AI Wealth Partners High-Value Offer:
"AUM Accelerator™"
Core Proposition:
"We place Ultra-High Net Worth clients (£1M-£5M+ AUM) directly into your wealth management practice without you lifting a finger - and we only get paid when you do."
Value Amplifiers:
- Complete Done-For-You Implementation
- We handle everything: prospecting, outreach, qualification, and appointment setting
- You only handle final client meetings and paperwork
- No training required - we operate independently using our proven systems
- Ultra-High Net Worth Focus
- Specialised targeting of clients with £1M-£5M+ in investable assets
- Our proprietary AI targeting system identifies prospects with the highest probability of conversion
- Pre-qualification ensures you only meet with prospects ready to move significant assets
- Risk Elimination
- Zero upfront fees - we only earn when you do
- No long-term commitment - cancel anytime if not satisfied
- We front all marketing and acquisition costs
- Enhanced Client Value
- Client retention automation tools included
- Quarterly strategy optimisation to continuously improve results
Revolutionary Pricing Model:
- 50% of first-year management fees from all clients we bring you
- 25% of ongoing management fees for the lifetime of those clients
- Zero upfront costs or implementation fees