor, your teaching method was great and I found your course very easy to work through also your videos were better than even being in a classroom. I even apply your method in my day to day life.
What could be improved: Nothing.
Would you recommend this course?: Yes

Steve Curryer .

4.5
10/02/2017
What I would highlight: Firstly, I wanted to say how much I enjoyed the Mortgage Advisory Skills Masterclass last week. My goals now are to take away what we went through and develop it into a style which can be repeated from client to client.
What could be improved: All good.
Would you recommend this course?: Yes

Tim Geoghegan .

4.5
10/02/2017
What I would highlight: Hello. I wanted to leave a quick note to say thank you for running the course over the last couple of days. I truly enjoyed it and I have rarely attended a course were I felt so energised throughout the two day program. Many thanks and congratulations!
What could be improved: All good.
Would you recommend this course?: Yes
*All reviews collected by Emagister & iAgora have been verified

Subjects

  • Mortgage
  • Financial Services
  • Financial Training
  • Financial
  • Insurance
  • Sales Training
  • Mortgage Adviser
  • Broking
  • Financial Sales Training
  • Advisor skills
  • Skills for selling

Teachers and trainers (1)

Paul Archer

Paul Archer

Managing Director

NLP Master Practitioner NLP Practitioner - (Neuro Linguistic Programming) NLP Coach Qualified SDI Facilitator Member of the Professional Speakers Association (PSA) Committee Membership of the Sales Training Association (STA) Qualified ELRA Level 1 and 2 RFU Referee Qualified Level 1 Rugby Football Union (RFU) Coach CeMAP® Bridge AFPC and FPC

Course programme

Learning Outcomes

  1. Demonstrates the ability to illicit customer’s mortgage needs through demonstrating effective fact finding, questioning and listening techniques.
  2. Demonstrate the ability to illicit customer’s protection needs – health, life and home – through softened questioning and self discovery methods.
  3. Build a desire for the needs to be met through a package of regulated products.
  4. Plan and organises their work to meet commitments and goals
  5. Deal effectively with customers using sound interpersonal skills and communicating effectively.
  6. Build rapport, trust and sound relationships with customers.
  7. Deal effectively with customer concerns.
  8. Generate business referrals by delivering an appropriate level of service and seeking recommendations from clients
  9. Proactively build a network of opportunities to generate future business using a variety of marketing, client acquisition and prospecting methods to suit your business model.
  10. Demonstrate an ability to manage the psychological demands on a mortgage adviser to ensure optimal performance in the role.

See related categories

Mortgage Advisory Skills Masterclass

£ 349 VAT inc.

The best Banking and Financial Services courses

See all

See all