CPD Blog

This blog can be used as a resource to complete your CPD. It is regularly updated by L&D with articles and tools for brokers.

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Optimise Your Team For Sales Success

A broker, their admin, and the admin manager form a team, that when working in harmony, produce better results, driving that brokers...

Create Finance L&D

Jan 29, 20195 min read

LinkedIn Marketing

Accord Mortgages have produced a great article on using LinkedIn as a broker, and it even features Gindy as a case study! Learn more HERE

Create Finance L&D

Jan 24, 20191 min read

Working From The Office: Get The Most Out Of It!

There are only so many hours in the day, so making the most of your time is critical. There are two ways increase your output--either put...

Create Finance L&D

Jan 21, 20193 min read

The Zeigarnik Effect - Completing Your TO DO List Is Good For You

Have you got a project that’s forever lingering on your to-do list? With so much on our plates it can be hard to find the time to make a...

Create Finance L&D

Jan 21, 20192 min read

Working From Home: Get More Done

Working from home is great on so many levels. Not having to commute saves money and time and can actually make you happier, and if you...

Create Finance L&D

Jan 21, 20194 min read

Key Partnerships - Equity Release

We are now working with Key Partnerships for Equity Release referrals. Who qualifies? To qualify for equity release, your client must Be...

Create Finance L&D

Jan 14, 20191 min read

NEW Sales Support From Royal London

Royal London have put together a new sales aid for brokers and its a cracker. Aimed at new and existing parents, the Good Parent...

Create Finance L&D

Jan 10, 20191 min read

Appeals: Don't Take 'No' From Lenders

Best Practice: Appeals & Business Cases Building a business case Underwriters assessing applications, even when in policy, will be...

Create Finance L&D

Jan 8, 20194 min read

Better AIP To APP In 5 Mins

Are your stats up to date? For some this is merely an issue in updating system info accurately, simple one to get them updated as soon as...

Create Finance L&D

Jan 8, 20191 min read

Better Conversion In 5 Mins

Converting from enquiry to AIP is of course one of the most important parts of the sales journey. There are several key drivers for this,...

Create Finance L&D

Jan 8, 20194 min read

Better Contact Rates In 5 mins

Action Immediately Whenever a new enquiry is taken, those who have the most success when contacting that client call, text, and email...

Create Finance L&D

Jan 8, 20192 min read

Attention Spans

"The average British person has an average attention span of just 14 minutes, new research has found." You may have seen a headline like...

Create Finance L&D

Jan 7, 20192 min read

Criteria Hub Guides

Want to learn more about one of our core systems? Take 5 minutes out to look at these two quick videos.

Create Finance L&D

Jan 4, 20191 min read

Bank More In 2019-Appealing Cases

Lenders decline cases, it happens. But there are a number of cases where just a little more work could convince an underwriter or BDM to...

Create Finance L&D

Jan 4, 20193 min read

Facebook Marketing Part 1

If you’re a mortgage broker on the hunt for lead generation through social media, then Facebook is a great place to start. Through this...

Create Finance L&D

Jan 3, 20192 min read

Print Marketing Part 1

Try the advertorial format Studies have revealed promising results for the advertorial style of print advertising. Not sure what an...

Create Finance L&D

Jan 3, 20192 min read

Web Marketing Part 1

Develop a clear unique selling proposition Do you know what sets you apart from your competition? If you don’t, you’re not ready to...

Create Finance L&D

Jan 3, 20193 min read

Sustainably Motivate Yourself

Motivation is energy, directed towards a goal. It's a resource that needs to be nurtured and managed in order for it to be sustained....

Create Finance L&D

Jan 3, 20191 min read

"I DO NOT Sound Like That!" - The Value of Call Recordings

Its gross. But its damn effective. Listening back to calls is an incredibly powerful training and coaching tool...that's why if you've...

Create Finance L&D

Jan 3, 20193 min read

Be A THIRD More Effective In Under An Hour

If you only have one goal -- meeting an annual or even monthly sales target -- you’re selling yourself short. Smaller goals let you build...

Create Finance L&D

Jan 2, 20195 min read

Sell More FIB and Business Protection

Make 2019 the year your insurance penetration peaks. Guidance on Family Income Benefit (FIB) and Business Protection have been added to...

Create Finance L&D

Dec 19, 20181 min read

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...

Create Finance L&D

Dec 19, 20181 min read

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...

Create Finance L&D

Dec 19, 20181 min read

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...

Create Finance L&D

Dec 12, 20182 min read

Clarity in focus

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

Create Finance L&D

Dec 3, 20185 min read

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....

Create Finance L&D

Nov 29, 20181 min read

"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...

Create Finance L&D

Nov 29, 20183 min read

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...

Create Finance L&D

Nov 29, 20182 min read

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...

Create Finance L&D

Nov 29, 20184 min read

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...

Create Finance L&D

Nov 28, 20181 min read

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...

Create Finance L&D

Nov 28, 20182 min read

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...

Create Finance L&D

Nov 27, 20183 min read

Recording Calls Using the App

Follow this guide to ensure each call you record is audible.

Create Finance L&D

Nov 27, 20181 min read

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...

Create Finance L&D

Nov 27, 20181 min read

Customer Experience

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

Create Finance L&D

Nov 27, 20181 min read

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...

Create Finance L&D

Nov 27, 20181 min read

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...

Create Finance L&D

Nov 27, 20181 min read

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....

Create Finance L&D

Nov 27, 20181 min read

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...

Create Finance L&D

Nov 27, 20181 min read

Objection Management

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

Create Finance L&D

Nov 27, 20181 min read

Prioritisation Skills

Not knowing what to do now, or next can cripple your pipeline and slow your sales process to a crawl...costing you money. This e-learning...

Create Finance L&D

Nov 27, 20181 min read

Influencing Clients...With Science!

Getting buy in from clients means being persuasive. Science and psychology have a lot to say on this subject and how it relates to sales,...

Create Finance L&D

Nov 27, 20181 min read

Persuasion Techniques to Apply in Your Sales Emails

Know your audience Okay, so this isn’t exactly a writing tip. But it’s the foundation upon which your email’s effectiveness is built. If...

Create Finance L&D

Nov 22, 20183 min read

Why not do it all at once?

Why not cram everything we need to do into a single point of contact with customers? This video articulates the psychology behind a multi...

Create Finance L&D

Nov 22, 20181 min read

The Science of Persuasion

Sales are a form of persuasion, so understanding key techniques to sway others is a key tool for brokers. This video perfectly...

Create Finance L&D

Nov 22, 20181 min read

Property Terminology

This guide from Royal London is great for terminology your clients may use/ explaining terminology to customers.

Create Finance L&D

Oct 23, 20181 min read

Avoiding Interruptions

Great advice from Jocko Willink, a former Marine Corps Commander and motivational speaker on reducing interruptions when presenting.

Create Finance L&D

Oct 3, 20181 min read