Work Less, Earn More: Scale Your Mortgage Business with Ai-Powered High-Net-Worth Client Strategies 📈🚀
Leverage cutting-edge Ai to attract high-value clients and unlock 3-5 high-net-worth appointments per week after just 3 months 🚀
Apply to Join the Ai-Driven New Age Advisor Program 🚀
Harness the power of Ai, personalised coaching, and automation to scale your mortgage or financial service business.
The New Age Advisor program combines the power of Ai and personalised coaching to show you how to attract high-net-worth clients and land £3,000-£5,000 deals consistently.
Through Ai-driven automation, you’ll reduce manual effort, allowing you to focus on scaling your business without the burnout
For mortgage/financial service businesses generating £5,000/month or more in banked business
New Age Advisor—Ai-Powered Growth for Mortgage Businesses
Automate Your Lead Generation and Secure High-Paying Clients with AI and Meta Ads 🤖💰
The New Age Advisor program is designed for mortgage and financial service businesses already generating at least £5,000/month in banked business.
We combine Ai-powered lead generation , Meta (Facebook & Instagram) Ads training, and DFY marketing automation to show you how to attract high-net-worth clients and land £3,000-£5,000 deals consistently.
With our DFY funnel templates and email automations, you’ll reduce manual effort and focus on scaling your business without burnout.
Key Benefits:
AI-Powered Lead Generation: Our system leverages Ai to find and target high-value clients more effectively.
Meta (Facebook & Instagram) Ads Training: Learn how to run Facebook and Instagram ads that drive qualified traffic and convert high-net-worth clients.
DFY Funnel Templates: Ready-to-use sales funnel templates designed for mortgage advisors, optimised for conversions.
DFY Email Automations: Pre-built email campaigns designed to nurture leads and turn them into high-paying clients automatically.
Personalised Coaching: Tailored support that complements the AI tools and marketing systems to help you close more deals with fewer clients.
For mortgage & financial service businesses generating £5,000/month or more in banked business
New Age Advisor Value Stack :
When you sign up for New Age Advisor you’ll receive:
Organic Client Attraction Training (Value: £1,500)
Generate your first HNW client for free (organic) using Linkedin, Facebook or both!
Meta Ads (Facebook & Instagram) Training (Value: £1,200)
Master the art of Meta Ads to drive qualified, high-net-worth leads to your business.
High-Net-Worth Client Strategy (Value: £2,000)
Unlock 3-5 high-net-worth client appointments per week in just 3 months.
1:1 Messaging Support (Value: £1,000)
Ongoing messaging access for personalised advice and real-time feedback.
Done-for-You Funnel Template (Value: £1,000)
Pre-built, proven, Mortgage/IFA/Protection high-converting funnel template to streamline lead conversion.
Done-for-You Email Automations (Value: £1,200)
Automated email sequences that nurture and convert leads effortlessly.
Group Coaching (Value: £1,000)
Collaborative group sessions with peers and experts to support your growth.
Total Value: £10,400+
Find out the price after a call
We only make offers to those who are a great fit and who we know we can get results for. Let’s chat to see if we’re a match!
Success Stories & Social Proof
Advisors like Joel used our Ai-driven marketing systems to generate high-net-worth clients fast which took him from £2.5kpm- £10kpm in 30 days. Plus other advisors like Amanda regularly generate £2m mortgage deals and Jenny grew her business by 200% in 3 months using our strategy,
See theirs and other real life case studies here:
Lead Generation with LinkedIn & AI
If you’re just getting started with digital marketing, our Lead Generation with LinkedIn & AI course offers you a self-paced, low-cost way to harness the power of Ai and LinkedI to attract high net worth clients.
Perfect for those who want to dip their toes in before diving deeper.
Key Points:
Learn how to use AI to automate client outreach and maximise LinkedIn’s powerful platform.
Monthly subscription at £65/month.
Ideal for advisors & firms looking to build a foundation in digital lead generation with AI-enhanced strategies.
Generate you your first high net worth client in 30 days
Success Stories & Social Proof
Comparison Table
Find out the price after a call
We offer New Age Advisor only to businesses we know we can help grow. Apply for a call to see if we’re a great fit and get a tailored offer.