UHNW Deals 💰✨️
Private
54 members
Free
You already know the problem
Bought leads are tyre-kickers ❌
Referrals dry up when you stop chasing ❌
Both leave your pipeline in someone else's hands ❌
Why?
Every adviser fishes the same recycled pond.
Pipeline Builder works the other way ✅
Target HNW/UHNW prospects directly with a unique proprietary system you own.
Less is more 💯
3 ways in:
Free: define your ideal HNW/UHNW client & sharpen your offer in a weekend
Pipeline Builder (£997/yr or £127/mo): the full system, targeting, outreach, scripts, content, automation, AI Employee.
Built to book 1-3 HNW appointments a week when you run it consistently.
VIP (founding £197/mo or £1,970/yr): everything in Pipeline Builder, plus coaching & accountability.
From Dan Reddish, who has helped 400+ brokers in six years.
Amanda, a London broker, used it to write £6.5M, average loan above £700k.
Craig, a Glagow planner generated a client worth 100k in fees in 7 days.
For brokers, wealth managers & planners who want HNW clients & a pipeline they own.
Start free
skool.com/aiwealthpartners
The prospecting system advisers own. Target HNW mortgage & wealth prospects directly, book appointments, & build a pipeline that is yours, not rented
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