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:
- Referral Mastery: How to Generate 7+ Referrals Per Client and Build a Business That Grows Itself
- How to Find and Secure Introducers: The Proven System for Brokers
- The Back Book Goldmine: How to Generate Sales from Existing Clients
- How to Review and Re-Broke Existing Protection Policies Ethically and Profitably
- Quick Wins, Quick Leads: How to Generate New Appointments from Your Phone Book
- How to Generate Leads from Warm DMs Without Sounding Salesy
- Cold DM Mastery: How to Turn Strangers into Clients Through Social Media Messaging
- Networking for Leads – The Underused Strategy That Still Works
- Email Marketing Mastery for Financial Advisers: Turning Your Inbox into a Lead Generator
- Trusts Training: How to Increase Protection Sales and Build New Client Chains Through Life Cover Trusts
- Social Media for Financial Advisers: How to Build Visibility, Credibility, and Leads Online
- Social Media Part 2: How to Drive Engagement, Build an Audience, and Turn Followers into Clients
- Facebook Deep Dive: How to Generate Leads and Build Your Brand Organically
- Instagram Deep Dive: Building Visibility, Engagement, and High-Quality Leads for Financial Advisers
- LinkedIn Deep Dive: Building Authority, Generating Leads, and Converting Connections into Clients
- Growing Your Social Media Page (Part 1): Framework, Consistency, and Visibility for Financial Advisers
- Lead Magnets Masterclass: How to Create, Launch, and Convert High-Value Free Offers into Quality Leads
- Paid Ads Masterclass: How to Build, Script, and Scale Meta & YouTube Campaigns That Generate Consistent Leads
- Paid Ads Targeting & Testing: How to Build, Refine, and Scale Meta Campaigns That Generate High-Quality Leads
- Protection Masterclass: The Questions That Sell — How to Ethically Increase Premiums and Conversion Rates Through Emotional Selling
- The Six-Step Sales Process: How to Close More Deals and Build Long-Term Success in Financial Services
- Follow-Up Mastery: Turning “Think About It” into Closed Business Without Being Pushy
- Objection Handling Masterclass: How to Confidently Overcome “I Want to Think About It” and Other Sales Barriers
- The Secret Weapon of Sales: How to Use Tone of Voice to Influence, Engage, and Close More Clients
- Becoming a Killer Closer: The Six Proven Techniques to Convert More Clients with Confidence and Control
- Asking Killer Questions: How to Unlock Emotion, Identify Pain Points, and Close More Protection Sales
- Increasing Revenue per Appointment: 30 Proven Strategies to Maximise Income, Efficiency, and Client Value
- The Telephone Terminator: How to Master Tone, Energy, and Technique to Win More Clients on Every Call
- Time Blocking Mastery: How to Structure Your Week, Eliminate Overwhelm, and Achieve More in Less Time
- The Five Steps to Get Anybody to Buy Anything: How to Guide Every Client From First Contact to Confident Purchase
- Wearing the Right CAP: How Credibility, Authority and Perception Decide Every Sale
- The Six-Step Sales Process: A Proven Framework to Convert More Clients With Consistency and Confidence
- Becoming a Killer Closer: Six Proven Techniques to Confidently Convert More Clients and Boost Protection Sales
- The Fortune Is in the Follow-Up: How to Recover Lost Sales and Convert More Clients Without Feeling Pushy
- Advanced Fact-Finding: How to Ask Powerful Questions and Position Protection to Maximise Premiums and Conversions
- Building the Foundations of Property Wealth: How to Manage Money, Structure Your Finances, and Prepare to Build a Property Empire
- Building a Property Investment Plan: How to Choose Your Strategy, Set Financial Goals, and Create a Clear Route to Property Wealth
- Houses in Multiple Occupation (HMO) Masterclass – How to Build High-Cashflow Property Assets Safely and Profitably
- Houses in Multiple Occupation (HMO) Masterclass – Real Case Studies, Profit Strategies, and How to Build Cashflow at Scale
- Property Flips Masterclass – How to Buy, Refurbish and Sell for Profit While Growing Your Investment Pot
- Property Flips Masterclass – Real Case Studies, Deal Sourcing and How to Generate 5-Figure Profits Repeatedly
- Live Property Deal Sourcing & Flip Analysis:
- Rightmove Workflow, Comps, GDV, and Offer Strategy (with Flip Calculator)
- Serviced accommodation Real Case Studies, Funding Structures & On-Market Deal Sourcing
- High-Cashflow Property Strategy: Serviced Accommodation (Airbnb/SA) — Models, Volatility, Ops & Risk
- Property, Simplified: Cash-Flow, Profit & Long-Term Assets (Foundations & Playbook)
- High-Volume Protection Sales with Olly Lodge: Lead Gen, Closing & Persistency
- Elite Mortgage & Protection Performance with Matthew Moralee: Mindset, Systems & Sales Mastery
- Mastering Business Protection with John McComisky: How to Win, Advise, and Retain High-Value SME Clients
- Scaling to 600K: How George aLLSOP Built a High-Volume, High-Profit Mortgage Business
- If You Can Do It, You Can Do It: Overcoming Challenges and Finding Simple Solutions with Stuart Myers
- The Wealthy Advisers Club: Rebuilding the Industry, One Elite Broker at a Time
- Buy-to-Let Masterclass: Lending & Tax Done Right (with Roger Morris & John McCaffrey)
- Create a Month of Scroll-Stopping Social Content in 15 Minutes (ChatGPT + Canva + Meta)
- How to Review & Re-Broker Existing Protection Policies Ethically and Profitably
- Advanced Buy-to-Let: Arrangement Fees, SPVs & Tax-Aware Remortgage Strategy (with Roger & John)
- AI for Advisers: 17 Tools Transforming Financial Services Efficiency & Growth
- AI for Advisers (August Edition): From Traditional to Agentic—7+ Tools to Save Time, Drive Leads, and Scale
- AI for Advisers: Building Your Own AI Team – Receptionists, Review Schedulers & Lead Bookers
- AI for Advisers: The September Edition – New Tools, Smarter Systems, and the Future of Search
- Time Blocking for Brokers: How to Structure Your Week for Maximum Sales and Minimum Stress
- KPIs for Brokers: Tracking the Right Numbers to Grow Your Income
- Mindset Mastery for Advisers: Building Habits, Focus, and Growth for Long-Term Success
- The 1000% Formula – 7 Steps to 10x Your Income
- The 4 Types of Salespeople – From Average to Elite Performer
- Goal Setting for High-Performance Advisers – From Vision to Daily Action
- The Wealthy Advisers Club
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
