💬 Introduction
For too long, financial advisers and mortgage brokers have been left to figure it all out alone — no real community, no proper sales training, and no practical strategies for growing their business.
In this powerful opening session, Terry Blackburn — founder of Wealthy Adviser Club — sets out his mission to redefine the industry. His vision? To create a community of elite advisers who know how to generate leads, close more sales, and use that income to build long-term wealth.
This isn’t another compliance meeting or motivational talk. This is about bringing back old-school sales training, modern lead generation, and a winning mindset — all in one place.
🔥 Why Wealthy Adviser Club Exists
Let’s be honest — the financial services industry has lost its spark.
Traditional networks have turned into compliance factories, not training hubs.
Gone are the days of real sales mentorship — the kind that teaches you how to communicate, close, and build relationships that last.
“There’s no proper old-school sales training anymore,” Terry said. “Networks are just compliance pools. We’re bringing back the real, actionable training that actually makes you money.”
Wealthy Adviser Club (WAC) was built to fix that — a space for advisers to learn, earn, and grow together.
💼 Terry’s Journey — From Broker to Builder
To understand why this matters, it helps to know where Terry’s coming from.
He started in financial services at 19. By 21, he managed a team of 45 advisers.
He founded Bespoke Financial at 24, then Mortgage Genie, raising a £500,000 investment within a year and scaling it to a multimillion valuation.
Today, Terry owns:
🏘️ 40+ investment properties (HMOs, BTLs, and Airbnbs)
🏨 Hotels, bars, restaurants, and a glamping site
🏢 11 limited companies
🎙️ His own podcast, books, and mentoring programmes
And yet, he says it all started with one thing:
“Everything I’ve built stemmed from being good at sales — and that’s what I’m giving back to you.”
🚀 What the Wealthy Adviser Journey Looks Like
Wealthy Adviser Club isn’t just about “training.” It’s a structured pathway designed to turn good advisers into wealthy advisers.
Phase 1: Generate More Leads
- Organic marketing (social media, content, referrals)
- Paid advertising (Meta, Google, LinkedIn)
- AI automation, affiliates, and introducers
- Strategic partnerships and referral networks
Phase 2: Convert More Sales
- The 6-Step Sales Process
- Advanced closing techniques
- The art of following up properly
- Cross-sales, upsells, and increasing case size
Phase 3: Build Long-Term Wealth
- Smart money management
- Property investment strategies (BTL, HMO, SA)
- Raising capital and angel investment
- Achieving £10K+ monthly commission and £10K+ monthly passive income
This is how you stop being a “busy adviser” and become a Wealthy Adviser — someone earning consistently, investing wisely, and living freely.
🌍 The Power of Community
The Wealthy Adviser Club isn’t just a training hub — it’s a movement.
A growing network of forward-thinking advisers, mortgage brokers, and protection specialists all committed to:
✅ Raising standards in the industry
✅ Supporting each other’s growth
✅ Sharing what works in real time
And it’s growing fast.
Within days of launch, over 200 advisers joined the platform.
“We’re going to change the industry through training — real training,” Terry said.
“Three live sessions every week. Lead gen. Sales. Property. All recorded, all accessible, all practical.”
📆 Weekly Schedule
Every week, Wealthy Adviser Club members get three live sessions:
- Monday: Marketing & Lead Generation
- Wednesday: Sales Training & Conversion
- Friday: Property & Wealth Building
Plus:
🏢 Quarterly in-person events
🌍 Annual conventions and international retreats
🎓 On-demand recordings via the Skool app
It’s not theory. It’s implementation.
💡 Why Visibility = Profit
One of Terry’s biggest lessons in the session was around visibility.
He explained it with a simple formula:
V + C & T = P
(Visibility + Credibility & Trust = Profitability)
You can be the best adviser in the world, but if nobody knows who you are — you’re invisible.
Social media isn’t optional anymore. It’s the new high street.
Your Instagram grid is your shop window.
If your potential clients aren’t walking past your office, they’re scrolling past your feed.
And if your content is dull, corporate, or inconsistent — they’ll scroll straight past you.
“Stop fishing with a rod,” Terry said. “Start fishing with a net.”
Every post is a cast.
The more visible you are, the more leads you’ll catch.
📲 Building Your Personal Brand
Forget the polished, corporate nonsense. The biggest secret to social media success?
👉 Be yourself.
People buy people.
Post about your work, but also post about your life.
Show your family, your hobbies, your story — because authenticity builds connection.
If you’re relatable, you’re memorable.
And if you’re consistent, you’re profitable.
Terry’s own Instagram reached 425,000 accounts in one quarter, all organically. He raised £3 million in angel investment from social media alone — just by showing up, sharing value, and being real.
🧩 The Simple Content Formula
Feeling overwhelmed about what to post? Here’s Terry’s method:
- Pick 5–7 content categories that reflect you and your business (e.g. Testimonials, Case Studies, Property, Humor, Family, Motivation).
- Create a phone folder for each category.
- Fill them with photos, clips, or quotes related to that theme.
- Use ChatGPT to write strong captions (it’s faster and better).
- Post once a day minimum, ideally more.
Even a simple daily post that gets 400 views equals 146,000 impressions per year.
That’s 146,000 people seeing your brand — for free.
“It doesn’t matter how good you are if nobody knows who you are.”
💬 The Mission
This isn’t just about making more commission. It’s about building a life of freedom, wealth, and impact.
Wealthy Adviser Club’s mission is to:
- Bring back real, actionable sales training
- Empower advisers to generate their own leads
- Help members invest and build lasting wealth
- Create a network of ethical, growth-driven professionals
As Terry puts it:
“We’re building something special here. We’re going to dominate this industry and bring back the art of selling — done right.”
🎯 Key Takeaway
The future of financial advice isn’t in waiting for leads.
It’s in mastering your craft, owning your visibility, and building your wealth.
Leads + Sales + Investments = Wealth.
That’s the Wealthy Adviser formula.
If you’re ready to grow your income, your business, and your future — this is your invitation to join the movement.
🚀 Join the Wealthy Adviser Revolution
Be part of the fastest-growing financial adviser community in the UK.
🔹 Live training three times a week
🔹 Proven lead generation systems
🔹 Real sales processes that convert
🔹 Property and wealth mentoring
🔹 In-person events, retreats, and a network that lifts you up