For self-employed mortgage & protection advisers
You went self-employed. So why does your diary own you, while your pipeline owes you?
Watch me explain what we’ll work on, how the 30 days will support you and whether this is the right fit for your business.
From juggling clients and chasing replies to moving cases forward and winning more business, with me in your corner, in just 30 minutes a day.
More chasing. More late nights. Another “I’ll think about it.”
Before you spend another penny on leads, let’s look at the business already sitting in front of you.
30 days. You, me and the conversations that need to move forward.
£500 | Maximum six advisers | Starts 9 November 2026
Fully online. All live sessions scheduled in UK time.
You’re putting the hours in. Let’s look at what comes out.
How much business is sitting in “I’ll follow that up”?
The enquiry you meant to call.
The client who went quiet.
The recommendation you emailed and haven’t discussed.
The conversation that ended without either of you knowing what happens next.
Each one needs a decision about what to do next. Yet when you’re running your own business, finding time to stop and look at the pattern can feel impossible.
That’s where I come in.
We’ll look at where things are getting stuck, what you can influence and which actions deserve your time.
30 Days to Move Your Business Forward
A small online programme for self-employed mortgage and protection advisers who want to turn more of their existing opportunities into suitable business.
We’ll shape your plan around your pipeline, your way of working and the areas where support could make the biggest difference.
You’ll work on
- Finding opportunities in your existing enquiries and client relationships.
- Making your conversations clearer and more relevant.
- Understanding what your client needs to make a decision.
- Agreeing a next step instead of leaving things hanging.
- Following up with purpose.
- Protecting time for the actions that can produce income.
Clear priorities. Practical support. Someone to challenge you and help you follow through.
You won’t be left to work it all out on your own.
Your personal starting session
A 30-minute online session to review where you are, identify priorities and agree your action plan.
Four weekly online group sessions
Practical coaching and space to work through the conversations, follow-ups and obstacles you’re facing. Recordings included.
Weekday WhatsApp support
Ask questions while you put the work into practice. Replies within one working day, Monday to Friday, UK time.
Feedback on real situations
Bring an anonymised message, objection or stalled conversation. We’ll look at what could help move it forward.
A simple progress tracker
Keep your actions, opportunities and progress visible, so you know what needs your attention.
“Bring your experience. I’ll bring a fresh perspective. We’ll work on your business together.”
Jay-anne
Everything is delivered online. No travel. All live sessions and booking times use UK time.
A clear focus for each week.
Reset. Where you are, where you want to be, and the accountability, focus and insights to make it happen without burning the candle at both ends.
Week 1: Find the opportunity
Review your pipeline, choose your priorities and protect your daily action time.
Week 2: Move the conversation
Work on questions, client understanding and clearer next steps.
Week 3: Follow up with purpose
Examine silence, uncertainty and objections. Make your follow-up relevant.
Week 4: Build consistency
Review what’s moved and create a practical plan you can keep using.
Your commitment is 30 minutes of focused action on 20 working days, alongside your normal client work and the programme sessions.
You don’t know what you don’t know. When you do, you’ll never not know again.
30 days. A bigger, better 2027 and beyond.
Group session dates (UK time)
[Weekly group session dates and times to be added]
Founding cohort bonus
Bonus session: Visibility
Attract your clients. Don’t chase them.
Be the adviser they think of, want to work with and tell their friends about.
You know you’re good at what you do. But can your ideal clients see why you’re the person for them?
In this additional online session, we’ll work on:
Who you want to attract
The clients you enjoy working with and can genuinely help.
What makes you relevant
Explaining what you do in language that makes them think, “That’s exactly what I need.”
How you show up
Sharing your perspective, personality and expertise so people get a feel for working with you.
What makes you worth recommending
Giving clients a clear reason to remember you and tell others.
Leave with a clear client-attraction message and three practical content ideas you can put into action.
