Founding Member Offer
The only AI programme built specifically for mortgage and protection brokers, with the compliance framework already built in.
or 3 × £197 · Price rises to £797 next cohort · Places allocated in order received.
Hours spent on suitability letters that should take 20 minutes
Avoiding AI because you are not sure where the compliance line is
Using ChatGPT but not seeing it change anything in your actual workflow
What This Is
Every module is built around how you actually work: your client communications, your compliance obligations, your content and your admin.
One module drops every three days. You implement as you go. By the end of week five, Claude is running in your business.
Suitability letters, client emails and mortgage explanations drafted in minutes, reviewed and owned by you.
A month of LinkedIn posts, lead magnets and repurposed content produced in an afternoon, in your voice.
Prospect research, lender criteria, admin and meeting notes. The hours-eating work, done in minutes.
A clear, practical framework for what goes in, what does not, and how to set everything up without grey areas.
The Programme
Section 1 — Foundations & Compliance
Section 2 — Client Communications
Section 3 — Content & Marketing
Section 4 — Research & Productivity
Section 5 — What Comes Next
30 minutes every two weeks throughout the programme inside the UHNW Deals community. Ask anything on the modules that have dropped. Direct access to Dan throughout.
Founding member commitment: On completing the course you record a short one-minute video testimonial sharing your honest experience. This is what makes the founding price possible.
Included With Your Place
Not just training videos. Every founding member gets the working assets installed alongside the modules.
Pre-built Claude skills you install once: suitability letter drafting, client update emails, a compliance pre-flight checklist, and content repurposing. Claude behaves like it was trained for a brokerage from day one.
Build your own client-facing affordability calculator as your lead magnet, with the illustrative-only disclaimers and network sign-off guidance baked into the lesson.
The exact prompts behind every module, organised by task. Copy, adapt, run. No starting from a blank page.
Downloadable working documents with every module, from the three-question compliance checklist to the content planning sheet.
The one-page guide to what goes into Claude, what does not, and which account setup you need. Built to share with your network or principal.
Direct access to Dan every two weeks inside the UHNW Deals community for the length of the programme.
You are not buying a course.
You are putting down a deposit on the system.
Founding member price: £497, this cohort only. The price rises to £797 for the next intake. Fifteen places, then enrolment closes.
Enrolment closes Monday 22 June at 23:59. Programme starts Tuesday 23 June.
Founding Member Price
£797 after this cohort
£497
You save £300
one payment — or spread it over 3 × £197
10 of 15 places remaining · Enrolment closes 22 June
After the course — optional
The Broker Sprint is the optional next step after Claude for Brokers — a done-with-you build of a full HNW pipeline. You decide nothing about it today, and there is no obligation. If you do go on to take it, founding members get a discount:
The founding discount applies only if you pay in full within 30 days of finishing the course; after that it closes. None of this changes today's decision — Claude for Brokers stands on its own.
Where This Takes You
Claude for Brokers is the entry point. These are the results brokers have achieved after going through the full system.
Investment Banking Niche · London · 12 Months
£0M
Total LinkedIn pipeline in 12 months
“Really what hasn’t been a particularly demanding amount of work.”
Law Firm Niche · Went Full-Time Self-Employed
Over £3.5k plus protection commissions in month one after niching into law firms. Gained the confidence to leave employment and go full-time self-employed.
Pilot Niche · 4x Revenue Month 1
£2,500 to £10,000 in month one after niching into pilots. Hit his full-year revenue target by June. Now works one appointment per week.
Your Trainer
Co-founder of AI Wealth Partners. Six years helping financial services professionals build better client pipelines, first in mortgage broking, now with AI at the centre of everything.
Dan has helped hundreds of brokers scale their businesses. Claude for Brokers is the programme he wished existed when AI first arrived in financial services.
Hosted inside the
community on Skool
Common Questions
Module 1 is already recorded and ready.
The programme starts Tuesday 23 June.
Or message Dan directly on Facebook. Places allocated in the order commitments are received.