The Wealthy Adviser

CPD Standards Office Provider Number: 50835

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Who should attend

Our courses are designed for financial advisers, mortgage brokers, protection advisers, and business owners in financial services who want to enhance performance, help more clients, increase income, and future-proof their business.

Participants will learn how to:
<ul>
 	<li>Generate more high-quality leads using over 10 proven strategies for financial services.</li>
 	<li>Improve sales conversions with advanced questioning, objection handling, and closing techniques.</li>
 	<li>Build trust and communicate effectively to strengthen client relationships and boost referrals.</li>
 	<li>Leverage digital marketing tools to save time, streamline processes, and scale more efficiently.</li>
 	<li>Increase protection penetration and upsell, cross-sell and re-sell - More life, critical illness, and income protection policies.</li>
 	<li>Join a community of other like-minded brokers – connect and collaborate with others to earn and learn</li>
 	<li>Attend events in person as well as offline to meet others in your industry</li>
 	<li>Stay compliant and competitive in a fast-changing financial services landscape.</li>
</ul>

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Category: Business Consulting, Business Skills, Coaching Programmes & Solutions, Financial Services & Legislation

Description:

Offering CPD-accredited training in sales, marketing, and business growth for financial advisers, mortgage brokers, and protection specialists, The Wealthy Advisers Club helps professionals increase income, improve client conversion rates, and build long-term wealth.

Our interactive online courses and live workshops teach advisers how to generate more leads, master sales conversations, handle objections, and close high-value cases with confidence. Each session focuses on practical, real-world skills that advisers can apply immediately to grow their business.

Why is sales and business training important for financial advisers? In a competitive market, understanding how to position your services, build trust, and use modern marketing and tools can dramatically increase both protection and mortgage sales performance.

Founded by Terry Blackburn, an award-winning entrepreneur who has started and scaled two multi-million-pound brokerages and personally trained hundreds of advisers, The Wealthy Advisers Club is recognised as the UK’s leading sales and growth training community for financial professionals.

To join on a free 7 day trial - https://www.skool.com/the-wealthy-advisers-club/about

Accredited Activities:

This provider is currently undergoing accreditation.

Who Should Attend:

Our courses are designed for financial advisers, mortgage brokers, protection advisers, and business owners in financial services who want to enhance performance, help more clients, increase income, and future-proof their business.

Participants will learn how to:

Generate more high-quality leads using over 10 proven strategies for financial services.
Improve sales conversions with advanced questioning, objection handling, and closing techniques.
Build trust and communicate effectively to strengthen client relationships and boost referrals.
Leverage digital marketing tools to save time, streamline processes, and scale more efficiently.
Increase protection penetration and upsell, cross-sell and re-sell – More life, critical illness, and income protection policies.
Join a community of other like-minded brokers – connect and collaborate with others to earn and learn
Attend events in person as well as offline to meet others in your industry
Stay compliant and competitive in a fast-changing financial services landscape.

Further Information:

https://www.skool.com/the-wealthy-advisers-club/about