"This is about giving advisers the tools, confidence and time to focus on what they do best: providing great advice and building successful, sustainable businesses."
- Adam Newman - Twenty7tec
The Wealthy Advisers Club has launched a new membership programme and technology package for advisers.
This new programme and package costs £297 per month and was announced at The Wealthy Advisers Club conference, held at the Kensington Conference & Events Centre in London earlier in October.
It includes collaborations with Knowledge Bank, Twenty7tec, Mortgage Wallet, The Will Place, Sikoia and Instamo, and aims to make technology and training more accessible to advisers.
The new 12-month membership programme also includes access to the Club’s social media generator and Terry’s AI, which provides access to Club founder Terry Blackburn’s training modules and books.
The programme also includes a quarterly goal-setting seminar, premium training, some new training modules and free tickets to events.
Adam Newman, head of sales at Twenty7tec, said: "We know that advisers want to spend more time building relationships with clients and growing their businesses, rather than managing multiple systems and unnecessary administration.
"Technology should make running an advice business easier, not add another layer of complexity or cost. That’s why we’re pleased to be working with Terry and The Wealthy Advisers Club to make our technology more accessible to advisers, alongside the training and support they need to get the most from it.
"This is about giving advisers the tools, confidence and time to focus on what they do best: providing great advice and building successful, sustainable businesses."
Adrian Richardson, founder of Mortgage Wallet, added: "After meeting and working with Terry, we quickly recognised that this collaboration reflected our shared commitment to helping advisers deliver better outcomes for their clients while building stronger, more efficient businesses.
"Putting the client experience at the centre of your business, whilst ensuring your business remains front and centre with your clients, is a powerful combination for long-term success.
"We're delighted to be part of an initiative that gives advisers access to the technology, support and training needed to grow with confidence and deliver an exceptional client journey."
Terry Blackburn, founder of The Wealthy Advisers Club, commented: "When I look at the financial services industry, I see thousands of brilliant advisers who genuinely want to do the best for their clients, but too many are being held back by a lack of time, the cost of technology, inconsistent training or simply not knowing how to generate enough opportunities.
"We've collaborated with six fantastic technology businesses because I want to give advisers across the country access to the tools and support they need to build successful, efficient and sustainable businesses. But for me, this goes far beyond helping advisers increase their income.
"If we can help advisers generate more opportunities, become more effective in client conversations, reduce the time spent on administration and deliver a better service, we can make a genuinely meaningful difference. My ambition is to create an environment where advisers have everything they need to succeed, without having to figure it all out on their own.
"Better-trained advisers, supported by better technology, should mean better outcomes for clients, and that's what this initiative is all about."
