If you’re a mortgage broker, protection adviser, or firm owner who wants to grow faster without guessing, I want to introduce you to The Wealthy Advisers Club.
This is not another “motivational” group or generic training library. It’s a complete growth environment built specifically for UK mortgage & protection brokers who want more leads, higher sales conversions, better processes to ultimately help more clients.
Here’s what members get inside:
1) Live training 3 times per week (consistent and practical)
Monday, Wednesday, Friday at 10am
Every week we cover the three things that move the needle in a brokerage:
- Lead generation and marketing (including 11 proven ways to generate leads)
- Sales and conversion training (closing, objection handling, follow up, trust-building, tone and structure)
- Business growth, systems, efficiency and wealth creation.
These are real sessions with real examples, not theory. You can attend live, or watch the recordings back, ask questions, and implement immediately.
2) 200+ on-demand training videos
Members also get access to a deep training library with over 200 sessions covering all aspects of being a high-performing mortgage and protection adviser, including:
- Scripts, questioning, fact find structures, and presenting recommendations
- Objections and follow up techniques & processes
- Time management, appointment setting, pipeline management
- Lead generation new school and old school, from referrals, introducers, social media, paid ads and DM outreach
- Firm growth and building a team
- Mindset, standards, energy and consistency
It’s designed so you can build skills fast without having to hunt around YouTube for answers or ask an old fashioned broker who’s technique to grow worked years ago but simply wouldn’t work anymore.
3) A proper community of experienced advisers
This is one of the most valuable parts.
Members get 24/7 access to a supportive network of other advisers from all over the UK who actually do the job successfully today. You can ask questions, share wins, troubleshoot cases, and get feedback from people who understand the day-to-day reality of broking.
It’s also a powerful environment for collaborations, ideas, and raising your standards through proximity.
4) Tools and resources that save time and make you money
The club includes logins and access to software tools built for advisers, including:
- Social Media Generator to create content quickly
- The Fact Find Pro System Terry has built which is free for all premium members
- Video Script Generator for recording effective short-form videos
- Email Marketing Tool to write and send sales emails to your database
- Commission trackers and accountability systems
- Access to broker-specific templates, frameworks, and resources
5) Monthly specialist sessions and guest speakers
Members also receive:
- Monthly guest speakers (some of the top brokers in the UK)
- Monthly goal-setting sessions
- Monthly AI-focused training to use AI properly in sales and marketing
- Ongoing updates as the market changes and new strategies become relevant
6) Quarterly in-person events and experiences
We also run quarterly in-person events, plus access to conventions and international trips. The goal is simple: get serious people in a room together, raise standards together, and create momentum that sticks.
Bring human connections and collaboration back as it is missing from the industry!
If you want a community that actually helps you earn more, sell more, help more clients and build something bigger, The Wealthy Advisers Club is built for that.
If you’d like, you can join using the free version, test it, get a feel for what it’s all about and then if you feel it’s right you can jump into the premium and get even more support and additional game and content.
Thanks,
Terry
PS: If you want me to point you to the best starting trainings based on where you’re at (newer adviser, busy broker, team leader, or firm owner), join and then message on the platform “START” and I’ll tell you exactly where to begin.
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