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Masterclass

SOCIAL SELLING FOR
FINANCIAL PROFESSIONALS

Learn how to easily and effectively
convert higher-paying clients as quickly as possible.

LEARN FROM THE EXPERTS

How to increase your sales pipeline and generate more revenue

Key ways to outperform and outshine your competitors

The easiest and most effective way to use LinkedIn properly

This course was made for you if you’ve been waiting for the right solution to help you feel confident that you’re using LinkedIn PROPERLY - using the right strategy and etiquette.

Fear seems to hold us back from moving forward - especially when it comes to your professional presence. You may be thinking:

  • How do I know if I’m doing the right things, or what can I do if I make a mistake?
  • Is there a way I can convert clients even with compliance restrictions?
  • How can I connect with high-quality prospects I don’t know yet?

This program is designed to fast-track your learning and save you hours of frustration along with expensive trial and error, and you don’t even need any “techie” know how!

Social Selling is the Future

Your clients are using Social Media. In fact, over 70% of high net worth individuals use Social Media* and are turning to sites like LinkedIn for financial education or research.

Your prospects are looking at your profile RIGHT NOW to research you and determine if they want to work with you.

What’s YOUR first impression online?

Are you building trust, or are you missing out on opportunities EVERY day?

Did you know: Almost a third of high net worth individuals said they have taken action as a result of reading financial content on Social Media.*?

If your current presence online is outdated or incomplete, you could be missing out on some major opportunities.

Hi! I’m Leslie. I’m an Adjunct Professor of Social Media who has been working in the digital landscape since 1997 and have worked with clients such as Guardian Life Insurance Company of America, Investment Planning Counsel, JLL, RBC (and more) to help optimize their presence online. I’ve been featured on CBC Radio, 690News DeutcheWelle and I appeared on CTVs “The Social” where I discussed how to manage your digital identity. I published my first book “CREATE. CONNECT. CONVERT” because I realize that many people struggle with how to use sites like LinkedIn to brand themselves properly.

I believe even the most “non-techie” person can learn how to use these tools, and I’m am deeply passionate about helping people learn as quickly and as effectively as possible.

What is so cool about sites like LinkedIn, Twitter (and even Facebook) is that you have this unprecedented line-of-sight for sales opportunities. The idea of “Social Selling” doesn’t replace your existing sales process – it only ENHANCES it.

WHAT YOU’LL LEARN IN THE FREE TRAINING:

  • What is “Social Selling” and why does it matter to your business?
  • The best practices and some top etiquette tips on how to master the art of Social Selling
  • Some quick "hacks that will "up" your LinkedIn game quickly and effectively

You’ll also receive a LinkedIn Time Management checklist that will tell you where to focus your time and how often you need to log on to get things done.

Once you’re ready to invest in a deep dive, the 7-module Social Selling Masterclass will take your brand and your business into a whole new stratosphere.

Whether you’re new to LinkedIn or already have a good grasp of your way around the world’s largest professional networking site, you’ll find a ton of value in this training – GUARANTEED!**

Social Selling for Financial Professionals

SOCIAL SELLING 7-MODULE MASTERCLASS

INCLUDES AND EASY-TO FOLLOW STRATEGY AND PROCESS THAT WILL GET YOU FROM
ZERO TO HERO IN NO TIME FLAT:

Module #1

Goal setting: What does success look like to you?

Module #2

Creating a powerful first impression to fascinate your prospects

and generate inbound leads.

Module #3

Identifying and targeting the right buyers through digital research.

Module #4

Reaching out to connect, using the right etiquette and proper digital messaging.

Module #5

Sales enablement: Key ways to deepen relationships and convert higher paying clients.

Module #6

Building thought leadership through publishing quality content.

Module #7

Designing a sustainable playbook for the future.

Each video module is 30 minutes (or less) and the entire program is designed to be both ACTIONABLE and SUSTAINABLE.

It will take out all the overwhelm of where to start and what to do next.

But wait! There’s more!

You’ll also receive:

BONUS #1

A MASTERCLASS blueprint including all the worksheets, sales scripts, and checklists

BONUS #2

Access to an exclusive online group where you can connect and ask questions.

BONUS #3

A FREE 15-minute audit of your LinkedIn profile (limited time only). $500 value included with your purchase

WHAT YOU WON’T GET:

We don’t provide a step-by-step process about how to do a basic set up of your LinkedIn profile. It’s easy just to register at www.linkedin.com and enter your email along with a password.

This isn’t a “get rich quick” scheme. You will have to take action to produce the results you want to get.

IN THIS PROGRAM WE ARE FOCUSED ON THREE KEY AREAS:

  • Creating a strong presence that wows and fascinates your prospects and clients.
  • Connecting with your network the right way, using the right etiquette and building a strong database of quality connections.
  • Converting higher-paying clients and dominating your niche through thought leadership.

HOW IT WORKS

Social Selling Masterclass is an online course. There are 7 core modules to help you advance step-by-step for a complete selling system. Each module contain a video lesson, along with worksheets and/or other material designed to help you set your strategy and growth plan in motion.

You’ll have access to all the modules in this Masterclass for as long - and as often - as you’d like.

You can learn at your own pace, by going through the material each week, or you can download the material and learn at your own schedule.

RISK FREE GUARANTEE**

If you’re not happy, I’m not happy. My goal and purpose is to empower you with all the tools you need to feel confident that you’re using LinkedIn properly. If you are not 100% satisfied, I’ll send you a full refund – but there is a catch. I only want to work professionals who are fully committed to take action.

ENROLL NOW & TAKE YOUR SALES TO NEW HEIGHTS

Frequently Asked Questions