Access Financial Services is launching Access All Areas, a new internal referral programme.
The brokerage is rolling out the scheme to its 260-strong network of self-employed mortgage and protection advisers. It allows them to pass on leads to their colleagues when they encounter opportunities outside their personal area of expertise.
The initiative is designed to foster a collaborative environment where advisers can maximise their potential and better serve their clients by leveraging the wider Access FS community’s collective knowledge and skills.
PILOT LEADS
An initial pilot phase took place 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.
50 leads were successfully transferred among advisers during the pilot. These referrals spanned wills, mortgages, protection cases, later life lending, second charges, bridging finance, commercial deals, and even international mortgages.
POSITIVE FEEDBACK
Nick Jones (pictured), 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. And it reflects our commitment to innovation and teamwork – and I’m thrilled to see it take off as a cornerstone of our operations moving forward.
“Access FS is disrupting the market and expanding rapidly – a key factor in this success is our commitment to supporting advisers in their development and helping them grow.”
