The advisers winning the biggest cases in 2026 aren't buying leads or begging for referrals. They're running a defined LinkedIn system that puts them in front of high-value clients every week. We build it with you.
Founded by Dan Reddish: 14 years building audiences, then six years helping regulated advisers win high-value clients.
Every number below is a real, past-tense client outcome. Judge the rest of this page against them.
All results are past-tense outcomes for individual clients. One client's results are one client's results; yours depend on your market, your effort and your firm's approvals.
Over £1.3 trillion sits in UK private wealth, and it's concentrating upward, not shrinking. The clients you want exist in numbers. The market was never your problem.
Deep research on every prospect: who they are, what they're worth, what's changing in their world. What took an afternoon per name now takes minutes, so precision finally beats volume.
The moment it clicks. The Owned Pipeline System builds it: positioning, the LINK Method, and content the 2026 algorithm actually distributes. Your asset, not a subscription.
An illustrative model of moving upmarket, not a forecast or a promise. The one real number in it: our clients' case sizes run up to 3.6x the market average. For your own numbers, run the free Upmarket Scorecard on your actual book.
Not "our unique process". A defined system you could hand to a compliance officer: positioning, the LINK Method outreach sequence, and a content engine built for the 2026 algorithm.
Your profile stops being a CV and starts being a landing page. Built around one niche, one problem, one reader.
AI-assisted research finds the right people. Then a defined message sequence, the LINK Method, opens conversations without pitching. One question per message. No links, no brochures, no pressure.
Two to four posts a week, built for how the 2026 algorithm actually distributes content. Your prospects see you being useful before you ever speak.
That's it. No funnels to babysit, no ad spend, no lead vendor to renew with.
Our own prospect intelligence platform: it turns a LinkedIn profile into a scored prospect dossier with personalised outreach in under a minute. It's the engine behind every Audit dashboard we deliver.
That's it running live on the right. No login, mock data. Pick your role and have a play.
The first 100 on the waitlist lock in founding member pricing. No card needed.
8 weeks, capped at five brokers, everything built live with you: niche and profile, your prospect list, LINK Method sequences, and your content engine. You leave running it yourself.
Next cohort 8 September. The Sprint video covers the method, the results and the investment, so you can qualify yourself in or out before we ever speak.
Watch the Sprint video → For wealth managers & plannersThe fastest-growing firms we analyse have stopped marketing to "high-net-worth individuals" and started targeting one hyper-specific persona: think exited tech founders, £2m–£8m liquid, 45 to 60. Precision, not volume.
On a 30-minute call we map that framework against your firm, your niche, your positioning, where the gaps are. You keep the diagnosis whether we work together or not. Prefer to see the research first? The £750 Audit is still there.
For wealth managers →Wealth managers and planners: book a 30-minute diagnostic call. We map the precision-targeting framework against your firm and you keep the diagnosis whether we work together or not. Mortgage brokers: the Sprint video covers the full method, real results and the investment, so you can qualify yourself in or out.