Live Workshop Thursday 7th May 2026

Claude:
Live HNW
Prospecting

Watch Claude find your next HNW and UHNW client. In real time.

Date Thursday 7th May
Time 7:00pm GMT
Duration 60 minutes
Cost Free

Most wealth managers have heard about Claude. Very few have seen it working inside their actual prospecting workflow. This session closes that gap. No slides. No theory. Three Claude-powered tools, one complete HNW and UHNW pipeline, built live in sixty minutes.

Reserve Your Place

Free to attend. Thursday 7th May at 7pm GMT
Includes a free 7-day trial of UHNW Deals

What gets built on the call

Three tools.
One complete HNW & UHNW pipeline.

You arrive with a rough idea of who you want to work with. You leave with a defined HNW or UHNW market, real named prospects, and personalised outreach ready to send. Here is exactly how it happens.

01
Up Market Migration Powered by Claude

Define Your Market and Ideal Client

This tool interrogates your niche assumptions. It analyses your current position, stress-tests your ideal client profile, and returns a strategic recommendation on your highest-value HNW market move alongside a full market intelligence brief.

20 minutes
02
ProspectIQ Powered by Claude

Find Real Named Prospects

The ICP from Phase 1 feeds directly into ProspectIQ. It returns a structured list of real named individuals matching your ideal client profile. Firms, roles, and relevance signals. Not demographics. Actual HNW and UHNW individuals you could contact this week.

20 minutes
03
Claude

Write Personalised Outreach

The first prospect from your list. Their profile, their firm context, your market intelligence. Claude drafts a connection message and follow-up sequence personalised to that individual. Not a template. A message that references something real about their situation.

12 minutes
What you leave with

Everything built.
Nothing theoretical.

  • A defined HNW or UHNW market and specific ideal client profile
  • A market intelligence brief covering your niche's dominant pain points
  • A short list of real named HNW and UHNW prospects matching your ICP
  • A personalised connection message ready to send to your first prospect
Who this is for

Built for financial professionals targeting HNW and UHNW clients

This is not a general AI workshop. Every tool demonstrated has been built specifically for the challenges wealth managers and advisors face when growing a high-net-worth and ultra-high-net-worth client base.

Wealth Managers
Independent Financial Advisers
Financial Planners
Mortgage Brokers
AI-curious professionals ready to act
Advisors moving upmarket
DR
Your host

Dan Reddish

Co-Founder, AI Wealth Partners & UHNW Deals

Dan co-founded AI Wealth Partners with James Jackson, whose background spans over a decade at KPMG and Deloitte in financial services transformation. Together they built the only AI-powered prospecting system designed specifically for wealth managers targeting HNW clients with £500K+ investable assets and UHNW clients with £5M+ investable assets. Dan has helped financial professionals generate £55,000 in commission engagements, close £8.5M in deals, and build HNW pipelines from scratch using the system demonstrated on this call.

This is what
Claude looks like
in the HNW and UHNW world.

Thursday 7th May. 7pm GMT. Free. Sixty minutes. A complete HNW and UHNW prospecting workflow built live in front of you.

Reserve My Free Place
7th May 7pm GMT
Free live workshop