💬 Introduction
Most financial advisers know they should be using social media — but few truly know how to make it work.
In this powerful follow-up session, Wealthy Adviser Club founder Terry Blackburn takes you deep into the strategy and psychology of social media.
You’ll learn how to build visibility, drive engagement, and convert followers into paying clients — all while staying authentic, professional, and relatable.
Because let’s face it — the financial advice industry doesn’t just need more leads… it needs a revival of proper old-school sales and modern lead generation training.
And that’s exactly what Wealthy Adviser Club is here to deliver.
🧠 Bringing Back Real Sales & Lead Gen Training
Terry begins every session with the same mission:
“I’m bringing back old-school lead generation and sales training to financial services — because it’s dead in the world.”
He’s right.
Networks have become compliance factories.
Advisers are left to figure out marketing, lead gen, and closing on their own.
The community aspect of financial advice — collaboration, learning, sharing what works — has been lost.
That’s why Wealthy Adviser Club exists.
To rebuild the culture, revive the craft, and retrain the next generation of advisers to sell, grow, and build lasting wealth.
⚙️ The Wealthy Adviser Framework
The journey to becoming a Wealthy Adviser follows a clear three-step path:
- Generate Leads — through free and paid strategies (social media, referrals, AI, alliances).
- Convert Sales — with proven frameworks for closing, follow-up, and cross-selling.
- Invest Wisely — to build passive income and financial freedom.
Each step builds on the other — and it all starts with visibility.
Because if nobody knows who you are, it doesn’t matter how good you are.
💡 Recap: Social Media = The New Shop Window
In the past, mortgage brokers and financial advisers relied on high-street presence — big signage, footfall, and a well-dressed window to attract customers.
Today, your social media page is your new shop window.
Your Instagram grid, your LinkedIn profile, your Facebook posts — these are what potential clients see first.
If your content looks generic or outdated (“picture of a house + logo + ‘come see us for life insurance’”), you’re invisible.
“We’re no longer waiting for footfall — we’re waiting for scroll-stops. Your job is to make people stop scrolling.”
📊 Visibility + Credibility + Trust = Profitability
The formula is simple but powerful:
Visibility + Credibility + Trust = Profitability
Every adviser already has credibility and trust.
You know your products, you care about clients, you give great advice.
But if you’re not visible, none of that matters.
When more people see your name, your face, and your content, you build recognition.
When they start engaging with you, you build trust.
And when trust meets visibility — sales happen naturally.
🔁 The “Hockey Stick” Rule of Social Media Growth
Most advisers quit social media too early.
They expect a straight line: more posts = more leads.
In reality, it’s a hockey stick curve:
📉 Long period of effort (posting, engaging, testing)
📈 Sudden spike in results once the algorithm and audience catch up.
Most people give up right before the spike happens.
Stay consistent, and you’ll experience the hockey stick effect — where results accelerate faster than you can handle.
💬 The 10-10-10 Method: Daily Engagement Formula
Posting alone isn’t enough. You have to engage.
Here’s Terry’s proven daily checklist for organic lead generation:
✅ 10 Likes per day — on posts from your target audience
✅ 10 Comments per day — meaningful, not spammy
✅ 10 DMs per day — to start warm conversations
That’s it.
It takes less than 30 minutes — but compounds massively.
“You can’t score from the sidelines. If you’re not posting or engaging, you’re watching the game instead of playing it.”
⚡ The Psychology of DMs (Do It the Right Way)
Most advisers ruin their chances by diving straight into a sales pitch:
“Hi John, I specialise in life insurance…”
That’s the digital equivalent of a cold call interruption.
Instead:
- Warm them up first — like, comment, and engage with their posts.
- Message naturally — reply to something they’ve shared or comment on a topic they care about.
- Build connection first, sell later.
Once people feel seen, they respond.
Once they respond, you can guide the conversation toward value — not desperation.
🎯 Finding Your Targets Online
You don’t need expensive tools — just focus and intent.
Here’s how to find and engage your ideal clients across platforms:
Facebook & Instagram:
- Search hashtags like #offshoreworker, #firsttimebuyer, or #propertyinvestor.
- Join Facebook groups for your niche (e.g. new build homeowners, local business communities).
- Add and engage with relevant people consistently.
LinkedIn:
- Use Sales Navigator to filter by job title, company, and location.
- Engage on posts from business owners, accountants, and directors.
- Add them with a friendly note, not a pitch.
Pro Tip:
If you’re too busy, outsource this to a VA (Virtual Assistant) — they can handle outreach and engagement daily while you focus on closing deals.
💰 How to Monetize Your Social Media
Social media doesn’t just bring clients. It can also bring:
- Referrals: Encourage clients to tag friends or share your posts.
- Upsells & Cross-Sells: Stay visible to existing clients for protection or remortgage opportunities.
- Recruitment: Attract new team members by showcasing your success.
- Collaborations: Partner with introducers, accountants, or estate agents who already trust your personal brand.
Terry also shared a great example from his old firm:
They ran tag-and-win campaigns (“Tag 3 friends who have a mortgage and enter to win a spa day”) that generated hundreds of qualified leads in days — all organically.
👤 Personal Brand vs Business Page
Terry put it simply:
“Elon Musk has more followers than Tesla. Branson has more than Virgin. People buy people.”
Your face is your brand.
Your story is your differentiator.
Clients don’t want to follow a logo — they want to follow a person they trust.
That’s why personal pages win for organic engagement, even if you maintain a business page for compliance.
Use your personal profile to build relationships.
Use your business page for credibility.
Combine both for maximum reach.
🧩 Content That Works
Top-performing post types for advisers:
✅ Personal Posts — family, hobbies, achievements (people buy people)
✅ Good News Stories — client wins, milestones, testimonials
✅ Educational Tips — “3 mistakes first-time buyers make”
✅ Case Studies — real client stories, outcomes, lessons
✅ Video Reels — short, face-to-camera insights or mortgage myths
✅ Humour or Lifestyle — show you’re relatable, not robotic
And remember: variety wins attention.
If every post looks and sounds the same, people scroll past.
🧠 Bonus Tip: Use ChatGPT for Captions
Don’t overthink your captions.
Take your image or video idea and feed it to ChatGPT:
“Write a professional, friendly caption for a mortgage adviser promoting [topic]. Make it engaging and confident.”
Done.
You’ll save hours and sound sharper.
💬 The Creator Mindset
Social media is not for showing off. It’s for showing up.
Terry said it best:
“Stop being a consumer. Be a creator.”
While others waste time scrolling, you’re building visibility, trust, and income.
That’s how you win.
🏆 Upcoming Wealthy Adviser Sessions
🚀 Next Monday:
Exclusive live session with Ollie Lodge, the UK’s top protection adviser — writing £70K/month in commissions, 100% self-generated.
💼 Wednesday: Sales Training
🏠 Friday: Property & Investment
All sessions are inside the Wealthy Adviser Club community — with replays, templates, and live Q&As.
🎯 Key Takeaway
Social media isn’t about algorithms — it’s about authenticity and consistency.
You don’t need viral videos.
You need visible value.
Post daily.
Engage genuinely.
Stay consistent long enough for the hockey stick to kick in.
Your clients are already on social media.
Now it’s time they start seeing you there.
🚀 Join the Wealthy Adviser Revolution
Ready to grow your income, attract better clients, and become part of the UK’s most powerful adviser community?
👉 Join the Wealthy Adviser Club today
Get access to:
- 3 live sessions every week
- Proven lead generation systems
- Advanced sales frameworks
- Property wealth mentoring
- In-person events and retreats