By Wealthy Adviser Club
⚡️ A New Era Begins: AI Teams Have Arrived
When Terry Blackburn kicked off September’s AI for Advisers session, he didn’t just talk about the future — he unveiled it.
“We’re not waiting for AI to change the industry — we’re building the change ourselves,” Terry declared.
For months, the Wealthy Adviser Club has been at the cutting edge of AI training for financial professionals. But this session was different.
Terry revealed a world-first innovation: AI voice agents that can answer calls, speak to clients, book appointments, and even re-engage old leads — all automatically.
This wasn’t a concept.
It’s live, it’s working, and it’s exclusive to Wealthy Adviser Club members.
🎯 The Mission: Rebuilding the Financial Services Industry
Terry’s vision remains laser-focused:
“We’re here to reignite this industry — to make advising fun, profitable, and modern again.”
That means three key goals for every Wealthy Adviser Club member:
- More Leads – through smart marketing, automation, and content systems.
- More Sales – using tested scripts, objection handling, and AI tools.
- More Freedom – by automating repetitive work so advisers can focus on clients.
Each session in the AI for Advisers series moves members closer to those goals.
But this month marked a leap forward.
🤖 ChatGPT-5 & AI Autonomy: What’s Changed
Last month, Terry demonstrated ChatGPT’s new Agent Mode, which could autonomously complete real-world tasks — from booking hotels to creating itineraries.
This month, he shared what’s new with ChatGPT-5 — and the difference is staggering.
What ChatGPT-5 Brings to the Table:
- Better memory – it remembers your tone, goals, and style.
- Faster reasoning – it makes decisions instead of waiting for prompts.
- Document intelligence – summarises contracts, auction packs, T&Cs in seconds.
- Deeper accuracy – better context, fewer errors, and more natural outputs.
Terry joked,
“I literally can’t remember a day I haven’t used it. It’s become part of how I work — and it’s scary how good it’s getting.”
For advisers, this means instant research, compliant summaries, and admin tasks completed in seconds — no PA required.
🧩 New Tools Every Adviser Should Know
Terry walked members through the latest AI tools that are reshaping marketing and operations in financial advice:
🖥 Lovable.dev – Build Landing Pages Instantly
No developers. No coding. No waiting.
With Lovable.dev, you can create beautiful, high-converting landing pages in minutes.
“Before, you’d pay £500–£1,000 for a single page. Now AI builds one in seconds — with copy, design, and code ready to go.”
Perfect for:
- Mortgage or protection lead magnets
- Recruitment pages
- Event registrations
- Explainer pages for new services
It’s fast, flexible, and one of the simplest ways for advisers to professionalise their online presence.
🎬 Captions.ai – AI-Powered Video Editing & Actors
We all know video performs best on social media — but not everyone enjoys being on camera.
Enter Captions.ai, the platform that turns raw clips into engaging, polished videos with one click.
It automatically adds:
- Captions & emojis
- B-roll footage
- Transitions & filters
- Scene movement & zooms
But the real game-changer?
You can now clone yourself or use an AI actor to appear on video — delivering your message perfectly scripted, in seconds.
“That woman in the video isn’t real — she’s 100% AI,” Terry explained after showing an example ad for the Wealthy Adviser Club.
“You could use this for life insurance videos, mortgage explainers, or testimonials — all without ever recording a thing.”
It’s powerful, cost-effective, and levels the playing field for advisers who want to look professional online — without the hassle of filming.
🧠 Then Came the Big Reveal: The AI Team
The second half of the session is where things truly went next level.
Terry unveiled what he called “Version One of the AI Team.”
A full suite of voice-based AI assistants — trained, tested, and ready to integrate into any adviser’s business.
These aren’t chatbots or forms — they’re conversational, voice-driven AIs that speak like humans and perform real tasks.
Here’s what’s included:
📞 1. AI Receptionist – Never Miss a Call Again
This voice AI answers every call 24/7.
