How It Works: Our Two Prospecting Methods
We teach you BOTH approaches so you can choose what fits your style:
Method 1
The Volume Play
Target 1,000-2,000 qualified prospects with AI-personalised outreach at scale.
Best for:
Advisors who want consistent flow and don't mind higher volume conversations.
Expected outcome:
1-3 qualified appointments weekly when fully implemented.
Example: Amanda's Success
Amanda used this method to build a £6.5M pipeline targeting Investment Bankers. She now has more qualified prospects than she can handle.
Method 2
The Precision Strike
Target 10-50 ultra-qualified prospects with deep AI research and hyper-personalized outreach.
Best for:
Advisors targeting ultra-specific niches (C-suite executives, surgeons, tech founders) where quality trumps quantity.
Expected outcome:
1-3 highly qualified appointments weekly, higher conversion rates.
Example: Gina's Success
Gina (wealth manager) used this method to close a £55K commission deal in 90 days from a single LinkedIn conversation. She's now managing a seven-figure pipeline she didn't have 6 months ago.
Ready to see which method works for your niche?
We'll show you 50 qualified prospects in YOUR market and demonstrate both methods live in 60 minutes.
The AI Advantage: What Makes This Different
Traditional prospecting:
- Manual research
- Generic outreach
- Low response rates
- High time investment
AI-powered prospecting:
- AI identifies your ideal prospects using public data (LinkedIn, Companies House, news, tech stack signals)—GDPR compliant
- AI personalizes every message based on prospect's background, recent activity, pain points, and buying signals
- AI automates repetitive tasks (connection requests, follow-ups, CRM updates) so you focus on conversations, not admin
- AI optimizes continuously by analyzing what's working and refining your approach weekly
Result: You're not working harder. You're working systematically.
The Program
The £10M AI Wealth Pipeline Builder: 4-Month Implementation
This is a done-WITH-you program. We don't do it FOR you. We build the system WITH you so you own it forever.
Month 1: Foundation Sprint
What We Build:
500+ Prospect AI Database
Custom-researched £1M+ AUM prospects in YOUR niche with contact details, personalization data, and outreach triggers
LinkedIn Profile Optimisation
Transform your profile into a client attraction engine (headline, banner, about section, featured content)
Triple-Velocity LinkedIn Pipeline™ Setup
Connection strategy, messaging sequences (20+ variations), automation workflows
First Campaign Launch
Your first outreach campaign goes live targeting 100-200 qualified prospects
Outcome Milestone:
First qualified conversations booked by Day 28
Your Time Investment:
2-3 hours weekly (onboarding, strategy sessions, implementation tasks)
Month 2: Content Engine + Optimisation
What We Build:
1
AI Content System
Weekly LinkedIn posts, monthly long-form articles, reusable templates (you never stare at a blank screen again)
2
Value Driver Audit
We uncover 3-5 operational inefficiencies stealing your time and revenue (beyond client acquisition)
3
Campaign Performance Analysis
Review conversion data, objection patterns, reply rates—refine messaging based on real responses
4
AI Implementation Roadmap
Prioritise 3-5 high-ROI automation opportunities beyond prospecting
Outcome Milestone:
4-6 qualified conversations; inbound interest from content
Your Time Investment:
2-3 hours weekly (content review, campaign monitoring, optimization)
Month 3: Scale + Systematize
What We Build:
Campaign 2.0 Launch
Expand to new ICP segment OR refine messaging for higher conversion based on Month 2 data
Sales Process Automation
AI-powered proposal generation, follow-up sequences, objection handling scripts
Advanced AI Tools Training
Deeper dive into Perplexity, Claude, ChatGPT for due diligence, client research, content creation
Outcome Milestone:
8-15 qualified conversations; first 1-2 client wins
Your Time Investment:
2-3 hours weekly (campaign expansion, sales process refinement)
Month 4: Handoff + Mastery
What We Deliver:
01
Full Campaign Audit
Comprehensive review of what's working, what's not, recommendations for next 90 days
02
System Documentation
Complete handoff package—every workflow, every prompt, every template documented so your team can run it
03
Optimisation + Relaunch
Final campaign refinement based on 90 days of data
04
Strategy Session
Decide next steps (continue independently, extend partnership, or graduate to advisory retainer)
Outcome Milestone:
Advisors using this system typically book 1-3 qualified appointments weekly when fully implemented. Results depend on niche, market conditions, and execution quality
Your Time Investment:
2-3 hours weekly (final optimisation, knowledge transfer)
