Leslie Hughes, founder of PUNCH!media
Leslie Hughes, founder of PUNCH!media

Wealth and asset management firms run LinkedIn profiles at scale through a managed program. Leslie Hughes of PUNCH!media drafts each profile, the firm’s compliance team reviews it, and nothing publishes until it’s approved. The program then tracks changes and refreshes profiles on a set schedule.

Who this program is for

Wealth management, asset management, and insurance firms that need advisor and leadership profiles to be accurate, consistent, and approved before they go live. Typical sponsors include marketing, communications, learning, and compliance leaders.

How the program works

  1. Intake. A working session to learn your approved language, your compliance rules, and the people involved.
  2. Drafting. Each profile is written from the intake material and a conversation with the person it describes.
  3. Review. Your compliance team checks every draft against your rules before publication.
  4. Publishing and tracking. Profiles go live once approved, and we refresh them on a set schedule.

Continuing education for advisors and leaders

PUNCH!media also delivers continuing education for advisors, project managers, and business analysts. Advisor sessions cover how to write, review, and approve professional content, so profile work and skill-building happen together.

Recent work

  • Prospecting framework, training, and LinkedIn guidance, plus profile optimization, for wealth advisors and portfolio managers at one of Canada’s top banks.
  • LinkedIn profiles for executive teams at IPC and Franklin Templeton Canada.
  • LinkedIn profiles for the senior leadership team at Guardian Life Insurance Company of America.

Frequently asked questions

Who writes the profiles?

Leslie Hughes drafts every profile, and your compliance team reviews it before it publishes.

Does the program follow our compliance rules?

Yes. The intake session captures your rules, and the review step applies them to every draft.

How long does a program take?

Programs run in phases, starting with a pilot group. Timelines depend on team size and scope.

Do you work with executive teams and individual advisors?

Both. Team programs cover a leadership group together. Individual engagements suit a single executive or advisor.

Start a conversation

If your firm is looking at advisor or executive LinkedIn profiles, get in touch.