Every adviser faces it — the slow weeks, the quiet months, the times when appointments drop off and the diary feels a little too empty.
What if you could change that today, without spending a penny on ads or buying any leads?
Inside Wealthy Adviser Club, we teach advisers not just how to scale, but how to generate leads instantly using their most overlooked asset — their own phone book.
This method isn’t theory. It’s tried, tested, and proven to generate results in days — sometimes hours — across multiple brokerages, including Bespoke Financial, where over 1,100 life insurance policies were written in one month, 90% of which came from self-generated leads.
Here’s exactly how it works 👇
The Mindset Shift: You’re Helping, Not Pestering
Let’s start with this:
If you believe you’re “bothering” your friends or family by calling them about protection, you’ve already lost the opportunity.
You’re not pestering anyone — you’re helping them.
If your friend or client didn’t have life insurance and something happened, how would you feel knowing you could have protected them but didn’t?
Every adviser has a duty to protect the people they care about. You’re offering a free check-up that could save them money, improve their cover, or protect their family.
That’s not a nuisance. That’s a responsibility.
Step 1: Find Gold in Your Phone Book
Every adviser has leads — they’re just sitting quietly in their contacts list.
Go on your phone, scroll to the bottom of your contact list. How many names are there?
200? 1,000? Maybe 2,000?
Those are potential leads — self-employed people, parents, homeowners, business owners — all people who need the products you already sell.
Now, how many of them have you actually called?
For most advisers, the answer is “not many.” That’s where your next five clients are hiding.
Step 2: Batch and Attack — 10 Contacts at a Time
Don’t overthink it. Don’t jump from A to S to M. Just start at the top.
✅ Pick 10 contacts from your phone.
✅ Don’t pre-judge who might say yes or no.
✅ If you think they could need help — they’re a target.
Work through them one batch at a time. This keeps it manageable, focused, and productive.
Remember: Pre-judging leads kills opportunity.
Step 3: The Proven Script That Works
Here’s the exact script used by over 100 brokers at Bespoke Financial — from ex-hairdressers to ex-army professionals — and it worked across every background and skill level.
“Hi [Name], how are you doing? How’s work/the family/the kids?”
(Small talk — never go straight for the pitch.)
“Actually, I was going to call you because I’ve been helping a few people just like you recently — [example: self-employed, homeowners, parents].
I managed to save them money on their [life insurance/mortgage] and even improved the quality of their cover. So I thought, you know what, I’ll give you a buzz — there’s no harm in seeing if I can do the same for you.
It’s a completely free service, doesn’t cost a penny for me to check, and you’ve got nothing to lose — only something to gain.
So with that in mind, have you got 10 minutes now, or is later tonight better?”
That final line is key. It’s called an options close — rather than asking if they want to book, you’re asking when.
❌ “Do you want an appointment?”
✅ “Would you prefer 6pm or 7pm?”
Psychologically, this shifts the question from yes/no to which one, dramatically increasing conversions.
Step 4: Match Your Energy to Your Message
Tone matters more than you think.
If you sound hesitant, unsure, or apologetic, people will mirror that energy. But when you’re upbeat, positive, and confident, they respond differently.
“If you don’t believe in what you’re saying, they won’t either.”
Smile when you speak. Be natural. Be enthusiastic. You’re calling a friend — not pitching a stranger.
Step 5: Overcome Common Objections (and Beliefs)
Many advisers say:
- “My friends won’t buy from me.”
- “They’ve already got a policy.”
- “They’re skint.”
- “They don’t take me seriously.”
The truth? Those are limiting beliefs, not facts.
At Bespoke Financial, advisers who were farmers, barbers, and builders before joining used this exact method — and it worked.
Why? Because it’s friendly, honest, and real. It’s not corporate jargon — it’s just conversation with purpose.
Even if they already have cover, you can offer a free review to check they’re not overpaying or underprotected.
Step 6: Turn Every Call into Referrals
Even if they say, “I’m sorted,” ask:
“No problem at all — can I ask, who do you know that’s self-employed or just bought a house? I might be able to help them the same way.”
Referrals are powerful because birds of a feather flock together.
Self-employed people know other self-employed people.
Parents know other parents.
Landlords know other landlords.
One call can spark a referral chain that lasts years.
Some advisers in our community have been earning six figures for nearly a decade from referral networks that started with one phone call.
Step 7: Act Now — Don’t Procrastinate
Here’s the truth bomb:
Every day you delay, you lose potential clients.
If you think of someone today and say, “I’ll call them next month,” chances are by then they’ll already have bought from someone else.
Imagine finally calling them and hearing:
“Oh, I just took out a policy with my bank last week.”
That’s a gut punch — and it happens more than you think.
Take action today. Not next week. Not when you’re “less busy.” The longer you wait, the less likely you’ll ever do it.
Step 8: Build Urgency and Momentum
Here’s a mindset hack that helps:
Convince yourself that if you don’t call your contact today, someone else will.
That creates the urgency needed to pick up the phone and make it happen.
Remember — even one call can lead to hundreds of referrals and long-term income streams.
You might literally have £100,000 in commissions sitting in your phone right now.
Step 9: Track and Repeat
Once you finish your first batch of 10, note:
- How many answered
- How many booked appointments
- How many converted
Then move to the next 10.
This process is repeatable, measurable, and scalable — and completely free.
Step 10: Keep Your Pipeline Alive
Even if you’re running paid ads, doing social media, or working with introducers — this method supplements everything.
When you’re quiet, it fills your diary.
When you’re busy, it brings in more opportunities.
And when you’re consistent, it becomes a habit that builds long-term stability.
Bonus Tip: Ask Every Friend for Referrals
Your friend may not buy today — but they might introduce you to someone who does.
Make it a rule:
Every call = one referral request.
One conversation can turn into a chain of clients that fuels your income for years.
Final Thoughts: You Already Have the Leads
There’s no excuse anymore.
You have leads. You have the script. You have the phone.
All that’s left is action.
This is how hundreds of advisers inside Wealthy Adviser Club are booking same-day appointments, closing deals, and building consistent momentum — all without spending a penny.
You’ve got nothing to lose and everything to gain.
Recommended Tools & Resources
📞 Fanatical Prospecting by Jeb Blount — master the art of consistent outreach.
📱 Wealthy Adviser Club Scripts Library — proven word-for-word scripts.
🤖 AI Tech Tools (coming soon) — new Wealthy Adviser Club automations to save 100+ hours/month.