UK’s #1 Community for Protection & Mortgage Advisers
Sell More Protection. Help More Families. Grow Your Client Bank & Business With Certainty.
The Wealthy Adviser Club gives you ready-to-use lead-gen strategies, automation tools, and the proven sales scripts & methods I’ve developed over 16 years — so you can close more protection sales with confidence and ease.
#1 Growth Community for UK advisers
- Close more sales with ease
- Generate leads on autopilot
- Start enjoying the industry again
What you'll get...
Weekly Live Coaching
Join 3 live sessions every week on sales, marketing, and business growth — led by top UK advisers who are actually doing it right now.
On-Demand Trainings
Unlock 100+ step-by-step trainings, word-for-word scripts, and plug-and-play marketing systems you can apply instantly.
Proven scripts & templates
Access objection-handling frameworks and compliance-ready sales scripts built from 16+ years of experience — close more protection sales with confidence.
AI‑powered tools
Create ready-to-post content in seconds, automate admin tasks, and slash hours off your week with our AI toolkit — including the exclusive Social Media Generator
Live events & guest experts
Learn directly from industry leaders at quarterly events and live Q&As — giving you insights no course or textbook can match.
Growth Community
Connect with ambitious advisers, swap referrals, and collaborate on deals inside a community that understands your world.
Everything you need in one place
Testimonials
Don't take our word for it...
Lead Generation.
Never Wonder Where Your Next Client Is Coming From
Most advisers struggle because lead flow is inconsistent. Inside The Wealthy Adviser Club you’ll learn and implement every proven method to attract clients — so your pipeline never runs dry.
Referrals on Demand
Step-by-step frameworks to get more introductions from existing clients and professional partners.
Social Media Generator
Create ready-to-post content in seconds that attracts protection enquiries without hours of planning.
Organic Socials
Facebook, Instagram & LinkedIn strategies that build trust and authority while bringing in warm inbound leads.
Paid Socials & PPC
Templates and walkthroughs for running cost-effective Meta, Google, and YouTube ads that deliver consistent results.
SEO & Websites
Simple tactics to get found online, optimise your site, and capture leads through funnels that convert.
Direct Outreach
Proven scripts for DMs, LinkedIn, and email marketing that actually get responses and appointments.
Direct Mail Campaigns
Old-school still works: how to combine letters with modern follow-up for standout results.
Funnels & Automation
Plug-and-play landing pages and follow-up sequences to nurture prospects until they’re ready to buy.
AI-Powered Lead Hacks
Use AI to research, message, and follow-up at scale — so you stay one step ahead of competitors.
The result? A predictable stream of qualified leads across multiple channels, all working together to keep your calendar full.
Sales Mastery.
Turn More Conversations Into Protection Sales
Leads are useless if you can’t convert them. That’s why sales is the beating heart of The Wealthy Adviser Club. Our 15-module framework gives you everything you need to sell more protection with confidence.
Product Knowledge
Build bulletproof confidence by knowing exactly what you’re recommending and why.
People Skills & Likability
Become instantly trusted and approachable so clients want to buy from you.
Powerful Introductions
Open every meeting in a way that sets you up for the sale.
Questioning Techniques
Discover the must-ask questions that uncover needs and create urgency.
Your Voice & Influence
Master tone, pace, and delivery to build trust and authority fast
Presentation Skills
Deliver advice that sticks, engages, and persuades.
Your C.A.P. Framework
A simple structure to control conversations and guide clients to the right decision.
Closing Techniques
Word-for-word methods that make saying “yes” the natural next step.
Objection Handling
Proven responses to flip hesitations into commitments.
Follow-Up Mastery
Simple systems to turn “not now” into “yes.”
Resilience & Mindset
Stay sharp, motivated, and unshakeable no matter what.
Reviews & Rebrokes
Unlock hidden revenue from your back book with repeat sales opportunities.
Maximising Revenue
Increase case size, cross-sell, and protect more families.
Prospecting Skills
Generate opportunities on demand without relying on luck.
Word of Mouth Multipliers
Create raving fans who bring new business to your door.
The result? You’ll consistently convert more leads into protection sales, increase case sizes, and build long-term income without feeling pushy or salesy.
PLUS a whole load more advances sales skills not being taught anywhere else in the financial services industry!
Video Testimonial Of Matthew Moralee
Video Testimonial Of
Matthew Moralee
The Top Mortgage & Protection broker in M.A.B.
Ready to experience results?
Frequently Asked Questions
Who is The Wealthy Advisor Club for?
The club is designed for UK protection and mortgage advisers who want more leads, better sales techniques, smarter systems, and a stronger network.
Do I need to be experienced to join?
No — whether you’re just starting out or already established, the club provides tools and training for every stage of your advisory career. Our step‑by‑step trainings and community support ensure you can implement quickly regardless of your experience level.
What do I get as a member?
You’ll get weekly live training, 100+ on-demand lessons, proven sales scripts, AI tools, networking with top advisers, guest speakers, property investment strategies, quarterly events, and more.
How much does it cost?
After the 7‑day trial it’s just £70 per month (billed in USD). No long‑term contracts.
What happens after my 7-day free trial?
After your trial, you’ll be automatically upgraded to full membership unless you cancel. You can cancel anytime with no contracts. You will receive a reminder before your trial ends so there are no surprises.
Do I need any special software?
No — everything runs online. You’ll get access to our members’ portal, trainings, templates, and AI tools from any device. You don’t need to install anything.
How quickly will I see results?
Many members close extra deals in their first few weeks by following our scripts and templates. The more you implement, the faster you grow.
Can I leave the club if it’s not for me?
Yes, there’s no long-term commitment. You can cancel anytime with a “single click” inside your account settings.
What if I’m not tech‑savvy?
We provide step‑by‑step videos and support; if you can send an email, you can use our systems.