Broker Sprint · Wealth Manager Sprint · One to One

The One Call Guarantee

Do the work. No high-net-worth call? I'll keep working with you free. Still nothing? Full refund.

I'll be honest, I can't turn a prospect into a client for you. That part's down to you.

What I can do is get the right people saying yes to a conversation. So that's what I guarantee.

Run your three campaigns and do the work we agree. If not one high-net-worth prospect agrees to a call with you, I'll keep working with you for free while you run a fourth. And if that still doesn't get you one, I'll refund your fee in full.

Why I can offer this

Because I've watched what happens when people do the work. I've seen it enough times to put my own money on it.

I've been building LinkedIn pipelines with brokers and planners since 2020. In that time, one broker completed £30M of mortgages over about three years, and one planner took £100k in fees in his first month. Another broker went from £2,500 the month before to £10k in his first month with me. One more had conversations with 140 people in three months.

These are individual results, not typical ones. What you get depends on your niche, your market and the work you put in. That's exactly why the guarantee is built around the work.

What counts as a call

A prospect who meets the high-net-worth criteria we agree in writing on your kick-off call says yes to a call or meeting with you.

It counts however it comes in: a LinkedIn reply, an email or a phone call.

If they agree and then don't turn up, it still counts. That's when you follow up and rebook.

Your side of the deal

To qualify, you need to:

  1. Turn up to every live coaching call.
  2. Complete three LinkedIn outreach campaigns. Each one goes to a target list we agree together, with every message in the sequence sent.
  3. Use the targeting and messages we agree. If you want to change something, run it past me first.
  4. Reply to every positive response within one working day.
  5. Post 3 times a week on LinkedIn, as agreed.
  6. Keep LinkedIn Sales Navigator and Ulinc running for your whole Sprint, and give me access to your Ulinc account.

How to claim

  1. Message me within 14 days of your third campaign ending, and we'll book a 20-minute claim call.
  2. On the call, we'll go through your account and my attendance record together, against the list above.
  3. If you qualify, I'll work with you for free while you run a fourth campaign, with a weekly call and message access to me. The same conditions apply.
  4. If no high-net-worth prospect agrees to a call by the end of that fourth campaign, I'll refund everything you've paid within 14 days. On a payment plan, I'll refund what you've paid and cancel the rest.

The call isn't there to talk you out of it. It's so we're both looking at the same facts, and so I can learn what didn't work.

The small print

Any questions, give me a shout.

Dan