Access Financial Services is introducing an internal referral initiative called Access All Areas.
The protection and mortgage brokerage has rolled out the scheme to the company’s 260-strong network of self-employed protection and mortgage advisers, empowering them to pass on leads to colleagues when encountering financial opportunities outside their immediate expertise.
The programme aims to foster a collaborative environment where advisers can maximise their potential and better serve clients by leveraging the collective knowledge and skills within the wider Access FS community.
The rollout of Access All Areas stared with a pilot phase in early February, supported by a series of educational webinars.
These sessions aimed to broaden advisers’ understanding of various financial products, including those they might not typically handle in their day-to-day operations.
The pilot saw 50 leads successfully transferred among advisers.
These referrals spanned across financial services, including wills, mortgages, protection cases, later life lending, second charges, bridging finance, commercial deals, and international mortgages.
Nick Jones, mortgage sales and marketing director at Access FS, said. “The pilot was a huge success, completely exceeding our expectations in terms of participation and results.
”We had great engagement with protection and mortgage brokers, who embraced the opportunity to collaborate and expand their horizons.
”Now it’s being rolled out more widely following the overwhelmingly positive feedback from the trial. Our advisers demonstrated a willingness to learn about new products and to share leads.
”Access All Areas not only strengthens our team but also ensures our clients receive the most comprehensive and tailored financial solutions possible.”
