The Wealthy Advisers Club, which describes itself as the largest protection and mortgage adviser training community in the UK, has reached 750 members since launching last year.

It has also just achieved CPD accreditation, which includes 67 training sessions and over 35 hours of structured and accredited training for mortgage and protection brokers.

The training includes member stories, performance improvements, and behaviour change through consistent training on lead generation, sales conversion, efficiency, follow-up, objection handling, and processes. The model is designed for time-poor brokers via on-going live sessions, practical frameworks, AI applications and tools that make implementation easier.

Members receive weekly live training, plus have access to 100+ on-demand lessons, proven sales scripts and AI tools. They can also network with advisers, guest speakers, receive property investment strategies and attend quarterly events. 

The club was founded by entrepreneur and sales leader Terry Blackburn has had a 16-year career in financial services. He sold Bespoke Financial in 2022 and has also built Mortgage Genie as well as winning over 15 national awards with Primis.

He says: “The Wealthy Advisers Club is a constructive challenge to the status quo, as many advisers feel training is inconsistent, outdated, or inaccessible, and so we exist to fill that gap and at scale.

“We combine old school standards with new school growth, helping advisers learn ‘proper skills, proper service and modern marketing’ with a blend of fundamentals and modern delivery that fits today’s market. Our core message is bigger than business growth, as better adviser training means better client outcomes, better protection conversations, and a stronger industry reputation.”