Ordenar
Orden
Estilo de lista
UHNW Deals 💰✨️
- Palabras clave: 1.WealthManagement2.AI3.LeadGeneration
- Miembros: 24 (Ø 0)
- Publicaciones: 34 (Ø 0)
- Cantidad de cursos: 5
- Community type: Pro
- Creado: 18 '18Europe/Berlin' Mar, 2025
- Propietario: Dan Reddish
- Nombre en la URL: aiwealthpartners
UHNW DEALS : 💰✨ The Private Network for UHNW & HNW Deal Professionals
Most advisors serving wealthy clients are one introduction away from a seven-figure deal.
Instead, they're grinding LinkedIn and hoping for referrals.
UHNW Deals fixes this.
What You Get:
A global network of verified professionals \(wealth managers, mortgage brokers, tax advisors, family office execs, M&A advisors\) who facilitate million-dollar deals through strategic introductions.
Plus: Complete AI prospecting training so you're not 100% referral-dependent.
Three Access Levels:
🤝 STANDARD \($35/mo\): Monthly networking, deal board, member directory, AI tool demos
🦾 PREMIUM \($475/mo\): 'The $10M AI Wealth Pipeline Builder' High-Value Client Attraction Course + Full AI course, automation tools, 1:1 coaching, prompt library
✨ VIP + \($1,497/mo\): + Weekly 1:1 calls, custom buildout \(limited to 15, application required\)
Who Qualifies: Financial professionals serving $1M+ clients globally
Prices increase soon
Most advisors serving wealthy clients are one introduction away from a seven-figure deal.
Instead, they're grinding LinkedIn and hoping for referrals.
UHNW Deals fixes this.
What You Get:
A global network of verified professionals \(wealth managers, mortgage brokers, tax advisors, family office execs, M&A advisors\) who facilitate million-dollar deals through strategic introductions.
Plus: Complete AI prospecting training so you're not 100% referral-dependent.
Three Access Levels:
🤝 STANDARD \($35/mo\): Monthly networking, deal board, member directory, AI tool demos
🦾 PREMIUM \($475/mo\): 'The $10M AI Wealth Pipeline Builder' High-Value Client Attraction Course + Full AI course, automation tools, 1:1 coaching, prompt library
✨ VIP + \($1,497/mo\): + Weekly 1:1 calls, custom buildout \(limited to 15, application required\)
Who Qualifies: Financial professionals serving $1M+ clients globally
Prices increase soon