The workshops have been taking place in a specially constructed training suite at the Linx FS headquarters throughout the first week in June and have been extended to include two more dates on the 22th and 24th June with limited places still available. The workshops aim to demonstrate the numerous income opportunities generated by the Shoebox system, as well as the benefits to the intermediary of a client’s information all being stored in one place. To register for one of the events brokers need to contact the sales team at Linx FS on 02380 456999.
Shoebox is specifically aimed at mortgage brokers, protection advisers and introducers who have built up a good client bank. The Shoebox platform gives brokers access to over 30 financial products in areas such as pensions, bonds, SIPPs, child savings accounts, annuities and share dealings as well as other areas of client expenditure. Shoebox is a free total business solution to help brokers develop and grow their business in a friendly, professional and secure manner by utilising the system to access, maintain, analyse and manage their entire client’s financial information securely online.
Clients will have full access to Shoebox but upon introducing clients to the system brokers will be in place to earn referral income for any transactions placed through this vehicle. Shoebox uses its in-depth industry knowledge to provide information that keeps the client up to date on what they’ve got, why they’ve got it and what it’s worth. It also produces automatic prompts and alerts that help clients and brokers ensure important dates and reviews are not missed.
Phil Jay, director at Linx FS commented: “We believe using Shoebox can increase a broker’s income by as much as 25% and we’ve been delighted at how the launch has been received by the intermediary market. The workshops have proved very successful in transferring initial interest in the system into real enthusiasm for its potential and due to demand we have added the two extra dates. However, these workshops are just the beginning and we are committed to providing full training and support for brokers to best utilise the vast potential that Shoebox can offer across numerous areas of financial products services.”
