AI Wealth Partners

We partner with wealth managers & private bankers to transform their practices through AI-powered automation and strategic growth systems with a view to increase overall productivity and reduce operational drag.

Drawing on our background in digital marketing, AI, automation, backed up with big 4 consulting experience (Deloitte & KPMG) we help firms:

Develop AI-driven client acquisition strategies
Automate key business processes
Scale their practice while maintaining service quality
Generate consistent HNW & UHNW client opportunities

Having successfully scaled multiple FS businesses through digital transformation, my main focus is on helping wealth management firms leverage AI and automation to achieve sustainable growth.

Specialties:

AI Implementation Strategy
Digital Marketing Optimisation
Client Acquisition Systems
Business Process Automation

Co-Founder

Dan Reddish Consulting

Dan Reddish Consulting - Empowering FS firms to scale to 7 figures in the digital world 🌎 📈

Financial Services Business Consultant 

Lime Social

Digital marketing agency for bars and restaurants.

Managing Director

Cutting Edge Marketing & Design

The company was set up with a view to offering competitive rates on social media marketing and graphic design services to local businesses after realising that digital marketing is the future of marketing.
- Attracted 900 Facebook fans for client by engaging with the community, building a strong industry
 network, and curating/distributing valuable content.
-Curated single piece of content for client which attracted over 31,000 views.

Graphic Designer
Through the early years of organising events I would pay designers to come up with designs to promote the events until it struck me that rather than paying someone else i should try myself. I knew how I wanted things to look which was sometimes difficult to get across. I loved the design work I did and was hooked. After years of teaching myself through online tutorials and trail and error I am now proficient in Photoshop and have been comfortable to offer this service to paying customers. I definitely have an eye for design which is something that can not be taught.

With the communications industry being one of the most competitive in the world the need for a strong retentions team is vital. My role within BT has been to retain and grow current customer base and sell services (telephone, broadband, TV and mobile) by establishing needs and selling to those needs whilst working in a team. Since I started at BT I have consistently been one of the top performers in the centre receiving many accolades in various forms including countless written bouquets from customers commending me on my customer service skills.

Customer Service / Sales Advisor

Cutting Edge Promotions

Events / Marketing Manger 

I have been at the forefront of the Doncaster night scene for over a 15 years having being hired by most of the successful clubs and bars around Doncaster, Leeds and Sheffield to market and manage events.
 
I have amassed a wealth of marketing skills, people skills and contacts. I showed unparalleled levels of hard work and tenacity which was proven in the bar takings at the events I marketed which have steered takings upwards by up to 400% and the longevity of my career in events.

Once hired by a venue i would:
Discuss objectives with venue
Book DJ’s / bands / acts
Devise a marketing plan
Design artwork / Arrange print
Execute plan

Online
Over the 15 year span I worked across all of the major social media and forum sites of the time which included dontstayin.com, Myspace and more recently Facebook, Twitter and Instagram.

Director

Cutting Edge Social Enterprises

Cutting Edge Social Enterprises was aware of certain background issues in Doncaster and planned to address the following with early intervention and a preventative approach.
 
Crime & Anti Social Behaviour 
Ex- Offenders
Long Term Unemployed
Vulnerable People

Project Description
The course was set up to educate young people in the ever more popular DJ trade taking young people off the streets, onto the decks and even into employment. With the young's ever growing interest in DJing and the DJ industry I felt music can be used as a positive medium to reach young people and avert them away from the pitfalls of street life which more and more young people are falling into in the UK every day. Through a grant from 'Success Doncaster' I set up the courses in 2010. The government and myself felt offering professional DJing tuition would give these young people a better start in life and improve their chances of finding work with a productive hobby to channel their energy. The hope was that this could lead to unlock new talent averting them away from hanging around streets and parks late at night.

I partner with wealth managers & financial services firms & advisers to transform their practices through AI-powered automation and strategic growth systems with a view to increase overall productivity and reduce operational drag.

Drawing on my background in digital marketing, AI and automation, I help firms:

Develop AI-driven client acquisition strategies
Automate key business processes
Scale their practice while maintaining service quality
Generate consistent HNW & UHNW client opportunities

Having successfully scaled multiple FS businesses through digital transformation, my main focus is on helping wealth management firms leverage AI and automation to achieve sustainable growth.