It greets customers, captures their details, qualifies them, and books appointments directly into your calendar.
Capabilities:
- Answers calls from your business line, Facebook, or website
- Captures client name, number, and reason for calling
- Qualifies leads (e.g. “Are you looking to remortgage or buy?”)
- Transfers calls to the right team member
- Sends confirmation emails and reminders
It never sleeps, never calls in sick, and always sounds professional.
“Imagine a receptionist who answers instantly, every time — that’s what this is,” Terry explained.
“And it discloses it’s an AI, so it’s transparent but impressive.”
📲 2. AI Appointment Booker – Converts Leads Automatically
This agent calls new leads instantly — within seconds of them enquiring — and books them into your diary.
Key Functions:
- Calls Facebook or Google leads in seconds
- Handles objections (like “I’m busy” or “Call me later”)
- Offers appointment slots based on your calendar
- Sends confirmation and reminders
- Can reattempt calls automatically if unanswered
Terry shared how this AI now calls leads from his own Wealthy Adviser Club adverts — converting cold leads into booked consultations without any human involvement.
“The first one to contact the lead wins — and this AI is always first.”
🔁 3. AI Review Scheduler – Monetise Your Back Book
Every adviser has gold sitting in their back book — existing clients who haven’t reviewed their products in years.
This AI agent calls them, reminds them of the benefits of a review, and books appointments in your diary.
Example Script Highlights:
“Hi John, I’m calling from Blackburn Mortgages. You took out life insurance with us a couple of years ago. We’re offering free reviews to make sure your cover still fits your needs — would you have 10 minutes tomorrow or the next day?”
It’s trained to overcome objections like “I’m happy with what I’ve got” and uses sales psychology from Terry’s own training library.
It’s like having a sales team constantly working through your back book — automatically.
💰 Pricing & Access (Exclusive to Members Only)
This innovation is exclusive to Wealthy Adviser Club members and offered in three tiers:
| Tier | Includes | Setup | Monthly | Free Minutes | Extra Minutes |
| Tier 1 | AI Receptionist | £497 | £297 | 200 | £0.15/min |
| Tier 2 | Receptionist + 1 AI (Booker or Review) | £697 | £497 | 400 | £0.15/min |
| Tier 3 | Full AI Team (All 3 AIs) | £997 | £697 | 600 | £0.15/min |
Each setup includes full onboarding, company-specific training, and integration into your calendar, CRM, or website.
Terry is limiting it to just 10 members for launch, ensuring smooth setup and support.
“I’m not opening this to the whole industry yet,” Terry said. “This is for Wealthy Adviser Club members only — the early adopters.”
🌍 Why This Matters
AI is no longer just a buzzword — it’s becoming the backbone of how successful advisers will operate.
With these tools:
- You can handle 10x more client interactions
- Never miss a call or lead again
- Reclaim hours of time daily
- Improve lead conversion speed
- Reduce admin and staffing costs
- Scale without hiring
“If you fast forward one or two years, every firm will have these. The question is — do you want to be first or last?” Terry asked.
📆 What’s Next for Wealthy Adviser Club
Terry announced several upcoming highlights:
- October 2nd Event – Manchester (Hotel Football): 10am–5pm, followed by evening networking.
- Email Marketing Masterclass: How to write irresistible subject lines and body copy that gets opened and read.
- Affiliate Programme: Members earn 30% lifetime commissions for referrals.
And for those attending the October event:
“We’ve got some huge announcements — including a major Wealthy Adviser Club European event in May.”
🧠 Final Thoughts
Terry ended the session with a grin:
“By next month, it might not even be me hosting — it might be my AI twin.”
Half joke, half prediction.
Because that’s the point — the world of advice is changing fast, and those who adapt will lead it.
AI isn’t replacing advisers.
It’s redefining them — making them faster, smarter, and infinitely scalable.
The future isn’t coming. It’s already here.
Join Wealthy Advisers Club Today : Click Here To Join