Alongside our headline speakers, one of the parts of the Wealthy Advisers Club Conference that many people are most excited about is the Broker Panel.
Because this is where you hear directly from brokers who are winning right now.
Different strategies.
Different businesses.
Different approaches to growth.
On April 16th in London, five outstanding brokers will be sharing their experiences and insights with the room.
Here’s who will be joining the panel.
Bob Massey
Bob has spent over 43 years in financial services and brings an incredible depth of experience to the industry.
• Registered Trustee and Estate Planner
• Youngest Legal & General Branch Manager at just 29
• Sold the UK’s largest privately owned IFA firm
• Now runs a group of businesses across legal and financial services
Bob will be sharing lessons from decades in the industry and what advisers need to focus on to build long-term successful businesses.
Tony Taylor
Tony has produced extraordinary results during his career.
• Generated £10 million+ in commissions
• Written over 20,000 policies
• Had wrote many £100k commission months in business
• Built a multi-million-pound property portfolio
Tony will be sharing what it takes to perform at an elite level in financial services and how brokers can build consistent high production.
Oliver Lodge
Oliver has achieved incredible results in a relatively short time.
• Ranked #1 in the UK after just three years in the industry
• Written over 10,000 policies
• Averaging 80 policies per month
• Generates all of his own leads
Oliver will be sharing the strategies behind his lead generation and growth.
Kate Fuller
Kate is a highly respected adviser specialising in more complex mortgage cases.
• Multi award-winning broker
• Specialist in complex residential lending
• Founder of Women in Mortgages UK
• 21 years’ experience in the industry
Kate will be sharing insights from her experience in complex lending and building a respected brand in the industry.
Bob Singh
Bob is widely recognised for combining high production with powerful personal branding.
• Top Biz writer with Pink Home Loans – £500k written in 2025
• Listed in the Hot 100 by Mortgage Strategy Magazine
• Over 50,000 TikTok followers
• Voted Best Social Media Financial Educator
Bob will be sharing how advisers can use modern marketing and social media to attract clients and grow their visibility.
This panel alone will deliver an incredible amount of value.
Five different brokers.
Five different journeys.
Five different strategies for building successful businesses.
And all of it being shared with the room on April 16th in London.
We are expecting over 400 ambitious mortgage and protection brokers to attend.
Ticket Options
There are currently three ticket options available:
Free Ticket
Access to the full conference and all speakers.
Premium Ticket
Includes networking lunch at the venue, premium seating near the front and reserved table seating.
VIP Ticket
Includes everything in Premium, plus:
• Recordings of all talks
• Exclusive dinner at a high-end London restaurant with other VIPs and some of the speakers.
If you haven't secured your ticket yet, or you'd like to upgrade your experience, you can do so here:
https://events.wealthyadviserclub.com/main
Looking forward to seeing you there.
Terry
P.S. With over 400 brokers expected to attend, the networking opportunities alone will be incredibly valuable.
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