What's Included Throughout:
Weekly Strategy Sessions
16 total over 4 months—Dan + James on every call
Weekly 45-minute sessions
Priority Support
Daily support via Slack, response within 4 business hours Mon-Fri
Community Access
AI Wealth Partners Community (Skool platform—peer support, weekly group coaching, template library)
AI Prompt Library
50+ tested prompts for prospect research, outreach, content, due diligence
Market Intelligence
Quarterly reports on UK wealth management trends, AI adoption, competitor analysis
Monthly Masterclasses
Expert sessions on LinkedIn strategy, AI tools, sales psychology, compliance
Lifetime Resources
Training vault, templates, and systems—you keep forever
Total Value: £25K+ (stated value based on comparable programs)
The Offer: Unlocking Your £10M Pipeline
Here's a breakdown of the immense value you receive when you join the £10M AI Wealth Pipeline Builder program:
Core Program Implementation
4 months, 16 weekly calls
£12,000 value
500+ Prospect AI Database
Custom-researched for your niche
£3,500 value
LinkedIn Profile Optimization
Done-for-you service
£1,500 value
AI Prompt Library
50+ tested prompts
£997 value
Community Access
Ongoing peer support
£1,200/year value
Market Intelligence Reports
Quarterly updates
£800/year value
Monthly Masterclasses
12 expert sessions
£2,400 value
Lifetime Resources
Training vault, templates
£3,000 value
Total Value: £25,397
Your Investment Today: Book a call to see if you'd be a good fit.
That's an incredible £20,647 in additional value beyond the core program! This exclusive discount is part of our Founding Partner pricing for the first 10 firms, helping us build powerful wealth management case studies.
Who This Is For (And Who It's Not For)
This Program Is For You If:
- You manage £50M–£500M AUM (solo advisor or small firm with 2-7 advisors)
- You're targeting £1M+ AUM clients (HNW or UHNW prospects)
- You have 2-3 hours weekly to implement (this isn't passive—you must do the work)
- You have basic tech infrastructure (CRM, LinkedIn profile, email)
- You're open to AI + LinkedIn even if you're skeptical (we'll prove it works in the first 30 days)
- You want to OWN the system (not rent leads from us forever)
This Program Is NOT For You If:
- You're unwilling to invest time in implementation (if you want "done-for-you with zero effort," this isn't it)
- You expect overnight results (systematic pipeline building takes 60-90 days to generate momentum)
- You don't have a clear value proposition or ICP (we can help you refine it, but you need a starting point)
- You manage under £20M AUM (start with the £750 audit first to validate fit)
- You want us to "do it all for you" without your involvement (we build WITH you, not FOR you)
Proof: Why You Should Believe This Works
The Track Record: 400+ Financial Services Professionals
We've spent 6 years perfecting this system with mortgage brokers and financial advisors. Here's what they've achieved:
UK Wealth Manager & Financial Planner Success Stories
We adapted our proven AI + LinkedIn system specifically for wealth management in late 2024. Here are three advisors using the EXACT system you'll learn:
Craig's First Deal in 7 Days: £100K+ Lifetime Value Client
Craig's First Deal in 7 Days: £100K+ Lifetime Value Client Profile: Independent Financial Planner targeting high-net-worth tech professionals new to the UK
The Challenge: Craig had a solid client base but inconsistent growth. He needed a systematic way to reach senior tech executives (ages 40-55) who'd relocated to the UK and needed comprehensive financial planning—not just product sales. Referrals came sporadically. Traditional networking wasn't reaching them.
The Implementation: Craig launched his first LinkedIn campaign using our Precision Strike method:
- Target niche: Tech/finance executives, 2-5 years in UK, senior roles (Head of, Director, VP)
- AI-researched prospects with personalized outreach referencing career moves and UK-specific planning needs
- Time investment: 2-3 hours weekly
The Result (Week 1): Seven days after launching, Craig booked his first appointment:
Client profile: - Head of Underwriting at major insurance firm (previously Allianz) - 46 years old (20+ years of wealth-building runway) - Colombian national, 2 years in UK, renting in London City - Previous advisor: St. James's Place (dissatisfied—only received product sales, no comprehensive planning)
Multiple service opportunities: Comprehensive financial planning, tax efficiency optimisation, pension/ISA maximisation, property purchase planning, long-term wealth management
Lifetime value: £100K-£150K+ over 20 years
Bonus result: Craig's LinkedIn activity prompted a dormant university contact (tech startup owner) to re-engage—meeting scheduled for life policy + pension review.
