Eight weeks. Eight live sessions. We build the system that puts you in front of the clients you actually want, and you own it afterwards.
£2,500, or six payments of £500 · Application takes two minutes and Dan reads every one.
Watch this first · 18 minutes
When you are visible to everybody, you are chosen by nobody in particular. You get whoever happens to walk through the door, and whoever happens to walk through the door is, by definition, average.
Not "business owners". A defined group with a shared problem you can name in a sentence, where you can explain why a normal broker handles them badly. Complexity is not a problem to avoid. It is the moat.
Your profile stops being a CV and becomes sales copy aimed at one person. Headline, about, featured. Written for the client you chose, and nobody else.
AI doing actual work rather than writing your posts. Their business, their situation, what changed recently. You turn up sounding like someone who has done the reading, because you have.
The LINK Method. Four touches over weeks, not hours. No pitch anywhere before a conversation happens. One question per message. The only thing you are earning is a reply.
Most AI training for brokers is about writing posts faster. That is the least useful thing it does, and it is why so much of it reads like everybody else.
A proper briefing on your niche before you speak to anyone in it. How their income is structured, where lenders get it wrong, what triggers a borrowing need and when. Work that used to take a week.
What changed at their firm recently, what they have said publicly, what position they are in. Four hours of digging per prospect becomes about thirty seconds, and the output is better than doing it by hand.
Trained on how you actually write, so the output sounds like you rather than a chatbot. That is the difference between using AI and being caught using AI.
The point is not that it saves you time. It is that it makes personalisation possible at a volume a person could not sustain.
Not videos you will get to later. A small group, so I can see what you are actually doing.
I simply could not have done it without you. I honestly can't thank you enough for changing my life.
A rewritten profile and one post produced a £700,000 mortgage enquiry. An enquiry, not completed business. It landed in week six, which is why this programme is now eight weeks rather than four.
Over £3,500 plus protection commissions in his first month after niching into law firms. Gained the confidence to leave employment and go full time self employed.
£2,500 to £10,000 in month one after niching into pilots. Hit his full year revenue target by June. Now works roughly one appointment a week.
One commercial case, purpose built student accommodation, approved at a 0.75% procuration fee. Around £55,000 on a single deal.
A breath of fresh air, realigning my knowledge and efforts after being carried along and swamped by advice for the masses.
Four days of activity in his first month running the campaign: a direct email from a buy, refurb and refinance company, a call booked with an architect, two collaboration conversations, and a five o'clock phone call from someone who had just parted ways with his existing finance broker.
Nothing has materialised into actual placed business yet, but it's a hell of a start having some of these conversations.
New brokerage, started from scratch in January. Two weeks to get set up. An asset finance case for a quantity surveying firm in Scotland, approved, £7,800 in commission. Alongside it: roughly half his connection requests accepted, over a quarter of those replying directly, and his network doubled in four or five weeks.
To get what I've got I would have needed nearly a full time person sat doing cold calling.
One client's results are one client's results. Yours will depend on your market, your niche, how much of the work you actually do, and how good you are with a client once you are in front of one. No promises are made.
Eight weeks, eight live sessions, small group. At the end you own it. Your accounts, your data. If you and I never speak again, it keeps running.
Four of five places remaining
Apply for the September Cohort
Co-founder of AI Wealth Partners. Six years helping financial services professionals build better client pipelines, first in mortgage broking, now with AI at the centre of it.
I am not a broker and I am not FCA regulated. I build the system that puts you in front of the right people. The advice stays yours.
No payment now. If it looks like a fit, Dan will be in touch to arrange a short call.
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