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: https://qrco.de/be0F0D

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 FCA to ensure advisors provide good value for fees. Aimed at mortgage advisors, brokers, and financial advisors, this episode promises to reveal trends set to reshape the industry.

In addition, kick start your CeMAP studies, CPDs, and updates with a valuable discussion about the Basis Period Reform. The episode also explores how this government-mandated initiative could hasten the taxation process for the self-employed, benefiting them and the system alike.

This episode ventures into taxation matters, starting with a clear breakdown of allowances and how they can be utilised to pay less tax legally. It covers a wide range of allowances from standard personal to the less commonly known, like the blind person's and marriage allowance. It also highlights the 'fiscal drag' phenomenon and discusses its implications on taxpayers.

Listeners will also gain insights into allowances related to property rent and renting a room. Wrapping up the episode, we provide an update on the relaunch of our CeMAP 2 podcast for a more in-depth understanding of the CeMAP 2 syllabus.

Enrich your understanding of the mortgage sector, stay informed on the latest developments, and enhance your career, whether you're a seasoned professional, a student, or simply interested in staying updated on tax-related matters.

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 further discusses how clients may distort information, how this can impact their understanding of your advice, and techniques, such as the MAP method, to enhance client communication. This episode's insights are an absolute must-listen for both seasoned and aspiring financial advisers.

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 unique nine-box grid technique to chart meeting attendees, objectives, customer needs, triggers, timelines, key personnel, motivational factors, and action steps. This strategy ensures focused conversations, efficient use of time, and clearly defined next steps, which are invaluable in driving growth for your business.

The latter part of the episode discusses how you can effectively communicate with clients, exploring four thinking styles - visual, kinesthetic, auditory, and digital. We illustrate how aligning your communication method to the clients' thinking style can greatly improve relationship building and sales performance.

For mortgage brokers, we delve into advanced communication techniques, specifically utilizing Neuro-Linguistic Programming (NLP) to assess customers' thinking styles and aligning it with suitable coaching protection gap technique.

Join us as we share these and more practical tips from our second week in Cornwall that can help streamline your processes, optimize your marketing efforts and ultimately, grow your mortgage business.

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 potential benefits and pitfalls of income protection.

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 list (it's free), use this link: https://qrco.de/be0F0D

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 https://www.archercourses.com and if you want to get on his member list (it's free), use this link: https://qrco.de/be0F0D