You get a researched list of 20 high-value prospects, a scored dashboard, and a 60-minute strategy session on exactly how to reach them. Then you decide what happens next.
Illustrative sample. Every Audit dashboard is researched fresh for your niche, your patch and your ideal case size.
Not a scraped list. Each one researched against your niche, your patch and your ideal case size. Names, roles, firms, and the reason each one made the cut.
Every prospect ranked so you know who to approach first and why. Yours to keep whatever you decide afterwards.
We walk through the list together, map your positioning against it, and give you the opening sequence for your top prospects. You leave knowing exactly what to send and when.
The research runs on ProspectIQ, our own prospect intelligence platform, plus the bit no platform does: an hour of human strategy on your actual market. Curious how the engine thinks? There's a two-minute demo.
I'll be honest. We could gate all this behind a free discovery call like everyone else. But this way you see the quality of the research, the thinking and the method before a bigger decision comes anywhere near the table. If the list is good, you'll know. If it's not for you, you've still got 20 researched prospects and a plan.
That's the beauty of it. The Audit sells the Sprint, or it doesn't. Either way you're ahead.
Go on to a one-to-one build with us on the day of your Audit session and the full £750 is credited against it. Decide later and it's full price. That's not a countdown trick, it's how we plan build slots. The detail of what a build involves is a conversation, not a pricing page.
If you're not authorised, or your firm bans LinkedIn activity outright, this won't work for you. If you want leads handed to you every month with no involvement, we're the wrong shop; this builds an asset you run. If your ideal client isn't worth pursuing individually, the economics won't stack up.
If you're a regulated wealth manager or planner who wants fewer, bigger, better clients and is willing to put the reps in, book it.
Pick a slot that suits. Payment is processed securely through Skool, our community platform.
Your niche, your patch, your ideal client.
Takes about a week.
Before the session, so you arrive having seen it.
You leave knowing exactly what to send and when.
No. AI Wealth Partners is not FCA-authorised. We provide marketing consultancy to regulated firms. Anything client-facing goes through your own compliance process.
Publicly available professional information, gathered with GDPR principles in mind. We'll show you the sources in the session.
Tell us in the session and we'll tell you why each name made the cut, or what we'd change. The research method is the product as much as the list is.
No. Plenty of Audit clients take the list and the plan and run it themselves.
The broker route runs through the Broker Sprint, and the best next step is the Sprint video, which covers the method, results and investment. The Audit is built for wealth managers and planners.
Through Skool, the platform our community runs on. You book your session here, and payment is taken securely there. The price is £750; Skool processes the equivalent in US dollars at checkout, and your bank converts at its rate. Card details never touch this site.
Usually within a week of booking, subject to slot availability.
Calendar not loading? Open it in a new tab. Payment for the £750 Audit is taken securely through Skool after booking.
Payment is taken securely through Skool after booking.