I'm Dan Reddish. I help mortgage brokers, IFAs and wealth managers build their own pipeline of high-value clients on LinkedIn, so they stop waiting on referrals, portals and bought leads.
The free tier includes the Define Your £1M+ Client course and the global deal network.
Start free and do it yourself, or have me build it with you. Same method either way.
A global network of verified professionals who introduce each other to real deals, plus the AI prospecting training.
A proper look at who you should be targeting, and why your current outreach isn't landing.
Eight weeks, eight sessions, building your pipeline with you rather than handing you a course to watch.
Finding one decent high-net-worth prospect used to cost me about four hours. Companies House in one tab, the FCA Register in another, LinkedIn in a third, then writing a message I hoped would land.
So we built the thing that does it. You give it a market, it comes back with scored prospects and a three-step message sequence ready to send. It is the same research step I teach in the Sprint, just without the four hours.
I'll be honest, I'd rather show you four clients properly than forty logos. Every figure below is confirmed in writing by the person it belongs to.
"I simply could not have done it without you. I honestly can't thank you enough for changing my life."
"I've closed real business, I have real business in the pipe as a result of doing this."
"I pretty much immediately started generating leads, and converting leads more importantly. Best money spent, I think."
A Glasgow financial planner working with tech leaders. This was his first month after getting the niche and the outreach right.
His enquiry landed in week six, after the original four-week programme would already have finished. That is exactly why the Sprint is now eight weeks.
Posted by members in the community as they happened. Names held back until each person has cleared being quoted publicly.
Borrowing on a decision in principle that was accepted, part of it ported. A DIP, not completed business. Her words: a client she would not otherwise have been on the radar of.
From 1,200 invites, 36% of them accepted. Six fact finds and decisions in principle done, three more booked that week.
Plus protection, from three fact finds and one application in his first month. Over £1.3m of lending. He handed his notice in that week and went self-employed.
Commission on his first sale, a mortgage protection policy, plus a PMI agency paying recurring commission. A slow niche, and he said so himself.
A developer whose finance broker had failed him rang about a £19m build. Conversations opened, nothing placed yet. His words, not mine.
These are individual results over the timeframes stated. Some are enquiries and conversations rather than completed business, and they are labelled that way on purpose.
I started out filling nightclubs in Doncaster. Turns out filling a pipeline isn't that different.
I spent fourteen years promoting club nights across Doncaster, Leeds and Sheffield. No degree, no marketing training, just working out what people actually respond to and then doing it again and again.
In 2010 I turned that into a marketing agency, mostly hospitality clients. Then COVID hit and half the business went overnight. The hospitality world had stopped, but the two mortgage brokers on my books were busier than they had ever been.
So I stripped everything else out and focused on financial services. That was five years ago. Since then I've worked with hundreds of brokers, planners and wealth managers on the same problem: how do you get in front of the clients you actually want, without buying leads or waiting for someone to refer you?
The answer usually isn't more activity. It's getting specific about who you serve, then building a system that reaches those people consistently. AI makes that far quicker than it used to be. What used to take me four hours of research per prospect now takes about thirty seconds. That's the beauty of it.
I'm based in South Yorkshire, I've got a young family, and the whole point of building it this way is so you get your time back too. Work less, earn more, enjoy life. That isn't a slogan I put on a mug, it's the actual test I apply to everything I build.
If you'd rather just take the ideas and run with them yourself, crack on. It's all here.
My newsletter on AI in UK wealth management. Practical, not theoretical.
SubscribeMarket reads, the tools I'm using that week, and case studies from advisers doing this properly. No theory, and I won't fill your inbox.
The community is free and the first course is in there. If it's useful, we can talk about the rest. If it isn't, you've lost nothing but an hour.