
NEW Recommendation Email Template
Follow the instructions in this simple guide to start using the new Create Recommendation Email Click HERE for the guide. Click HERE for...

Let Royal London Increase Your Protection Sales
Royal London provide some of the clearest and most compelling protection marketing for clients. Their marketing portal allows your to...

Help with help to buy mortgages
The remortgage market has reached its highest level in a decade bolstered by competitive rates, according to the latest UK Finance...

Clarity in focus
Its been a few months since we attended Clarity, meaning its well worth taking a look back at the session. AUDIO...

Protection support materials
I've talked about the website FT Adviser before, as it provides a whole host of CPD-worthy materials for getting your 35 hours boxed off....

"Oh Crap it went wrong" - bouncing back from failure
Having goals and creating plans to achieve those goals is all part of obtaining success in business. But sometimes our goals don't always...

When 'smart' isn't enough
Starting a business doing what you love, losing a lot of weight, quitting smoking, completing a triathlon -- these are all lofty...

Goal Setting 101
We work long hours, often sacrificing family time and other obligations to do what we feel is in our blood. Being self employed isn’t for...

The power of word-of-mouth marketing
If anyone tries to tell you there’s no way to prove the ROI of thanking your customers, or that sending handwritten thank-you notes...

Bank of Ireland Visit - 28/11/18
Please note that this information is correct as of 27/11/2018 and is subject to change. I have included the website quick links for both...

Do you want fries with that Mortgage?
Most people do not walk into a McDonald’s to get just fries. They are there for something heartier, like a burger, or to try a new menu...

Recording Calls Using the App
Follow this guide to ensure each call you record is audible.

Becoming Adaptable
The need for adaptability has never been greater than it is now. The ability for people, teams and organisations to adapt to changes in...

Customer Experience
For a long time, the entire customer service theory focused on delighting the customer — on exceeding expectations. However, it pays off...

Managing Effectively
This can be a challenging trait to embrace, particularly for brokers who are very successful. If every decision at a firm goes through...

Why Process is Important
Achieving a vision often relies on process. That doesn’t sound ‘sexy’, but it is true. Processes are a way to move from point A to point...

Having a Clear Vision
Setting off anywhere without a map – or sat nav – is a good way to get lost. That truth is the same in business as it is when travelling....

Communicating with Influence
A successful broker is, on some level, a people person. It’s not just that they can strike up conversations with strangers quickly and...

Objection Management
Learn Objection management and Objection handling techniques in this e-learning module: https://rise.articulate.com/share/02HafZY6r75VZeR...




















