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Paul Archer's Professional Development Foundation - PDF

  • Next Intake - Starts June 28th 2022
  • £750 including VAT - special discount offer (20%) available to Members (Membership is free - join to the right) - brings it down to £600 inc VAT

Paul Introduces the Spring Cohort for the PDF


The Challenge for Mortgage Advisers

The last few years 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 Professional Development Foundation - PDF

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.

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 PDF.

How It Works

During July, August and September 2022, Paul will be delivering 12 online livestreams for PDF members on various sales and advisory skills topics. These are listed below.

  • The sessions will be delivered weekly for the 12 week period.
  • They will be engaging, content-rich and developed personally by Paul to members only. We'll run these live, or provide a recording, around 5pm on Tuesday evenings, so all can attend.
  • We also can give you access, via the Learning Portal, to watch a recording of a 60 minute session.
  • You'll be set up on the Learning Portal where you can access all the recordings and the comprehensive PDF white papers, articles and Paul's books which cover all the information shared.
  • Each week we provide you with an action plan of assignments and activities to embed your learning.
  • Together they make up a comprehensive suite of skills essential for any new broker or mortgage adviser.
  • In between each livestream, you have the opportunity to fix up a 30 minute coaching Zoom call with Paul to discuss the livestream content and catch up with your goals and plans. Here you can ask any question you like to further your career. Paul will act as your mentor.
  • This part of the PDF is the most valuable as you'll get personal attention from Paul.
  • And to cap it all, we're giving Members a three month pass to the Mortgage Advisory Skills Online Bootcamp, which you can peruse here

The 12 Livestreams

  1. Setting Achievement Goals in Your Mortgage Business - How to create more of what you want in 2022 for your mortgage advisory practice.
  2. Influencing Your Mortgage Clients - advanced skills to sync with your clients and communicate in their style.
  3. Live Video Selling - teaching you the how etc. of selling via online Video.
  4. Building Trust and Gaining Referrals - setting up a mechanism to harvest ongoing referrals rather than praying and waiting.
  5. Fixing Appointments from Leads - how to turn bought leads, referrals and orphan clients into your first meeting.
  6. Your Sales Process and the 15 Minute Discovery Meeting - structuring your advisory process and how to maximise the effect of the first 15 minutes of meeting customers.
  7. The "How Much Can I Borrow" Meeting - exploring the DIP and affordability section of the sales process.
  8. Conversational Factfinding - how to find your customer's identified needs without interrogating them.
  9. The 6 Ingredients to Gaining Commitment - for those who "lose" the odd customer or two.
  10. How to Read Customers on Video - for those who want to be able to emulate real-life on Video.
  11. Protection Selling Masterclass – how to effortlessly engrain a protection package within your mortgage advice.
  12. Social Selling Masterclass - how to use the internet to gain new customers.

Remember, these are all professionally recorded and placed in the portal for you to watch even if you miss one or two. You can then schedule your coaching session with me later in the week to suit.

Live Workshop Details

Here is a zip file that contains a PDF One Pager on each of the 12 workshops. Click here

The Mortgage Advisory Skills Online Bootcamp

  • Can be seen here
  • You get three months' access as part of the Academy
  • The Portal is at https://paularcher.thinkific.com/ have a look and see what you think. You can see the content in more detail and whether the system works on your device.

Paul's Explainer Webinar - Live Recording from Saturday 19th February


Next Step

  • Watch the recording above to get your exclusive discount code and register for the PDF below.
  • The deadline to sign up for my PDF this Spring will be June  28th but we will halt registrations as soon as we've hit 12 people.  

Want to talk to Paul Now

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 PDF to 12 people this spring, and your investment will be just £750 but a limited special offer will be available to Paul's Membership (you know you're on this because you receive regular emails from Paul each week) announced on the webinar, including VAT. The discount is a whopping 20% but only to members.

You can sign onto our Membership, for free, on this website, to the right.

How to Enrol Online

  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 online.