Why This Worked:
✓ Niche specificity (tech professionals new to UK—not "all wealthy people")
✓ Relevant messaging (referenced career moves, UK knowledge gaps, SJP dissatisfaction)
✓ Timeline: 7 days from launch to high-value appointment
The Blue Ocean Market Craig Discovered: "People fresh to the UK in tech—there's a hell of a lot of them coming in. With all the money the government is pumping into AI, there's huge demand from professionals who don't understand UK tax, pensions, and wealth-building." Thousands of high-earning tech professionals arrive annually with £100K-£300K salaries and zero UK financial literacy. Most advisors ignore them because they don't know how to reach them systematically. Craig now has an AI-powered system that finds them automatically.
Want to see 50 prospects like Craig's in YOUR niche?
Or email dan@aiwealthpartnerrs.co.uk if you have questions first.
Gina's £55K Deal in 90 Days (Wealth Manager)
Profile: Wealth Manager targeting traditional high-net-worth clients
The Challenge:
Gina needed to move beyond referral dependency and build a systematic pipeline of £1M+ prospects.
The Implementation:
Gina used the Precision Strike method—deep AI research on 10-20 ultra-qualified prospects with hyper-personalised outreach tailored to each prospect's background and wealth situation.
The Result:
Within 90 days, Gina landed a single client worth £55K in commission.
Why This Matters:
One high-value client from systematic LinkedIn outreach validated that the system works for traditional wealth management. Gina's now managing a seven-figure pipeline she didn't have 6 months ago.
- Method Used: Precision Strike (quality over quantity, deep personalization)
- Timeline: 90 days from implementation to £55K commission
Amanda's £6.5M Pipeline (Investment Banking Niche)
Profile: Mortgage Broker targeting Investment Bankers
The Challenge:
Amanda wanted to move away from generic prospecting and focus exclusively on high-net-worth Investment Bankers who needed large mortgages (£500K-£2M+).
The Implementation:
Amanda used the Volume Play method—targeting 1,000+ qualified Investment Bankers with AI-personalized outreach at scale.
The Result:
Amanda built a £6.5M pipeline targeting her specific niche:
- £12.6M in active enquiries
- £1.6M currently submitting
- £2.5M completing soon
- All generated through LinkedIn
Her quote: "I'm not even using the system to its full extent yet."
Why This Matters:
Amanda proves the Volume Play works when you have a clear niche. She's systematically booking 4-6 qualified appointments weekly with high-net-worth prospects—all from LinkedIn.
- Method Used: Volume Play (scale with AI personalization)
- Timeline: 6 months from implementation to £6.5M pipeline
The Common Thread Across All Three:
Beyond Individual Results: The Broader Track Record
400+ Financial Services Professionals Have Used This System
Before adapting this for wealth management, we perfected it with mortgage brokers and financial advisors over 6 years. Here are additional results:
Elliot's £8,330 From 20 Messages
Elliot is a mortgage broker who sent 20 LinkedIn messages using our AI personalisation system. One converted.
Joel's £3.5K+ Month 1 (Plus Protection Commissions)
Joe went full-time self-employed after testing our system part-time. First month: £3.5K+ in commission plus ongoing protection revenue.
The Pattern Across hundreds of Advisors:
These aren't unicorns. They're normal advisors who:
You can do the same.
- Different niches:
- Craig → Tech executives new to UK
- Gina → Traditional wealth management clients
- Amanda → Investment Bankers
- Different methods:
- Craig → Precision Strike (targeted, fast results)
- Gina → Precision Strike (quality, high-value)
- Amanda → Volume Play (scale, consistent flow)
- Same system:
- AI-powered prospect research
- LinkedIn systematic outreach
- Personalized messaging based on prospect context
- 2-3 hours weekly time investment
- Consistent implementation for 60-90 days
- Same outcome:
- Systematic pipeline replacing referral dependency
- High-quality appointments with ideal clients
- Measurable ROI within first 90 days
- His result: £8,330 in commission from a single client.
- Timeline: Less than 30 days from connection to closed deal.
- Why This Matters: Even small-scale testing produces results when messaging is properly personalized.
- His result: Built enough confidence to quit his job and scale his practice.
- His quote: "The system gave me the safety net I needed to go independent."
- Why This Matters: Systematic pipeline generation creates the confidence to make career-changing decisions.
- Implemented our system consistently
- Spent 2-3 hours weekly on it
- Followed the AI + LinkedIn framework
- Stayed committed for 60-90 days
- Had a clear niche and value proposition
Why This Transfers From Mortgages to Wealth Management
Fair question: "Dan, you've worked with hundreds mortgage brokers. How do I know this works for wealth management?"
