Paul Archer’s Mortgage Insights - 2023 August 07 – Referral Opps, MoneyHelper and Collectives

Paul's opening up Tivoli Studios especially for you this morning to discuss some interesting topics. Firstly how you can earn some fees in referrals, but first, you have to establish all the correct needs of your clients. Paul gives you a washing powder version that's clean and tidy. An update on the MoneyHelper follows: this recently rebranded government-funded firm is a possible referral for customers struggling with payments. Finally, a quick review of Collective investments for your CeMAP 1. As always, Paul's over at https://www.archercourses.com