UHNW Deals 💰✨️
5.0 · 1 review
Private
69 members
Free
🍀
You already know the problem
Bought leads are tyre-kickers ❌
Referrals dry up when you stop chasing ❌
Both leave your pipeline in someone else's hands ❌
Why?
Every adviser fishes the same recycled pond.
Pipeline Builder works the other way ✅
Target HNW/UHNW prospects directly with a unique proprietary system you own.
Less is more 💯
3 ways in:
Free (Standard): define your ideal HNW/UHNW client & sharpen your offer.
Pipeline Builder (Premium) ($600/yr or $97/mo): the full system, targeting, outreach, scripts, content, automation, AI Employee.
Built to book 1-3 appointments a week when you run it consistently.
VIP (founding $297/mo or $2,497/yr) everything in Pipeline Builder, plus coaching & accountability.
From Dan Reddish, who has helped 400+ firms & advisers in six years.
Amanda, a London broker, > wrote £30M, average loan £750k.
Craig, a Glagow planner > client worth 100k in fees in 7 days.
For brokers, wealth managers & planners who want a HNW a pipeline they own.
Start free
5.0 · 1 review
I started working with Dan 6 weeks ago and I'm almost there in terms of seeing clients. Dan knows his stuff and has given me a real education over the last 6 weeks. I now use Claude, didn't know what Claude was a few weeks back, but now I'm using it. This will help in other aspects of my life too, not just work. Can't recommend Dan enough.
13d ago · Still a paying member after 2 months
skool.com/aiwealthpartners
The prospecting system advisers own. Target HNW mortgage & wealth prospects directly, book appointments, & build a pipeline that is yours, not rented
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