Access Financial Services (Access FS) has announced it is entering into a partnership with Matt Chapman, widely known as The Protection Coach.
Chapman, a former adviser turned specialist trainer, has a coaching approach that is centred on helping advisers have meaningful conversations, with the aim of leading to better long‑term protection decisions for customers.
The Protection Coach partnership is designed to support Access FS’s national network of more than 280 mortgage and protection advisers, who collectively serve over 20,000 customers.
Over the next nine months, Chapman will work closely with Access FS’s managers and mentors, equipping them with coaching techniques that they can cascade through the business.
The programme will focus on helping advisers move away from transactional sales conversations and towards deeper, goals‑based discussions that explore a client’s life plans, financial vulnerabilities and long‑term aspirations.
The programme begins this spring and will run through the end of the year.
"Partnering with The Protection Coach is a game changer," Karl Wilkinson, CEO and founder of Access FS, said. "Matt is at the top of his game and is set to help our advisers have goals-based conversations, rather than just selling. His approach fits perfectly with our mission to support advisers in delivering positive customer outcomes."