Specialties:

AI Implementation Strategy
Digital Marketing Optimisation
Client Acquisition Systems
Business Process Automation

Get The AI Wealth Insider Weekly
Global AI Strategies for Wealth Managers Targeting UHNW & HNW Clients
Every Friday: Practical AI strategies that help you attract £1M+ AUM and UHNW clients whilst working fewer hours.

What You'll Get Every Week:

AI Tools That Actually Work

No theory. No fluff. 

Just proven tools and prompts you can implement this week to generate qualified UHNW appointments.

Real Global Case Studies
How wealth managers worldwide are using AI to generate 1-3 appointments weekly with £1M+ AUM and UHNW prospects.

15-Minute Quick Wins
Tactical AI applications that save you 5+ hours per week on prospecting, client onboarding, and compliance.

Global Industry Intelligence

The latest AI developments that matter to YOUR practice, filtered through 6 years of financial services experience.

Exclusive Prompts & Templates
Copy-paste AI prompts for LinkedIn prospecting, UHNW/HNW client research, and compliant outreach.

Sign up now through link in comments

PS. If you'd like the prompt I used to create this image in seconds using AI comment 'prompt'.

Dan Reddish

AI & automation systems for wealth managers serving HNW & UHNWs

Most UK wealth managers are trapped: 100% referral-dependent, no systematic way to attract £1M+ AUM clients, wasting 8+ hours/week on low-converting RFPs.

I'm Dan Reddish. Along with my partner James (ex-KPMG/Deloitte, 8 years institutional consulting), we help wealth managers install AI-powered prospecting systems that book 1-3 high-intent appointments per week while buying back 5+ hours.

PROOF IT WORKS:

Gina (wealth manager, London) – 100% referral-dependent, no systematic lead-gen. We built her LinkedIn + AI system. Result: whale client in first 90 days (£55K commission).

Craig (financial planner, Edinburgh) – wasting 10 hours/week chasing £250K prospects at networking events. After our system: booked £1.5M client in 7 days. Now only targets £1M+ AUM.

Amanda (HNW broker, London) – no database, no system. We installed the full stack. £6.5M pipeline in 90 days, 97% larger average deal size.

HOW WE DO IT:

We don't sell you ads or a website and disappear. We partner with a select number of firms and BUILD THE SYSTEM WITH YOU through a high touch consulting model:

→ AI-powered prospect research (Sales Navigator + Perplexity + Claude = hyper-targeted £1M+ AUM prospects)
→ Personalised, FCA-compliant outreach that doesn't sound robotic
→ CRM automation (set-it-and-forget-it follow-up)
→ Weekly optimisation calls (Big 4 rigor + scrappy execution)

WHO THIS IS FOR:

Wealth managers/IFAs/planners who:
- Manage £50M+ AUM (or aspire to)
- Are tired of referral-dependency
- Want systematic £1M+ client acquisition
- Will invest 3-5 hours/week to build the system (then autopilot)

If you're still relying on referrals in 2026, you're leaving £100K-£250K/year on the table.

HOW I GOT HERE:

14 years as a nightclub promoter—learned to pack dance floors by understanding what people actually want. COVID killed hospitality. Pivoted to financial services, applied same psychology: attract right people, filter wrong ones, automate the rest. Six years later: 400+ clients served.

NEXT STEP:

Book your HNW Prospecting Audit (£750):
- 20 qualified £1M+ prospects
- Custom outreach strategy
- Live system demo
- 100% money-back guarantee

If it fits, we discuss Founding Partner Program (limited to 6 spots).

DM "AUDIT" or email dan@aiwealthpartners.co.uk

No pitch. Just clarity.

We don't take more than 6 high-touch clients at a time. Currently: 4 spots filled.

(Also offer low-ticket option in UHNW Deals private community for DIY learners - free till. Nov 30th by application only - link in comments.)

10 ultra-high-net-worth prospects. 20 minutes. Zero manual LinkedIn grind.
This is a live screen recording of an AI agent executing a full Sales Navigator workflow, searching, scoring, and documenting £5M–£50M wealth transition prospects while I literally do nothing.

