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.
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What you'll get when you join
Everything you need to win more clients, write more business and build an adviser practice that compounds, month after month.
3 Live Training Sessions Every Week
Mon, Wed and Fri at 10am, rotating across lead gen, sales, AI, marketing, mindset and business strategy. Live, recorded and replayable.
200+ On-Demand Training Videos
Step-by-step trainings on every adviser skill you'll ever need. Watch on your schedule, revisit anytime, pull exactly what you need.
Sales Scripts for Every Type of Client
Word-for-word scripts for protection, mortgage, first-time buyer, remortgage, BTL, wealth and high-net-worth clients. Compliance-ready, objection-handled, ready to use on your next call.
Plug-and-Play Lead Gen Strategies
Steal-and-deploy systems for every channel: social posts, ad campaigns, referral scripts, DM sequences, letter campaigns and introducer pitches. Copy them, run them, get leads.
AI Tools Built for Advisers
Social Media Generator, Video Script Generator, Email Marketing Tool and custom GPTs. Create content in seconds, automate admin, save hours every week.
Fact Find Pro
Our adviser-specific software that captures client information in minutes and pushes it straight into your CRM. Faster fact finds, cleaner data, more time selling.
Private Community of 2,000+ Advisers
Swap referrals, share wins, ask questions and network with the UK's most ambitious mortgage and protection advisers.
Quarterly In-Person Events
Flagship conferences, masterminds and members-only retreats. Real rooms, real connections, real deals.
CPD Accreditation & Certificates
Every live session and training counts toward your annual CPD requirement. Earn certificates as you learn, automatically logged and ready to download for your records.
On stage, London 2026
17 years building brokerages. Now teaching it all.
Unique content & training that ACTUALLY works. Not theory from someone who's never sat in a fact find — the exact systems Terry's used to build, scale and sell multiple businesses in protection and mortgages.
- Built two multi-million-pound brokerages from scratch
- Exited multiple companies across protection and mortgages
- Author of The Life Insurance Playbook & Be A Lion
- Recruited and trained thousands of UK brokers
- Won 15+ national awards across his founded companies
- Leads the UK's largest adviser community
Featured in Modern Lender · IFA Magazine · The Intermediary · Cherry · Mortgage Soup · Introducer Today
Every system, script & strategy you'll need under one roof
Five training pillars covering everything from lead generation to mindset. Pick a topic, dive in, and walk away with something you can use the same day.
Lead Generation
Every channel covered. Old school, new school, online, offline — the full playbook for filling your pipeline.
- 1Social Media Marketing — LinkedIn, Facebook, Instagram, TikTok, YouTube
- 2Paid Advertising — Meta Ads, Google PPC, YouTube Ads
- 3Funnels & Landing Pages — plug-and-play templates that convert
- 4SEO & Websites — get found, build trust, convert traffic
- 5Email Marketing — nurture sequences and broadcasts
- 6AI Lead Generation — using AI to research, message and follow up at scale
- 7Direct Messaging — DM scripts that get replies on LinkedIn and Instagram
- 1Referrals on Demand — frameworks to get more introductions
- 2Introducer Partnerships — estate agents, accountants, solicitors
- 3Networking — in-person, BNI-style and industry events
- 4Cold Calling — modern phone scripts that don't feel like cold calls
- 5Letter Campaigns — direct mail that still outperforms email
- 6Reviews & Rebrokes — unlocking hidden revenue from your back book
- 7Will Writing & Trusts — high-trust entry points to protection sales
Sales Mastery
Fifteen core sales skills, drilled until they become second nature. From the first hello to the final close, every adviser conversation covered.
- 01Product Knowledge
- 02People Skills & Likability
- 03Powerful Introductions
- 04Questioning Techniques
- 05Your Voice & Influence
- 06Presentation Skills
- 07The C.A.P. Framework
- 08Closing Techniques
- 09Objection Handling
- 10Follow-Up Mastery
- 11Resilience & Mindset
- 12Reviews & Rebrokes
- 13Maximising Revenue
- 14Prospecting Skills
- 15Word of Mouth Multipliers
AI & Efficiency
Practical AI training for advisers. Tools that save you hours every week, plus the latest training updated every month.
- Monthly AI training sharing the latest advancements
- Video Script Generator
- Email Marketing Tool
- Custom GPTs built specifically for advisers
- 90 Day Performance Planner app
- AI prompting fundamentals for advisers
- Automating admin and follow-up
- Compliance-friendly AI content
Mindset & Performance
Standards-first identity work and the daily habits that separate top 1% advisers from everyone else.
