AI Growth Strategy Session
Business Strategy Summary
Transform Your Wealth Management Practice with AI Wealth Partners
Ultra & High Net Worth Client Acquisition, Simplified: AI-Driven Solutions for Wealth Managers
Strategic solutions for wealth managers looking for HNW clients with >£1m and UHN with £10m+AUM ready to leverage artificial intelligence for growth. Lead by a team with over 30 years of experience in consulting and scaling financial service firms.
AI-Powered Client Acquisition: Drive Exponential Growth
Target the Right Clients
Identify & conduct in depth market analysis your HNW & UHNW ideal clients with precision using AI-powered profiling and segmentation.
Personalised Outreach
Craft targeted marketing campaigns tailored to individual investor preferences and needs.
Increase Conversion Rates
Optimise your sales funnel and nurture leads with automated, personalised communication.
Meet Your Global Partners
James Jackson
Strategy Manager | Digital Transformation | AI & Process Optimisation
Based in Rio de Janeiro, Brazil
Linkedin
Dan Reddish
Client Acquisition Lead |Digital Transformation | AI & Process Optimisation
Based in Yorkshire, UK
Process Automation & Optimisation: Streamline Operations
Reduce Manual Tasks
Automate repetitive processes like data entry, reporting, and client onboarding. Free up your team to focus on higher-value activities.
Improve Efficiency
Streamline operations and enhance productivity with AI-powered workflows and decision-making support.
Reduce Errors
Minimise human error with automated processes and data validation, ensuring accuracy and compliance.
Strategic Growth Implementation: Partner with AI Experts
Strategic Assessment
A comprehensive analysis of your current operations, identifying opportunities for AI-driven growth.
AI Implementation
Tailored solutions to integrate AI into your existing systems and workflows, seamlessly.
Digital Transformation
Guidance on adapting your business model and processes to thrive in the digital age.
Ongoing Support
Dedicated training and support for your team, ensuring successful adoption and continuous improvement.
Credibility and Expertise: Transforming Wealth Management
1
Led by Former High KPMG & Deloitte Level Strategist
Our team brings unparalleled experience from leading consulting firms, ensuring a deep understanding of the wealth management industry and best practices.
2
Combining Big 4 Consulting Expertise with Cutting-Edge AI Implementation
We seamlessly integrate Big 4 consulting principles with advanced AI technology to deliver impactful and transformative solutions.
3
Proven Results and Client Success
We have a proven track record of helping FS forms and advisers achieve significant growth and operational efficiency through AI with 20 years of digital marketing experience.
Secure and Scalable Solutions for Your Practice
100%
Data Security
Industry-leading security measures to protect your client data and ensure regulatory compliance.
99.9%
Uptime Guarantee
Our robust infrastructure ensures continuous operation and reliable access to your AI tools.
10X
Scalable Solutions
Our AI solutions are designed to scale with your practice's growth, adapting to your evolving needs.
Unlock the Future of Wealth Management
1
Strategic Partnership
Partner with us to leverage the power of AI and unlock new growth opportunities.
2
AI-Driven Transformation
Embrace the future of wealth management and transform your practice for long-term success.
3
Personalised Client Experiences
Deliver exceptional client experiences with AI-powered insights and personalised services.

"The £1M+ AUM Accelerator"

Generate 3-5 qualified wealth management appointments weekly (£1M+ AUM) within 4 months using our AI prospecting system. 30% close rate proven. The Problem: Most wealth managers face feast-or-famine client acquisition, manual prospecting that consumes hours daily, and struggle to systematically reach UHNW clients while larger competitors dominate through technology advantages. Our Proven Method: AI-Driven HNW Pipeline System + Triple-Velocity LinkedIn Pipeline™ - Proprietary systems that identify wealthy prospects at precise moments of financial decision-making and deliver personalised messaging calibrated for high-net-worth psychology. Unlike generic outreach, we target prospects before competitors know they're in the market. What You Get: 30-Day Intensive Implementation with custom AI client identification system Personal business audit & automated LinkedIn setup (Month 1) Weekly group mastermind with similar advisors (Months 1-2) Monthly 1:1 accountability & AI updates (Months 2-6) Personalised UHNW prospect database (500+ qualified leads) Reclaim 3-6 hours weekly through automation The "Money-Back Growth Guarantee": If you don't secure at least 3 qualified UHNW consultations within 90 days of campaign launch, full refund * PLUS: Lifetime Access to AI Wealth Partners Community + Exclusive Bonuses (£25K Value) 24/7 peer support & private mastermind access (£10K value) AI Market Intelligence Dashboard (£5K value) Complete training library & monthly market reports (£2.4K/year value) Ready-to-use AI prompt templates & emergency strategy hotline (£7.6K value) Regular cash giveaways & fresh training content every 3 months Direct access to us 5 days/week via private messaging Your Guides: Led by our consulting team of AI and digital transformation specialists with global offices in the UK and Rio, Brazil. Dan Reddish (6+ years scaling financial services firms with AI & automation) & James Jackson (KPMG Strategy Manager, ex-Deloitte consultant specialising in digital transformation and process optimisation). *To be eligible for a refund you have attended all calls, completed all steps and executed on any suggested actions.

Contact Us Today to Begin Your AI-Powered Journey
Our team is dedicated to helping wealth managers achieve exceptional results through the power of AI.