No editing. No "imagine if…" hypotheticals. Just watch the AI work.

🎯 WHAT YOU'LL SEE IN THIS VIDEO:
 How to prompt an AI agent to automate UHNW lead generation
 Real-time Sales Navigator filtering for family office transition signals
 Automated lead scoring (transition risk, liquidity events, family complexity)
 Live dashboard population with LinkedIn profiles and outreach angles
 The exact system UK wealth managers use to book 1–3 qualified appointments per week

📊 WHY THIS MATTERS FOR WEALTH MANAGERS:
Traditional prospecting methods are broken:
❌ Bought lead lists are stale, non-compliant, and low-intent
❌ Manual LinkedIn research takes 2–3 hours per qualified lead
❌ Generic outreach gets  2% response rates

This AI-powered system identifies decision-makers showing *active* wealth transition signals—then builds research-backed, personalised outreach sequences using public data.

The result? Qualified UHNW appointments without adding headcount or burning your evenings on LinkedIn.

🚀 GET THE FULL SYSTEM (FREE ACCESS):
If you're a UK wealth manager or IFA doing £1M+ revenue and targeting ultra-high-net-worth clients, we've opened our UHNW Deals community for free until November 30th 2025.

Inside you'll get:
✅ Full AI prompt library (the exact prompts shown in this video)
✅ Done-for-you outreach templates (GDPR-compliant)
✅ AI copywriting workflows for proposals, emails, and LinkedIn content
✅ Live Q&A sessions with wealth managers implementing these systems

👉 Comment "ACCESS" below 


📌 TOOLS MENTIONED:
- Sales Navigator (LinkedIn's premium search tool)
- Claude (Anthropic's AI agent for complex workflows)


🎓 WHO I AM:
I'm Dan Reddish, co-founder of AI Wealth Partners. Over the past 6 years, I've helped hundreds of financial services professionals systematically attract high-net-worth clients using AI-powered prospecting systems.

My background: 14 years running event promotions (learning human psychology at scale), 8 years in digital marketing, and now specialising in AI implementation for wealth managers and IFAs who want to work less, earn more, and stop chasing low-value leads.

https://lnkd.in/e9jnUsmJ

youtube.com

How I Got 10 UHNW Wealth Leads in 20 Minutes With AI!

Consistency unlocks success, especially with video content. Regular posting builds connections.

Only a small percentage are ready to buy *now*. Consistent, relevant content engages the rest. They connect, check profiles, and see value over time. When the time is right, you're top of mind. Relationships and value are key—the real money's in nurturing the 97%.

Digital scales this, building trust with thousands. Audience growth compounds this effect. #Consistency #VideoContent #LinkedInGrowth #RelationshipBuilding #DigitalMarketing

In less than 48 hours, HNW Deals moves to $197/month. Here's what that means for you.
48 hours: The math on $97 vs. $197

48 hours.

On Friday at midnight, HNW Deals moves from $97/month to $197/month.
If you join before then, you lock in $97/month for life.

I'm getting questions about this, so let me break down the math for you.
At $97/month:
$97 × 12 months = $1,164/year

What you're getting:
1:1 onboarding strategy call
LinkedIn lead gen + AI training
ChatGPT engineered prompts
Financial Services AI Mastery
Protection Sales Course with Gary Waters
Automation Tool ($900/year value)
AI Content Machine ($1,997 value)
Total value: $6,885+
ROI: 5.9x

One £500k HNW mortgage generates £2,000–5,000 in commission.
One deal pays for 2–5 years of HNW Deals at this price.

At $197/month (after Friday):
$197 × 12 months = $2,364/year
Same value. Same training. Same automation tool. Same AI Content Machine.
ROI: 2.9x
Still a great deal. But it's 2x the price.

Here's what I'm seeing with members who actually implement:
Week 1: Define ideal HNW client (investment bankers, doctors, business owners -whoever they want to work with)
Week 2: Build targeted LinkedIn list using AI system
Week 3: Start booking appointments
Month 2: First deal closes. £3k–7k+ commission.
Recent results:

 £8.5M pipeline built in 30 days
 £52k commercial commission in Month 2
 £7,500+ generated in Month 1
The system works when you work the system.
I'm also getting asked: "Will you extend the deadline?"
No.
And here's why:
If I'm teaching you to stop underpricing your services and start positioning for premium HNW clients...
Then I can't turn around and give discounts and extensions when someone hesitates.
That would make me a hypocrite.
Premium positioning means premium standards.
For you and for me.

