For mortgage & protection advisers
I’ve spent over £8500 on business courses and mentors in the last 3 years and I learned so much more from 2 hours at this event than I have from all of the other courses and mentors put together. I’d highly recommend!
Sam
1
AI assistant that also finds and tracks your leads
52
weeks of posts, planned and
templated
3×
daily, the story hack that keeps you visible
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AI is a bit frightening. Here, it just works
for you.
Let's be honest, AI makes a lot of people nervous. So let's be clear about what
it's for here. It isn't here to replace you, and it's never going to be the thing
your clients buy from. People still buy from people. What it does is save you
hundreds of hours a year, by building your personal brand around exactly
what you want, from the very start.
Before anything else, we build your AI business assistant with you. Not a
generic one. One that's aligned completely to your dream life, so every hour
you spend on your business after this point is pointing in the same direction.
STEP 1
The hours you want to work
Built around the life you actually want, not the hours the industry expects of you.
Where you want to work from
Office, home, hybrid, wherever suits you — your assistant is set up around it from day one.
Who you want to work with
And just as importantly, who you don't. Your ideal client and your boundaries, mapped out clearly.
Then, and only then, content
Once your brand and your direction are aligned, it turns to planning your social media — which is where the rest of this platform picks up.
STEP 2
Two people who did this in their own business first
Every attendee will receive access to our exclusive digital learning portal before the optional in person workshop.
Charlotte
AI SYSTEMS & CONTENT STRATEGY
Built the AI business assistant that runs alongside her own training
business — the same one that plans content, finds leads, and keeps
her on top of every one of them. You'll build your own version of it,
step by step.
Niamh
SPECIALIST IN FINDING CLIENTS ONLINE
Shares exactly how she built a referral network across accountants,
other advisers, gyms and community hubs, her daily method of
operation, and the live tracker she still uses to run her own client book.
Lisa
STRIVE SOCIALS
Breaks down how each platform actually works, and which one suits
you — based on your own personality, not a one-size-fits-all rulebook.
"Brilliant session from Charlotte and Niamh."
I went in wanting to use AI properly for my social media and came out with a clear plan and ideas I can use straight away. All practical stuff that works for someone building a brand from scratch.
They made it easy to follow, answered every question, and actually showed how to use the tools rather than just talking about them. I'd recommend it to anyone in financial services who knows they should be posting but doesn't know where to start.
Special mention to Fox, who is hands down the best mortgage dog ever. She needs her own socials ASAP 🐶
Lewis Brown
The framework
Everything you post fits one of three jobs
Most advisers post at random and wonder why nothing converts. We built this
around one simple sequence — get seen, get trusted, get the enquiry — so
every post has a purpose. Work through it in your own time, at roughly three
posts a week.
01
GROW
Reach the people who don't know you yet
Built inside your AI assistant, with a full year of real ideas behind it.
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52 weeks of reach post ideas, already written for you
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The AI walks you through building each one, live that's personal to your ideal client
02
BUILD
Turn attention into trust
Your value-add carousels, done for you and ready to edit.
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52 carousel templates, for Instagram, Facebook, LinkedIn & TikTok
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A Canva walkthrough so editing them takes minutes, not hours
03
CONVERT
Give people a reason to message you
The post with the actual ask — and a way to make replying effortless.
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A tutorial on building your own WhatsApp link, so a "click here" is one tap away
What's inside
The Full Training Library
Your AI Assistant Build
A fully guided, step by step video tutorial that will save you hundreds of hours per year and help you get clearer on your goals
The 3-a-day story hack
The full framework behind showing up on stories three times a day. Two
weeks of upfront effort, then it runs on rotation all year.
Niamh's daily method of operation
Her actual morning and afternoon routine, and the referral relationships — accountants, other advisers, gyms, hotels, coffee shops — that keep new faces coming.
Coming back from the no's
Niamh on what it really takes to stay consistent as a self-employed adviser, and how she built an incredible business through it.
Live business tracker
Niamh's own spreadsheet for keeping on top of every client and lead —
yours to copy and use from day one.
Platform & algorithm training
Lisa from Strive Socials breaks down how LinkedIn, Instagram, Facebook and TikTok actually behave in 2026, and which one suits your personality.
