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 🚀
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Apply to Join the AI-Driven New Age Advisor Program 🚀
Harness the power of AI, personalised coaching, and automation to scale your 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 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 businesses already generating at least £5,000/month in written 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 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 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:
AI-Powered Lead Generation System (Value: £1,500)
Harness AI to consistently attract and engage high-value clients.
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 Expert Strategy/Coaching Sessions (Value: £1,000)
Tailored one-on-one sessions to strategise, optimise, and scale your business.
1:1 Messaging Support (Value: £1,000)
Ongoing messaging access for personalised advice and real-time feedback.
Done-for-You Funnel Templates (Value: £1,000)
Pre-built, high-converting funnel templates 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 month 1 of working with us 💼 Plus other advisors like Amanda regularly generate £2m mortgage deals 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 LinkedIn 💼 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.