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...
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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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Create Finance L&D
- Jan 24, 2019
- 1 min
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 21, 2019
- 3 min
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, 2019
- 2 min
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, 2019
- 4 min
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 14, 2019
- 1 min
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 10, 2019
- 1 min
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 8, 2019
- 4 min
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, 2019
- 1 min
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, 2019
- 4 min
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, 2019
- 2 min
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 7, 2019
- 2 min
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 4, 2019
- 1 min
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, 2019
- 3 min
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 3, 2019
- 2 min
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, 2019
- 2 min
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, 2019
- 3 min
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, 2019
- 1 min
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, 2019
- 3 min
"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 2, 2019
- 5 min
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
- Dec 19, 2018
- 1 min
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, 2018
- 1 min
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, 2018
- 1 min
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 12, 2018
- 2 min
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 3, 2018
- 5 min
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
- Nov 29, 2018
- 1 min
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, 2018
- 3 min
"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, 2018
- 2 min
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, 2018
- 4 min
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 28, 2018
- 1 min
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, 2018
- 2 min
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 27, 2018
- 3 min
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, 2018
- 1 min
Recording Calls Using the App
Follow this guide to ensure each call you record is audible.
Create Finance L&D
- Nov 27, 2018
- 1 min
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, 2018
- 1 min
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, 2018
- 1 min
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, 2018
- 1 min
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, 2018
- 1 min
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, 2018
- 1 min
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, 2018
- 1 min
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, 2018
- 1 min
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, 2018
- 1 min
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 22, 2018
- 3 min
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, 2018
- 1 min
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, 2018
- 1 min
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
- Oct 23, 2018
- 1 min
Property Terminology
This guide from Royal London is great for terminology your clients may use/ explaining terminology to customers.
Create Finance L&D
- Oct 3, 2018
- 1 min
Avoiding Interruptions
Great advice from Jocko Willink, a former Marine Corps Commander and motivational speaker on reducing interruptions when presenting.
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