When was the last time you felt truly excited about the mortgage and protection industry?
For many, that sense of energy has faded — replaced by isolation, compliance fatigue, and a lack of collaboration.
That’s exactly why Terry Blackburn, multi-business owner and top-performing broker, has launched the Wealthy Advisers Club (WAC) — a movement designed to bring back the community, collaboration, and commercial growth the industry has been missing.
In an exclusive interview with industry veteran Raj Ruparel, Terry outlined the mission behind WAC, why he believes it will transform financial services, and how it’s already attracting some of the best brokers in the country.
💡 “The Industry Needs Changing — and We’re Doing It Together”
“I genuinely believe the industry needs to change,” says Terry.
“The Wealthy Advisers Club is about bringing together real advisers, real experience, and real results — no fluff, no gimmicks.”
Each week, members access three live training sessions led by Terry, his in-house team, and elite guest speakers who have built seven-figure brokerages. The focus?
1️⃣ Lead Generation
2️⃣ Sales Mastery
3️⃣ Property Investment
🔹 Mondays – Marketing & Lead Generation
Most advisers are great at advising — but not always at marketing. Monday sessions cover how to attract consistent, high-quality leads using both old-school and modern tactics:
- Organic social media growth
- Paid ads, PPC and SEO
- Introducer relationships and referrals
- Building a personal brand that drives inbound traffic
Terry’s mission:
“There’s plenty of people teaching lead gen out there, but very few are doing it well. We’ll show advisers exactly how to get the phone ringing again.”
🔹 Wednesdays – Sales Training That Works
Once the leads are coming in, it’s all about conversion.
Wednesday sessions cover the 15 Fundamentals of Sales, including:
- Fact-finding techniques
- Questioning and listening skills
- Closing and objection handling
- Sales psychology and rapport building
“Product knowledge matters — but if you can’t close the deal, the product doesn’t matter,” Terry says.
🔹 Fridays – Property Wealth and Investment
After mastering marketing and sales, Friday focuses on building long-term wealth.
Members learn from real investors about:
- Buy-to-let (BTL) strategies
- HMOs and Serviced Accommodation
- Buy-Refurbish-Refinance (BRR)
- Creative finance and flips
“When you’re making strong monthly income, the next step is learning where to put your money — and property is a powerful vehicle for that.”
🤝 A Return to Community and Collaboration
One of the most exciting parts of the Wealthy Advisers Club is its commitment to in-person events.
Every quarter, members meet at large-scale conferences featuring the top minds in the business. The first major event takes place 2 October in Manchester, with a star-studded speaker line-up including Raj Ruparel, Tony Taylor, Ollie Lodge, Matthew Moralee, and other leading advisers.
“Some of the best days of my career were at industry conventions,” Terry explains.
“You’d come away with pages of notes and ideas that genuinely changed how you worked. I want to bring that back.”
🎯 Why Even Top Advisers Need Coaching
Raj challenged Terry on a question many high-performing brokers ask:
“If you’re already at the top of your game, why would you need a club like this?”
Terry’s answer was simple:
“Even world-class athletes have coaches. Federer, Djokovic, Murray — they all do. No one’s the finished product. You can always get better.”
The Wealthy Advisers Club focuses on marginal gains — small adjustments that can transform performance:
- A better way to present budget
- One line that boosts protection conversions
- A more efficient client follow-up system
These aren’t theories. They’re proven, practical strategies from advisers who are already closing record numbers of cases each month.
“Ollie Lodge writes 80 protection cases a month,” Terry adds.
“When people like that share their methods, everyone wins.”
🧠 Old School Values + New School Tech
WAC blends traditional, relationship-driven sales principles with the modern digital world.
Members get access to live sessions, recordings, and a growing library of resources and tools — including:
- A social media content generator
- AI video script assistant
- CRM integrations
- Commission trackers and fact-find tools (currently in development)
“We’re building more than a club. We’re building an ecosystem that helps brokers scale.”
📈 Real Advisers, Real Results
In just three weeks since launch, over 70 advisers have joined, ranging from new entrants to 30-year industry veterans.
The feedback has been overwhelmingly positive:
“I learned one new line that’s already improving my conversion rate.”
“Finally, a community that’s about results, not fluff.”
Raj sums it up:
“Whether you’re brand new or 25 years in, you’ll take away something different. Every session adds a layer to your business — and that compounds into growth.”
💬 The Vision Going Forward
As Terry explains, this is just the beginning:
“We’ve only scratched the surface. The tools, the tech, the masterminds, the retreats — they’re all coming. But at its heart, this is about one thing: bringing life back to the industry we love.”
The Wealthy Advisers Club isn’t just training — it’s a movement to raise standards, share knowledge, and help every adviser build wealth and freedom.