Exclusive to the founding cohort starting 9 November 2026. Included in your 30-day programme. Delivered live online, in UK time, with a recording available.
I’ve sat on different sides of the conversation.
Adviser. Insurer BDM. Sales director. Trainer. Coach. Client.
I know how much knowledge, responsibility and effort goes into this work.
I also know there’s a gap between understanding a product and helping a client understand why it matters to them.
I bring practical industry experience, an understanding of human behaviour and a willingness to ask the questions that help you see what needs to change.
Bring your experience. I’ll bring a fresh perspective. We’ll work on your business together.
Lean in. Do the work. Make your investment count.
We’ll shape your 30-day plan around generating at least £500 in business value, through bookings, converted cases or progress in your pipeline.
Follow the agreed plan and complete the programme. If you don’t reach that target, I’ll refund your £500.
We’ll agree what counts and how it’s valued before you join. Commission doesn’t need to have reached your account.
Business value can include potential income from qualifying pipeline progress. It does not mean that income has been received or is guaranteed.
Not a cost. An investment.
An investment in your business and professional development.
£
Your business
The programme fee may qualify as an allowable business expense.
Check with your accountant.
CPD
Your development
Relevant learning sessions may contribute towards your CPD requirements, subject to your firm, network or professional body’s acceptance.
The programme is not currently CPD-accredited.
Ready to work on the business you already have?
This is for you if you:
- Are an active self-employed mortgage or protection adviser.
- Have existing enquiries, prospects or suitable client review opportunities.
- Are permitted to contact those people.
- Can commit the time to put your plan into action.
- Want practical support and are open to examining how you work.
We’ll work with your existing opportunities. The programme does not supply leads.
Every recommendation must remain suitable for your client and follow your firm or network requirements.
Let’s give your next 30 days a clear direction.
£500. One payment. A maximum of six advisers.
Starts Monday 9 November 2026.
Fully online. UK time.
Founding cohort bonus: Visibility session included.
Here’s how to join:
1. Secure your place
Make your secure payment to confirm your place in the programme.
2. Tell me where you are
After payment, I'll send you a short form to capture where you are now and where you want to be.
3. Book your first session
After successful payment, I'll send you a link to book your first online planning session.
Secure checkout by Stripe. Please read the programme details and guarantee conditions above before you pay.
Got a question first? Book an optional 15-minute chat.
Waiting list open
Can’t make November? Join the January waiting list.
30 Days with Me runs again from Monday 18 January 2027. Only space for 6 advisers.
1. Join the waiting list
Add your name now, so you’re first to hear when places open.
2. Secure your place
I’ll be in touch to confirm your place in the January cohort.
3. Book your bonus 1:1
Your private session in November, so you start the work before the cohort begins.
Starts January
18
2027
Questions
Is everything online?
Yes. Your individual planning session and weekly group sessions are online, with WhatsApp support between sessions.
What time zone do you use?
UK time. All sessions and booking availability use Europe/London, which is GMT during this programme.
When does it run?
From Monday 9 November to Tuesday 8 December 2026.
What if I miss a group session?
Recordings are included. You’ll need to attend or watch all four sessions and complete your agreed actions for the guarantee.
Do I need an existing pipeline?
Yes. You need existing enquiries, prospects or suitable client review opportunities you’re permitted to contact. We’ll check this before you join.
Does commission need to be paid within the 30 days?
No. Bookings, converted cases and qualifying pipeline progress can count towards the agreed business-value target. We’ll agree what counts and how it’s valued before you join.
How much time will I need?
Your initial 30-minute session, four weekly 60-minute group sessions and 30 minutes of focused action on 20 working days, alongside your normal client work.
Can I bring real client situations?
Yes, using anonymised examples. Don’t share identifiable client information or documents in the group.
Another month of chasing? Or 30 days with a plan?
Bring your pipeline. Bring the conversations...
Let’s get to work.
£500 | Starts 9 November 2026 | Fully online | UK time