So here's what happens in less than 48 hours:
Friday, November 15th at midnight (GMT):
The price moves to $197/month
The value stays the same
The automation tool and AI Content Machine remain included
But the price doubles
If you've been on the fence, this is your 48-hour window.
 [LOCK IN $97/MONTH LINK IN COMMENTS]
After Friday, it's $197.

Work less. Earn more. Enjoy life.
— Dan

P.S. The brokers who join and implement aren't just making more money, they're working fewer hours. One member told me recently: "I used to work 6-day weeks chasing £200k deals. Now I work 4 days a week and my commission's up 40%." That's the shift. less than 48 hours to lock it in.

Final call.

Tonight at midnight (GMT), HNW Deals moves to $197/month.

Right now for the next 16 hours it's still $97 with a free 7 day trial.

If you join before midnight, that rate locks in for life.

After midnight, it's $197. No exceptions.

Here's the decision in front of you:

Option 1: Stay where you are.

Keep chasing £200k mortgages from the general public. Keep working evenings and weekends. Keep watching your commission stay flat while your hours increase.

Burn out in "the middle" like Hormozi said.

Option 2: Shift to £500k+ HNW clients.

Define your ideal client. Build a systematic LinkedIn pipeline using AI. Book high-value appointments. Close fewer deals. Earn more per deal.

Work less. Enjoy life.

The members who chose Option 2 are already seeing results:

✅ £8.5M pipeline in 30 days 

✅ £52k commercial commission 

✅ £7,500+ in Month 1

One member told me recently:

"I spent 6 months grinding on £200k deals and made £18k in commission. First month targeting HNW clients? £7,500. I should've done this a year ago."

The system works.

But only if you use it.

16 hours to lock in $97/month:

👉 Link in first comment

After midnight tonight, it's $197.

I'm not doing extensions. I'm not adding "one more day." I'm not giving exceptions.

Midnight. Then it's done.

If you're reading this and still hesitating, ask yourself:

Will I look back in 6 months and wish I'd locked in $97?

Or will I be the broker who shifted to HNW clients and transformed my business?

16 hours.

Work less. Earn more. Enjoy life.

— Dan

Always remember... 
you have a product or a service that has the potential to change someone's life. Come from a place of service rather than sales.

June 8th, 1999. 3pm. TSB branch in Mexborough.
A young dad sat across from Gary Waters' desk. 
Arms folded. Looking out the window. 

Zero interest in the life insurance quote.

£6.19 a month. 50k of cover.

"Yeah mate, I'll have a think about it."

Four days later, that dad was killed in a motorbike accident. 

His wife, Gary's friend and colleague lost everything.

That quote was still sitting on Gary's desk.

Gary Waters spent the next 24 years making sure that never happened to another customer. 

He threw out the industry's weak scripts and built a system that actually works.

Not theory. 

Real techniques from 30 years on the sales floor.

How to position protection in the first 90 seconds so clients expect it. 

How to weaponise your fact-find so objections evaporate. 

How to give advice at the exact moment clients are most receptive, not a week later when they're ghosting your calls.

You can access Gary's Protection Sales Mastery training today at inside the HNW Deals course and community with a free 7 day trial (link in comments)

Because here's the thing: every mortgage broker I know is leaving £3k–£8k in protection income on every case. Not because you don't care. Because nobody taught you when and how to position it properly.

Gary did. And now you can learn it.

If you're a mortgage broker who's tired of "I'll think about it" objections and protection appointments that never happen, this is worth your time.

What's the biggest protection objection you're hearing right now?

Blown awav with the result of my recent decorating by @finishingtouch315

Chris is truelv a master of his craft and did a great job for me with his attention to detail. 

It's the little things that make the difference for me like tradesmen making the effort to be respectful of my living space like tiding up after themselves which Chris did every step of the way.

