Mortgage Soup fires the questions at Terry Blackburn, founder of The Wealthy Advisers Club.
Mortgage Soup (MS): Tell us a little bit about yourself.
Terry Blackburn (TB): Over the span of 16 years in the financial services sector, I have successfully established and expanded two multi-million-pound brokerages. This includes Bespoke Financial, which I scaled to a team of over 100 brokers, consistently ranking as the top firm within the Primis Mortgage Network for several years. Alongside Bespoke, which I sold in 2022, I also developed Mortgage Genie.
My track record includes winning more than 15 national awards with Primis, and I have earned a reputation for my expertise in recruiting, mentoring, and managing elite teams from their earliest stages.
MS: What is The Wealthy Advisers Club and what does it offer advisers?
TB: The Wealthy Advisers Club is the largest online training community of its type now with nearly 2,000 members. We are growing rapidly and Wealthy Advisers Club has recently become CPD accredited and over 35 hours of my training can now be used toward financial services professionals CPD allocation.
It gives advisers ready-to-use lead-gen strategies, automation tools, and the proven sales scripts and methods I’ve developed over 16 years, so you can close more protection sales with confidence and ease.
MS: What feedback do you receive from brokers enquiring about joining The Wealthy Advisers Club as members and what’s the most common reason for joining?
TB: Some recent feedback I received was from Jessica Reehal of London Mortgage Solutions, who said: “I joined the Wealthy Adviser Programme because I know it’s going to help me become the best version of myself as a broker. I’m already doing well, but I want to reach the next level.
“The training really stood out, from social media and sales to explaining things clearly and staying fully compliant. I also love the community and being able to learn from other brokers. Terry is so approachable and genuinely brilliant, and I’m really excited for the London event at Marble Arch.
“This programme is helping me step into the broker I’ve always wanted to be and giving me the confidence to aim for £300,000 earnings.”
Most people join with a few problems, and probably the most common is one of two problems: inconsistent leads and/or inconsistent protection sales.
MS: How does the Club work?
TB: Our membership is designed for advisers at every phase of their career, from newcomers to seasoned professionals looking to scale. With a community spanning from those with just two months of experience to veterans of 35 years, our platform proves its value regardless of your starting point.
We dive deep into the essentials: lead generation, sales mastery, workflow efficiency, mindset, and systems, as well as property investment. Our live training sessions take place every Monday, Wednesday, and Friday, focusing on high-impact, “new school” strategies that are currently delivering results in the real world.
While results depend on your existing experience and speed of implementation, many members see a shift after just a few sessions, some even within their first week.
Advisers quickly trade the ‘trial and error’ approach for a clear weekly structure, battle-tested frameworks, and a community that pushes them to excel. The most frequent feedback we receive is a sense of renewed focus, increased confidence in client conversations, and a more consistent marketing presence, all driven by having a proven system to follow.
MS: What options are available for advisers?
TB: Getting started is seamless and you can join online in seconds and select the membership tier that best aligns with your goals.
The free version is the ideal starting point for those looking to see why so many UK brokers rely on this training. As a free member, you receive one live training session per week to keep you informed and gain full community access, providing a space to ask questions, network, and track current market trends. You also get entry to our quick-win library, which features over 50 short-form videos designed for immediate implementation.
It’s a high-value, zero-cost way to plug into a proven system and start seeing improvements right away without any financial commitment.
For those committed to the fastest possible results, Premium, at approximately £70 per month, provides the comprehensive toolkit needed to scale effectively. Members benefit from three live training sessions every week to ensure consistency and mastery, alongside ‘The Vault’, an expansive library of over 150 deep-dive videos covering everything from lead generation and protection to objection handling.
To keep you on track, we include monthly goal-setting sessions and exclusive tools like the Social Media Generator and a specialised Fact Find system designed to sharpen your sales process and maintain compliance. Furthermore, you’ll receive tickets to my quarterly events, allowing you to learn in person and network with the industry’s most ambitious brokers.
If you want to explore the community and pick up some immediate wins, the free version is a brilliant resource. You can follow the weekly training and use the short-form content to improve your results without spending a penny. However, if you are ready to remove the guesswork and grow with speed and consistency, Premium offers total access with no long-term contracts, just the tools and support you need to lead the market.
