Free Access · UK Mortgage Brokers · Global Wealth Managers & Financial Planners
Referrals arrive when they arrive. Bought leads go to four other advisers. Introducers take their cut. Pipeline Builder Section One is where you start choosing your clients instead.
The Real Problem
Most advisers do not choose their clients. Their clients choose them. That single fact decides your hours, your case sizes and your income. Here is what it looks like:
Referrals that arrive when they arrive, if they arrive
Bought leads shared with four other advisers
An introducer's cut on every completion
Long hours on standard cases you never chose
Small portfolios demanding the same hours as £1M+ clients
So you take what comes. Section One is where that stops.
Free Access · Pipeline Builder Section One
Section One is the foundation of the same system behind the results further down this page. It is free because without this groundwork, nothing built on top of it works. Most advisers skip it. That is exactly why most firms end up competing on price.
Pick the profession, the profile, the case size you actually want. Stop being one of fifty interchangeable advisers and become the obvious choice for one specific type of client.
Work out where those clients are, what they earn, what they hold, what they borrow, and who is serving them badly right now. Decisions built on evidence, not guesswork.
Shape what you do around what your ideal client actually values. So when you show up in their feed or their inbox, you are relevant instead of ignorable.
What You Get
All three foundation lessons from the Pipeline Builder course, delivered inside Skool. Watch at your own pace. Yours to keep.
A global network of advisers, wealth managers, brokers and family office professionals building higher-value client books. Ask questions, compare notes, see what is working.
This is not a trial that quietly converts. There is no countdown on this page because there is no deadline. It is free today and free next year.
The full Pipeline Builder course exists inside the community for when you are ready to build on the foundation. You will see it. You will never be pushed into it.
Where This Leads
The professionals below went through the complete system. Each of them started with the same foundation you are being given free: a defined client, an analysed market, an offer that fits. All results are past performance, attributed and verified.
Investment Banking Niche · London · 12 Months
Total LinkedIn pipeline built in 12 months
“Really what hasn’t been a particularly demanding amount of work.”
Amanda PerryMortgage Broker, London
Law Firm Niche · Went Full-Time Self-Employed
Made over £3.5k plus protection commissions in month one after niching into law firms. Gained the confidence to leave employment and go full-time self-employed.
JoeMortgage Broker
Tech Leaders Niche · Wealth Side
Financial planner who niched into technology leaders and landed a client worth £100k in fees in his first week of outreach.
Craig Malcolm BushFinancial Planner, Glasgow
Founding Broker Sprint · Week Six
Booked a £700k mortgage enquiry in week six of the founding Broker Sprint, from one LinkedIn post and a rewritten profile.
David WinchurchMortgage Broker
Advice Network Planner · One Month In
Restructured his offer and, just one month in, signed three letters of authority from three client conversations, a 100% sign rate.
DannyPlanner within one of the UK's largest advice networks
Pilot Niche · 4x Revenue in Month One
Went from £2,500 to £10,000 in month one after niching into pilots. Hit his full-year revenue target by June. Now works one appointment per week.
JoelMortgage Broker, Pilot Niche
Attorney & Developer Niche · United States
Closed a loan worth $10k in commission from one LinkedIn-sourced contact, and signed NDAs on development financing conversations from the tens of millions upwards.
Jesse GonzalezMortgage Company Owner, Miami, Florida
Your Trainer
Co-founder of AI Wealth Partners. Six years in financial services marketing, first with mortgage brokers, now with AI at the centre of everything. Over 400 brokers and advisers trained.
AI Wealth Partners was co-founded with a KPMG and Deloitte alumnus. The Pipeline Builder is the system behind every result on this page, and Section One is where all of it starts.
Common Questions
Yes. Permanently. No card is taken, no trial converts into a charge, and access does not expire. Section One and the community are free because the foundation only helps you if you can start it without a decision to make.
Section One of the Pipeline Builder course, which is three lessons covering ideal client definition, market analysis and offer creation, plus full access to the UHNW Deals community on Skool where the lessons live.
There is no hidden one. Section One is the front door to the full Pipeline Builder, which is a paid course at £997 a year and includes a bonus course on the 2026 LinkedIn algorithm changes and the AI content engine that produces thirty days of content in seconds. You will see it inside the community. Whether you ever take it is entirely your call, and Section One is useful on its own either way.
Yes. The community is global, and the foundation is identical whichever side of financial services you sit on: define who you serve, understand their market, build an offer that fits. Members include wealth managers, financial planners, mortgage brokers and family office professionals, in the UK and internationally.
Just one: Claude, the AI assistant the whole system is built around. A free Claude account is enough to complete Section One. The paid plan, at around $20 a month, gives you longer sessions and noticeably better output, and it is worth upgrading once you are working through the lessons properly. Either way, there is nothing else to buy.
Inside the UHNW Deals community on Skool. Sign up with your email, accept the invite, and the lessons are waiting. Watch in one sitting or spread it out. There is no schedule to keep to.
Free Access · No Card · No Clock
Three lessons and a community of professionals doing the same work. The foundation is free. What you build on it is up to you.
