Learn to Build The Bit Nobody Teaches You
This Workshop is an exclusive implementation day for newly qualified Mortgage & Protection Advisors who want to build a platform and generate leads through social media from day one (and find a bit of confidence while you do it).
To be clear, this is not a conference.
This is a hands-on implementation experience where we build your systems, content, and social media strategy with you in real time.
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Before The Day Even Begins
Every attendee will receive access to our exclusive digital learning portal before the workshop.
Inside, you’ll begin building your own AI Business Assistant before arriving at Hotel Gotham.
This ensures you arrive with your foundations already in progress, so the live day is focused on implementation, refinement, and execution rather than starting from scratch.
All training from the workshop will be recorded and uploaded into your E-Learning Platform shortly after the event, meaning the entire day can be revisited if you ever need a reminder on exactly how to edit a reel (again)
What You’ll Learn
1. Build Your AI Business Assistant
Hosted by Charlotte
We begin by building the foundation of your personal AI system.
Together, we will map your goals, values messaging preferences (including your boundaries & ideal clients, as well as working out your entire business direction for the future.)
You'll then build this inside Claude (or your preferred AI platform) which will support you and save hundreds of hours in your first year of business.
2. Build Your 52-Week Content Strategy
Hosted by Charlotte & Niamh
Using your AI assistant, we build a full year of strategic content tailored to your ideal client.
You’ll leave with:
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A full 52 week content plan
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A complete strategy for your preferred platform
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Clear branding based on colours and fonts for your person brand
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A clear step by step guide for the next years worth of content
3. Your 'Done-For-You' Content Pack
Hosted by Charlotte & Niamh
We'll move onto working with you so your AI assistant will help define your personal brand direction, including tone, colour palette, and visual identity.
You’ll receive:
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52 personalised social media carousel templates
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Designed for Instagram, Facebook, LinkedIn & TikTok
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Built around your niche and audience
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Ready to customise and post
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4. Understanding The Algorithm
Hosted by Social Media Strategists
Two experienced social media managers will break down how each platform actually works in 2026:
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LinkedIn for authority and referrals
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Instagram for trust and visibility
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Facebook for community and conversion
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TikTok for reach and discovery
This gives you the essential basics for deciding which platform you want to focus your attention on first.
5. What Successful Advisors Actually Do
Hosted by Niamh
Niamh, a highly successful Protection Advisor, will share her real day-to-day habits, including:
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Content routines
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Lead generation behaviours
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Client conversion patterns
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Confidence building on social media
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What actually drives income in early-stage advisory careers
Afternoon Implementation Session
This is where everything becomes practical.
You will:
✔ Create your content on the day (with support from the Team)
✔ Record and refine your videos (will full guidance & support)
✔ Learn how to edit simply and effectively
✔ Understand how to schedule content properly
✔ Build confidence showing up online
✔ Receive live support from the team
I need to be clear on this, you don’t leave with notes, you leave with content already created.
Bonuses Included
Professional Headshots
A curated set of professional images for:
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LinkedIn
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Social media
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Websites
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Personal branding
Done-On-The-Day Reel Content
Every attendee will leave with at least one fully recorded and edited reel tailored to their niche and ready to post immediately.
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Optional Evening Networking
After the workshop, attendees are invited to an optional evening at one of Hotel Gotham’s exclusive bars.
🍸 £1,000 bar tab
🏨 20% discount on Hotel Gotham stays
🚗 Discounted concierge parking available
A relaxed environment to continue networking and connections.
Who This Is For
This workshop is designed for:
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Newly qualified Mortgage Advisors
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Newly qualified Protection Advisors
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Advisors who want to generate leads through social media
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Advisors struggling with consistency or visibility
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Advisors who want structure instead of guesswork
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Advisors ready to build momentum from day one
FAQ's
Do i need to be already working as an advisor to do this?
No, not at all. In fact, this course is designed to help you start thinking about your personal brand, social media presence, and business foundations before you become an advisor, so you can hit the ground running when you qualify.
The people who tend to grow the quickest in this industry are the ones who start building visibility and confidence early, rather than waiting until they feel “ready.”
Do I need to be good at social media already?
Absolutely not!
This event is designed for beginners through to experienced advisers. Whether you’ve never posted before or you already create content consistently, the day is about helping you simplify the process and build a strategy that actually works for you.
Will be actually build things on the day?
Yes. This is designed to be practical, not just theory. You’ll leave with your own AI assistant set up, clarity on your social media strategy, and content ideas you can start using immediately.
What should I bring with me?
Please bring a laptop and your phone fully charged. You’ll be logging into social media platforms, AI tools, and creating content throughout the day.
Is this only for Mortgage Advisors?
The event is designed specifically for mortgage and protection advisers, however the strategies around AI, branding, and content creation can be applied across financial services.
What if I hate being on camera?
You are definitely not alone.
We’ll cover different types of content and ways to build your brand that don’t require you to suddenly become a full-time influencer. The focus is on finding a style that feels natural and sustainable for you (even if that's not showing your face)
Will I need to buy expensive software afterwards?
No. We’ll show you a mixture of free and paid tools, and explain honestly what is worth investing in versus what isn’t.
Will there be networking opportunities?
Yes. One of the biggest benefits of the day is being in a room with like-minded advisers who are all trying to grow, modernise, and build their businesses in a smarter way.
Will the sessions be recorded?
Yes, the entire day will be uploaded into your exclusive E-Learning Platform after the event
Secure Your Space
👥 Only 25 spaces available
Includes:
✔ Full workshop access
✔ Pre-event AI assistant portal
✔ Recorded training library access
✔ Breakfast networking
✔ Professional headshots
✔ Edited reel content
✔ Evening networking option
Due to the hands-on nature of the workshop, spaces are strictly limited and will be allocated on a first-come, first-served basis.
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