The Tech Deck
Links to the exact tech you need to make your socials stand out (spoiler: it costs under £35 for the full kit)
Two Ways In
Learn it yourself, or come and build it with us
E-LEARNING
£497
(payment plans available at checkout)
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The full AI business assistant build
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Grow / Build / Convert training, all 52 weeks
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52 carousel templates + Canva tutorial
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Platform & algorithm training
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The 3-a-day story hack
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Niamh's DMO, referral network & live tracker
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Kit links (selfie light, tripod, mic)
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PLUS Bonus sessions with Charlotte & Niamh & access to our exclusive socials whatsapp Community
E-LEARNING + CONTENT DAY
£997
10am–4pm, in studio with Charlotte & Niamh in Manchester
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Everything in the E-Learning tier
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A full day in a content studio with us
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Walk out with 52 weeks created, edited, scheduled and captioned
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Hair & makeup available (paid add-on)
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Direct, in-person support while you build
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Professional Headshots included
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B-Roll footage created for you
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All editing & scheduling complete on the day
The Content Day
You don't leave with notes. You leave with a year of content
What happens
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A full day, 10am–4pm, in a proper content studio
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Charlotte, Niamh and a social media manager on hand throughout
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Hair & makeup available if you want it (paid add-on)
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You record, we help you edit, caption and schedule — there and then
What you need
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A phone, fully charged
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A selfie light
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A phone tripod
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A phone mic, if you'd like one
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Links to all three are inside the platform. None of it is expensive.
Previous Students Say
"The support doesn't stop when you leave"
WHAT AN INCREDIBLE DAY! Where do I even start?
From the moment we walked through the door, we were made to feel like VIPs. The welcome, the atmosphere and the whole experience were absolutely fantastic.
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The knowledge was brilliant.
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The tips were practical.
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The inspiration was HUGE.
Charlotte, Lisa and Niamh shared so much knowledge, industry insight and genuine passion for helping others succeed. You could feel how much they care about the people they work with. And then there was Maria…
As someone who is genuinely terrified of cameras and video content, I was way outside my comfort zone! But Maria's patience, encouragement and camera skills made me feel completely at ease. She helped me do something I honestly never thought I'd be confident enough to do.
And the best part is I've already put the advice into action! Since the event, I've been using the LinkedIn strategies, making genuine connections with business owners and wellbeing professionals, and becoming much more confident about putting myself and my business out there.
That's what made this event different.
The e-learning package, business advice, ongoing support, the WhatsApp group, and willingness to share real experiences and knowledge have been incredible.
I left feeling motivated, empowered, and genuinely excited about what I can achieve with my business.
A huge thank you to Charlotte, Niamh, Lisa, Maria, and the whole team for creating such an amazing experience.
If you're a business owner who wants to build your confidence, visibility, and social media presence, I genuinely couldn't recommend this experience enough.
Deb Miller
"It is an absolute gamechanger. "
Thank you so much for the workshop last week. It is an absolute gamechanger. I have been practicing professional as a sole owner for about14 years (almost 20 as an accountant) between schools runs, hospital appointments and never ending life admin, i set socials up years ago and did nothing with it. Lately with advancements in AI and technology, I've felt increasingly alien about how i remain competitive whilst still juggling things as a busy mum. I felt the workshop did more than just give me to tools and the "how" but it married up the big WHY all in one place from a group of amazing individuals who have said here I've been there, done this AND STILL doing it and by the way we're not gatekeeping we are working with a you for you to have a proper plan on how to navigate through it all. The workshop not only realigned my goals for what i wanted but gave me the tools i need to use everyday and real push myself positively, I would recommend this to anyone, it is not just for new mortgage brokers it is a must for every SME business as an efficient toolkit to be a proper partner to run with you but most importantly not replace you. Charlotte and her team for the day were incredibly inspiring, witty and so approachable in ensuring every one in that room was fully supported. HIGH RECOMMEND!
Leila
Questions
Anything else you need to know
| Do I need to already be posting confidently?
| What if I want the content day but not straight away?
| Is the AI assistant just for social media?
| Do I need expensive kit?
| Is this only for mortgage and protection advisers?
