When you’re new to the mortgage industry, the right network can make all the difference between struggling alone and building a thriving, holistic business.
For self-employed adviser Zoe Joyce, that meant finding a partner who could provide genuine support, an all-in-one business management platform, and opportunities across mortgages, protection, and equity release.
Zoe Joyce at a Glance
- Adviser: Zoe Joyce, Self-Employed
- Specialisms: Mortgages | Equity Release | Protection
- Previous situation: Working at a brokerage with poor structure and no lead generation
- Now offering: Full holistic advice with in-house referrals for commercial and wealth planning
- Key Win: Built a sustainable business with unwavering support and maximised earnings from every client
The Challenge
Nine years ago, Zoe was new to the mortgage industry and working for a brokerage where things simply weren’t working.
“The culture wasn’t very structured and the leads were non-existent,” Zoe explains. “I wanted to be part of a more supportive network where I could manage my business in one place.”
Why Cornerstone?
Zoe was referred to Cornerstone by the compliance manager at Imperial Wealth, Cornerstone’s sister company at the time.
“I was offered a great package which suited my business which included great opportunities for placing business protection, equity release as well as mortgage business,” says Zoe.
What really sealed the decision was Cornerstone’s practical, hands-on support. The network provided Zoe with leads to help get her business off the ground – a tangible investment in her success that made all the difference.
Getting Started
The onboarding process exceeded expectations. Rather than being lost in a large organisation, Zoe found herself part of a close-knit, supportive community.
“The process was very smooth, at the time the office was quite small with 5 other self employed advisers, who were all very helpful with regards to support and range of knowledge across all of the products and services needed to be a holistic adviser,” Zoe says.
The Impact
Nine years on, the decision has proved transformative. One of the biggest advantages has been the ability to refer clients to other specialists in-house, including commercial loans and wealth planning.
“Over the years the Cornerstone Network has provided me and my business with unwavering support with all my business needs,” says Zoe.
“This means I can maximize my potential leads and earnings from each fact find I completed.”
Rather than losing opportunities to external referrals, Zoe can provide comprehensive advice and generate multiple revenue streams – all whilst knowing her clients are being looked after by trusted colleagues.
- Comprehensive product offering unlocked opportunities in mortgages, protection, and equity release
- Business development support helped establish and grow the business from day one
- Supportive team provided hands-on knowledge sharing and guidance
- In-house referral network maximised earnings from every client relationship
- Nine years of unwavering support enabled sustainable, long-term growth
Ready to See What’s Possible?
Cornerstone Network supports ambitious advisers like Zoe Joyce with the technology, compliance expertise, and whole-of-market access they need to grow.
If you’re ready to see what a truly supportive network can do for your business, get in touch with our team today – it could be the best move you make this year.