- Standards-first identity work
- Daily habits of top 1% advisers
- Resilience and dealing with rejection
- Confidence and self-belief
- Goal-setting and quarterly planning
- Time management and focus
- Accountability systems
Business Strategy & Growth
Scale beyond solo adviser. Build a brokerage that compounds, runs without you, and gives you real options when you're ready to exit.
- Building a client bank that compounds
- Scaling beyond solo adviser
- Hiring and managing a team
- Building referral partnerships
- Diversifying income (protection, mortgages, wealth)
- Exit and equity strategies
- The LIONSDEN framework
- Recruitment systems
- Operational guidance and tips
Real results from real advisers
Hear directly from members about the training, the community and the policies they're writing because of what they're learning inside the club.
Just written a 138bpm policy in week three. Implemented the strategies and saw immediate results. The training is genuinely changing how I run my appointments.
Sarah J.
Mortgage & Protection Adviser
Wrote £532 monthly premium and got 501 over the line in a single day, across three appointments on a Friday. Best training I've done in years and I'm only just getting started.
Mark T.
Protection Specialist
Met a property investor at a networking event, used the two-option close and walked away with just over £3k commission. The technique works exactly the way Terry teaches it.
David L.
Independent Mortgage Adviser
Loved Monday's session. Already signed up a higher premium client this morning on the back of it. It's not always telling me something brand new, but it makes me move in the right direction every time.
James R.
Senior Adviser, Primis
Average 15k banked a month with around 50% conversion on protection sales. Came off a 22k month and on track for August already at 23k. The numbers don't lie.
Lisa M.
Mortgage & Protection Adviser
Honestly, the whole culture is like nothing I've experienced. I've worked for small family businesses up to FTSE 100s and nothing compares. So proud of what Terry has created.
Tom B.
Director, Independent Brokerage
Pick the level that fits your business
Three ways to join the club. Start free, step up to Premium when you're ready, or go all in with VIP for direct access to Terry and the inner circle.
Get a feel for the club
No card needed. No commitment.
A free taste of TWAC so you can see why 2,000+ UK advisers call this home.
- Access to the Skool community of 2,000+ advisers
- 1 live coaching session per month
- 50 short training videos
- Daily community discussion and Q&A
Make some serious progress
Cancel anytime. Tax-deductible business expense.
Everything you need to generate leads, close more sales and run a leaner business. This is where the real growth happens, and where 90% of our members sit.
- 3 live coaching sessions every week, plus guest experts
- 200+ deep-dive on-demand trainings
- Sales scripts for every type of client, situation & niche
- Plug-and-play lead gen strategies you can copy and run
- Fact Find Pro — our GDPR-compliant client fact find platform
- Social Media Generator, Video Script Generator and Email Marketing Tool
- CPD-accredited training with downloadable certificates
- Quarterly event tickets and member discounts on partner products
Be in the inner circle
Everything in Premium, plus direct access to Terry.
For serious advisers who want the unfair advantage: Terry's eyes on your business, mastermind-level accountability and the support that gets you to six figures faster.
- Everything in Premium, included
- Monthly 1-1 feedback from Terry — submit your scripts, calls and campaigns for direct review
- Terry AI Access — 24/7 AI assistant trained on Terry's frameworks
- VIP Growth Lab & Hot Seats — live case reviews where you bring your real situations
- VIP Accountability Pods — small mastermind groups that keep you on track
- Quarterly Planning Workshops — 90-day strategy sessions to set targets and hit them
- Quarterly journals and books delivered to your door (90 Day Performance Planner, The Life Insurance Playbook and more)
- Priority event access and the exclusive VIP WhatsApp group
Refer another adviser and earn a 30% referral fee for life. No long-term contracts on any tier — cancel anytime, keep what you've learned.
The playbooks behind the method
Two practical handbooks from Terry. The systems, scripts and routines that built two multi-million-pound brokerages and the UK's largest community of advisers.
The Life Insurance Playbook
Scripts & systems that have generated millions in commissions
The exact frameworks, scripts and psychology Terry used to build two multi-million-pound brokerages. The 15 fundamentals of high-performance sales and a six-step protection sales process, drawn from thousands of real client appointments.
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The 90 Day Performance Planner
Specifically designed for financial services
A 90-day planning system built specifically for financial services professionals. Map your goals, track your numbers, plan your week and stay ruthlessly accountable to the metrics that actually move a brokerage forward.
Buy Now onYour next 12 months can look completely different
Join 2,000+ protection and mortgage advisers already inside the club. Three live sessions a week, the full library, the community, and the systems that actually move a brokerage forward.
Join The CommunityCancel anytime No long-term contract Tax-deductible