Answer: The psychology of HNW prospects is the same across financial services.
Whether you're offering mortgages or wealth management:
HNW clients want advisors who understand or define THEIR niche (not generic generalists)
HNW clients respond to personalised, insight-driven outreach (not spam)
HNW clients buy from advisors who demonstrate expertise BEFORE the sales call
HNW clients appreciate systematic, professional processes (not desperation)
The only difference: Wealth management sales cycles are longer (3-12 months vs. 1-3 months for mortgages). That's why we focus on PIPELINE BUILDING, not just closed deals. You need 10-12 conversations in progress to systematically convert 3-5 clients annually.
Your Guides
Dan Reddish (Client Acquisition Lead)
6+ years scaling financial services firms with AI + automation. Built and refined this system with 100+ mortgage brokers and advisors. Based in Yorkshire, UK.
James Jackson (Strategy + Process Lead)
Former KPMG Strategy Manager and Deloitte consultant specializing in digital transformation and process optimization. Brings Big 4 rigor to AI implementation. Based in Rio, Brazil.
Combined: 30+ years of consulting and financial services experience. Global offices (UK + Brazil). AI Wealth Partners was founded in March 2025 to bring this proven system to wealth managers.
The Offer
Two Paths to Get Started
Path 1: Start With the £750 Wealth Prospecting Audit
(Recommended)
Test-Drive the System Before Committing to the Full Program
What You Get in 60 Minutes:
- 50 Qualified Prospects Database
AI-identified £1M+ AUM prospects in YOUR niche with LinkedIn profiles, company data, personalization points (GDPR-compliant public information)—you can start contacting them tomorrow
- Custom Strategy Document (15-Page PDF)
LinkedIn profile optimization checklist, 10 AI-powered outreach templates adapted for your market, 90-day implementation roadmap, competitor analysis
- Live System Demo
Screen-share of our AI prospecting process, walk through example outreach sequences, see exactly how we target YOUR niche, Q&A on your specific challenges
The Guarantee: If you don't walk away with 50 qualified prospects in YOUR niche and a clear strategy for systematic outreach, we'll refund the full £750. No questions asked.
What Happens After the Audit:
About 6 out of 10 audit clients enroll in the full £10M AI Wealth Pipeline Builder program.
Why? Because they've seen 50 qualified prospects and a complete strategy in 60 minutes, and they realize: "If I can get this much value in an hour, imagine what 4 months would do."
You have two options:
Option A: Take your 50 prospects + strategy and implement yourself (totally fine—no pressure, no hard sell)
Option B: Enroll in the full £10M Pipeline Builder program for complete implementation.
Investment: £750
Path 2: Path 2: The Full £10M AI Wealth Pipeline Builder
(For Committed Firms)
Skip the Audit and Go Straight to Full Implementation
If you're already convinced this is right for your firm and you're ready to commit to 4 months of systematic implementation, you can proceed directly to the full program.
Investment: £4,750
What's Included:
Everything detailed in Month 1-4 above (Foundation Sprint, Content Engine, Scale + Systematize, Handoff + Mastery)
Who This Is For:
- Multi-advisor firms with clear ICP and immediate readiness to implement
- Solo advisors who've done extensive due diligence and are ready to commit
The Guarantee:
If you implement every action item we give you and don't book at least 8 qualified £1M+ appointments by Month 3, we'll work Month 4 at no additional cost until you do.
Why this guarantee works: We're confident because the system is proven. We've seen it work 100+ times. If you do the work, you get results.
Limited Availability:
We're capping this founding cohort at 10 firms (currently 3 enrolled).
We limit capacity because we deliver weekly calls personally—we're not "selling a course," we're building partnerships.
FAQ: Objections Handled
Frequently Asked Questions
"Is £10M realistic? That sounds like a lot."
Great question. Let's do the math:
£10M = 10-12 qualified £1M+ AUM prospects in systematic conversation over 12-18 months.
Our system helps you book 3-5 qualified appointments weekly. Over 12 months, that's 150-250 conversations with £1M+ prospects.
Converting 10-15 of those into clients (5-7% conversion rate) is conservative—especially if you have a strong value proposition.
The question isn't "Is £10M realistic?"
The question is: "Can you have 150-250 systematic conversations with qualified prospects over 12 months?"
If you implement our system properly, the answer is yes.
"I don't have time to learn a new system."
