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more2life, the later life lender, has announced the launch of a new Growth Toolkit, designed to help specialist later life advisers build strong referral relationships with other financial professionals and generate new sources of client introductions.
The Growth Toolkit provides advisers with practical guidance and ready-to-use marketing materials to help them connect with potential introducers, including mortgage brokers, financial advisers, solicitors, estate agents and wealth managers.
The Toolkit provides advisers with step-by-step campaign guidance alongside a range of customisable resources, including referral flyers, direct mail templates and e-mail outreach materials.
Advisers can utilise the resources contained within the Toolkit to introduce their services, and build trusted referral relationships, with businesses who may encounter later life lending opportunities, but do not provide that advice themselves.
The Growth Toolkit is designed to support advisers through the process of identifying potential introducers, initiating conversations, and nurturing long-term professional relationships which can generate a consistent stream of referrals.
more2life said the initiative reflects the increasing importance of collaboration across the advice market as more homeowners look to access the equity in their property later in life. The lender said this approach not only provides advisers with additional lead generation opportunities but also helps ensure more customers are able to benefit from advice on lifetime mortgages and other later life lending options when they may need them.
The launch of the Growth Toolkit forms part of more2life’s wider commitment to supporting advisers and helping the later life lending market evolve as demand for property wealth solutions continues to grow.
Advisers can access the Growth Toolkit and supporting resources on the more2life website, by visiting https://www.more2life.co.uk/growth-toolkit.
Dave Harris, CEO at more2life, commented:
“Later life lending is moving rapidly from niche to norm, and as this happens, it’s vital advisers across the market are able to work together to ensure customers receive the support and solutions they need.
“Many advisers will encounter clients who could benefit from exploring their property wealth, but may not be specialists in lifetime mortgages, or wider later life lending, advice themselves. Strong referral relationships are therefore essential in making sure those clients are directed to the right expertise.
“Our Growth Toolkit has been created to make building those relationships as straightforward as possible. By providing practical guidance and ready-made outreach materials, we’re helping specialist advisers introduce their services, engage potential introducers and establish referral partnerships with confidence.
“Ultimately, this is about helping advisers grow their businesses while ensuring more homeowners can access the advice they need to make informed decisions about their property wealth.”
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The Growth Toolkit provides advisers with practical guidance and ready-to-use marketing materials to help them connect with potential introducers, including mortgage brokers, financial advisers, solicitors, estate agents and wealth managers.
The Toolkit provides advisers with step-by-step campaign guidance alongside a range of customisable resources, including referral flyers, direct mail templates and e-mail outreach materials.
Advisers can utilise the resources contained within the Toolkit to introduce their services, and build trusted referral relationships, with businesses who may encounter later life lending opportunities, but do not provide that advice themselves.
The Growth Toolkit is designed to support advisers through the process of identifying potential introducers, initiating conversations, and nurturing long-term professional relationships which can generate a consistent stream of referrals.
more2life said the initiative reflects the increasing importance of collaboration across the advice market as more homeowners look to access the equity in their property later in life. The lender said this approach not only provides advisers with additional lead generation opportunities but also helps ensure more customers are able to benefit from advice on lifetime mortgages and other later life lending options when they may need them.
The launch of the Growth Toolkit forms part of more2life’s wider commitment to supporting advisers and helping the later life lending market evolve as demand for property wealth solutions continues to grow.
Advisers can access the Growth Toolkit and supporting resources on the more2life website, by visiting https://www.more2life.co.uk/growth-toolkit.
Dave Harris, CEO at more2life, commented:
“Later life lending is moving rapidly from niche to norm, and as this happens, it’s vital advisers across the market are able to work together to ensure customers receive the support and solutions they need.
“Many advisers will encounter clients who could benefit from exploring their property wealth, but may not be specialists in lifetime mortgages, or wider later life lending, advice themselves. Strong referral relationships are therefore essential in making sure those clients are directed to the right expertise.
“Our Growth Toolkit has been created to make building those relationships as straightforward as possible. By providing practical guidance and ready-made outreach materials, we’re helping specialist advisers introduce their services, engage potential introducers and establish referral partnerships with confidence.
“Ultimately, this is about helping advisers grow their businesses while ensuring more homeowners can access the advice they need to make informed decisions about their property wealth.”
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