December 18th AI, Social Media & Lead Gen Event

📍 The Rex (Previously Hotel Gotham), Manchester
📅 18th December 2026
👥 Strictly capped at 25 attendees
 
The financial services industry is changing rapidly, and the advisers who thrive over the next five years will be the ones who understand how to combine technology, visibility, and personal branding in a way that still feels human.
 
This is not another corporate conference filled with generic slides and vague motivation. This is a hands-on, practical workshop designed specifically for mortgage and protection advisers who want to modernise the way they market themselves, attract clients, and grow their business in 2026 and beyond.
 
Hosted in the heart of Manchester, this exclusive small-group event will walk you through exactly how to use AI tools, social media, and personal branding to build a sustainable presence online without spending every evening glued to your phone trying to think of something to post.
 
Throughout the day, you will learn how to build your own AI assistant to help streamline content creation, idea generation, client communication, and day-to-day organisation.

We will cover how to use platforms like Clause properly, how to prompt effectively, and how to create systems that actually save you time rather than overwhelm you.

We will also cover the realities of social media for advisers. Not from the perspective of influencers chasing vanity metrics, but from people working within financial services who understand the balance between compliance, professionalism, and authenticity.

You will learn how to choose the right platform for you, how to create content consistently without burnout, and how to build a recognisable personal brand that helps clients trust you before they’ve even spoken to you.

The day will include practical sessions on:
• Building your own AI assistant
• Understanding the different social media platforms
• Creating 52 weeks of content ideas
• Developing a personal brand within financial services
• Creating content that feels natural and sustainable
• Understanding algorithms and audience growth
• Using AI to save time in your business
• Building visibility before you “feel ready”
• Networking with like-minded advisers

This event is intentionally capped at a small number of attendees to keep it interactive, personal, and genuinely useful. Whether you are newly qualified, experienced, self-employed, employed, confident online, or starting completely from scratch, the workshop is designed to meet you where you are.

By the end of the day, you will leave with practical tools, clarity, confidence, and a realistic strategy you can immediately implement into your business.