We hear you. Most wealth managers feel time-starved.
Here's the reality: you're ALREADY spending time on client acquisition. The question is: is that time generating results?
How many hours per week are you currently spending on networking events, following up on dead leads, or waiting for referrals? Most advisors say 3-8 hours weekly.
Our system requires 2-3 hours weekly during implementation—but it's SYSTEMATIC. You're building a machine that runs predictably.
By Month 3, most of the manual work is automated. The AI handles prospect research. LinkedIn handles outreach sequencing. You just show up for appointments.
Would you rather spend 5 hours weekly hoping for referrals, or 2 hours weekly building a system that generates 3-5 qualified appointments weekly?
"I've tried LinkedIn before. It didn't work."
Most advisors who "tried LinkedIn" did one of three things:
- Posted content consistently but got no leads (content without outreach = visibility without conversion)
- Sent generic connection requests and messages (spray-and-pray = low response rates)
- Tried it for 2-3 weeks, got discouraged, and quit (insufficient time to build momentum)
Our system is different:
- AI-powered personalization (every message is researched and customized—not generic)
- Systematic process (we teach you exactly what to do daily/weekly—no guesswork)
- 90-day commitment (enough time to build real momentum and see results)
- Proven framework (400+ advisors have used this successfully—we know what works)
If you've "tried LinkedIn" without AI, without a system, and without proper training—you haven't really tried LinkedIn.
"What if my niche is too specific? Will this still work?"
Excellent question. Specific niches are actually BETTER for this system.
Why? Because AI excels at finding needles in haystacks.
If your ICP is "C-suite executives at £50M-£200M tech companies in the Southeast," AI can identify exactly those prospects.
If your ICP is "recently-divorced professionals with £2M-£5M liquid assets," AI can find trigger events (LinkedIn job changes, news mentions, company sales).
The more specific your niche, the better our Precision Strike method works.
Examples of niches we've successfully targeted:
- Investment Bankers (Amanda's £6.5M pipeline)
- Surgeons and Medical Consultants
- Tech Founders Post-Exit
- Corporate Executives (£500K+ salary)
- Business Owners (£5M-£50M revenue)
If you can describe your ideal client, we can find them.
"I'm not tech-savvy. Will I be able to use AI tools?"
You don't need to be a tech expert. You need to be willing to learn.
Our AI tools are user-friendly:
- ChatGPT: type a question, get an answer
- Perplexity: type a search, get research
- LinkedIn: point and click
We provide:
- Step-by-step video tutorials (screen recordings showing EXACTLY what to do)
- Pre-built prompts (copy/paste ready—no need to write from scratch)
- Weekly live support (if you get stuck, we troubleshoot together)
- Community access (ask questions, get help from peers)
If you can send an email and use Google, you can use our AI tools.
"What's your refund policy?"
For the £750 Audit: If you don't walk away with 50 qualified prospects and a clear strategy, we refund the full £750. No questions asked.
For the £10M Pipeline Builder Program: We don't offer refunds on the full program. Here's why:
This is a 4-month implementation partnership. We're investing our time, expertise, and resources into building your system.
However, we DO offer a performance guarantee:
If you implement every action item and don't book at least 8 qualified appointments by Month 3, we'll work Month 4 free until you hit that milestone.
This aligns our incentives: we only win if you win.
"Can I implement this myself without hiring you?"
Absolutely. That's why we offer the £750 audit as a standalone option.
You get 50 prospects + strategy document + live demo. You can take that and run with it yourself.
However: Most advisors who try DIY implementation underestimate three things:
- Time: Researching 50 prospects manually takes 8-12 hours. Building messaging templates takes 4-6 hours. Optimizing based on results takes ongoing effort.
- Expertise: We've done this hundreds times. We know what works. DIY means trial-and-error (expensive in time and opportunity cost).
- Accountability: Having weekly calls keeps you on track. Most DIYers lose momentum after Week 3-4.
Think of it like fitness: Can you get in shape without a trainer? Yes. Will you get better results, faster, with expert guidance and accountability? Also yes.
"What if I want to continue after Month 4?"
Great question. After Month 4, you have three options:
Option 1: Graduate and run the system independently (you own everything—workflows, prompts, templates)
Option 2: Extend implementation for another 90 days (helpful if you want to expand to new niches or train additional advisors)
Option 3: Upgrade to Growth Advisory Retainer (ongoing strategy, quarterly system upgrades, competitive intelligence)
We'll discuss options during your Month 4 strategy session. No pressure—we want what's best for your firm.