Your next £1M+ AUM client is already on LinkedIn.
Here is the system that finds them.
Here is the system that finds them.
Most wealth managers we speak to have the same situation. Strong existing client base. Inconsistent new business. A pipeline that depends entirely on who they know and when those people decide to refer.
That is not a growth strategy. It is a waiting strategy.
We build the alternative. An AI-powered prospecting system built around your specific niche, that generates qualified conversations with £1M+ prospects systematically. Below is how it works — and how to get started today.
Method 1: For advisors who want consistent, predictable appointment flow.
The Volume Play
We identify 1,000 to 2,000 qualified prospects in your specific niche. Not generic business owners — people showing the exact signals that indicate they need you right now. AI personalises every message based on each prospect's background, role, and recent activity. You focus on conversations. We handle the system.
Best for:
Advisors with a clearly defined niche who want a predictable stream of qualified conversations each week.
Expected outcome:
1-3 qualified appointments weekly when fully implemented.
Example: Volume Play in Action
One adviser using this method built a £25M pipeline targeting investment bankers in the City. She now books 4 to 6 qualified appointments weekly that she closes 80% of. - all from LinkedIn. Her words: I am not even using the system to its full extent yet.
Method 2: For advisors targeting ultra-specific niches where one client changes the year.
The Precision Strike
We identify 10 to 50 ultra-qualified prospects per month. C-suite executives, tech founders approaching exit, surgeons, senior partners in city law firms. AI conducts deep research on each one: career history, financial footprint, recent trigger events, pain points. Every message is written around that specific person. Response rates are higher. Conversion rates are higher. One client can justify the entire investment.
Best for:
Advisors who know exactly who their ideal client is and want to reach them with surgical precision rather than volume.
Expected outcome:
1-3 highly qualified appointments weekly, higher conversion rates.
Example: Precision Strike in Action
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.
Not sure which method fits your practice?
That is exactly what the Prospecting Audit answers.
In 60 minutes, we research 20 real prospects in your specific niche - real people, real LinkedIn profiles, real buying signals. We show you which method fits your market. We hand you the outreach sequences to start conversations immediately.
You leave with something tangible whether you work with us further or not.
Why AI Changes the Prospecting Equation Entirely
What most advisors are still doing:
- Manual research
- Generic outreach
- Low response rates
- High time investment
What our system does instead:
- 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
The difference is not effort. It is infrastructure. You are not trying harder. You have a system that runs.
What Most Audit Clients Do Next
Around 6 in 10 advisors who go through the Prospecting Audit enrol in the Sprint within the same week. Not because of a sales pitch. Because seeing 20 qualified prospects in their niche with outreach sequences built around specific people - makes the next step obvious.
The Sprint: One Quarter. Yours Permanently.
The Sprint is a hands-on, done-with-you system build across one full quarter. Phase 1 builds and launches your prospecting system in 30 days. Phase 2 embeds AI across your content, admin, and client workflows for the following two months - including a dedicated AI assistant trained on your firm, your voice, and your clients.
At the end of the quarter, you own the system permanently. No retainer. No ongoing dependency on us to keep it running.
Included: UHNW Deals Premium Community access throughout - a private vetted network of wealth managers, family offices, private lenders, and estate planners, with monthly masterclasses, hot-seat coaching, and a deal forum.
The Sprint is available to wealth managers and IFAs managing £20M AUM or above. Capacity is limited to eight firms per quarter.
To discuss whether the Sprint is right for your practice, start with the Audit. The conversation happens there.
Is This Right for Your Practice?
This Program Is For You If:
- You manage £20M AUM or above and are actively looking to grow
- 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 are not yet managing £20M AUM - the Audit is still available to you, but the Sprint requires an established client base to build from
- You want us to "do it all for you" without your involvement (we build WITH you, not FOR you)
What Advisors Who Have Used This System Have Built
The Track Record: 400+ Financial Services Professionals
We have spent six years refining this system across 400+ financial services professionals. These are three advisors using the exact method you will implement.
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 - Financial Planner: £100K+ LTV Client. 7 Days from Launch.
Craig - Financial Planner: £100K+ LTV Client. 7 Days from Launch. 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 Craig Got Results When Others Do Not:
✓ 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 20 prospects like Craig's in your niche?
Or email dan@aiwealthpartners.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 £25M 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 £25M pipeline targeting her specific niche:
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 personalisation)
- Timeline: 12 months from implementation to £25M 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 → Property Dev
- 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
Who Builds This With You
Dan Reddish — Co-Founder
Dan has spent 20 years building client acquisition systems for financial services professionals. He has worked with 400+ advisers and planners across the UK and internationally. He leads every prospecting build personally. Based in Yorkshire, UK.
James Jackson — Co-Founder
James spent over a decade inside KPMG and Deloitte advising financial services firms on transformation and operational strategy. He brings the same analytical rigour used by the world’s largest consulting firms — applied directly to your prospecting system. Based in Rio de Janeiro, Brazil.
Combined: 30+ years of consulting and financial services experience across the UK, Brazil, and international markets.
How to Get Started
The Audit — £750
This is where every engagement begins.
In 60 minutes, we research 20 real prospects in your specific niche. Not personas. Not examples. Real people - named, profiled, and showing the buying signals that indicate they need you right now.
You receive:
20 qualified prospects with LinkedIn profiles, company data, and personalisation points - GDPR-compliant and ready to contact.
A custom outreach strategy document covering your niche positioning, 10 AI-powered message templates adapted for your specific market, and a 90-day implementation roadmap.
A live walkthrough of how we identified your prospects and built your sequences - so you can see exactly how the system works before committing to anything further.
The guarantee: if you do not leave with 20 qualified prospects in your niche and a clear outreach strategy, we refund the full £750. No questions. No awkward conversations.
Take the prospects and implement yourself. Or, if it makes sense, we discuss the Sprint.
The Sprint — By Application
The Sprint is discussed on the Audit call. It is not available without one.
If you have already been through the Audit and want to discuss the Sprint directly, contact Dan at dan@aiwealthpartners.co.uk
Questions Worth Asking Before You Commit
"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 20 qualified prospects and a clear strategy, we refund the full £750. No questions asked.
For the Sprint: We don't offer refunds on the Sprint. Here's why:
This is a one quarter 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 extend a further month 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 20 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 20 prospects manually to this depth takes 6 to 10 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 happens after the Sprint?"
At the end of the quarter, you own the system permanently. Every workflow, every prompt, every template is documented and handed over.
From there you have three options.
Run it independently — everything is built and documented for you or your team to operate without us.
Extend the engagement — if you want to expand to a second niche or bring a team member up to speed, we can discuss a further quarter.
Upgrade to an ongoing advisory arrangement — quarterly strategy sessions, system updates, and competitive intelligence for practices that want continued strategic input.
There is no pressure at that stage. We want what is right for your practice, not what keeps us involved longest.