If you're looking for decorator I'd highly recommend @finishingtouch315

The AI Adoption Gap in Wealth Management
Big week in AI for wealth management. Between October 2023 and mid-2024, AI adoption in UK wealth management firms jumped from 3% to 65%. 

The enthusiasm is real. But here's the gap: 86% of wealth managers say AI would massively improve their operations. 

Yet most still haven't moved past ChatGPT experiments to actual agent-based workflows that generate clients.

Latest from AI Wealth Partners

Two new videos show how to use AI agents for UHNW prospecting — plus why most firms still haven't moved past ChatGPT experiments.

Global AI Strategies for Wealth Managers Targeting UHNW Clients Every Friday: Practical AI strategies that help you attract £1M -£5M+ AUM clients whil

The AI Wealth Insider

3 hours.
At midnight, HNW Deals moves to $197/month.

If you're reading this and haven't decided, here's the question:
Will you look back in 6 months and wish you'd locked in $97?

Plus you even get a no obligation - no tie in free 7 day trial. Come in, have a look get a free onboarding/strategy session.

If you don't like it after 7 days you simply cancel in the app.

Or will you be the broker who shifted to £500k+ HNW clients and transformed your business?

The members who joined aren't just making more money.

They're working fewer hours.
One told me this week: "I used to work 6-day weeks chasing £200k deals. Now I work 4 days and my commission's up 40%."

That's the shift.
3 hours to lock in $97/month:
👉 Link in first comment
After midnight, it's $197. Forever.
Let's work.
— Dan

AI 's Perplexity Labs offers both general and deep search capabilities. The deep search, though time-consuming, delivers comprehensive reports and interactive dashboards.

It can identify top prospects in a specific niche and even craft personalized outreach sequences by analyzing publicly available data. This level of personalization significantly boosts response rates.

Imagine receiving messages that show someone has truly researched and understood you—that's the power of personalized outreach. #AISearch #LeadGeneration #PersonalizedOutreach #SalesStrategy

Our strategy to help generate additional HNW/UHNW appointments consistently that close at around 30% (some close up to 80%) takes around a month to set up. 

We've had 10+ firms and advisors across our communities who have signed up this month ready to have the system set up before Christmas and ready to roll and hit the ground running in January. 

If you're a wealth manager, financial planner, mortgage broker (commercial or resi) or protection broker and you're ready to work less and earn more by attracting affluent clients profiles by implementing AI into your process then get in touch or comment 'more info' below.

Don't leave it to late to capitalise on the January rush. Be ready to say no to the small deals to make space for the big ones to give you the financial resilience your family and your business deserves.

Analyzing customer data, especially focusing on the top-performing segment, can yield valuable insights. By stripping away personally identifiable information and feeding the data into an analytics tool, patterns emerge that define the ideal customer.

This approach allows for a clearer understanding of which customers generate high lifetime value and exhibit consistent policy adherence. It's a data-driven method to refine customer acquisition strategies and ensure long-term success. #CustomerAnalytics #DataDriven #CustomerValue #BusinessIntelligence

Was trying for one of those traditional star on the top of the tree Christmas scenes 🎄🙄😂

It's rewarding to see people embrace new ideas and achieve results.

Having a learning mindset is essential. It's encouraging to see clients take suggestions and implement them successfully. Witnessing others adopt new strategies and seeing positive outcomes reinforces the value of community.

Seeing what works (and what doesn't) for others provides valuable insights and validation. #LearningMindset #Community #Innovation #ProfessionalGrowth

Starting Monday…
I'm working with a small group of mortgage brokers
Helping them generate 3-5 qualified, high-value appointments every week consistently...

which could add anywhere from £50K-£150K+ to their revenue in 2026, depending on their niche and close rate of course

so they can finally break through their current ceiling and have more fun working with better clients…

WITHOUT cold calling, buying rubbish leads, or waiting months to build a referral network from scratch…

Even if you recently went self-employed, lost your entire client base due to a location change, or you're working long 40-50 hour weeks.

Would you like to join us?
If so, send me message or comment below

After that, I'll have a few questions to ensure we can help you then I'll send more details.

-Dan

Royce Gracie at Precision BJJ in Doncaster 😁🫡😉😮

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